ICICI Securities has released its earnings estimates for Info Edge 's third quarter performance (October-December FY25), projecting positive growth across all key financial parameters. The brokerage house expects the internet sector company to deliver strong results with double-digit growth in revenue and profitability.

Financial Performance Projections

The earnings estimates indicate robust performance across all major financial metrics for the quarter:

Revenue Growth Outlook

Net sales are expected to demonstrate strong momentum with a 15.7% year-on-year increase to ₹776.60 crore. The sequential growth of 4.1% quarter-on-quarter suggests sustained business expansion and healthy demand trends in the company's core segments.

Profitability Metrics

The projected net profit of ₹280.00 crore represents steady growth with a 7.9% year-on-year increase and 7.3% quarter-on-quarter improvement. EBITDA is forecast to reach ₹320.00 crore, showing operational efficiency with 10.4% annual growth and 8.3% sequential expansion.

Sector Context

These estimates are part of ICICI Securities' broader coverage of the internet sector for the third quarter period. The projections reflect expectations for continued growth in Info Edge's business segments during the October-December quarter of FY25.

Info Edge (India) Limited has announced a significant investment by its subsidiary in the dating platform business, as Jeevansathi Internet Services Private Limited approved a ₹10 crore investment in Aisle Network Private Limited on January 19, 2026.

Investment Structure and Details

The Board of Directors of Jeevansathi, a wholly owned subsidiary of Info Edge, has agreed to invest approximately ₹10 crores in Aisle Network Private Limited through the acquisition of compulsorily convertible debentures (CCDs). The investment structure includes the following key parameters:

About Aisle Network Private Limited

Aisle Network Private Limited, incorporated on January 10, 2014, operates multiple dating platforms through its mobile applications including Aisle, Anbe, Arike, Neetho and Jalebi. These platforms enable users to browse profiles with the intent of finding suitable partners. The company's financial performance shows consistent growth over the past three years:

Strategic Rationale and Corporate Structure

The investment is being made to meet the working capital requirements of Aisle Network. Following this investment, Aisle will continue to remain a step-down wholly owned subsidiary of Info Edge through Jeevansathi. The transaction is classified as a related party transaction since Info Edge already holds 100% stake in Aisle through its subsidiary Jeevansathi, in accordance with the Companies Act, 2013.

Regulatory Compliance

The disclosure has been made pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The transaction is being conducted on an arm's length basis, with no additional interest from the promoter, promoter group, or group companies of Info Edge. No governmental or regulatory approvals are required for this acquisition.

Business Impact

This investment reinforces Info Edge's commitment to strengthening its portfolio of digital platforms beyond its core recruitment and real estate businesses. Aisle Network's presence in the dating and matchmaking segment complements Info Edge's existing matrimonial platform Jeevansathi, providing additional growth opportunities in the relationship services market.