Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (September 2018)
91 slides from Info Edge India's investor presentation, September 2018
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company September, 2018 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Info Edge (India) Limited (the “Company”) solely for information purposes without any regard to any specific objectives, financial situations or information needs of any particular person. This presentation and its contents are confidential and shoul
Slide 3: Index
Index About Info Edge 4 Financials 6 Governance at Info Edge 17 Naukri 21 99 Acres 35 Jeevansathi 47 Shiksha 53 Investments 66 Annexures 73 3
Slide 4: Info Edge – Leading Online Classified Businesses in India
Info Edge – Leading Online Classified Businesses in India Online Recruitment Search engine Online Real Estate Search Portal Online Match making ( Matrimony) portal Online Education Classified Portal 4
Slide 5: Investments in Technology based Startups
Investments in Technology based Startups. Online restaurant search engine and food Online insurance policies marketplace. delivery site. Shareholding ~13.6%*^ Shareholding ~30.9%*@ Supplementary online learning platform Men’s grooming range (Ustraa) for K12 and Entrance Exams Shareholding ~47 %* Sha
Slide 6: Key Financials- Segmental
Key Financials- Segmental All numbers in Rs Cr Description FY 18 FY 17 Growth 3 months 3 Months Growth ended ended Jun’18 Jun’17 Billing Info Edge * 976 860 13% 283 241 17% - Recruitment 708 632 12% 210 182 15% - 99Acres 157 126 24% 40 30 37% Revenues Info Edge * 915 802 14% 259 222 17% - Recruitmen
Slide 7: Key Financials- Past 5 years performance
Key Financials- Past 5 years performance All numbers in Rs Cr Description FY 14 FY 15 FY 16 FY 17 FY 18 CAGR Q1/19 Revenues 505 611 717 802 916 16% 259 Billing 524 653 753 861 977 17% 283 Operating EBITDA* 164 180 159 254 315 18% 84 Operating Margin (%) 32% 29% 22% 32% 34% 33% Operating PBT 190 238
Slide 8: Financial performance track record
Financial performance track record Billing and Cash EBITDA (Rs crore) for the standalone entity (2014 – 2018) 1200 1000 800 17% CAGR 600 977 861 400 753 19% CAGR 653 376 524 312 200 226 205 187 0 FY14 FY15 FY16* FY17* FY18* Billing Cash EBITDA IND-AS numbers for FY16-FY18; Rest all years in I GAAP.
Slide 9: Financial performance track record
Financial performance track record Revenue and Operating EBITDA (Rs crore) for the standalone entity (2014 – 2018) 1000 900 800 16% CAGR 700 600 500 916 802 400 718 18% CAGR 612 300 315 506 254 200 179 164 100 159 0 FY14 FY15 FY16* FY17* FY18* Revenue (Rs Crore) Adjusted Operating EBITDA (Rs crore)
Slide 10: IP and Brand - Key Value Drivers for Info Edge
IP and Brand - Key Value Drivers for Info Edge 4,500 70% 65% 4,000 58% 55% 60% 52% 56% 3,500 50% 3,000 2,500 40% 2,000 30% 1,500 20% 1,000 10% 1,966 2,520 3,354 1,318 3,752 3,930 1,163 500 662 842 881 - 0% FY14 FY15 FY16 FY17 FY18 Personnel Cost ( Mn Rs) Marketing Cost Mktg and Personnal Spends as %
Slide 11: Funds Allocation
Funds Allocation As of June 30, 2018 Assets Liabilities 3% 4% 6% Cash & Liquid Investments Shareholders Equity Investment in 16% Cash and Startups Customer Advances / 30% equivalents Deferred Sales Rs 16.5 bn Operating Assets Revenue Other Liabilities & Provisions Other Assets 80% 61% Total: 2,693 c
Slide 12: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs crore) and Nifty Mid-cap relative trend 21000 18000 15000 12000 31% CAGR 9000 6000 12% CAGR 3000 0 Nov-06 Jan-08 Mar-09 May-10 Jul-11 Sep-12 Nov-13 Jan-15 Mar-16 May-17 Jul-18 IE Market cap Mid-cap Nifty Indexed to IE Market Cap 12
Slide 13: Segmental Billing
Segmental Billing Info Edge and Segment-wise Billing (Rs crore) 977 1000 861 900 753 800 708 653 700 633 554 600 524 480 500 384 400 269 300 228 200 173 200 140 100 0 FY14 FY15 FY16* FY17* FY18* Info Edge (CAGR 17%) Recruitment (CAGR 17%) Other verticals (CAGR 18%) * FY16 - FY18* in the charts above
Slide 14: Segmental cash EBITDA
Segmental cash EBITDA Info Edge and Segment-wise Cash EBITDA (Rs crore) 500 424 450 376 400 372 350 315 312 279 300 226 250 205 201 187 200 150 (90) 100 (37) (34) (23) (12) 50 0 FY14 FY15 FY16* FY17* FY18* Info Edge Recruitment Cash loss in other verticals * FY16 - FY18* in the charts above are IND-
Slide 15: Segmental operating EBITDA
Segmental operating EBITDA Info Edge and Segment-wise Operating EBITDA (Rs crore) 385 400 334 350 315 285 300 254 239 250 188 179 200 164 159 150 (109) 100 (58) (41) (45) 50 (19) 0 FY14 FY15 FY16* FY17* FY18* Info Edge Recruitment EBITDA Loss in Other verticals * FY16 - FY18* in the charts above are
Slide 16: Recruitment profits ploughed back to build 99acres, Jeevansathi and Shiksha
Recruitment profits ploughed back to build 99acres, Jeevansathi and Shiksha Total Cash generated from Recruitment business since inception (Rs crore) 99acres, 216, 9% JS, 84, 4% Residual Cash, Shiksha, 35, 1% 2088, 86% Only 14% of the cash generated by recruitment has been used to fund other busines
Slide 17: Corporate Governance- Cornerstone to our value system
Corporate Governance- Cornerstone to our value system Independent Directors forms majority on the Board Proactive on all disclosures to Stock Exchange. Non Executive Chairman Statutory Audit performed by EY Internal Audit performed by an external firm Audit committee comprises of only In
Slide 18: Board of Directors
Board of Directors Whole time Non Executive Independent Saurabh Srivastava (72) Arun Duggal (71) Sanjeev Bikhchandani (55) Kapil Kapoor (53) Independent Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, B.Tech IIT Delhi, PGDM IIM-A Chairman Director
Slide 19: 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 71 company branch Nasik offices in 46 cities in India Mumbai Auranga
Slide 20: Shareholding Pattern
Shareholding Pattern Axis Mutual Fund 3.70% Others, Ward Ferry 3.23% 8.6% Nalanda 3.16% Mutual Amansa 3.01% Funds and Aranda Investments (Temasek) 2.68% Banks, Goldman Sachs EM Fund 2.51% 14.2% Matthews 2.38% Reliance Mutual Fund 2.38% Promoters, Mirae Asset 2.31% associates Vanguard 1.64% and ESOP
Slide 21: Naukri
infoedge Naukri . x Employer Zone Cnaukri.com JOBS RECRUITERS COMPANIES — SERVICES MORE LOGIN NOTIFICATIONS Inaia’s Not Job Site — Buy Online IIT/IIM Jobs International Jobs Walk-in Jobs New to Naukri? Register with us Recent Searches java programmer- 186 new jobs J : or investor relation- 135 new j
Slide 22: Key business metrics for Naukri
Key business metrics for Naukri • During or end of, Q1 FY 18-19 – 74% traffic share* in June, 2018 (Source : SimilarWeb) – ~59 million resumes – ~500,000 avg. job listings on a given day – 18,000 avg. resumes added daily – 350,000+ resumes modified daily – 800,000 to 1,000,000+ resume searches daily
Slide 23: Traffic Pattern of Recruitment Portals
Traffic Pattern of Recruitment Portals Overall traffic (from desktops & laptops and web mobile) based on time spent 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Naukri enjoys significant traffic share amongst all recruitment portals. Source: SimilarWeb Above chart excludes
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 RMS / CSM / Referral, 4.3% Others, 1.1% Services/Others, Assisted search, 4.3% IT & ITES, 20.0% 29.8% Branding, 7.0% Manufacturing, Job seeker 5.8% services, 11.2% BFSI, 5.4% Job listings, Recruitment 12.6% Infrastructure, Firms, Resume database 13.6% acces
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 76 80 65 71 51 57 60 46 48 60 42 35 40 72 40 61 66 68 53 56 57 20 41 45 20 0 0 FY10 FY11 FY12 FY13 FY14 FY15 FY16* FY17* FY18* Avg. realization in Rs '000 (LHS) # of un
Slide 28: Product Innovation is cornerstone of our strategy
Product Innovation is cornerstone of our strategy • Recruitment Management • Friction free connectors to System1 other ATS • RMS Pro • Reviews • RMS Referral • Job aggregation Job & Recruitment • RMS Consultant Content Automation Aggregation Tools INNOVATIONS Data • NLP2 based content extraction Mob
Slide 29: 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 30: Naukri RMS
intoedge Naukri RMS RECRUITMENT CRMs MANAGEMENT SYSTEM EV©LVE TO A NEW AGE RECRUITMENT SOLUTION Automates hiring process, right from requisition to offer C RMS ENTERPRISE C RMS CONSULTANT CRMS REFERRAL
Slide 31: Recruiter profile
Recruiter profile Platform for public profiles of HR professionals and consultants Jobseekers can ‘FOLLOW’ Recruiter Updates Keep jobseekers informed of recruiter’s Active Jobs Help Build recruiter’s personal database Over 180,000 jobs have Recruiter Profile details, 40% of these jobs have Recruiter
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* 443 114 ~520,000 5.7 (China) Seek.com^ 271 5.5 613,000 5.4 (Australia) Recruit# 1,976 - - 47.2
Slide 35: 99acres
infoedge 99acres 99acres aiinon~ DOWNLOAD APP CUSTOMERSERVICE SELL RENTPROPERTY —HOMELOANS RENT PROJECTS COMMERCIAL DEALERS Get personalized property - Theasr suggestions on a single tap Mobile Appies- Awards Winner 2015 neaLstaTE CATEGORY AVINAS! avinasn Oe NAYARI NEWCOUNTYL tars towe = [rr ereaiom
Slide 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: Traffic Pattern of Online Real Estate Portals
Traffic Pattern of Online Real Estate Portals Overall traffic (from desktops & laptops and web mobile) based on time spent 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 37
Slide 38: 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 39: Key business metrics for 99acres
Key business metrics for 99acres • As of June 30, 2018 – Total projects 155,000+ (under construction or ready-to-move- in) – Total listings** 747,000 (including 283,000 owner listings) • Residential 624,000 • Commercial 123,000 39
Slide 40: Break-up of Customers and Billing
Break-up of Customers and Billing No. of customers in ‘000 Billing breakup by customer type 45% 4.3 50% 16.2 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to June 2018 40
Slide 41: 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 42: 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 ami
Slide 43: 99acres Quarterly Financials
99 acres Quarterly Financials 99acres Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 50.0 42 40.0 37 33 34 31 31 30 32 30.0 28 28 26 26 28 25 25 36% 23 23 23 19 19 31% 20.0 16 16% 16% 13% 13% 13% 10.0 12% 8% 6% 6% 5% 0.0 2 (5) (7) (10) (7) (11) -10.0 (12) (8) (11) (10) (10) (13) (11) (13) (21) -20.0 (
Slide 44: Mobile app – home screen, navigation and search
Mobile app – home screen, navigation and search 44
Slide 45: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 45
Slide 46: 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 46
Slide 47: Jeevansathi
intoedge Jeevansathi BROWSE PROFILES BY v SEARCH v of REGISTER FREE Be found 47
Slide 48: Online matrimonial business - India
Online matrimonial business - India • Online spend by users estimated to be ~Rs 6-7 bn in FY 17-18 • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used primarily by – Those disconnected from mother communities – Youngsters looking for choices – Families for match-making • Fragmente
Slide 49: 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 50: 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 51: Mobile app
intoedge Mobile app
Slide 52: Jeevansathi quarterly financials
Jeevansathi quarterly financials Jeevansathi Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 20.0 18 18 18 17 17 15 14 14 14 15.0 13 11 11 12 10 9 10 10 9 9 9 9 10.0 24% 31% 22% 29% 21% 29% 19% 5.0 18% 21% 10% 0.0 16% 16% (1) 0 (1) (1) (1) (6) (4) (2) (2) (2) (4) -5.0 (3) (4) (3) (5) (4) (6) -10.0 (8)
Slide 53: Shiksha
intoedge Shiksha MBA~ ENGINEERING~ LAW~ DESIGN» MORECOURSES~ © STUDYABROAD > COUNSELLING ~ EXAMS QUESTIONS “*” CAREERS Indus Business Academy ( IBA), Bangalore Garden City University Birla Global University International Management SRM Institute Featured T. A. Pai Management Institute (TAPMI) Last D
Slide 54: Educational classifieds business - India
Educational classifieds business - India • Education as a category spends amongst the highest in print – Spend in print estimated to be similar to real estate • Online , School/College contact programs, Consultant commissions & fairs form bulk of remaining marketing spends by colleges and Universiti
Slide 55: Shiksha – some approx. nos.
Shiksha – some approx. nos. 55
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: Shiksha business model
Shiksha business model • Branding & advertising solution for colleges & universities (UG, PG, post PG) – Both Indian and foreign entities advertise – Large number of Indian students go overseas for higher education • Estimated at ~125,000 + every year • Lead generation – Potential student/applicants
Slide 58: Authentic College Reviews
Authentic College Reviews 58
Slide 59: Q&A mobile app for expert advice
Q&A mobile app for expert advice 59 59
Slide 60: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 60
Slide 61: Home page for Overseas Education
Home page for Overseas Education 61
Slide 62: Comprehensive Scholarship information for study abroad
Comprehensive Scholarship information for study abroad 62
Slide 63: Mobile sites
Mobile sites India Study Abroad 63
Slide 64: Competition
Competition Domestic Study abroad • Print Media • Online • Online – HotCourses India/ IDP • Google – Studyportals • Pagalguy – Masterstudies • HTcampus – Top mba / Top universities • Minglebox (QS) • Careers360 – Collegeboard • MBA Universe – Yocket • CollegeDekho – Multiple Emerging start- • Colleg
Slide 65: Shiksha quarterly financials
Shiksha quarterly financials Shiksha Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 20.0 15 15.0 14 11 12 11 10 11 43% 10 10.0 9 9 7 7 32%7 6 39% 6 20% 6 20% 26% 6 6 6 5 12% 5.0 11% 4 10% 7% 3 3 7% 3% 1 2 - 0 (1) 0 1 0 1 (0) (1) (1) 1 (1) (3) (2) (2) (4) (2) (2) (5.0) Q1FY17* Q1FY18* Q1FY19* Q2FY17* Q
Slide 66: Investments
intoedge Investments
Slide 67: Investment Portfolio
Investment Portfolio Book Value of % Holding on fully Investee Company Website Investment (Rs cr) diluted basis Active Zomato Media Pvt Ltd. www.zomato.com *152 *30.9% Applect Learning Systems Pvt Ltd. www.meritnation.com 135 65.7% Etechaces Marketing and Consulting Pvt Ltd. www.policybazaar.com **4
Slide 68: Investee companies financials
Investee companies financials Rs. Crore Investee Company Operating revenue Operating EBITDA FY13 FY14 FY15 FY16 FY17 FY18 FY13 FY14 FY15 FY16 FY17 FY18 Partly owned subsidiary Meritnation 10 20 22 29 36 31 (21) (29) (23) (42) (23) (13) Canvera 30 44 54 56 49 42 (21) (33) (22) (33) (27) (25) Associat
Slide 69: Zomato
Zomato 69
Slide 70: Zomato is world’s leading restaurant search, discovery and transaction platform
Zomato is world’s leading restaurant search, discovery and transaction platform Zomato has three key businesses 1. Listings & Reviews 2. Food Delivery 3. Subscription Programs • Launched in 2008 • Launched in 2015 • Launched in 2017 • Present in 24 countries • Present in India and Middle East • Indi
Slide 71: 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 72: 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 73: PolicyBazaar
infoedge PolicyBazaar LIFEINSURANCE ¥ HEALTH INSURANCE ¥ MOTORINSURANCE ¥Y OTHERINSURANCE ¥ RENEWAL SUPPORT ¥ MY ACCOUNT India’s Best Insurance Destination \nsur, e an w i bd om Investment Two Wheeler re ommy, geitemen, go May, # ; 2. 6 Child Plans Solutions Guaranteed Plans Investment Plans Home In
Slide 74: 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 75: Meritnation
infoedge Meritnation Fmeritnation NCERTSOLUTIONS ENTRANCEEXAMS CLASSXIl_ CLASSXI_—sCLASSX Q LociIN CLASSIX CLASSVII_ CLASSVIT_—CLASSVI ONLINE TUITION (0) ,_sctometo meron cm VE CLAS EST TEACHERS s LIVE CLASSES WITH THE BEST TEACHERS Enter the following details to get the Offer of the day CLASS 4-12
Slide 76: Meritnation
Meritnation • Supplementary online learning platform for K12 and Entrance Exams – Proprietary content – Freemium model – Direct to consumer • Provides free solutions mainly for – mathematics and science for K12 of popular national Indian curriculum’s viz. CBSE and ICSE and some State Boards – free s
Slide 77: Happily Unmarried
intoedge Happily Unmarried USTRAA GROOMING FOR MEN 77
Slide 78: Happily Unmarried
Happily Unmarried • Grooming range for men “Ustraa” • Focus on online sales • Have introduced a women’s range under brand name ‘Happily Unmarried’ • Received funding from Wipro Consumer 78
Slide 79: Team
intoedge Team 79
Slide 80: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Sanjeev Bikhchandani 55 BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 46 B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO
Slide 81: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Maneesh Upadhyaya 40 B Sc, MBA, FMS, Delhi University Business Head – 99acres Bain & Co. 2010 Executive Vice President - Product Amit Kumar Singh 41 Btech - IIT Kanpur, PGDBM - IIM Calcutta Development A
Slide 82: Banks/ brokerages that cover us
Banks/ brokerages that cover us Firm Analyst Phone Number E-mail Ambit Vivekanand Subbaraman +91.22.3043 3261 [email protected] B&K Securities Sushil Sharma +91.22.4031 7117 [email protected] BAML Sachin Salgaonkar +91 22 6632 8667 [email protected] Centrum Broking Ankit Kedia +91
Slide 83: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Vivek Aggarwal Prince Poddar Designation CFO SVP – Finance Investor Relations e mail [email protected] [email protected] [email protected] Telephone +91 120 3082137 +91 120 3082007 +91 120 3082091 Fax +91 120 3082095 Address In
Slide 84: Annexures
intoedge Annexures 84
Slide 85: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops and laptops based on time spent – excluding indeed 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 jobs 85
Slide 86: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from mobile web based on time spent – excluding indeed 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 jobs * ~70% of Naukri’s traffic comes
Slide 87: Naukri has dominant traffic share
Naukri has dominant traffic share Android App traffic share based on time spent – excluding indeed 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 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
Slide 88: Naukri has dominant traffic share
Naukri has dominant traffic share Overall traffic (from desktops, laptops & web mobile) on time spent – including Indeed 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 88
Slide 89: Naukri’s traffic share
Naukri’s traffic share Naukri’s Desktop and Laptops traffic based on time spent – including Indeed 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 89
Slide 90: Naukri’s traffic share
Naukri’s traffic share Naukri’s mobile web traffic based on time spent – including Indeed 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 90
Slide 91: Naukri’s traffic share
Naukri’s traffic share Naukri’s Android App traffic based on time spent – including Indeed 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri TimesJobs Shine Monster Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs 91
Info Edge (India) — Investor Presentation (September 2018) on 6ix