Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (November 2018)
90 slides from Info Edge India's investor presentation, November 2018
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company November, 2018 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: Index
Index About Info Edge 4 Financials 6 Governance at Info Edge 15 Naukri 19 99acres 33 Jeevansathi 46 Shiksha 52 Investments 65 Team and contacts 78 Annexures 83 3
Slide 4: Info Edge – Leading Online Classified Businesses in India
Info Edge – Leading Online Classified Businesses in India Online Recruitment Search engine Online Real Estate Search Portal Online Match making ( Matrimony) portal Online Education Classified Portal 4
Slide 5: Investments in Technology-based startups
Investments in Technology-based startups Online restaurant search engine and food Online insurance policies marketplace. delivery site. Shareholding ~13.6%*^ Shareholding ~27.7%*@ Supplementary online learning platform Men’s grooming range (Ustraa) for K12 and Entrance Exams Shareholding ~47 %* Shar
Slide 6: Key Financials- Segmental
Key Financials- Segmental All numbers in Rs Cr Description FY 18 FY 17 Growth 3 months 3 Months Growth ended ended Sep’18 Sep’17 Billing Info Edge * 976 860 13% 261 203 29% - Recruitment 708 632 12% 184 146 26% - 99Acres 157 126 24% 50 33 50% Revenues Info Edge * 915 802 14% 265 225 18% - Recruitmen
Slide 7: Key Financials- Past 5 years performance
Key Financials- Past 5 years performance All numbers in Rs Cr Description FY 14 FY 15 FY 16 FY 17 FY 18 CAGR Q2/19 Revenues 505 611 717 802 916 16% 265 Billing 524 653 753 861 977 17% 261 Operating EBITDA* 164 180 159 254 315 18% 83 Operating Margin (%) 32% 29% 22% 32% 34% 31% Operating PBT 147 162
Slide 8: Financial performance
Financial performance* Info Edge Billing and Cash EBITDA** (Rs crore) trend 1200 400 376 350 1000 312 300 315 800 250 226 205 254 600 187 200 179 150 164 159 400 100 200 50 524 506 653 612 753 718 861 802 977 916 0 0 2014 2015 2016 2017 2018 Billing Revenue Cash EBITDA Operating EBITDA * IND-AS numb
Slide 9: Segmental billing and Cash EBITDA
Segmental billing and Cash EBITDA* Segmental Billing and Cash EBITDA** (Rs crore) trend 1000 977 900 861 800 753 708 700 653 633 600 554 524 480 500 424 384 372 400 315 300 279 269 228 201 200 200 173 140 100 0 -12 -90 -23 -100 -34 -37 2014 2015 2016 2017 2018 -200 IE Billing Recruitment Billing Oth
Slide 10: Segmental operating EBITDA
Segmental operating EBITDA* Info Edge and Segment-wise Operating EBITDA (Rs crore) 385 400 334 350 315 285 300 254 239 250 188 179 200 164 159 150 (109) 100 (58) (41) (45) 50 (19) 0 FY14 FY15 FY16* FY17* FY18* Info Edge Recruitment EBITDA Loss in Other verticals * FY16 - FY18* in the charts above ar
Slide 11: IP and Brand - Key Value Drivers for Info Edge
IP and Brand - Key Value Drivers for Info Edge 4,500 90% 75% 77% 77% 4,000 74% 80% 80% 3,500 65% 70% 3,000 55% 60% 52% 58% 56% 2,500 50% 2,000 40% 1,500 30% 1,000 20% 500 10% 1,966 2,520 3,354 1,318 3,752 3,930 1,163 662 842 881 - 0% FY14 FY15 FY16 FY17 FY18 Personnel Cost ( Mn Rs) Marketing Cost Mk
Slide 12: Assets and funds Allocation
Assets and funds Allocation As of September 30, 2018 Assets Liabilities 3% 4% 8% Cash & Liquid Investments Shareholders Equity Investment in 15% Cash and Startups Customer Advances / equivalents Deferred Sales 34% Rs 16.5 bn Operating Assets Revenue Other Liabilities & Provisions 55% Other Assets 81
Slide 13: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs crore) and Nifty Mid-cap relative trend 21000 18000 15000 12000 31% CAGR 9000 6000 3000 12% CAGR 0 Nov-06 Jan-08 Mar-09 May-10 Jul-11 Sep-12 Nov-13 Jan-15 Mar-16 May-17 Jul-18 IE Market cap Mid-cap Nifty Indexed to IE Market Cap 13
Slide 14: Recruitment profits ploughed back to build 99acres, Jeevansathi and Shiksha
Recruitment profits ploughed back to build 99acres, Jeevansathi and Shiksha Total Cash generated from Recruitment business since inception (Rs crore) 99acres, 216, 9% JS, 84, 4% Residual Cash, Shiksha, 35, 1% 2088, 86% 14% of the cash generated by recruitment has been used to fund other businesses t
Slide 15: Corporate Governance- Cornerstone to our value system
Corporate Governance- Cornerstone to our value system Independent Directors forms majority on the Board Non Executive Chairman Statutory Audit performed by EY Internal Audit performed by an external firm Audit committee comprises of only Independent Directors Formal dividend policy (15 t
Slide 16: Board of Directors
Board of Directors Whole time Non Executive Independent Saurabh Srivastava (72) Arun Duggal (71) Sanjeev Bikhchandani (55) Kapil Kapoor (54) 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 17: Nationwide sales/customer interface infrastructure
Nationwide sales/customer interface infrastructure Info Edge sales offices illustrative map Chandigarh Key Observations Delhi NCR (Noida, Gurgaon) Jaipur Lucknow Nation wide coverage Ahmedabad Indore Bhopal Raipur Kolkata through 73 company branch Nasik offices in 48 cities in India Mumbai Auranga
Slide 18: Shareholding Pattern
Shareholding Pattern As of September 30, 2018 Axis Mutual Fund 3.97% Others, Ward Ferry 3.23% 8.8% Nalanda 3.16% Amansa 3.01% Mutual Aranda Investments (Temasek) 2.68% Funds and Goldman Sachs EM Fund 2.54% Banks, Mirae Asset 2.24% 14.5% UTI 2.22% Promoters, Reliance Mutual Fund 2.20% associates Matt
Slide 19: Naukri
infoedge Naukri . x Employer Zone Cnaukri.com JOBS RECRUITERS COMPANIES — SERVICES MORE LOGIN NOTIFICATIONS Inaia’s Not Job Site — Buy Online IIT/IIM Jobs International Jobs Walk-in Jobs New to Naukri? Register with us Recent Searches java programmer- 186 new jobs J : or investor relation- 135 new j
Slide 20: Key operating metrics for Naukri
Key operating metrics for Naukri 5,00,000 job listings 74% Traffic Share in Sep 2018* Avg. 15,000 900,000 new 60 Million Resumes resume resumes searches Daily activity on added Naukri platform in Q2FY19 46,000 Job Seekers availed premium services 8-11 mn 3,50,000 recruiter resumes email modified 53,
Slide 21: Naukri traffic share
Naukri traffic share Overall traffic (from desktops & laptops and web mobile) based on time spent 80% 70% 60% 50% 40% 30% 20% 10% 0% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri Monster India Timesjob Shine Naukri enjoys signi
Slide 22: 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 23: Revenue sources for Naukri
Revenue sources for Naukri B2B revenues comprise ~90% of overall Naukri revenue and includes: – Resume database access – Job listing (response management) – Employer branding (visibility) – Career site manager – Others - Resume short listing and screening, campus recruitment – Non recruitment adve
Slide 24: Breakup of revenue by Product and Industry
Breakup of revenue by Product and Industry Data for trailing 12 months to September 2018 RMS / CSM / Referral, 4.3% Others, 1.2% Services/Others, Assisted search, 4.5% 19.5% IT & ITES, 29.6% Branding, 7.1% Manufacturing, Job seeker 5.8% services, 10.9% BFSI, 5.5% Job listings, Recruitment Resume dat
Slide 25: Increasing realization per unique client with increasing number of customers
Increasing realization per unique client with increasing number of customers* Naukri India - Revenue per client and # of clients 80 76 80 65 71 51 57 60 46 48 60 42 35 40 72 40 61 66 68 53 56 57 20 41 45 20 0 0 FY10 FY11 FY12 FY13 FY14 FY15 FY16* FY17* FY18* Avg. realization in Rs '000 (LHS) # of un
Slide 26: Product Innovation is cornerstone of our strategy
Product Innovation is 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 Mob
Slide 27: RMS – empowering recruitment ecosystem
RMS – empowering recruitment ecosystem 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 thousands of connected corporate sites and RMS would help powe
Slide 28: Naukri RMS
intoedge Naukri RMS RECRUITMENT CRMs MANAGEMENT Sai 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 29: Recruiter profile
Recruiter profile Platform for public profiles of HR professionals and consultants Jobseekers can ‘FOLLOW’ Recruiter Updates Keep jobseekers informed of recruiter’s Active Jobs Help Build recruiter’s personal database Over 188,000 jobs have Recruiter Profile details, 40% of these jobs have Recruiter
Slide 30: The App and HTML5 site
The App and HTMLS site "BOA OG. £1716 7393 Jobs Found Product Manager MODIFY | SAVE AS ALERT Bey Sallis Designations Companies Product Manager - Artificial Intelligence Domain Axcelovate & 3-8 Years Location @ Bengaluru Product Strategy, Product Marketing, Product Management, Product Pricing, ... Wo
Slide 31: Competition
Competition • Local job boards – Indeed.co.in – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Caters to a different segment / requirement 31
Slide 32: Overseas peer comparison
Overseas peer comparison 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* 443 114 ~520,000 5.7 (China) Seek ANZ^ 299 11 200,000 5.1 (AP&A) Recruit# 1,976 - - 46.4 (Japa
Slide 33: 99acres
infoedge 99acres 99acres aiinon~ DOWNLOAD APP CUSTOMERSERVICE SELL RENTPROPERTY —HOMELOANS RENT PROJECTS COMMERCIAL DEALERS 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
Slide 34: Online Real Estate marketing business in India
Online Real Estate marketing business in India • Real estate is one of the largest spender on advertising in print media • Our estimate of spend on online real estate portals is about Rs 3.5-4.0 bn in FY 17-18 (excluding Google and Facebook) • 99acres, a leader in this category – Google, Facebook an
Slide 35: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops and web mobile) based on time spent 60% 45% 30% 15% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 35
Slide 36: 99acres traffic share
99acres traffic share Overall traffic (from desktops, web mobile & app) based on time spent 60% 45% 30% 15% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 36
Slide 37: 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 38: Key business metrics for 99acres
Key business metrics for 99acres • As of September 30, 2018 – Total projects 158,000+ (under construction or ready-to-move- in) – Total listings** 761,000 (including 262,000 owner listings) • Residential 636,000 • Commercial 125,000 38
Slide 39: Break-up of Customers and Billing
Break-up of Customers and Billing No. of customers in ‘000 Billing breakup by customer type 4.6 16.9 51% 44% BROKER BUILDER BROKER BUILDER Data for trailing 12 months to September 2018 39
Slide 40: 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 41: 99acres Peer Comparison
99 acres Peer Comparison • Leadership position maintained – We have maintained highest traffic share for 99acres for past several quarters – To ensure data quality, innovation and customer retention, we have increased our investments in product / data quality / marketing • Listings growth intact – L
Slide 42: 99acres Quarterly Financials
99 acres Quarterly Financials 99acres Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 50.0 45 42 40.0 37 33 34 31 31 30 32 30.0 28 28 26 26 28 25 25 36% 23 23 23 19 19 31% 20.0 16 16% 16% 13% 13% 13% 10.0 12% 8% 6% 6% 5% 0.0 2 (5) (7) (8) (10) (10) (4) (7) -10.0 (11) (10) (20) (12) (11) (13) (11) (13)
Slide 43: Mobile app – home screen, navigation and search
Mobile app – home screen, navigation and search 43
Slide 44: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 44
Slide 45: Mobile app – project search results page, project detail page and property posting form
Mobile app – project search results page, project detail page and property posting form 45
Slide 46: Jeevansathi
intoedge Jeevansathi BROWSE PROFILES BY v SEARCH v of REGISTER FREE Be found 46
Slide 47: Online matrimonial business - India
Online matrimonial business - India • Online spend by users estimated to be ~Rs 6-7 bn in FY 17-18 • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used primarily by – Those disconnected from mother communities – Youngsters looking for choices – Families for match-making • Fragmente
Slide 48: Jeevansathi business model
Jeevansathi business model Jeevansathi is a freemium model, wherein – Users do not pay for listing, searching, expressing interest and accepting others’ expression of interest – Payment is required to contact the other person Offline centres – Walk in sales for matching services Franchise - wa
Slide 49: Competition Scenario
Competition Scenario • Three main players – Bharat Matrimony is the leader, followed by Shaadi and then Jeevansathi • 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 • Jeevansa
Slide 50: Mobile app
intoedge Mobile app
Slide 51: Jeevansathi quarterly financials
Jeevansathi quarterly financials Jeevansathi Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 25.0 20.0 18 18 18 18 17 17 15 14 14 14 13 15.0 11 11 12 24% 31% 22% 10 10 9 10 9 9 29% 21% 9 9 10.0 29% 19% 18% 21% 5.0 10% 16% 16% 0.0 0 (1) (1) (2) (1) (1) (3) (6) (2) (2) -5.0 (3) (4) (4) (4) (4) (5) (6) (7
Slide 52: Shiksha
intoedge Shiksha MBA~ ENGINEERING~ LAW~ DESIGN» MORECOURSES~ © STUDYABROAD > COUNSELLING ~ EXAMS QUESTIONS “*” CAREERS Indus Business Academy ( IBA), Bangalore Garden City University Birla Global University International Management SRM Institute Featured T. A. Pai Management Institute (TAPMI) Last D
Slide 53: 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 Universiti
Slide 54: Shiksha – some approx. nos.
Shiksha – some approx. nos. 54
Slide 55: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 55
Slide 56: 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 57: Authentic College Reviews
Authentic College Reviews 57
Slide 58: Q&A mobile app for expert advice
Q&A mobile app for expert advice 58 58
Slide 59: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 59
Slide 60: Home page for Overseas Education
Home page for Overseas Education 60
Slide 61: Comprehensive Scholarship information for study abroad
Comprehensive Scholarship information for study abroad 61
Slide 62: Mobile sites
Mobile sites India Study Abroad 62
Slide 63: Competition
Competition 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 – Multiple Emerging start- • Colleg
Slide 64: Shiksha quarterly financials
Shiksha quarterly financials Shiksha Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 20.0 15 15.0 14 11 12 11 11 11 43% 10 10 10.0 9 9 7 7 32% 7 6 39% 6 20% 6 20% 26% 6 6 6 12% 5.0 11% 410% 5 7% 3 3 7% 3% 1 2 - (1) 0 (1) 1 1 0 0 1 (1) (0) (1) (0) (2) (2) (2) (3) (4) (2) (5.0) Q1FY17* Q1FY18* Q1FY19* Q2
Slide 65: Investments
intoedge Investments
Slide 66: Investment Portfolio
Investment Portfolio Book value of Approx. diluted and investment convertd shareholding % Investee Company Website as of Sep 30, 2018 (Actual) Active (Rs Cr) Zomato Media Pvt Ltd. www.zomato.com *152 32.54% Applect Learning Systems Pvt Ltd. www.meritnation.com 136 65.67% Etechaces Marketing and Cons
Slide 67: Investee companies financials
Investee companies financials Rs. Crore Investee Company Operating revenue Operating EBITDA FY13 FY14 FY15 FY16 FY17 FY18 FY13 FY14 FY15 FY16 FY17 FY18 Partly owned subsidiary Meritnation 10 20 22 29 36 31 (21) (29) (23) (42) (23) (13) Canvera 30 44 54 56 49 42 (21) (33) (22) (33) (27) (25) Associat
Slide 68: Zomato
Zomato 68
Slide 69: Zomato is world’s leading restaurant search, discovery and transaction platform
Zomato is world’s leading restaurant search, discovery and transaction platform Zomato has three key businesses 1. Listings & Reviews 2. Food Delivery 3. Subscription Programs • Launched in 2008 • Launched in 2015 • Launched in 2017 • Present in 24 countries • Present in India and Middle East • Indi
Slide 70: Growth is fuelled by two self feeding “flywheels”
Growth is fuelled by two self feeding “flywheels”, that define Zomato’s unique business model Multiple use cases across dining-out and food delivery result in strong network effects STAGE 1 – LISTINGS AND REVIEWS CONTEN T Engagement Content High quality, exhaustive restaurant listings Stage 1 (using
Slide 71: Highly interactive platform ensures high user and restaurant engagement
Highly interactive platform ensures high user and restaurant engagement Bookmark Social Reviews Photos Menus Customized Advanced Feed & Ratings Collections Search Retrieval of Latest updates Description and High quality Comprehensive Trend-based, Multi-dimensional favorite places from friends and ra
Slide 72: PolicyBazaar
PolicyBazaar policybazaar LIFEINSURANCE ¥ HEALTH INSURANCE ¥ MOTOR INSURANCE ¥ India’s Best | \nsur, e "a, Say Investment Men, # PS Solutions a Child Plans nse: ome eso (Sasa (E infoedge OTHER INSURANCE ¥ RENEWAL SUPPORT ¥ MY ACCOUNT nea ALICE Destination Two Wheeler go May, gar Investment Plans rr
Slide 73: PolicyBazaar
PolicyBazaar • PolicyBazaar is India’s online price comparison site for insurance – Significant value add to individuals and Financial Institutions for policy related decision-making • A leader in its category – Captures an estimated 90% share of insurance comparison & 50% of online Insurance transa
Slide 74: Meritnation
infoedge Meritnation Fmeritnation NCERTSOLUTIONS ENTRANCEEXAMS CLASSXIl_ CLASSXI_—sCLASSX Q LociIN CLASSIX CLASSVII_ CLASSVIT_—CLASSVI ONLINE TUITION (0) ,_sctometo meron cm VE CLAS EST TEACHERS s LIVE CLASSES WITH THE BEST TEACHERS Enter the following details to get the Offer of the day CLASS 4-12
Slide 75: 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 76: Happily Unmarried
intoedge Happily Unmarried USTRAA GROOMING FOR MEN 76
Slide 77: Happily Unmarried
Happily Unmarried • Grooming range for men “Ustraa” • Focus on online sales • Have introduced a women’s range under brand name ‘Happily Unmarried’ • Received funding from Wipro Consumer 77
Slide 78: Team
intoedge Team 78
Slide 79: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Sanjeev Bikhchandani 55 BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 46 B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO
Slide 80: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Executive Vice President - Product Amit Kumar Singh 41 Btech - IIT Kanpur, PGDBM - IIM Calcutta Development Adobe Systems, Citibank 2011 Senior Vice President Technical AOL Online, First Advantage, Adobe
Slide 81: Banks/ brokerages that cover us
Banks/ brokerages that cover us Firm Analyst Phone Number E-mail Ambit Vivekanand Subbaraman +91.22.3043 3261 [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
Slide 82: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Vivek Aggarwal Prince Poddar Designation CFO SVP – Finance Investor Relations e mail [email protected] [email protected] [email protected] Telephone +91 120 3082137 +91 120 3082007 +91 120 3082091 Fax +91 120 3082095 Address In
Slide 83: Annexures
intoedge Annexures
Slide 84: Naukri has dominant traffic share
Naukri has dominant traffic share Overall traffic (from desktops, web mobile& app) on time spent – excluding Indeed 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri Monster India Timesjob Shi
Slide 85: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops based on time spent – excluding indeed 80% 70% 60% 50% 40% 30% 20% 10% 0% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri Monster India Timesjob Shine Source: SimilarWeb Abo
Slide 86: Naukri has dominant traffic share
Naukri has dominant traffic share Android App traffic share based on time spent – excluding indeed 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri TimesJobs Shine Monster Source: Simila
Slide 87: Naukri’s traffic share
Naukri’s traffic share Overall traffic (from desktops, web mobile & app) on time spent – including Indeed 70% 60% 50% 40% 30% 20% 10% 0% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri Monster India Timesjob Shine Indeed Source:
Slide 88: Naukri’s traffic share
Naukri’s traffic share Naukri’s Desktop traffic based on time spent – including Indeed 80% 70% 60% 50% 40% 30% 20% 10% 0% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Abov
Slide 89: 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% Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Naukri TimesJobs Shine Monster Indeed Source: SimilarWeb A
Slide 90: Slide 90
Info Edge (India) — Investor Presentation (November 2018) on 6ix