Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (September 2020)
83 slides from Info Edge India's investor presentation, September 2020
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company Sep, 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 - Naukri 20 - 99 Acres 33 - Jeevansathi 46 - Shiksha 51 Investments 58 Data Security at IEIL 69 People Development 70 Contribution to Environment 71 Corporate Social Responsibility 72 Team 74 Annexure 78 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 ~22.20%*@ Men’s grooming range (Ustraa) Shareholding ~30%* # Other investments include NoPaperForms (Advanced enrolments manageme
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 18% Billing 9,767 11,770 12,687 14% Operating EBITDA*^ 2,973 3,413 4,027 13.1% Operating Margin (%)^ 32% 31% 32% Operating PBT ^ 2,814 3,986 3,190 Cash and Bank Bal #
Slide 7: Key Financials- Annual
Key Financials- Annual All numbers in Rs MN except % Description FY 20 FY19 FY 18 Growth Growth FY20 Vs 19 FY19 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.
Slide 8: Key Financials- Qtrly Update
Key Financials- Qtrly Update All numbers in Rs MN except % Description Q1’21 Q1’20 YOY Q4’20 QoQ Billing Info Edge * 1,886.0 3,363.3 -43.9% 3,319.1 -43.1% - Recruitment 1402.8 2,195.0 -44.3% 2,440.4 -17.9% - 99Acres 140.2 484.0 -71.0% 506.8 -72.3% - JS 227.9 201.1 13.3% 238.1 -16.7% - Shiksha 115.0
Slide 9: Financial performance
Financial performance Info Edge Billing and Cash EBITDA** (Rs Mn) trend 14,000 5,000 4,351 4,500 12,000 4,016 4,000 3,762 10,000 3,976 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 10,983 12,687 12,727 9,767 9,155 500 - - 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 11,770 11,300 10,300 9,770 9,155 9,300 8,475 8,300 7,080 7,300 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 June 30, 2020 # Assets Liabilities Cash & Liquid 4% Shareholders Equity 11% Investments ^^ 14% 5% Investment in Customer Advances / Startups Deferred Sales 37% Revenue Operating Assets Other Liabilities & Provisions 47% Other Assets 81% Total: 30,851 Mn Total: 30,85
Slide 14: IE Venture Fund - AIF
IE Venture Fund - AIF • Floated an AIF Class II Fund, in 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 its W
Slide 15: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs Mn) and Nifty Mid-cap relative trend 45000 40000 35000 34% CAGR 30000 25000 20000 15000 10000 10% CAGR 5000 0 Aug-11 Aug-12 Aug-13 Aug-14 Aug-15 Aug-16 Aug-17 Aug-18 Aug-19 Aug-20 Market Cap Mid-cap Nifty Indexed to IE Market Cap 15
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 (74) 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: Shareholding
Shareholding As of 20th Aug, 2020 Mutual Funds/ FIIs/ FPIs / Banks % Holding Others, Axis Mutual Fund + Schroders 6.4% Mutual 7.7% Ward Ferry 3.5% Funds and Banks, Nalanda 3.0% 12.6% Vanguard 1.6% SBI 1.5% Promoters , Goldman Sachs EM Fund 1.5% associates Amansa 1.5% and ESOP UTI -various 1.4% Trust
Slide 20: 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 21: Key operating metrics for Naukri
Key operating metrics for Naukri 434 K Dominant Traffic Share job listings among peers Avg. 353 K 8.24 K 69 Million Resumes resume Daily activity on new resumes searches Naukri platform added daily in Q1FY20 38,906 Job Seekers availed premium services 2,348 K 324 K recruiter resumes 48,144 Unique Cl
Slide 22: 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 23: 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 24: 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 25: 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 26: Breakdown of revenue by Product and Industry
Breakdown of revenue by Product and Industry Data for trailing 12 months to June 2020 RMS / CSM / Referral, 5.8% Others, 1.7% Services/Others, IT & ITES, 30.6% 18.6% Assisted search, 5.4% Branding, 6.1% Manufacturing, 5.3% Job seeker services, 9.7% BFSI, 6.2% Resume database access, 59.9% Job listin
Slide 27: 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 28: 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 29: 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 and engineering professionals Catering to 400+ Corporate Customers – across various industries. Consistent
Slide 30: 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 31: 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 32: 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 33: 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 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 6.0-7.0 bn in FY 19-20 (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, 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 35
Slide 36: 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 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 (Q1)
Key business metrics for 99acres (Q1) • As of June 30, 2020 – Total projects 1,72,417 + (under construction or ready-to-move- in) – Total listings 9,32,388 (including 4,98,037 owner listings) • Residential 7,67,689 • Commercial 1,64,699 38
Slide 39: Break-down of Customers and Billing
Break-down of Customers and Billing No. of customers in ‘000 Billing breakdown by customer type 4.6 42% 53% 19.9 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to June 2020 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: 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 42: 99acres – Quarterly Financials
99 acres – Quarterly Financials 99acres Quarterly Revenue (Rs Mn) and EBITDA (Rs Mn) 700.0 564 570 582 600.0 544 564 504 500.0 452 419 425 36% 400.0 31% 373 341 314 308 326 16% 16% 13% 317 300.0 279 13% 13% 278 259 261 275 253 12% 8% 6% 6% 5% 200.0 100.0 55 52 52 37 37 9 18 30 30 0.0 (11) (10) (35)
Slide 43: Mobile app – home screen, navigation and search
Mobile app – home screen, navigation and search 4 3 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 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 45
Slide 46: Jeevansathi
infoedge 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 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 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: Mobile app
infoedge Mobile app 49
Slide 50: Jeevansathi – Quarterly financials
Jeevansathi – Quarterly financials Jeevansathi Quarterly Revenue (Rs Mn) and EBITDA (Rs Mn) 250.0 225 227 208 214 199 200.0 175 182 177 184 166 177 170 181 143 143 154 150.0 140 133 110 110 117 100.0 22% 24% 31% 50.0 29% 21% 29% 19% 18% 0.0 21% (4) 0 (6) (1) (2) (2) (1)10%(3) 16% 16% -50.0 (37) (37)
Slide 51: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 51
Slide 52: 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 – Spend in print estimated to be PG) similar to real estate – Both Indian and foreign
Slide 53: Shiksha – Business Statistics
Shiksha – Business Statistics • Domestic Colleges – 47,827 , Courses – 272,393 , #Reviews – 197,249 , Exams – 664 • Study Abroad Universities – 1900 from 52 countries, Courses – 21,830, Scholarships - 2333 53
Slide 54: Authentic College Reviews
Authentic College Reviews 54
Slide 55: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 55
Slide 56: Competition
Competition Domestic Study abroad • Print Media • Online • Online • HotCourses India/ • Google IDP • Pagalguy • Studyportals • HTcampus • Masterstudies • Minglebox • Top mba / Top • Careers360 universities (QS) • MBA Universe • Collegeboard • CollegeDekho • Yocket • CollegeDunia • Multiple Emerging
Slide 57: Shiksha – Quarterly financials
Shiksha – Quarterly financials Shiksha Quarterly Revenue (Rs Mn) and EBITDA (Rs Mn) 200.0 169 153 149 150.0 138 125 128 132 110 115 106 100 112 101 107 107 100.0 94 93 43% 70 74 64 56 32% 39% 20% 20% 50.0 26% 45 10% 12% 29 33 11% 7% 27 7% 3% 15 9 6 4 - 1 (1) (1) 1 (2) (2) (4) 1 1 (11) (12) (9) (21)
Slide 58: Investments
infoedge Investments 58
Slide 59: Investment Portfolio
Investment Portfolio Book value of Approx. diluted and investment converted as of Sept’10, 2020 ( Rs shareholding % Investee Company Website Mn) (Actual) Zomato Media Pvt Ltd. www.zomato.com 1,522 22.20% Etechaces Marketing and Consulting Pvt Ltd. www.policybazaar.com 5,758 15.10% Happily Unmarried
Slide 60: 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 61: Zomato
Zomato 61
Slide 62: 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 2017 as Zomato • Launched in 2008 • Launched in 2015 Gold, Re christened as Zomato • Present in 24 countries •
Slide 63: 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 CONT STAGE 1 – LISTINGS AND REVIEWS Engage ENT Content ment High quality, exhaustive restaurant listings Stage 1 (usin
Slide 64: 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 Search Feed & Ratings Collections Retrieval of favorite Latest updates from Description and rating High quality user Comprehensive and Trend-based, curated Multi-dimension
Slide 65: PolicyBazaar
PolicyBazaar policybazaar LIFEINSURANCE ¥ HEALTH INSURANCE ¥ MOTOR INSURANCE ¥ India’s Best | \nsur, e "a, Say Investment Men, # PS Child Plans Solutions a nse: ome eso (Sasa (E infoedge OTHER INSURANCE ¥ RENEWAL SUPPORT ¥ MY ACCOUNT ance Destination Two Wheeler omy, <0 "ee, aa % & CP Guaranteed Pla
Slide 66: 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 67: Happily Unmarried
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Slide 68: Ustraa
Ustraa • Ustraa raised 50 crores from IIFL in July. • Sales slowly coming back to pre Covid levels. Currently at 60% aim to be 100% of pre Covid levels by Oct • Company seeks to strengthen its essential item portfolio and are launching more products like Disinfectant sprays, Hand washes. • Launch of
Slide 69: 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 70: 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 71: 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 72: 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 73: 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 74: Team
infoedge Team 74
Slide 75: Management Team
Management Team NHSB2 Year of Name Age Qualification Designation/Role Previously worked with joining B.A Arts&Humanities M.B.A Founder And Executive Vice Sanjeev Bikhchandani 56 Lintas, Glaxo Smith Kline 1995 Marketing IIM Ahmedabad Chairman Hitesh Oberoi 47 B.Tech IIT, M.B.A IIM Bangalore Managing
Slide 76: Senior Management from QIP doc
Slide 75 NHSB2 Senior Management from QIP doc Nivedita H S Bhaskar, 9/1/2020
Slide 77: Management Team
Management Team Year of Name Age Qualification Designation/Role Previously worked with joining Abhinav Katiyar 38 B.Tech Senior Vice President Engineering Healcon.com 2014 B.Tech IIT Delhi MS Stanford Executive Vice President - Key Pankaj Jain 45 Spice Online Retail 2014 University Projects B.E Elec
Slide 78: 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 79: Annexures
infoedge Annexures 78
Slide 80: 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 81: 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 82: Naukri’s traffic share
Naukri’s traffic share Naukri’s Desktop traffic based on time spent – including Indeed 120% 100% 80% 60% 40% 20% 0% Naukri TimesJobs Shine Monster Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised the algorithm for calculatin
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Info Edge (India) — Investor Presentation (September 2020) on 6ix