Info Edge’s AI problem isn’t visible yet, but investors are already worried
Shares of Info Edge (India) Ltd are down about 15% over the past month, broadly mirroring the decline in the Nifty IT index. Investors appear concerned about potential collateral damage to recruitment business revenues from the rapid rise of artificial intelligence (AI). In the December quarter (Q3FY26), the company’s recruitment business, Naukri.com, which accounts for…