Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (June 2020)
84 slides from Info Edge India's investor presentation, June 2020
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company JUNE, 2020 1
Slide 2: Disclaimer
Disclaimer By attending the meeting/telephonic call where this presentation is made, you agree to be bound by the trailing restrictions regarding the information disclosed in this presentation. This presentation has been prepared by Info Edge (India) Limited (the “Company”) solely for information pu
Slide 3: Index
Index About Info Edge 4 Financials 6 Governance at Info Edge 16 Review of Covid 19 Impact 19 Naukri 25 99acres 38 Jeevansathi 51 Shiksha 56 Investments 62 Data Security at IEIL 74 People Development 75 Contribution to Environment 76 Corporate Social Responsibility 77 Annexures 80 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 ~15.1%*^ Shareholding ~22.71%*@ Men’s grooming range (Ustraa) Shareholding ~42.3%* # Other investments include NoPaperForms (Advanced enrolments manage
Slide 6: Key Financials- Past 3 years performance
Key Financials- Past 3 years performance All numbers in Rs MN except % Description FY 18 FY19 FY 20 CAGR Revenues 9,155 10,983 12,727 16.8% Billing 9,767 11,770 12,687 16.0% Operating EBITDA*^ 3,156 3,563 4,028 16.1% Operating Margin (%)^ 34% 32% 32% Operating PBT ^ 2,758 3,214 3,554 16.0% Cash and
Slide 7: Key Financials- Annual
Key Financials- Annual All numbers in Rs MN except % Description FY 20 FY19 FY 18 Growth Growth 20 Vs 19 19 Vs 18 Billing Info Edge * 12,687 11,770 9,767 7.8% 20.6% - Recruitment 9,156 8,475 7,079 8.0% 19.6% - 99Acres 2,139 2,067 1,571 3.5% 31.8% Revenue Info Edge * 12,727 10,983 9,155 15.9% 20.0% -
Slide 8: Key Financials- Qtrly Update
Key Financials- Qtrly Update All numbers in Rs MN except % Description Q4’20 Q4’19 YOY Q3’20 Apr & May’20 Billing Info Edge * 3,319 3,608 (8.0)% 2,999 1,047 - Recruitment 2,440 2,597 (6.0)% 2,100 800 - 99Acres 507 667 (24.0)% 543 37 - JS 238 198 20.4% 224 147 - Shiksha 134 146 (8.5)% 133 53 Revenue
Slide 9: Financial performance
Financial performance Info Edge Billing and Cash EBITDA** (Rs Mn) trend 14,000 5,000 4,500 4,351 12,000 4,016 4,000 3,760 3,976 10,000 3,500 3,564 3,000 8,000 3,150 2,500 6,000 2,000 4,000 1,500 1,000 2,000 11,770 10,982 12,686 12,727 500 9,770 9,160 - - FY18 FY19 FY20 Billing Revenue Cash EBITDA Op
Slide 10: Billing and Cash EBITDA
Billing and Cash EBITDA Segmental Billing and Cash EBITDA** (Rs Mn) trend 12,686 12,300 11,769 11,300 10,300 9,770 9,155 9,300 8,475 8,300 7,300 7,080 6,300 5,300 5,120 4,240 4,978 4,300 3,530 3,293 3,300 2,690 2,300 1,300 300 (48) (88) (700) (40) (190) (291) (629) FY18 FY19 FY20 IE Billing Recruitm
Slide 11: Operating EBITDA
Operating EBITDA Info Edge and Segment-wise EBITDA (Rs Mn) 6000 5159 5000 4361 4270 3845 3564 4000 3150 3000 2000 1000 590 484 508 0 FY18* FY19* FY20* Info Edge Recruitment EBITDA Loss in Other verticals • * FY18– FY20 in the charts above are based on IND-AS numbers; rest all years which are as per
Slide 12: People, Brand and IP - Key Value Drivers for Info Edge
People, Brand and IP - Key Value Drivers for Info Edge 6000 50% 43% 45% 42% 43% 5000 40% 35% 4000 30% 3000 25% 20% 2000 16% 16% 15% 13% 10% 1000 5% 3930 1163 4597 1756 5414 2044 0 0% FY18 FY19 FY 20 Personnel Cost (Rs Mn) Marketing Cost (Rs Mn) Personnal Spend as % of revenues Mktg Spend as % of tot
Slide 13: Assets and funds Allocation
Assets and funds Allocation As of March 31, 2020 # Assets Liabilities 8% Cash & Liquid 4% Shareholders Equity 5% Cash and Investments ^ 14% equivalents Rs 15 bn Investment in Customer Advances / Startups Deferred Sales Revenue Operating Assets Other Liabilities & 38% 49% Provisions Other Assets 81%
Slide 14: IE Venture Fund - AIF
IE Venture Fund - AIF • Floated an AIF Class II Fund, on 20th Jan’20 duly registered by SEBI, to fund investments unrelated to the core operating entity. • An efficient setup for future fund raising and regulatory standpoint. • Proposed corpus of the fund is Rs 7500 MN ( around USD 100Mn). IEIL and
Slide 15: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs Mn) and Nifty Mid-cap relative trend 40000 35000 30000 32% CAGR 25000 20000 15000 10000 5000 8% CAGR 0 Mar-19 Mar-20 Jan-19 Jan-20 Jun-19 Jun-20 Sep-18 Oct-18 Feb-19 Jul-19 Sep-19 Oct-19 Feb-20 Dec-18 Dec-19 Apr-19 Aug-19 Apr-20 Nov-18
Slide 16: Corporate Governance- Cornerstone to our value system
Corporate Governance- Cornerstone to our value system Independent Directors forms majority of the Board Non- Executive Chairman Statutory Audit performed by EY Internal Audit performed by an external firm Audit committee comprises only of Independent Directors Formal dividend policy (15%
Slide 17: Board of Directors
Board of Directors Whole time Non Executive Independent Kapil Kapoor (55) Saurabh Srivastava (73) Naresh Gupta (53) Sanjeev Bikhchandani (56) Non Executive Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, Chairman Director M.Sc Harvard B Tech IIT K
Slide 18: Nationwide sales/customer interface infrastructure
Nationwide sales/customer interface infrastructure Info Edge sales offices illustrative map Chandigarh Geographical Spread as on date Delhi NCR (Noida, Gurgaon) Jaipur Lucknow Nation wide coverage Ahmedabad Indore Bhopal Raipur Kolkata through 77 company branch Nasik offices in 47 cities in India
Slide 19: COVID-19: The Impact and the Response so far
COVID-19: The Impact and the Response so far…. Steps taken to ensure smooth functioning of operations We moved to “work from home” model by mid-March before the lockdown was announced in India We believe the health, safety and well-being of employees are paramount. The Company stays committed to
Slide 20: COVID-19: Impact on operating business and estimation
COVID-19: The Impact and the Response so far…. Impact on operating business and estimation of future impact on operations Different segments in the core operating businesses may experience a different level of stress in the business due to disruption and the rebound of normalcy would evolve over t
Slide 21: COVID-19: Impact on operating business (Cont'd)
COVID-19: The Impact and the Response so far…. Impact on operating business and estimation of future impact on operations (Cont’d) With most of our vendors continuing to service the provision of essential goods and services during the lockdown period, we did not face any disruption from supply cha
Slide 22: Performance of Key Business Verticals
Performance of Key Business Verticals Naukri ( India)* 99acres Jeevansathi Billings (INRmm) Billings (INRmm) Billings (INRmm) 36% 31% 2,103.0 16% 484.0 16% 13% 13% 13% 12% 8% 6% 6% 227.9 5% 200.8 1,149.0 139.8 Q1'20 Q1'21 Q1'20 Q1'21 Q1'20 Q1'21 - Billing improved sequentially - Apr YoY was at -90%;
Slide 23: COVID-19: Liquidity, Investments and Cost Structure
COVID-19: The impact and the Response so far…. Liquidity, Investments and Cost Structure Capital and Financial Resources: In a challenging business environment due to the global pandemic, we believe in conserving our resources, accordingly we have restrained our discretionary spends and at the sam
Slide 24: COVID-19: Liquidity, Investments and Cost Structure
COVID-19: The impact and the Response so far…. Liquidity, Investments and Cost Structure Our fixed and committed costs for FY’20 were approximately in the range of Rs. 6000 MN. This includes fixed salary, facilities and technology running expenses We believe there would be more opportunities to
Slide 25: Naukri
infoedge Naukri 2 “ 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? Recommended Jobs 27 Register with us Recent Searches java programmer- 186 new jobs J i i or invest
Slide 26: Key operating metrics for Naukri
Key operating metrics for Naukri 5,40,000 Dominant Traffic Share among job listings peers Avg. 13,000 6,99,000 new resume 69 Million Resumes resumes searches Daily activity on added daily Naukri platform in Q4FY20 ~48,000 Job Seekers availed premium services 5,00,000 415,000+ recruiter resumes email
Slide 27: Naukri traffic share among traditional job sites
Naukri traffic share among traditional job sites Overall traffic (from desktops, web mobile& app) on time spent 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Sim
Slide 28: Naukri traffic share among traditional job sites
Naukri traffic share among traditional job sites Overall traffic (from desktops, web mobile& app) on time spent 120% 100% 80% 60% 40% 20% 0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised the a
Slide 29: 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 30: Revenue sources for Naukri
Revenue sources for Naukri B2B revenues ( as on date) 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 re
Slide 31: Breakdown of revenue by Product and Industry
Breakdown of revenue by Product and Industry Data for trailing 12 months to March 2020 RMS / CSM / Referral, 5.5% Others, 1.5% IT & ITES, 30.2% Services/Others, Assisted search, 18.8% 5.5% Branding, 6.1% Manufacturing, Job seeker 5.4% services, 10.1% BFSI, 6.1% Resume database access, 59.8% Job list
Slide 32: 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 85 93 85 76 100 80 75 50 80 70 72 76 65 0 FY18* FY19* FY20* Avg. realization in Rs '000 (LHS) # of unique clients in '000 (RHS) Recruitment Segment Billing and EBITDA Margi
Slide 33: Naukri Investment strategy
Naukri Investment strategy Enhance Core Platform Efficiency and Experience using AI / ML Experimenting Outcome based Strengthen Product Business models- Offering – RMS. BigShyft. Key Investment Avenues Strategic Enhancing Job Investments in Seeker Experience/ adjacent business . Career information S
Slide 34: iimjobs.com
iimjobs.com IEIL acquired 100% stake of High Orbit Careers Pvt Ltd (Domain: iimjobs.com) in all cash deal in June’19. iimjobs.com is India’s leading recruitment platform for management professionals Catering to 400+ Corporate Customers – across various industries. Consistent billing growth o
Slide 35: 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 36: Naukri RMS
infoedge 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 37: The App and HTML5 site
infoedge The App and HTMLS site "HOA OM. £176 ov 7393 Jobs Found ri Home Product Manager MODIFY | SAVE AS ALERT Product Manager Info Edge Keyskills, Designations, Companies Product Manager - Artificial Intelligence Profile Complete Domain Fi 3-8 Years Recruiter Visits Pending Actions Location @ Beng
Slide 38: 99acres
infoedge 99acres 99acres sinon~ DOWNLOAD APP CUSTOMERSERVICE —SELL/RENTPROPERTY HOMELOANS RENT PROJECTS COMMERCIAL DEALERS All Residential ¥ Get personalized property TheGsF Suggestions on a single tay Mobile Appies: os sill Awards Winner 2015, aL isATECATGORY BOOK YOUR DREAM INVEST IN DUBAI FOR SPR
Slide 39: 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 6.0-7.0 bn in FY 19-20 (excluding Google and Facebook) • 99acres, a leader in this category – Google, Facebook an
Slide 40: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile) based on time share 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb Similarweb revised the algorithm for calculating time share through app in Q3’20 40
Slide 41: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile and App) based on time share 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb Similarweb revised the algorithm for calculating time share through app in Q3’20 41
Slide 42: 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 43: Key business metrics for 99acres (Q4)
Key business metrics for 99acres (Q4) • As of March 31, 2020 – Total projects 1,70,633 + (under construction or ready-to-move- in) – Total listings 9,41,850 (including 4,21,384 owner listings) • Residential 7,86,067 • Commercial 1,55,783 43
Slide 44: Break-down of Customers and Billing
Break-down of Customers and Billing No. of customers in ‘000 Billing breakdown by customer type 5.0 42% 52% 21.6 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to March 2020 44
Slide 45: 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 46: 99 acres 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 47: 99 acres – Last 3 year Financials
99 acres – Last 3 year Financials 99acres Annual Revenue (Rs Mn) and EBITDA (Rs Mn) 2,500 2,000 36% 31% 16% 16% 1,500 13% 13% 13% 12% 8% 6% 6% 5% 2,280 1,000 1,919 500 1,354 - 52 FY18 FY19 FY20 (194) (196) (500) Revenue EBITDA 99acres cumulative cash loss (management estimate) at Rs 2596 MN. Above n
Slide 48: Mobile app – home screen, navigation and search
Mobile app – home screen, navigation and search 4 8 48
Slide 49: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 49 49
Slide 50: 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 50 50
Slide 51: Jeevansathi
infoedge Jeevansathi BROWSE PROFILES BY v SEARCH v of REGISTER FREE Be found 51
Slide 52: Online matrimonial business - India
Online matrimonial business - India • Online spend by users estimated to be ~Rs 7-8 bn in FY ‘19-20. • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used primarily by - Those disconnected from mother community - Youngsters looking for choices - Families for match-making • Fragmente
Slide 53: 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 54: Mobile app
infoedge Mobile app 54
Slide 55: Jeevansathi – Last 3 year financials
Jeevansathi – Last 3 year financials JS Annual Revenue (Rs Mn) and EBITDA (Rs Mn) 1,000 800 600 22% 24% 31% 29% 21% 29% 19% 400 18% 847 688 21% 723 10% 16% 200 16% - FY18 FY19 FY20 (200) (332) (228) (400) (600) (650) (800) Revenue EBITDA Jeevansathi cumulative cash loss (management estimate) at Rs 1
Slide 56: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 56
Slide 57: Educational classifieds business - India
Educational classifieds business - India Industry Highlights Business Model • Education as a category spends • Branding & advertising solution for amongst the highest in print colleges & universities (UG, PG, post PG) – Spend in print estimated to be – Both Indian and foreign entities similar to rea
Slide 58: Shiksha – Business Statistics
Shiksha – Business Statistics • Domestic Colleges – 30000, Courses – 215000+, #Reviews – 180,000+, Exams – 600+ • Study Abroad Universities – 1864 from 52 countries, Courses – 21452, Scholarships - 2240 58
Slide 59: Authentic College Reviews
Authentic College Reviews 59
Slide 60: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 60
Slide 61: Shiksha – Last 3 years financials
Shiksha – Last 3 years financials Shiksha Annual Revenue (Rs Mn) and EBITDA (Rs Mn) 600 533 500 481 425 400 43% 32% 300 39% 20% 20% 26% 10% 12% 11% 7% 200 7% 3% 100 37 19 7 - FY18 FY19 FY20 Revenue EBITDA Shiksha cumulative cash loss (management estimate) at Rs 394 MN . Above numbers are segmental f
Slide 62: Investments
infoedge Investments 62
Slide 63: Investment Portfolio (Q4)
Investment Portfolio (Q4) Approx. diluted and convertd Book value of shareholding % investment as on 30th (Actual) Investee Company Website June’20 Active (Rs Mn) Zomato Media Pvt Ltd. www.zomato.com 1,522 22.71% Etechaces Marketing and Consulting Pvt Ltd. www.policybazaar.com 5,758 15.10% Happily U
Slide 64: Investee companies financials
Investee companies financials Figures in Rs Mn. Investee Company Website Operating revenue Operating EBITDA FY18 FY19 FY20 FY18 FY19 FY20 Partly owned subsidiary Applect Learning Systems Pvt Ltd. www.meritnation.com 308.36 347.66 245.75 (130.92) (224.87) (211.89) Associate Companies Associate Compan
Slide 65: Zomato
Zomato 65
Slide 66: 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 • India and internatio
Slide 67: 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 68: 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 69: 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 70: 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 71: Happily Unmarried
Happily Unmarried Minerals Acti i ead BS | Charcoal Body Wash infoedge Hair @& Condition Growth Vitalizer Body Wash A savin AI Sean Cream! i | 71
Slide 72: Ustraa
Ustraa • Ustraa is the largest online men’s grooming brand. • On a run rate of ~ 98 MN per month on gross level. Net sale of ~70MN per month. • Have signed in Siddhant Chaturvedi as a brand ambassador to endorse Fragrances and Trimmers. Campaign to launch in Feb. • Offline presence in over 2000 stor
Slide 73: Product Portfolio
P RO D U C T PO RT F O L I O Fragrances Soaps 73
Slide 74: Data Security at IEIL
Data Security at IEIL Data Security and Privacy Policy • Protects users data using end point security through Data Leakage prevention software (Websense DLP), Write restrictions by locking USB’s, disk encryption complex password policies , vulnerability patching and anti-viruses. • Denial of Servi
Slide 75: People Development
People Development Assessment • Defined Performance Management process which includes KRA Settings , Quarterly goal setting , mid year and full year assessments • Established practices to capture employee concerns through annual surveys. Learning and Development • Advanced education policy that
Slide 76: Contribution to Environment
Contribution to Environment. IEIL’s Corporate Office Improved Indoor Air Quality at Noida / NCR Offices – • Green Building • Outside PM 2.5 - 881, Inside PM 2.5 – 20. • Silver Certification • 73% Employees have advantage of cleanest air being • By Indian Green Building at IEIL (3394 out of 4653 Empl
Slide 77: Corporate Social Responsibility
infoedge CORPORATE SOCIAL RESPONSIBILITY Our CSR programme focuses on supporting organizations making impactful interventions at various stages across the education and employability spectrum Bridge programmes Supporting Supporting Supporting Supporting Enabling Nurturing micro- for first- formal sc
Slide 78: Direct impact of our key CSR programme
DIRECT IMPACT OF OUR KEY infoedge CSR PROGRAMME* Women skilled for livelihoods Formal school students children with 155 covered under digital special needs education/ provided Persons with scholarships/ career a education & Disabilities trained guidance projects f ~~ therapy for retail jobs 2317 211
Slide 79: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Vivek Aggarwal Designation CFO EVP – Finance e mail [email protected] [email protected] Telephone +91 120 3082137 +91 120 3082007 Fax +91 120 3082095 Address Info Edge (India) Limited, B 8, Sector 132, Noida – 201 301, Uttar Pradesh,
Slide 80: Annexures
infoedge Annexures 80
Slide 81: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops based on time spent – excluding indeed 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 job Similarweb revised the algorithm
Slide 82: Naukri has dominant traffic share
Naukri has dominant traffic share Android App traffic share based on time spent – excluding indeed 120% 100% 80% 60% 40% 20% 0% Naukri TimesJobs Shine Monster Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs • ~70% of Naukri’s traffic comes through A
Slide 83: Naukri's traffic share
Naukri’s traffic share Naukri’s Desktop traffic based on time spent – including Indeed 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised
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