Statutory Warning: This report may cause a reaction, and acting on it can be injurious to your wealth.
I recently talked to the management of Info Edge (India) Ltd. (IEL) to understand the company’s business, what drives it, and the challenges it faces.
Here is analysis of the business for you, with the view that it would help you understand it better.
Let’s start with understanding the business and its core underlying dynamics.
Info Edge’s Business
IEL is India’s leading online classifieds company with presence in the recruitment, matrimony, real estate, education and related services.
Unlike the first impression of it being an “Internet or dotcom” business, look deeper and you will see a “media” business (classifieds) that is on the Internet.