Shares of Info Edge (India) Ltd climbed 2.56% to Rs 1,400 on Tuesday, December 2, after the latest Naukri JobSpeak November 2025 report pointed to a sharp rebound in white-collar hiring activity across India.
According to the JobSpeak November 2025 report , overall hiring in November grew 23% year-on-year, marking a strong recovery after the festive-season slowdown. The two-month October–November period saw consolidated hiring improve 6% YoY, indicating sustained momentum.
Which sectors drove the surge?
The report highlights robust hiring across several industries:
- Education: +44%
- Hospitality & Travel: +40%
- Real Estate: +40%
- IT Services: +14%
- Auto: +14%
- Banking/Finance: +4%
- AI/ML roles: +72% — the biggest spike
These trends suggest continued diversification in demand, with non-IT sectors increasing their share of white-collar job creation.
Hiring by experience: strong gains for freshers
The chart on page 5 shows:
- 0–3 years (freshers): +30% YoY
- 16+ years experience: +27% YoY
Freshers saw unusually strong traction, driven heavily by Hospitality (+75%) and Education (+71%) hiring.
Geographical trends
As per the map on page 6:
- Kolkata: +21% overall, +102% hiring by GCCs
- Ahmedabad & Jaipur: leading fresher hiring with +41% and +31% respectively
- Tier-2 and Tier-3 cities also showed notable upward momentum
Why this impacts Info Edge
Info Edge operates India’s largest job platform Naukri.com, whose performance is directly linked to white-collar hiring trends. A 23% YoY surge in monthly hiring activity signals rising recruiter demand and more listings on the portal, supporting the outlook for Info Edge’s recruitment services business.
