Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (November 2017)
98 slides from Info Edge India's investor presentation, November 2017
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company November, 2017 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Info Edge (India) Limited (the “Company”) solely for information purposes without any regard to any specific objectives, financial situations or information needs of any particular person. This presentation and its contents are confidential and shoul
Slide 3: Our internal businesses
Our internal businesses Dominant market leader India’s leading real estate site Number 3 but fastest growing India’s leading education listings site Job site focused on the Gulf market Executive search 3
Slide 4: Strategic investments
Strategic investments# India’s leading restaurant ratings and India’s leading insurance review site comparison site Shareholding ~46%* Shareholding ~10%*^ Supplementary online learning platform India’s leading site for prints and for K12 and Entrance Exams photobooks Shareholding ~66%* Shareholding
Slide 5: Financial performance track record
Financial performance track record Revenue and Operating EBITDA margin for the standalone entity, 2007 – 2017 900 60% 53.7% 56.1% 53.5% 800 51.0% 50.5% 49.0% 45.3% 50% 700 43.6% 41.5% 41.1% 600 38% 40% 35.7% 33% 34% 33% 32% 500 29% 29% 30% 26% 27% 30% 400 21% 2397 2241 2152 300 20% 802 1326 718 824
Slide 6: Strong balance sheet, negative working capital and negligible leverage
Strong balance sheet, negative working capital and negligible leverage Assets – 58% Cash 4% Cash & Liquid 2% 6% Investments Strategic Investments Cash and equivalents Net Fixed Assets Rs 1467 High margins 30% Crore and operating Non Current Assets leverage Current Assets 58% Negative WC Capital Cycl
Slide 7: Corporate Governance
Corporate Governance Independent Directors are a majority on the Board Separation of Chairman and CEO role Non Executive Chairman Statutory Audit performed by EY Internal Audit performed by an external firm Audit committee comprises of only Independent Directors Disclosure of quarterly
Slide 8: Board of Directors
Board of Directors Whole time Non Executive Independent Saurabh Srivastava (71) Arun Duggal (70) Sanjeev Bikhchandani (54) Kapil Kapoor (53) Independent Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, B.Tech IIT Delhi, PGDM IIM-A Chairman Director
Slide 9: Nationwide sales/customer interface infrastructure
Nationwide sales/customer interface infrastructure Info Edge sales offices illustrative map Chandigarh Key Observations Delhi NCR (Noida, Gurgaon) Jaipur Nation wide coverage Lucknow through 74 company branch Kolkata Ahmedabad Nasik Indore Bhopal Raipur offices in 46 cities in India Mumbai Auranga
Slide 10: Shareholding pattern
~42% shareholding is with the Founding management group and ~47% with Institutional Investors (as of Sep 30, 2017) ESoP Trust, Individuals HDFC Mutual Fund 3.59% 0.15% and others, Amansa Holdings 3.29% 10.80% Ward Ferry Asian Fund 3.24% Bodies Nalanda India Equity Fund 3.17% Corporate, Matthews 2.95
Slide 11: Naukri
Naukri 11
Slide 12: Naukri website
con fot 200 Sie Jobs More Login IIT/IM Jobs Register with us Get best matched Jobs on your Email No Registration needed CREATE JOB ALERT WALK INS FOR VOICE SUPPL am T EMPLOYER APPLY NOW OF THE YEAR 2017 Top Employers Best Places to Work virtusa POLARIS All Sectors ation Technology LT 1 Information T
Slide 13: Naukri is the dominant leader in the online job market
Naukri is the dominant leader in the online job market • During or end of, Q2 FY 17-18 – 72% traffic share* in September, 2017 (Source : SimilarWeb) – 420,000 avg. job listings on a given day – ~5.4 Crore resumes – 17,500 avg. resumes added daily – 287,000+ resumes modified daily – 800,000 to 1,000,
Slide 14: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops and laptops based on time spent 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 14
Slide 15: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from mobile web based on time spent 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 15
Slide 16: Naukri has dominant traffic share
Naukri has dominant traffic share Android App traffic share based on time spent 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri TimesJobs Shine Monster Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 16
Slide 17: Naukri is a business of the virtuous circle
Naukri is a business of the virtuous circle Benefits • Naukri has over We get the 100% of industry most profits enabling clients We’ve got the greater investment in most jobs – Product innovation – Engineering We get – Brand support the most – Sales network response We get the most – Servicing back
Slide 18: Revenue sources
Revenue sources B2B revenues about 90% (from Recruiters) – Resume database access – Job listing (response management) – Employer branding (visibility) – Career site manager – Others - Resume short listing and screening, campus recruitment – Non recruitment advertising (other than for jobs) B2C abo
Slide 19: Breakup of revenue by product type and industry
Breakup of revenue by product type and industry in FY 16-17* Referral hiring tool, 0.4% Services/ others, Assisted CSM, 1.5% Others, 0.9% 19.6% IT and ITES, search, 4.6% 30.1% Branding, 8.1% Manufacturin g, 5.7% Job seeker BFSI, 5.1% services, Resume 10.8% database Job listings, access, 60.4% 13.2%
Slide 20: Average revenue per unique client
Average Revenue per unique client growing with increasing number of clients* Naukri India - Revenue per client and # of clients 80 71 80 57 65 48 51 60 46 60 35 42 40 40 61 66 68 53 56 57 20 41 45 20 0 0 FY10 FY11 FY12 FY13 FY14 FY15 FY16* FY17* Avg. realization in Rs '000 (LHS) # of unique clients
Slide 21: Product Innovation is the cornerstone of our strategy
Product Innovation is the cornerstone of our strategy • Recruitment Management • Friction free connectors to System1 other ATS • RMS Pro • Reviews • RMS Referral • Job aggregation Job & Recruitment • RMS Consultant Content Automation Aggregation Tools INNOVATIONS Data • NLP2 based content extraction
Slide 22: RMS will power the recruitment ecosystem
RMS will power the recruitment ecosystem with other recruitment stakeholders also benefitting from it Enterprises CHROs SMBs Recruiters Naukri Clients RMS Users QBOA QBO Pay Tax Hiring Consultants Managers Partners Candidates • The career site helps Naukri become part of a much larger ecosystem with
Slide 23: Naukri RMS
Naukri RMS - ; RECRUITMENT RMS MANAGEMENT . SYSTEM EV©LVE TO A NEW AGE RECRUITMENT SOLUTION Automates hiring process, right from requisition to offer C RMS ENTERPRISE C RMS CONSULTANT C RMS REFERRAL
Slide 24: Recruiter profile
Recruiter profile Platform for public profiles of HR professionals and recruitment consultants Jobseekers can ‘FOLLOW’ Recruiter Updates Keep jobseekers informed of recruiter’s Active Jobs Help Build recruiter’s personal database Over 150,000 jobs have Recruiter Profile details, 50% of these jobs ha
Slide 25: Mobile an important source of traffic
Mobile an important source of traffic About 67% of the sessions in Q2 FY 17-18 (vs 59% sessions in Q2 FY 16-17) from mobile Android app iOS app HTML5 site 33% of total Naukri 3% of total Naukri 31% of total Naukri sessions sessions sessions Trend since Q3FY16 70% 60% 50% 35% 32% 31% 33% 40% 31% 32%
Slide 26: The App and HTML5 site
The App and HTMLS5 site "ROA ov OLA ov 7393 Jobs Found My Naukri Home Product Manager MODIFY | S. Product Manager Info Edge Bey Sallis Designations Companies Product Manager - Artificial Intelligence Domain Axcelovate =i 3-8 Years Recruiter Visits 0) 0 Pending Actions Location @ Bengaluru On Profile
Slide 27: Competition
Competition • Local job boards – Indeed.co.in – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Solves a different problem • Continuous innovation and improvements in product and service is the key to counter competition 27
Slide 28: Some international comparisons
Some international comparisons Name of the Approx. revenue No. of profiles/ No. of unique Approx. Market website from recruitment resumes in mn clients Cap of the (in USD mn) @ company (in USD bn )*** 51job.com* 341 103 460,000 3.79 (China) Seek.com^ 277 5.5 613,000 5.00 (Australia) Recruit# 3,565 -
Slide 29: 99acres
99acres 29
Slide 30: 99acres website
99acres aiinon~ DOWNLOAD APP CUSTOMERSERVICE SELL RENTPROPERTY —HOMELOANS PROJECTS COMMERCIAL DEALERS All Residential ¥ Get personalized property - Theasr suggestions on a single tap Mobile Appies- Awards Winner 2015 neaLstaTE CATEGORY AVINAS! avinasn Oe NAYARI NEWCOUNTYL tars towe = [rr ereaiom / 4
Slide 31: Online real estate business - India
Online real estate business - India • Real estate estimated to be one of the large advertising category in print (~Rs 2000 Crore in FY 16- 17) • Our estimate of spend on online real estate portals was about Rs 350 Crore in FY 16-17 (excluding Google and Facebook) • 99acres, a leader amongst 6 player
Slide 32: Time share of 99acres vs. competitors
Time share of 99acres vs. competitors Traffic from desktops and laptops based on time spent 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 32
Slide 33: Time share of 99acres vs. competitors
Time share of 99acres vs. competitors Traffic from mobile web based on time spent 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 33
Slide 34: Time share of 99acres vs. competitors
Time share of 99acres vs. competitors Android app traffic based on time spent 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 34
Slide 35: Status of competition
Status of competition • 99acres and Magicbricks are the two serious players in classifieds sites category • Housing was taken over by Proptiger (an agency) and REA Group reportedly invested in the company • Indiahomes saw a management and investor exit, not much activity • Commonfloor was taken over
Slide 36: 99acres business model
99acres business model Revenue Model Projects So we get Listings the most Featured listings clients We’ve got the Microsites most real estate Email campaigns listings Banner Ads Re-sale Listings So we get Featured listings the most response So we get Rental the most Listings tr
Slide 37: Some approx. numbers for 99acres
Some approx. numbers for 99acres • As of September 30, 2017 – Total projects 1.44 lakh* (under construction or ready to move in) – Total listings** 7.31 lakh of which owner listings were 2.72 lakh • Residential 6.16 lakh • Commercial 1.15 lakh *1 lakh = 100,000 **Typically, listings stay live for 2
Slide 38: In FY 16-17
In FY 16-17* No. of customers in ‘000 Revenue breakup by customer type 5.0 44% 53% 14.7 BROKER BUILDER BROKER BUILDER * Based on Billings data 38
Slide 39: 99acres – strategy
99acres –strategy • Customer Service • Analytics • Project • Lead optimization comparisons • Monetization updates / payment Customer Data • New offerings plans Service Science Strategy Platform Data Quality • SEO • Mobile & HTML site • Verify listings • Personalization • Improve listing • Brand buil
Slide 40: What is working well for 99acres
What is working well for 99acres • Leadership position maintained - traffic share for 99acres has started to further improve in last one year – Increased investments in product aesthetics/data quality/marketing ensuring quality and innovation and customer retention • Listings growth intact amidst po
Slide 41: 99acres Quarterly Financials
99acres Quarterly Financials Revenue and EBITDA trend for 99acres (Rs Crore) 40 32 31 31 33 30 30 28 26 28 26 28 25 25 23 23 23 19 19 20 10 0 2 (13) (10) -10 (5) (8) (11) (7) (10) (11) (10) (13) -20 (16) (17) (21) (20) -30 (25) (35) -40 Revenue EBITDA 99acres cumulative cash loss (management estimat
Slide 42: Mobile app – home screen, navigation and search page
Mobile app – home screen, navigation and search page 42
Slide 43: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 43
Slide 44: Mobile app – project search results, detail page and posting form
Mobile app – project search results page, project detail page and property posting form 44
Slide 45: Mobile an important source of traffic
Mobile an important source of traffic About 69% of the sessions in Q2 FY 17-18 (vs 56% of the sessions in Q2 FY 16-17) from mobile Android app iOS app HTML5 site 25% of total 3% of total 41% of total 99acres sessions 99acres sessions 99acres sessions Trend since Q3FY16 80% 70% 60% 50% 41% 34% 38% 40
Slide 46: Jeevansathi
Jeevansathi 46
Slide 47: Jeevansathi website
BROWSE PROFILES BY v SEARCH v f REGISTER FREE na SO Search by ProfilesD | Advanced Seateh, 47
Slide 48: Online matrimonial business - India
Online matrimonial business - India • Online market estimated to be Rs 600 to 650 crore in FY 16-17 • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used by – Those disconnected from mother communities – Youngsters wanting choice • In many instances process is driven by family • Fra
Slide 49: Jeevansathi business model
Jeevansathi business model Website – Free to list – Free to search – Free to express interest – Free to accept others expression of interest – Pay to get contact details Offline centres (10 centres operational) – Walk in sales for matching services Franchise - walk in centers 49
Slide 50: Competition
Competition • Three main players – Bharat Matrimony is the leader – Shaadi is no. 2 – Jeevansathi no. 3 • Bharat Matrimony dominates states in south India and non resident Indians from these states • Shaadi leads in Gujarat and Punjab and non resident Indians from these states • Jeevansathi leads in
Slide 51: Time share – Jeevansathi
Time share – Jeevansathi Desktop traffic (including laptops) based on time spent 70% 60% 50% 40% 30% 20% 10% 0% Jeevansathi Shaadi Bharat Matrimony Source: SimilarWeb Websites considered for Shaadi – Shaadi, Marathi, Bengali, Telugu, Punjabi, Tamil, Kannada, Odia Websites considered for BM – BM, Hin
Slide 52: Time share – Jeevansathi
Time share – Jeevansathi Mobile traffic (excluding app) based on time spent** 60% 50% 40% 30% 20% 10% 0% Jeevansathi Shaadi Bharat Matrimony Source: SimilarWeb Websites considered for Shaadi – Shaadi, Marathi, Bengali, Telugu, Punjabi, Tamil, Kannada, Odia Websites considered for BM – BM, Hindi, Mar
Slide 53: Mobile app
Mobile app 53
Slide 54: Jeevansathi quarterly financials
Jeevansathi quarterly financials1 Revenue and EBITDA trend for Jeevansathi (Rs Crore) 20 18 18 15 13 14 14 14 15 11 11 12 10 9 10 10 9 9 9 10 5 0 (1) 0 (1) (1) (2) (1) (2) -5 (2) (4) (4) (4) (4) (5) -10 (6) (8) (10) -15 (16) -20 Revenue EBITDA 1 Jeevansathi has grown at an average 24% YoY in the pas
Slide 55: Mobile an important source of traffic
Mobile an important source of traffic About 90% sessions in Q1 FY 17-18 (vs 78% sessions in Q1 FY 16-17) from mobile** Android app iOS app (launched on Nov 13, HTML5 site 2015) 57% of total 26% of total 7% of total Jeevansathi sessions Jeevansathi sessions Jeevansathi sessions Trend since Q3FY16 100
Slide 56: Shiksha
Shiksha 56
Slide 57: Shiksha website
MBA ~ ENGINEERING ~ LAW ~ DESIGN ~ = MORE COURSES ~ STUDY ABROAD ~ COUNSELLING ~ MEDALMDAAADANE Want to ask questions to current MBA Students? REVA University Sanskriti University Presidency University Uttaranchal (P.G.) College SRM University AP nd Hospital Apply Now aw Bio-Med Redefi 57
Slide 58: Shiksha – some approx. nos.
Shiksha – some approx. nos. So we get the most clients So we get the most traffic As of Oct, 2017 58
Slide 59: Educational classifieds business - India
Educational classifieds business - India • Education as a category spends amongst the highest in print –Spend in print estimated to be similar to real estate • Online , School/College contact programs, Consultant commissions & fairs form bulk of remaining marketing spends by colleges and Universitie
Slide 60: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 60
Slide 61: Shiksha business model
Shiksha business model • Branding & advertising solution for colleges & universities (UG, PG, post PG) – Both Indian and foreign entities advertise – Large number of Indian students go overseas for higher education • Estimated at ~125,000 + every year • Lead generation – Potential student/applicants
Slide 62: Authentic College Reviews
Authentic College Reviews 62
Slide 63: Q&A mobile app for expert advice
Q&A mobile app for expert advice 63 63
Slide 64: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 64
Slide 65: Home page for Overseas Education
Home page for Overseas Education 65
Slide 66: Mobile sites
Mobile sites India Study Abroad 66
Slide 67: Competition – different for India and abroad
Competition – different for India and abroad Domestic Study abroad • Print Media • Online • Online – HotCourses India/ IDP • Google – Studyportals • Pagalguy – Masterstudies • HTcampus – Top mba / Top universities • Minglebox (QS) • Careers360 – Collegeboard • MBA Universe – Yocket • CollegeDekho –
Slide 68: Shiksha quarterly financials
Shiksha quarterly financials Revenue and EBITDA trend for Shiksha (Rs Crore) 16.00 14 14.00 11 12 12.00 11 10 10 9 9 10.00 7 7 8.00 6 6 6 6 6 6.00 4 5 4.00 2.00 3 - 1 1 2 0 1 1 (2.00) 0 (0) (1) (1) (2) (1) (2) (4.00) (3) (2) (6.00) (4) Revenue EBITDA Shiksha cumulative cash loss (management estimate
Slide 69: Investee companies
Investee companies 69
Slide 70: Portfolio status
Portfolio status Aggregate amount As of Oct 25, 2017 % Holding on fully Investee Company Website invested (Rs Crore) diluted basis* Active Zomato Media Pvt Ltd. www.zomato.com 484 46% Applect Learning Systems Pvt Ltd. www.meritnation.com **127 66% Etechaces Marketing and Consulting Pvt Ltd. www.poli
Slide 71: Investee companies financials
Investee companies financials Rs. Crore Investee Company Operating revenue Operating EBITDA FY13 FY14 FY15 FY16 FY17 FY13 FY14 FY15 FY16* FY17* Partly owned subsidiary Meritnation 10 20 22 29 36 (21) (29) (23) (42) (23) Canvera 30 44 54 56 49 (21) (33) (22) (33) (27) Associate Companies Zomato Polic
Slide 72: Zomato
Zomato fi Get the App '® Order Food ga’ Book a Table Collections Order Food Online P Trending this week The most popular restaura in town this week Newly opened The best new piaces in town Enter your delivery location 4 Wpede
Slide 73: Zomato – brief overview
Zomato – brief overview • Zomato is the largest restaurant search & discovery platform globally with presence in 24 countries – Food ordering service is available in India, UAE and Lebanon and is growing strongly • Unique tech enabled, low cost feet-on-street model ensures exhaustive listings in a p
Slide 74: Zomato – Highly interactive platform ensures high engagement
Zomato – Highly interactive platform ensures high engagement Bookmark Social Reviews Photos Menus Customized Advanced Feed & Ratings Collections Search Retrieval of Latest Description High Comprehen Trend-based, Multi- favorite updates and rating of quality sive and curated group dimensional places
Slide 75: Zomato – mobile app
Zomato — mobile app @ Connaught Place, s ’ a7 . = @ Connaught Place, New... v A Pam ns B@x Q 4 Delivery Dining Out @ Cotés& YY Order Food Online ° seh edoe fae ® Blockbuster Deals 5 ~O a ° INNAUGHT PLACE Order tood from. Nando’ Catte 9 Se 75
Slide 76: Zomato – table reservation platform
Zomato – table reservation platform Get a confirmation message and your booking is done Enter your details Select date, time and no. Pick your favorite place to dine out of guests 76
Slide 77: PolicyBazaar
PolicyBazaar policy Life insurance + ce + Matorinsurance + Other insurance » Support» yY o mM Term Life Insurance Health Insurance Travel Insurance Car Insurance Tax Saving v a a) + ft val Child Plans Investment Retirement Plans Cancer Protection Critical llness Home Insurance Just for You Everythin
Slide 78: PolicyBazaar
PolicyBazaar • PolicyBazaar is India’s online price comparison site for insurance – A clear value add to individuals and Financial Institutions • A leader in its category – Estimated 95% share of insurance comparison & 50% of online Insurance transactions • A large untapped and growing market – A fr
Slide 79: Meritnation
Meritnation of nation = 2 | meee] | oon Wa ae Entrance Exams ClassXil Class Xi_««ClassX = Class IX Class Vill Class VIl._~—=s Class VI ClassV-— Class iV Classili' Class I Class | ONLINE “CUSS4:12- 2 ) Join now for FREE “ENTRANCE EXAMS ) 1,12,80,347 Live classes with the best eciersh \ Sabian Online
Slide 80: Meritnation
Meritnation • Supplementary online learning platform for K12 and Entrance Exams – Proprietary content – Freemium model – Direct to consumer • Provides free solutions mainly for – mathematics and science for K12 of popular national Indian curriculum’s viz. CBSE and ICSE and some State Boards – free s
Slide 81: Canvera
Canvera CanVera « Share your Photobook (1) Get your own Canvera Photobook £@] Find a Photographer FIND A PHOTOGRAPHER for any occasion, anywhere in India Allocations All categories aSoverarny Posters Photo prints Canvase: Display kets Book: ml rarc fe a ut Fe &% 5 q Shoot, upload, print. Simple. EXP
Slide 82: Canvera
Canvera • Print and design services for professional photographers for their album needs, primarily weddings • Build brand with the consumers (Yougraphy) • Products & services include: – Printed products (albums) sold to the photographer (main source of revenue) – Design of printed products and webs
Slide 83: Canvera contd.
Canvera contd. • Business model – Photographers pay to order printed albums or photographs – Additional sources of monetization possible • Micro site and ad revenues from photographer classifieds – Recently introduced products for consumers • Sales presence in 200+ cities • New launches – Every prin
Slide 84: Happily Unmarried
Happily Unmarried USTRAA GROOMING FOR MEN
Slide 85: Happily Unmarried
Happily Unmarried • Grooming range for men “Ustraa” • Designs and sells fun products – With an Indian touch • Proportion of online sales growing rapidly. 85
Slide 86: Financials (Standalone)
Financials (Standalone) 86
Slide 87: Standalone Financials - Consistent growth in Revenue & Profitability
Standalone Financials - Consistent growth in Revenue & Profitability Revenue (Rs Crore) Profitability (Rs Crore) 1000 350 900 207 63 800 300 189 79 700 250 600 167 76 134 43 200 500 71 40 99 47 123 150 290 400 259 253 214 212 595 204 300 100 194 183 529 182 169 168 153 445 147 142 133 132 200 125 37
Slide 88: Segmental operating EBITDA
Segmental operating EBITDA Segmental Operating EBITDA (Rs Crore) 400 350 334 300 283 239 250 200 188 155 166 150 100 50 0 -5 -8 -11 -7 -12 -34 -50 -8 -50 -8 -7 -93 -16 -100 -150 FY12 FY13 FY14 FY15 FY16* FY17* Recruitment Real estate Other verticals * FY16 and FY17 in the charts above are IND-AS EBI
Slide 89: Team
Team 89
Slide 90: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Sanjeev Bikhchandani 54 BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 45 B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO
Slide 91: Management Team Contd.
Management Team Contd. Name Age Qualifications Designation/ Role Previously worked with Year of joining Executive Vice President & Business Head - Maneesh Upadhyaya 39 B Sc, MBA, FMS, Delhi University Shiksha Bain & Co. 2010 Executive Vice President - Product Amit Kumar Singh 40 Btech - IIT Kanpur,
Slide 92: Internet in India – growing at a rapid pace
Internet in India – growing at a rapid pace Internet users in India (Crore) 50 45 45 42 43 40 38 35 30 28 25 20 15 10 5 0 Oct '14 Oct '15 Oct '16 (E) Dec '16 (E) Jun '17 (E)* Source: IAMAI, IMRB 92
Slide 93: Banks/ brokerages that cover us
Banks/ brokerages that cover us Firm Analyst Phone Number E-mail Axis Capital Sahil Desai +91.22.4325 1121 [email protected] B&K Securities Sushil Sharma +91.22.4031 7117 [email protected] BAML Sachin Salgaonkar +91 22 6632 8667 [email protected] Centrum Broking Ankit Kedia +91.2
Slide 94: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Prince Poddar Designation CFO Investor Relations e mail [email protected] [email protected] Telephone +91 120 3082137 +91 120 3082091 Fax +91 120 3082095 Address Info Edge (India) Limited, B 8, Sector 132, Noida – 201 301, Uttar Prades
Slide 95: Annexures
Annexures 95
Slide 96: Naukri’s traffic share
Naukri’s traffic share Naukri’s Android App traffic based on time spent – including Indeed 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri TimesJobs Shine Monster Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 96
Slide 97: Naukri’s traffic share
Naukri’s traffic share Naukri’s Desktop and Laptops traffic based on time spent – including Indeed 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 97
Slide 98: Naukri’s traffic share
Naukri’s traffic share Naukri’s mobile web traffic based on time spent – including Indeed 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 98
Info Edge (India) — Investor Presentation (November 2017) on 6ix