Info Edge
also referred to as: infoedge
includes Info Edge Ventures
54 statements across 6 episodes · 16 bullish · 4 bearish · 4 people on the record · first statement Feb 18, 2020 by Kitty Agarwal · said 106 times in 13 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Siddhartha Ahluwalia (38), Sanjeev Bikhchandani (26), Yashish Dahiya (17), Kitty Agarwal (12), Saahil Goel (4), Kashyap Chanchani (3), Ashish Fafaria (2), Tej Kapoor (1)
tap a year for its mentions
2025 24 mentions in 2 episodes 12 per episode
2024 20 mentions in 5 episodes 4 per episode
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- Reverse Brain Drain, Reality Of Venture Capital And India’s Next 10 Year Explained By Top Indian VCs
- every mention in 2024, scene by scene →
2023 23 mentions in 3 episodes 8 per episode
- Sanjeev Bikhchandani on Finding Zomato & Taking the First Tech Company in India to IPO
- Early Investor of Ola, Urban Company & Mamaearth Shares Startup Success Secrets | Neon Show
- Depression Struggles, Spirituality & Small-Town Mindset | STAGE's Vinay Singhal on The Neon Show
- every mention in 2023, scene by scene →
2022 4 mentions in 1 episode
2020 35 mentions in 2 episodes 18 per episode
Everything said about Info Edge, oldest first
Feb 18, 2020
Agarwal: Info Edge holds a majority stake in only one portfolio startup
“Because if you look at the current portfolio, only in one company we have over 50% stake out of that, out, all the others are minority investments, and the first shareholding that we look for when we enter is typically between 15 to 25%, which is extremely reg…”
Feb 18, 2020 neutral
Agarwal: Info Edge paused all new investments from 2012 to mid-2015
“This was between 2000 and 12 to 2015 mid where we did not make any new investments. Because the environment at that time just seemed really euphoric to us, and so we have the liberty to slow down the pace of investment since we invest from the balance sheet an…”
Feb 18, 2020 negative
Agarwal: Info Edge flash-sales investment failed as capital flooded the sector
“So we did, we took an early bet in a fashion e-commerce, one of those flash sales companies, which did not work for us because a lot of capital flooded the sector immediately after we invested and unit economics did not work.”
Feb 18, 2020 bullish
Agarwal: Info Edge seeks startups uniting Jio data, video, and vernacular
“What we are really actively looking for is companies which can bring these trends together, right? Whether it is through a commerce angle, whether it is through other engagement angles, or providing newer products or services to consumers which they did not kn…”
Feb 18, 2020 bullish
Agarwal: Info Edge is extremely bullish on B2B marketplaces
“B to B marketplaces, we've actually done quite a few because if you look at Shopki Rana, Shoe Connect, Wishbook, these have all been B to B marketplaces, right? So we have a very robust view on the sector and we are extremely bullish about it.”
Feb 18, 2020 neutral
Agarwal: Outsized startup growth is heavily driven by luck and timing
“So I would say the ones who are lucky enough, because luck also plays a big role, we believe, ah, for all these factors to come together, they grow, end up growing 5000 X, and the ones that are slightly unlucky or, you know, just wrong time, wrong place, at ti…”
Feb 18, 2020 bullish
Feb 18, 2020
Feb 18, 2020 positive
Feb 18, 2020 bearish
Feb 18, 2020
Feb 18, 2020 neutral
Agarwal: Indian edtech market size poses challenges for traditional VC returns
“Overall, we think it's a market that is very attractive. Finding you know, kind of a market size you know, think that can be a bit challenging for conventional VC investors, we think, because each of these companies can probably scale to a certain point, and t…”
Feb 18, 2020
Agarwal: Info Edge refuses to back competitors of portfolio companies
“The reason it also looks way more diverse is because we don't invest in competition once we've invested in a company. And we are, we hold that very, very strongly irrespective of how that company is performing. That till we hold shares in one founder, We do no…”
Feb 18, 2020 bullish
Feb 18, 2020 neutral
Feb 18, 2020 bullish
Feb 18, 2020 neutral
Agarwal: Info Edge launched its venture arm due to internal bandwidth constraints
“There was a conversation at the InfoEdge board level that InfoEdge did not have the bandwidth to build all companies or verticals internally, and there were some very exciting entrepreneurs, very passionate people chasing great opportunities out there in the t…”
Feb 18, 2020 positive
Agarwal: Info Edge accommodates cap table restructuring for struggling founders
“When things are not going as well as imagined, then any kind of restructuring of cap tables or anything that we need to do in order to give the entrepreneur a fresh lease of life or give them another chance with raising money and all of that. We are fairly acc…”
Feb 18, 2020 bullish
Agarwal: Info Edge invested ₹12 crore into ShoeKonnect across 18 months
“So Shoe Connect, we've invested 12 crores over a span of 18 months, but that's been sort of, you know, the first check was three crores, then there was another three crores, now there's six crores, and there's more going in, which we haven't announced yet. So …”
Feb 18, 2020
Agarwal: Info Edge writes first institutional checks of $500k to $5M
“So first check sizes are fairly flexible and depends on the fund requirement of the company, but the stage, ah, we are a little more particular about the stage that we try to be the first institutional investor in, ah, typically amongst the first who are in. S…”
Jul 14, 2023 neutral
Jul 14, 2023
Jul 14, 2023
Jul 14, 2023 neutral
Jul 14, 2023 neutral
Jul 14, 2023 neutral
Jul 14, 2023
Jul 14, 2023
Jul 14, 2023 neutral
Jul 14, 2023 positive
Capital Scarcity Forces Startups to Build Their Business on Customer Money
“So really you had to sort of, with meager capital, somehow try and build a business, which means that you have to build on customer money. So this kind of frugality in fiscal discipline got ingrained in our system for the first 10 years.”
Jul 14, 2023
Jul 14, 2023 positive
Jul 14, 2023 negative
Jul 14, 2023 neutral
Jul 14, 2023
Jul 14, 2023
Jul 14, 2023
Jul 14, 2023 positive
Jul 14, 2023 positive
Jul 14, 2023
Sep 22, 2023 positive
Shenoy: Info Edge Possesses Permanent Capital Through Its Public Holding Company Structure
“Sanjeev Bhikchandani also has now what is called effectively permanent capital. Because he has the ability to say, I will raise money as an awkri and give you shares. Of Naukri. I will take that money and do something with it. If you don't like what I do with …”
Nov 15, 2024 neutral
Nov 15, 2024 neutral
Aug 4, 2025 positive
Aug 4, 2025 neutral
Bikhchandani: Early-stage investors contribute at most a two percent difference to success
“The secret of early stage investing is actually to invest behind founders and teams and companies that are going to succeed anyway. Maybe we made two percent difference. But you've got to be humble enough, enough to recognize that.”
Aug 4, 2025 negative
Bikhchandani: Info Edge will never exercise a board veto unless illegal
“There is no way we're going to exercise a veto on the board, even though we have the right to do it as per the agreement, because, you know, ultimately you have to let it be the founder's call. See, unless there's something that's blatantly wrong or illegal yo…”
Aug 4, 2025
Aug 4, 2025 neutral
Aug 4, 2025 neutral
Bikhchandani: Insurers price identical risks differently due to varied assessment models
“Different insurance companies will price the same risk differently because their risk assessment models are different. And it's not as if their strategy is to undercut price. They believe this is a lower risk and therefore they'll charge a lower premium.”
Aug 4, 2025 positive
Bikhchandani: Kitty Agarwal leads Info Edge's Policybazaar decisions without board interference
“Decision to hold, decision to sell, decision to invest more a lot of that thinking has been led by Kitty. So I would not overrule Kitty on anything policy without discussing it. I can't recall the last time I overruled anything.”
Aug 4, 2025 neutral
Aug 4, 2025 neutral
Bikhchandani: Info Edge considers its 17-year Policybazaar stake a financial holding
“See, jobs is strategic investment. The rest is a financial investment. But they hope we've stayed, I think, 17 years in Policy Bazaar, so it's more than just financial. It's not strategic because it's not a business. It's not allied to a business that we own a…”
Aug 4, 2025 neutral