With a remarkable track record in consumer technology, involving significant investments in AI and deep tech, Info Edge (India) presents a compelling narrative. But with emerging risks and uncertain cash flows, can it maintain its growth trajectory?
Meanwhile, at 99acres, excluding a one-time reversal of excess warranty provisions of about ₹20 crore, evidence of sustainable profitability remains limited, and the business was cash-flow negative during FY26. Aisle, acquired in 2022, continues to consume cash, while Shiksha faces emerging headwinds from AI-driven changes. Jeevansathi has turned cash-flow positive, but it’s still relatively small.
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