Info Edge's AI Portfolio Doubles to ₹1,268 Crore, Total Startup Holdings Cross ₹41,300 Crore

Info Edge Ltd, the parent company of Naukri.com, is likely to remain in focus after revealing that the value of its Artificial Intelligence (AI) startup portfolio has more than doubled over the past year. The company disclosed that its AI investments are now valued at ₹1,268 crore, up from ₹614 crore, highlighting the growing importance of AI and deeptech within its startup investment strategy.

The update was shared through a recent shareholder letter and underscores how Info Edge's long-term bets on emerging technology companies are creating significant value.

AI Portfolio Delivers Strong Returns

Since 2020, Info Edge has invested approximately ₹614 crore across 28 AI startups. The portfolio is now valued at ₹1,268 crore, generating a 2.1x return multiple and an estimated gross Internal Rate of Return (IRR) of 31%.

AI Portfolio Snapshot

Particulars	Details
AI Startups Backed	28
Total Investment	₹614 Crore
Current Valuation	₹1,268 Crore
Return Multiple	2.1x
Estimated Gross IRR	31%

The company noted that 15 AI startups within its portfolio have already raised follow-on funding from leading global investors, including Insight Partners, Peak XV, SIG, and Vertex Ventures.

Startup Portfolio Value Surges Above ₹41,300 Crore

Info Edge's overall startup portfolio has grown significantly over the years and is now valued at approximately ₹41,300 crore against cumulative investments of around ₹4,900 crore across 135 startups.

Overall Startup Portfolio

Metric	Value
Total Startups Backed	135
Total Investment	₹4,900 Crore
Portfolio Valuation	₹41,300 Crore
Return Multiple	8.4x
Estimated Gross IRR	33%

The numbers highlight Info Edge's success in identifying and backing high-growth startups across technology sectors.

AI and Deeptech Investments Continue to Expand

The company has deployed over ₹1,003 crore into 54 AI and deeptech startups since 2020.

AI & Deeptech Portfolio

Particulars	Details
Companies Invested In	54
Total Investment	₹1,003 Crore
Focus Areas	AI, Deeptech, Emerging Technologies

According to the company, AI and deeptech are expected to become major long-term value creators as adoption accelerates across industries.

Consumer Technology Remains Largest Value Driver

While AI investments are growing rapidly, consumer technology remains the largest contributor to Info Edge's startup portfolio value.

The company has invested ₹2,755 crore across 45 consumer-tech and consumer-AI startups, with the portfolio currently valued at ₹37,214 crore.

Consumer Tech Portfolio Performance

Particulars	Details
Consumer Tech Startups	45
Investment Amount	₹2,755 Crore
Current Valuation	₹37,214 Crore
Return Multiple	13.5x
Estimated Gross IRR	34%

The portfolio includes investments across:

• Quick Commerce
• Food Delivery
• Fintech
• Insurance Aggregation
• Healthcare
• Travel
• Gaming
• EdTech

Much of the value creation has come from successful investments in companies such as Eternal (Zomato & Blinkit) and PB Fintech.

Deeptech Portfolio Still in Early Growth Stage

Info Edge's deeptech portfolio consists of 30 companies where it has invested ₹455 crore.

The portfolio is currently valued at ₹559 crore, generating a 1.2x return multiple and an estimated gross IRR of 15%.

Deeptech Portfolio Snapshot

Particulars	Details
Deeptech Companies	30
Total Investment	₹455 Crore
Current Valuation	₹559 Crore
Return Multiple	1.2x
Estimated Gross IRR	15%

The company highlighted that most deeptech investments are still in the research, development, and intellectual property creation phase, suggesting future value creation could emerge over the coming years.

Portfolio Companies Receive Government Support

Several portfolio companies have also received support under government innovation programs.

Key Developments

Startup	Funding Support
ePlane	₹285 Crore
Manastu Space	₹115 Crore

ePlane, an electric air mobility startup, secured the highest allocation under the government's Research, Development and Innovation (RDI) Scheme, while Manastu Space received funding support for its spacetech initiatives.

Key Highlights

• Info Edge's AI portfolio doubled to ₹1,268 crore
• Total startup portfolio valuation crossed ₹41,300 crore
• 135 startups backed across sectors
• ₹1,003 crore invested in AI and deeptech since 2020
• Consumer-tech portfolio valued at ₹37,214 crore
• AI portfolio generated a 2.1x return multiple
• Overall startup portfolio delivered an 8.4x return multiple
• Portfolio companies continue attracting global investors

Conclusion

Info Edge's latest shareholder update highlights the growing importance of AI, deeptech, and consumer technology within its investment ecosystem. While consumer-tech investments continue to drive the majority of portfolio value, the rapid doubling of the AI portfolio demonstrates increasing investor confidence in artificial intelligence startups. With startup holdings now valued at over ₹41,300 crore, Info Edge remains one of India's most successful startup investors and continues to benefit from long-term exposure to high-growth technology sectors.

Why are Info Edge shares in focus?

Info Edge shares are in focus after the company revealed that its AI startup portfolio more than doubled in value to ₹1,268 crore.

How much is Info Edge's total startup portfolio worth?

The company's startup investment portfolio is currently valued at approximately ₹41,300 crore.

How many AI startups has Info Edge invested in?

Info Edge has invested in 28 AI startups since 2020.

What is the return generated by Info Edge's AI portfolio?

The AI portfolio has delivered a 2.1x return multiple with an estimated 31% gross IRR.

Which sectors contribute most to Info Edge's portfolio?

Consumer technology remains the largest contributor, followed by AI and deeptech investments.

Which major companies contribute to Info Edge's portfolio value?

Investments in Eternal (Zomato and Blinkit) and PB Fintech remain among the biggest value creators within the portfolio.