Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (February 2020)
93 slides from Info Edge India's investor presentation, February 2020
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company February, 2020 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 16 Naukri 20 99acres 35 Jeevansathi 48 Shiksha 54 Investments 61 Data Security at IEIL 73 People Development 74 Contribution to Environment 75 Corporate Social Responsibility 76 Team and contact 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 ~15.8%*^ Shareholding ~22.7%*@ Men’s grooming range (Ustraa) Shareholding ~42.3%* # Other investments include Unnati Helpers (Tech enabled employment s
Slide 6: 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 FY19 CAGR Revenues 505 611 717 802 916 1098 16.5% Billing 524 653 753 861 977 1177 17.3% Operating EBITDA* 164 180 159 254 315 356 17.5% Operating Margin (%) 32% 29% 22% 32% 34% 32% Operating PBT
Slide 7: Key Financials- Annual
Key Financials- Annual All numbers in Rs Cr Description FY19 FY 18 FY 17 Growth Growth 19 Vs 18 18 Vs 17 Billing Info Edge * 1177 976 860 20.6% 13.5% - Recruitment 847 708 632 19.6% 12.0% - 99Acres 207 157 126 31.8% 24.6% Revenues Info Edge * 1098 915 802 20.0% 14.1% - Recruitment 786 669 595 17.5%
Slide 8: Key Financials- Qtrly Update
Key Financials- Qtrly Update All numbers in Rs Cr Description Q3’20 Q3’19 YOY Q2’20 QoQ Billing Info Edge * 299.9 272.0 10.3% 300.5 (0.2)% - Recruitment 210.0 193.6 8.5% 209.8 0.1% - 99Acres 54.3 49.0 10.9% 60.5 (10.3)% - JS 22.4 17.6 27.4% 20.8 7.6% - Shiksha 13.3 11.9 11.4% 9.4 41.4% Revenues Info
Slide 9: Financial performance
Financial performance* Info Edge Billing and Cash EBITDA** (Rs crore) trend 1400 500 435 450 1200 400 376 1000 350 312 356 300 800 315 226 205 250 600 254 200 400 179 150 159 100 200 50 1177 1098 653 612 753 718 861 802 977 916 0 0 2015 2016 2017 2018 2019 Billing Revenue Cash EBITDA Operating EBITD
Slide 10: Billing and Cash EBITDA
Billing and Cash EBITDA* Segmental Billing and Cash EBITDA** (Rs crore) trend 1200 1177 1100 977 1000 900 861 848 800 753 708 700 653 633 600 554 480 500 424 498 400 372 315 330 300 279 269 200 228 200 173 100 0 -5 -5 -1 -5 -29 -4 -19 -100 -85 -36 -29 -200 2015 2016 2017 2018 2019 IE Billing Recruit
Slide 11: Operating EBITDA
Operating EBITDA* Info Edge and Segment-wise EBITDA (Rs crore) 500 436 450 385 400 356 334 315 350 285 300 254 239 250 179 200 159 150 109 100 58 51 45 41 50 0 FY15 FY16* FY17* FY18* FY19* Info Edge Recruitment EBITDA Loss in Other verticals * FY17 - FY19* in the charts above are based on IND-AS num
Slide 12: IP and Brand - Key Value Drivers for Info Edge
IP and Brand - Key Value Drivers for Info Edge 500 50% 47% 450 47% 45% 41% 43% 39% 42% 400 40% 350 35% 300 30% 250 25% 18% 200 20% 13% 14% 16% 150 15% 13% 100 11% 10% 50 5% 197 252 335 132 375 393 116 460 176 66 84 88 0 0% FY14 FY15 FY16 FY17 FY18 FY19 Personnel Cost (Rs cr) Marketing Cost (Rs cr) P
Slide 13: Assets and funds Allocation
Assets and funds Allocation As of Dec 31, 2019 Assets Liabilities 7% Cash & Liquid 4% Shareholders Equity 4% Cash and Investments 14% equivalents Rs 11 bn Investment in Customer Advances / Startups Deferred Sales 37% Revenue Operating Assets Other Liabilities & Provisions 52% Other Assets 81% Total:
Slide 14: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs crore) and Nifty Mid-cap relative trend 40000 35000 30000 25000 33% CAGR 20000 15000 10000 5000 11% CAGR 0 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Market Cap Mid-cap Nifty Indexed to IE Market Cap 14
Slide 15: 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, 250, 9% JS, 133, 4% Residual Cash, Shiksha, 40, 1% 2433, 86% 14% of the cash generated by recruitment has been used to fund other businesses
Slide 16: 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 only of Independent Directors Formal dividend policy (15 t
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) Independent Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, Chairman Director M.Sc Harvard B Tech IIT Kan
Slide 18: 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 77 company branch Nasik offices in 47 cities in India Mumbai Auranga
Slide 19: Shareholding
Shareholding As of Feb 2nd, 2020 Mutual Funds/ FPIs/FIIs/Banks % of Shares Others, Axis Mutual Fund + Schroders 6.00% Ward Ferry 3.22% 9.0% Mutual Nalanda 3.15% Funds and Amansa 2.33% Banks, UTI -various 2.02% 11.9% Vanguard 1.71% Ishares 1.67% Goldman Sachs EM Fund 1.55% Promoters, Wasatch - variou
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 5,00,000 Dominant Traffic Share among job listings peers Avg. 12,000 6,76,000 new resume 67 Million Resumes resumes searches Daily activity on added daily Naukri platform in Q3FY20 ~46000k Job Seekers availed premium services 4,90,000 390,000+ recruiter resumes email
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% 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 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 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to j
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 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 26: Breakup of revenue by Product and Industry
Breakup of revenue by Product and Industry Data for trailing 12 months to Dec 2019 RMS / CSM / Referral, 5.2% Others, 1.4% Services/Others, IT & ITES, 29.9% Assisted search, 5.2% 19.5% Branding, 6.3% Manufacturing, Job seeker 5.4% Resume services, 10.3% database access, BFSI, 5.9% 59.9% Job listings
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 80 65 71 76 85 100 51 57 80 60 46 48 42 60 40 72 74 57 61 66 68 40 45 53 56 20 20 0 0 FY11 FY12 FY13 FY14 FY15 FY16* FY17* FY18* FY19* Avg. realization in Rs '000 (LHS) #
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
Slide 29: iimjobs.com
iimjobs.com IEIL acquired 100% stake of High Orbit Careers Pvt Ltd (Domain: iimjobs.com) in all cash deal. iimjobs.com is India’s leading recruitment platform for management professionals Active 10k jobs and 1.46 million job applicants Catering to 400 Corporate Customers – American Express,
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
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 33: Competition
Competition • Local job boards – Indeed.co.in – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Caters to a different segment / requirement 33
Slide 34: 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* 550 127 ~485,000 4.4 (China) Seek ANZ^ 310 13.2 200,000 5.0 (AP&A) Recruit# 3,062 - - 53.1 (Ja
Slide 35: 99acres
99acres 99acres ALLINDIA ¥ RENT All Residential ¥ BOOK YOUR DREAM AL S f, ADOBE IN THE HEART EAL ESTATE DEVEL OPWENT infoedge DOWNLOAD APP CUSTOMERSERVICE SELL/RENTPROPERTY HOME LOANS| PROJECTS COMMERCIAL DEALERS Get personalized property TheGsF Suggestions on a single tay Mobile Appies: os sill Awa
Slide 36: 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 37: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile) based on time spent 75% 60% 45% 30% 15% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb Similarweb revised the algorithm for calculating time share through app in Q3’20 37
Slide 38: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile and App) based on time spent 75% 60% 45% 30% 15% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb Similarweb revised the algorithm for calculating time share through app in Q3’20 38
Slide 39: 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 40: Key business metrics for 99acres
Key business metrics for 99acres • As of Dec 31, 2019 – Total projects 166,583+ (under construction or ready-to-move- in) – Total listings 1,004,378 (including 364,727 owner listings) • Residential 836,244 • Commercial 168,134 40
Slide 41: Break-up of Customers and Billing
Break-up of Customers and Billing No. of customers in ‘000 Billing breakup by customer type 5.2 42% 53% 22.2 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to Dec 2019 41
Slide 42: 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 43: 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 44: 99acres Quarterly Financials
99 acres Quarterly Financials 99acres Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 80.0 56 57 58 60.0 54 50 45 36% 42 40.0 31% 37 34 31 3116%33 16% 32 25 28 13% 13% 28 26 26 13% 28 12% 8% 6% 6% 20.0 5% 5 3 0.0 1 2 (4) (2) (2) (7) (7) (11) (11) (12) (11) (10) (13) -20.0 (17) (20) (25) (35) -40.0 Q1FY
Slide 45: Mobile app – home screen, navigation and search
Mobile app – home screen, navigation and search 45 45
Slide 46: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 46 46
Slide 47: 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 47 47
Slide 48: Jeevansathi
infoedge Jeevansathi BROWSE PROFILES BY v SEARCH v of REGISTER FREE Be found 48
Slide 49: Online matrimonial business - India
Online matrimonial business - India • Online spend by users estimated to be ~Rs 7-8 bn in FY ‘19-20 and is expected to grow to Rs. 11-12 bn by FY ‘22-23 • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used primarily by - Those disconnected from mother community - Youngsters looking
Slide 50: 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 51: 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 52: Mobile app
infoedge Mobile app 52
Slide 53: Jeevansathi quarterly financials
Jeevansathi quarterly financials Jeevansathi Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 25.0 21 21 20 20.0 18 18 18 18 18 18 17 17 14 14 15 15.0 14 13 11 11 12 10.0 22% 24% 31% 5.0 29% 21% 29% 19% 18% 0.0 0 21% (1) 16% 16% (2) (2) (1) 10% (4) (4) (4) (4) (3) -5.0 (6) (6) (6) (7) -10.0 (9) (11) -15
Slide 54: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 54
Slide 55: 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 56: Shiksha – Business Statistics
Shiksha – Business Statistics • Domestic Colleges – 23000, Courses – 175000+, #Reviews – 160,000+, Exams – 500+ • Study Abroad Universities – 1844 from 51 countries, Courses – 19715, Scholarships - 2616 56
Slide 57: Authentic College Reviews
Authentic College Reviews 57
Slide 58: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 58
Slide 59: Competition
Competition Domestic Study abroad • Print Media • Online • Online • HotCourses India/ IDP • Google • Studyportals • Pagalguy • Masterstudies • HTcampus • Top mba / Top universities (QS) • Minglebox • Collegeboard • Careers360 • Yocket • MBA Universe • Multiple Emerging start-ups • CollegeDekho • Stu
Slide 60: Shiksha quarterly financials
Shiksha quarterly financials Shiksha Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 20.0 17 15 15.0 14 12 13 11 12 11 11 10 11 10 11 10.0 43% 9 9 7 7 6 32% 26% 39% 20% 6 20% 5.0 10% 12% 11% 4 7% 7% 3 3 3% 1 2 1 1 - 1 1 1 0 (1) (0) (1) (1) (1) (2) (2) (4) (5.0) Q1FY17* Q1FY18* Q1FY19* Q2FY17* Q2FY18* Q
Slide 61: Investments
infoedge Investments 61
Slide 62: Investment Portfolio
Investment Portfolio Approx. diluted and convertd Book value of shareholding % investment as on (Actual) Investee Company Website date Active (Rs Mn) Zomato Media Pvt Ltd. www.zomato.com 1,522 22.71% Applect Learning Systems Pvt Ltd. www.meritnation.com 775 65.67% Etechaces Marketing and Consulting
Slide 63: Investee companies financials
Investee companies financials ₹Mn Investee Company Website Operating revenue Operating EBITDA FY17 FY18 FY19 FY17 FY18 FY19 Partly owned subsidiary Applect Learning Systems Pvt Ltd. www.meritnation.com 362.99 308.36 347.66 (225.84) (130.92) (224.87) Canvera Digital Technologies Pvt Ltd www.canvera.c
Slide 64: Zomato
Zomato 64
Slide 65: 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 66: 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 67: 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 68: 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 69: 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 70: 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 | 70
Slide 71: Ustraa
Ustraa • Ustraa is the largest online men’s grooming brand. • On a run rate of 9.8 cr per month on gross level. Nett sale of 7cr 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 stores
Slide 72: Product Portfolio
P RO D U C T PO RT F O L I O Fragrances Soaps 72
Slide 73: 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 74: 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 75: 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 76: 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 Enabli Nurturing hak oeks micro- livelihoods f
Slide 77: Direct impact of our key CSR programme
DIRECT IMPACT OF OUR KEY CSR PROGRAMME’ Formal school students covered under digital education/ scholarships/ career guidance projects 1942 230 Teachers trained re) in language pedagogy 1000 SMCs‘ enabled for better school governance 2800 8500 Children introduced to education Youth sensitized throug
Slide 78: Team
infoedge Team 78
Slide 79: Management Team
Management Team Year of Name Age Qualifications Designation/ Role Previously worked with joining Sanjeev Bikhchandani 56 BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 47 B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO
Slide 80: Management Team
Management Team Year of Name Age Qualifications Designation/ Role Previously worked with joining Rohan Mathur 36 PGDM Business Management, IIM Ahmedabad EVP & Business Head Jeevansathi.com Cadence Design Systems, Mindtree 2011 Murlee Manohar Jain 42 Bcom, CS Senior Vice President - Secretarial & CS
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] Citi Research Vijit Jain +91.22
Slide 82: 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 83: Annexures
infoedge Annexures
Slide 84: 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 85: 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 86: 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
Slide 87: Naukri’s traffic share
Naukri’s traffic share Naukri’s Android App 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 calcul
Slide 88: Profit & Loss Account (Part 1)
SEBI Results-Standalone SEBI Results Info Edge (India) Limited Regd. Office : Ground Floor, GF-12A, 94, Meghdoot Building, Nehru Place, New Delhi - 110019 CIN : L74899DL1995PLC068021 ,Tel no. : 0120-3082000 , Fax : 0120-3082095 ,URL : www.infoedge.in , Email : [email protected] STATEMENT OF STAND
Slide 89: Profit & Loss Account (Part 1)
SEBI Results-Standalone SEBI Results Particulars 3 months ended Preceding 3 months Corresponding 3 9 months ended 9 months ended Previous year 31/12/2019 ended 30/09/2019 months ended in the 31/12/2019 31/12/2018 ended previous year 31/03/2019 31/12/2018 (Unaudited) (Unaudited) (Unaudited) (Unaudite
Slide 90: Segment Results (Part II)
SEBI Results-Standalone SEBI Results Part II. Reporting of Segment wise Revenue, Results and Assets & Liabilities Results on Standalone Basis 3 months ended Preceding 3 months Corresponding 3 9 months ended 9 months ended Previous year 31/12/2019 ended 30/09/2019 months ended in the 31/12/2019 31/12
Slide 91: SEBI Results-Standalone
SEBI Results-Standalone SEBI Results Notes:- 1. This statement has been reviewed by the Audit Committee and approved by the Board of Directors in their respective meetings held on February 12, 2020. 2. This statement has been prepared in accordance with the recognition and measurement principles lai
Slide 92: SEBI Results-Standalone
SEBI Results-Standalone SEBI Results 8. As mandated by notification issued by Minsry of Corporate affairs (MCA), effective April 1, 2019, the Company has adopted lnd AS 116 "leases", applied to all lease contracts existing on April 1, 2019 using the modified retrospective method. Accordingly, compara
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Info Edge (India) — Investor Presentation (February 2020) on 6ix