The juggler

It’s an internet platform. It’s a holding company. It’s a VC fund. It’s Info Edge!

It’s also a stock market darling, and the only non-VC firm with two unicorn investments. But these mask deeper problems

29/10/18

Vandana

Info Edge has relied on smart investments to create value for its shareholders. Its early investments in Zomato and Policybazaar paid off tremendously

However, it can no longer rely heavily on this approach as the VC/PE space is a lot more crowded than it once was

Instead, Info Edge must look at its core businesses—Naukri.com in particular—as it looks to maintain its status as the market’s darling

But despite being India’s largest jobs platform, Naukri faces an uphill struggle to maintain its market leader position

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It was a demo that led Sanjeev Bikhchandani, the founder of online classifieds giant Info Edge, to buy into the vision of Policybazaar. The year was 2008. At the time, insurance policy comparison in India was a fledgeling concept, and Yashish Dahiya, Policybazaar’s founder, was looking for someone to back his insurance comparison platform. At…

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