Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (May 2019)
90 slides from Info Edge India's investor presentation, May 2019
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company May, 2019 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 15 Naukri 19 99acres 34 Jeevansathi 47 Shiksha 53 Investments 66 Team and contacts 79 Annexures 84 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 ~26.4%*@ Supplementary online learning platform Men’s grooming range (Ustraa) for K12 and Entrance Exams Shareholding ~41.1%* Sha
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
Key Financials 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% 12.4% -
Slide 8: 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 9: 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 10: 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 11: 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 12: Assets and funds Allocation
Assets and funds Allocation As of March 31, 2019 Assets Liabilities 3% 4% 8% Cash & Liquid Investments Shareholders Equity Investment in 14% Cash and Startups Customer Advances / equivalents Deferred Sales Rs 16.1 bn 34% Operating Assets Revenue Other Liabilities & Provisions 55% Other Assets 81% To
Slide 13: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs crore) and Nifty Mid-cap relative trend 24000 22000 20000 18000 16000 30% CAGR 14000 12000 10000 8000 9% CAGR 6000 4000 2000 0 Apr-07 Apr-08 Apr-09 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14 Apr-15 Apr-16 Apr-17 Apr-18 Apr-19 IE Market cap Mid
Slide 14: 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, 116, 4% Residual Cash, Shiksha, 40, 1% 2417, 86% 14% of the cash generated by recruitment has been used to fund other businesses
Slide 15: 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 16: Board of Directors
Board of Directors Whole time Non Executive Independent Saurabh Srivastava (73) Arun Duggal (72) Sanjeev Bikhchandani (55) Kapil Kapoor (54) 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 17: 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 73 company branch Nasik offices in 47 cities in India Mumbai Auranga
Slide 18: Shareholding
Shareholding As of March 31, 2019 Axis Mutual Fund 5.31% Ward Ferry 3.23% Others, Nalanda 3.16% 8.3% Amansa 3.00% Mutual UTI 2.19% Funds and Mirae Asset 1.88% Banks, Vanguard 1.72% 15.2% Franklin Templeton MF 1.74% Promoters, Goldman Sachs EM Fund 1.54% associates SBI 1.50% and ESOP Wasatch 1.36% Tr
Slide 19: 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 20: Key operating metrics for Naukri
Key operating metrics for Naukri 5,40,000 Dominant Traffic Share among job listings peers Avg. 14,000 1,000,000 new 63 Million Resumes resume resumes searches Daily activity on added Naukri platform in Q4FY19 ~50k Job Seekers availed premium services 8-10 mn 340,000+ recruiter resumes email modified
Slide 21: Naukri traffic share among traditional job sites
Naukri traffic share among traditional job sites Overall traffic (from desktops, web mobile& app) on time spent 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 jobs 21
Slide 22: 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 23: 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 24: Breakup of revenue by Product and Industry
Breakup of revenue by Product and Industry Data for trailing 12 months to December 2018 RMS / CSM / Others, Services/Others, Referral, 4.6% 1.3% 19.63% IT & ITES, Assisted search, 4.6% 30.39% Branding, Manufacturing, 6.8% 5.62% Job seeker services, 10.7% BFSI, 5.38% Resume database Job listings, acc
Slide 25: 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 26: 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 27: 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 Over 10k jobs and 1.46 million job applications every month 1.4 million registered candidates 400 Corp
Slide 28: 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 29: 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 30: 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 190,000 jobs have Recruiter Profile details, 40% of these jobs have Recruiter
Slide 31: 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 32: Competition
Competition • Local job boards – Indeed.co.in – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Caters to a different segment / requirement 32
Slide 33: 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 4.2 (China) Seek ANZ^ 299 11 200,000 4.5 (AP&A) Recruit# 1,991 - - 43.1 (Japa
Slide 34: 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 35: 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 36: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile) based on time spent 60% 45% 30% 15% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 36
Slide 37: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile and App) based on time spent 60% 45% 30% 15% 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 March 31, 2019 – Total projects 165,113+ (under construction or ready-to-move- in) – Total listings 869,829 (including 307,528 owner listings) • Residential 726,193 • Commercial 143,636 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 4.8 43% 52% 18.7 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to March 2019 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 – L
Slide 43: 99acres Quarterly Financials
99 acres Quarterly Financials 99acres Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 60.0 54 50 50.0 45 42 40.0 34 36% 37 28 31 28 31 33 30 32 31% 26 28 30.0 23 25 25 16% 16% 23 26 23 13% 13% 19 19 13% 20.0 16 8% 6% 12% 6% 5% 10.0 0.0 2 (5) (4) (2) (2) (7) (7) (8) -10.0 (11) (10)(10) (11) (12) (11)(10
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
infoedge 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 7-8 bn in FY 18-19 • 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
infoedge Mobile app 51
Slide 52: Jeevansathi quarterly financials
Jeevansathi quarterly financials Jeevansathi Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 25.0 20.0 18 18 18 18 17 18 17 18 14 14 15 15.0 14 13 11 11 12 10 9 9 9 10 22% 24% 9 10 10.0 31% 29% 21% 29% 19% 5.0 21% 18% 10% 16% 0.0 16% 0 (1) (1) (1) (2) (2) (2) (1) (4) (4) (4) (4) (3) -5.0 (5) (6) (6) (6
Slide 53: Shiksha
infoedge 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 13 11 12 11 10 11 10 11 10.0 43% 9 9 9 7 7 7 6 6 6 32% 39% 6 20% 6 20% 26% 4 5 5.0 11% 10% 12% 7% 7% 3 3 3% 1 2 1 1 - 0 1 0 (0) 1 0 (1) (0) (1) (1) (1) (3) (2) (2) (2) (2) (4) (5.0) Q1FY17* Q1FY18* Q1FY
Slide 66: Investments
infoedge Investments 66
Slide 67: Investment Portfolio
Investment Portfolio Book value of Approx. diluted and investment convertd shareholding % Investee Company Website as of April 30, 2019 (Actual) Active (Rs Cr) Zomato Media Pvt Ltd. www.zomato.com 152 26.38% Applect Learning Systems Pvt Ltd. www.meritnation.com 138 65.67% Etechaces Marketing and Con
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 • India and internatio
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
Happily Unmarried infoedge USTRAA GROOMING FOR MEN 77
Slide 78: Happily Unmarried
Happily Unmarried • Ustraa has become one of the largest online men’s grooming brand. • Selected offline presence in about 2000 stores pan India. • Collaborating with Edgewell to launch Razors in July 19. Edgewell is the 2nd largest razor blade company in the world and owner of brands like Schick. •
Slide 79: Team
infoedge 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 PGDM Business Management, IIM Rohan Mathur 35 Ahmedabad EVP & Business Head Jeevansathi Cadence Design Systems, Mindtree 2011 Senior Vice President-Secretarial & Murlee Manohar Jain 41 Bcom, CS CS Apollo
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 vivekanand.s@ambit.co B&K Securities Sushil Sharma +91.22.4031 7117 sushil.sharma@bksec.com BAML Sachin Salgaonkar +91 22 6632 8667 sachin.salgaonkar@baml.com Citi Research Vijit Jain +91.22
Slide 83: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Vivek Aggarwal Designation CFO SVP – Finance e mail chintan.thakkar@naukri.com vivek.aggarwal@naukri.com 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 84: Annexures
infoedge Annexures 84
Slide 85: 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 jobs 85
Slide 86: 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 87: Naukri’s traffic share
Naukri’s traffic share Naukri’s Desktop 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 87
Slide 88: Naukri’s traffic share
Naukri’s traffic share Naukri’s Android App traffic based on time spent – including Indeed 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 88
Slide 89: Naukri traffic share among traditional job sites
Naukri traffic share among traditional job sites Overall traffic (from desktops, web mobile& app) on time spent 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: Slide 90