Info Edge Doubles AI Portfolio To ₹1,268 Cr: Should You Buy, Sell, Or Hold?

Info Edge has come into focus after announcing that it has doubled its AI portfolio investment to ₹1,268 crore, while its overall startup investment portfolio is now valued at approximately ₹41,300 crore. The move underscores the company's growing commitment to artificial intelligence and emerging technology ventures. However, despite the positive market reaction, questions remain about how AI could affect Info Edge's core businesses over the longer term. G Chokkalingam, Founder & MD, Equinomics Research, believes investors should remain cautious as the company continues to trade at relatively high valuations despite the recent correction in the stock. He noted that upcoming quarterly earnings will be crucial in assessing whether AI has any meaningful impact on revenues, margins and business performance. Until there is greater clarity, Chokkalingam's stance remains a hold rather than an outright buy recommendation.