Info Edge India Ltd. · NSE:NAUKRI

Info Edge India — Investor Presentation (November 2020)

78 slides from Info Edge India's investor presentation, November 2020

1. Slide 1: Info Edge (India) Limited

   Info Edge (India) Limited India’s internet classifieds company Nov, 2020 1

2. 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

3. Slide 3: Index

   Index About Info Edge 4 Financials 6 Governance at Info Edge 16 - Naukri 20 - 99 Acres 31 - Jeevansathi 44 - Shiksha 49 Investments 54 Data Security at IEIL 65 People Development 66 Contribution to Environment 67 Corporate Social Responsibility 68 Team 70 Annexure 74 3

4. 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

5. 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

6. 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 #

7. 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.

8. Slide 8: Key Financials - Qtrly Update

   Key Financials- Qtrly Update All numbers in Rs MN except % Description Q2’21 Q2’20 YOY Q1’21 QoQ Billing Info Edge * 2495 3005 -17.0% 1886 32.3% - Recruitment 1673 2098 -20.2% 1403 19.3% - 99Acres 467 605 -22.9% 140 232.9% - JS 247 20.8 18.6% 228 8.2% - Shiksha 108financials . Segmental * Info Edge

9. 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

10. 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

11. 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

12. 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

13. Slide 13: Assets and funds Allocation

    Assets and funds Allocation As of Sep 30, 2020 # Assets Liabilities 4% Shareholders Equity 3% 5% Cash & Liquid Investments ^^ 14% Investment in Customer Advances / 29% Startups Deferred Sales Revenue Operating Assets Other Liabilities & Provisions Other Assets 81% 63% Total: 50,012 Mn Total: 50,012

14. 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

15. Slide 15: Market cap performance

    Market cap performance Info Edge historical market cap trend (Rs Mn) and Nifty Mid-cap relative trend 50000 45000 40000 35000 33% CAGR 30000 25000 20000 15000 10000 5000 9% CAGR 0 Oct-11 Oct-12 Oct-13 Oct-14 Oct-15 Oct-16 Oct-17 Oct-18 Oct-19 Oct-20 Market Cap Mid-cap Nifty Indexed to IE Market Cap

16. 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%

17. Slide 17: Board of Directors

    Board of Directors Whole time Non Executive Independent Kapil Kapoor (56) Saurabh Srivastava (74) Naresh Gupta (54) Sanjeev Bikhchandani (57) 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

18. 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 75 company branch Nasik offices in 46 cities in India

19. Slide 19: Shareholding

    Shareholding As of 25th Oct, 2020 Mutual Funds/ FPIs/ FIIs/ Banks % Holding Axis Mutual Fund + Schroders 6.43% Others, Mutual Ward Ferry 3.53% 7.8% Nalanda 3.00% Funds and Vanguard 1.74% Banks, Matthews 1.52% 11.6% Goldman Sachs EM Fund 1.50% UTI -various 1.38% Amansa 1.33% Promoters, Ishares 1.29%

20. 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

21. Slide 21: Key operating metrics for Naukri

    Key operating metrics for Naukri 434 K Dominant Traffic Share job listings among peers Avg. 519 K 16.5 K 71 Million Resumes resume Daily activity on new resumes searches Naukri platform added daily in Q2FY20 51,502 Job Seekers availed premium services 3,131 K 451 K recruiter resumes 49,346 Unique Cl

22. 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

23. 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

24. 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

25. 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 Posting (response management) – Employer branding (visibility) – RMS – eHire - Resume short listing and Walk-ins  B2C includes revenue from – Job seeker servi

26. Slide 26: Breakdown of revenue by Product and Industry

    Breakdown of revenue by Product and Industry Data for trailing 12 months to Sep 2020 RMS / CSM / Others, 2.1% Referral, 6.1% Services/Others, IT & ITES, 31.0% 18.4% Assisted search, 5.0% Branding, 6.2% Manufacturing, 5.3% Job seeker services, 9.3% BFSI, 6.2% Resume database access, 59.9% Job listing

27. 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

28. 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

29. Slide 29: iimjobs.com

    iimjobs.com ● iimjobs.com is India’s leading recruitment platform for management professionals ● Hirist.com is an exclusive recruitment platform for premium technology talent ● All iimjobs products are now completely sold through the naukri sales team ● 3.25 million registered users (1.9mn on iimjob

30. Slide 30: New GTM approach for Naukri.

    New GTM approach for Naukri. 30

31. Slide 31: 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

32. Slide 32: 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

33. Slide 33: 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 33

34. Slide 34: 99acres traffic share

    99acres traffic share Overall traffic (from desktops & laptops, web mobile and App) 60% 45% 30% 15% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 34

35. Slide 35: 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

36. Slide 36: Key business metrics for 99acres (Q2)

    Key business metrics for 99acres (Q2) • As of Sep 30, 2020 – Total projects 1,74,468 + (under construction or ready-to- move-in) – Total listings 9,30,972 (including 4,39,153 owner listings) • Residential 7,83,523 • Commercial 1,47,449 36

37. Slide 37: Break-down of Customers and Billing

    Break-down of Customers and Billing No. of customers in ‘000 Billing breakdown by customer type 4.4 42% 52% 19.5 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to Sep 2020 37

38. Slide 38: 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

39. Slide 39: 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

40. Slide 40: 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 36% 419 425 31% 400.0 363 373 326 16% 16% 341 317 314 13% 13% 308 13% 300.0 253 279 278 8% 261 2596% 6% 275 12% 5% 200.0 100.0 55 52 52 30 30 37 37 0.0 9 18 (35) (17) (2

41. Slide 41: Mobile app – home screen, navigation and search

    Mobile app – home screen, navigation and search 4 1 41

42. Slide 42: Mobile app - Property search results page, filter page, property detail page

    Mobile app - Property search results page, filter page, property detail page 42 42

43. Slide 43: 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 43 43

44. Slide 44: Jeevansathi

    infoedge Jeevansathi BROWSE PROFILES BY v SEARCH v of REGISTER FREE Be found 44

45. Slide 45: Online Matchmaking in India and the Jeevansathi Business Model

    Online matchmaking in India and the Jeevansathi Business Model Online matchmaking is a large opportunity in India with the organized industry doing a topline of Rs. 7-8 billion Jeevansathi has a subscription-based platform to connect prospects for the purpose of matrimony Platform offers much higher

46. Slide 46: Jeevansathi leads innovation

    Jeevansathi leads innovation AI/ML based Recommen dations Video Video/Audi Profiles o Calling Superior User Experience Online ID- Top-rated based App Verification Experience Online Video- based ‘Milan Samaroh’ Events Jeevansathi launched these features first in the industry and continues to be the l

47. Slide 47: Jeevansathi’s strengths

    Jeevansathi’s strengths Leadership in the North markets Capital Efficient Business • Growth supported by faster internet users growth • Highest sales productivity in the industry achieved in the North through tech-led sales processes • Solid understanding of tier 2/3 cities leading to • Highest EBIT

48. Slide 48: Jeevansathi – Quarterly financials

    Jeevansathi – Quarterly financials Jeevansathi Quarterly Revenue (Rs Mn) and EBITDA (Rs Mn) 300.0 225 238 227 208 214 175 182 199 177 184 166 177 181 200.0 143 143 140 154 170 117 133 110 110 100.0 24% 31% 22% 29% 21% 29% 19% 0.0 (4) 0 (6) (1) 18% (2) (2) (1) (3) 21% (37) (54) (37) (39) 10% 16% 16%

49. Slide 49: Shiksha

    Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 49

50. Slide 50: Shiksha Vision & Key Enablers

    Shiksha Vision & Key Enablers Technology led differentiators (around generating Superior 1-1 Ease of finding the & discovering counselling for information content) students confused student/parent is about career looking for choices, or aspiring to study abroad Useful, differentiated content, data &

51. Slide 51: Shiksha’s Strengths

    Shiksha’s Strengths Shiksha is India’s largest Higher Education Classified platform 1 1500+ 6 Lakh+ Unique Clients Questions Answered 483 million 48,040 Page views Annually Colleges + Higher 203 million Students Colleges Education Visits Annually 2,87,000 Classified Course Listings 2.8 million Regis

52. Slide 52: Shiksha Most Popular Website Among Students

    Shiksha Most Popular Website Among Students 80 70 Domestic 60 Other domestic competitors include 50 – Sarvgyan, Total Visits Pagalguy, in last 6 40 MBAuniverse, months CollegeDekho, (in Aglasem millions) 30 Study Abroad 20 Study Abroad 10 competitors include - Top universities (QS), IDP, 0 Hotcourse

53. Slide 53: Shiksha – Quarterly financials

    Shiksha – Quarterly financials Shiksha Quarterly Revenue (Rs Mn) and EBITDA (Rs Mn) 200.0 169 153 149 150.0 138 134 125 128 132 110 115 107 107 106 100 112 100.0 94 101 93 43% 74 70 64 56 32% 50.0 26% 39% 45 20% 20% 11%29 33 27 10% 12% 7% 7% 15 14 9 - 1 (1) (1) 3%1 6 1 1 4 (2) (2) (4) (11) (12) (9)

54. Slide 54: Investments

    infoedge Investments 54

55. Slide 55: Investment Portfolio

    Investment Portfolio Book value of Approx. diluted and Investee Company Website investmentas of converted Sept’30, 2020 ( Rs Mn) shareholding %(Actual) Zomato Media Pvt Ltd. www.zomato.com 1522 22.20% Etechaces Marketing and Consulting Pvt Ltd. www.policybazaar.com 5,758 15.10% Happily Unmarried Mar

56. Slide 56: 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

57. Slide 57: Zomato

    Zomato 57 57

58. Slide 58: Zomato is world’s leading restaurant search, discovery and transaction platform

    Zomato is world’s leading restaurant search, discovery andtransactionplatform Zomato has three key businesses 1. Listings & Reviews 2. Food Delivery 3. Subscription Programs • Launched in 2008 • Launched in 2015 • Launched in 2017 as Zomato Gold, Re christened as Zomato • 1.5m+ high quality restaura

59. Slide 59: Growth is fuelled by two self feeding flywheels

    Growth is fuelled by two self feeding “flywheels”, that defineZomato’suniquebusinessmodel Multiple use cases across dining-out and food delivery result in strong network effects CONTE NT Engagement Content STAGE 1 – LISTINGS AND REVIEWS Stage 1 High quality, exhaustive restaurant listings (using a c

60. Slide 60: Highly interactive platform ensures high user and restaurant engagement

    Highly interactive platform ensures high user and restaurantengagement Bookmark Social Reviews Photos Menus Customized Advanced Feed & Ratings Collections Search Retrieval of Latest Description High Comprehen Trend-based, Multi- favorite updates and rating of quality sive and curated group dimension

61. Slide 61: 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

62. Slide 62: 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

63. Slide 63: Happily Unmarried

    infoedge Happily Unmarried “7. Hair Face Foca | Face Conditional ashi sc-upy Washl Scrub ho o i is < . < ry F k k ES a a RNA . USTR/\A 1) i} a Hair Hair | a Wax Gel & ie E 7] i =. = Body Bod ro a l ir q — Bod 4 ieee: | o 2 3 | , L « | i" QMooch 00 Hair d € ] [ Ms Wax a O} (8 Cream @ = H 63

64. Slide 64: Ustraa

    Ustraa • Currently at 70% of Pre covid sales. To be 100% by Dec. • Launches in Hair care & Beard segment to strengthen portfolio. An Ayurvedic hair oil and an anti hair fall oil specifically for offline has been launched in Oct. A beard Growth supplement will be launched in Oct • A limited Tv & Prin

65. Slide 65: 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

66. Slide 66: 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

67. Slide 67: 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

68. Slide 68: 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

69. Slide 69: 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

70. Slide 70: Team

    infoedge Team 70

71. Slide 71: Management Team

    Management Team 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 Direct

72. Slide 72: 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

73. Slide 73: 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,

74. Slide 74: Annexures

    infoedge Annexures 74

75. Slide 75: 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

76. Slide 76: 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 Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs • ~70% of Naukri’s traffic comes th

77. Slide 77: 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

78. Slide 78: 78

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Info Edge (India) — Investor Presentation (November 2020) on 6ix