Info Edge India Ltd. · NSE:NAUKRI

Info Edge India — Investor Presentation (September 2015)

90 slides from Info Edge India's investor presentation, September 2015

  1. Slide 1: Info Edge (India) Limited

    Info Edge (India) Limited India’s internet classifieds company Sept, 2015 1

  2. 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

  3. Slide 3: Our online businesses

    Our online businesses India’s no. 1 jobsite India’s leading real estate site Division of Info Edge Division of Info Edge India’s no. 3 matrimonial site India’s leading education listings site Division of Info Edge Division of Info Edge Job site focused on the Gulf market 3

  4. Slide 4: Strategic investments

    Strategic investments India’s leading restaurant ratings and India’s leading financial products review site comparison site Shareholding ~50%* Shareholding ~18%* India’s leading education site for India’s leading site for professional school children photographers Shareholding ~59%* Shareholding ~36

  5. Slide 5: Our brands are market leaders

    Our brands are market leaders • Internal businesses – Naukri – 99acres – Shiksha • Strategic investments – Zomato – Policybazaar – Meritnation – Canvera – Mydala 5

  6. Slide 6: Nationwide sales/customer interface infrastructure

    Nationwide sales/customer interface infrastructure Info Edge sales offices illustrative map Key Observations Chandigarh Nation wide coverage through 62 company branch Delhi NCR (Noida, Gurgaon) offices in 43 cities in India Jaipur Lucknow ~ 2780 sales/ servicing/ Ahmedabad Bhopal Kolkata client faci

  7. Slide 7: Strong financial performance track record

    Strong financial performance track record Total Income and EBITDA margin for the standalone entity, 2006 – 2015 8000 50% 43.63% 45% 7000 40.09% 39.14% 38.65% 37.59% 37.30% 40% 6000 35.10% 34.30% 35% Total income (INR M) margin (%) 30.00% 5000 28.80% 30% 4000 25% 6879.9 2397 2241 2152 EBITDA 20% 4837

  8. Slide 8: Capital efficiency, high EBITDA margins and negative working capital

    Capital efficiency, high EBITDA margins and negative working capital have led to a strong balance sheet Assets 0% 5% Cash & Liquid 7% Investments Other Cash and Investments equivalents Net Fixed High margins Rs 10.46 bn Assets 36% and operating Other Current leverage 52% Assets Other Assets Negative

  9. Slide 9: Board of Directors

    Board of Directors Whole time Non Executive Independent Saurabh Srivastava (69) Arun Duggal (68) Sanjeev Bikhchandani (52) Kapil Kapoor (50) Independent Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, B.Tech IIT Delhi, Chairman Director M.Sc Harva

  10. Slide 10: Corporate governance

    Corporate governance Independent Directors are a majority on the Board Separation of Chairman and CEO role Non Executive Chairman Statutory Audit performed by PWC Internal Audit performed by an external firm Audit committee comprises of only Independent Directors Disclosure of quarterly balance shee

  11. Slide 11: ~44% shareholding is with the Founding management group

    ~44% shareholding is with the Founding management group and ~29% with FIIs (as of June 30, 2015) Individuals and others, 16.63% ESoP Trust, 0.20% Bodies Corporate, Wholetime 0.58% Directors & their entities, 43.73% Mutual Funds and Banks, 9.63% Foreign Institutional Investors, 29.23% HDFC Mutual Fun

  12. Slide 12: Naukri

    Naukri 12

  13. Slide 13: Naukri website screenshot

    3 a E fale ( Employer Zone Cnaukri.com : | - 5 , Services india’s Not Job Site Jobs Recruiters Companies Service: More Login Buy Online All Jobs IIT/IIM Jobs Govt. Jobs Intemational Jobs | agree to the Terms and Conditions ~ All Jobs by Company Jobs by Category Jobs by Location Jobs by Designation J

  14. Slide 14: Naukri is the dominant leader in the online job market

    Naukri is the dominant leader in the online job market • Over 70% traffic share in Q1 FY 15-16 (Source : comScore) • 180,000+ jobs and 42 million resumes on the site • In Q1 FY 15-16 – 12,600+ avg. resumes added daily – 166,000+ resumes modified daily – Typically between 650,000 and 850,000 resume s

  15. Slide 15: Dominant traffic share

    Dominant traffic share 80 70 60 50 40 30 20 10 0 Naukri Monsterindia Timesjobs Shine Source: comScore (excludes traffic from mobile and tablets) Above chart excludes Linkedin since traffic may not pertain to jobs ~54% of the total sessions for Naukri, in Q1 FY 15-16, through mobile, Source : Google

  16. Slide 16: 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 most jobs investment in – Product innovation – Engineering We get – Brand support the most response We get the – Sales network most – Servicing back

  17. Slide 17: Revenue sources in FY 14-15

    Revenue sources in FY 14-15 B2B revenues about 90% (from Recruiters) – Resume database access – Job listing (response management) – Employer branding (visibility) – Career site manager – Others - Resume short listing and screening, campus recruitment – Non recruitment advertising (other than for job

  18. Slide 18: Breakup of revenue by product type and industry in FY 14-15

    Breakup of revenue by product type and industry in FY 14-15 Assisted 7.62% Others, Career site 7.91% search , Other - 0.6% manager, Other 2.5% manufact 28.70% 0.3% Branding, uring IT and 8.8% ITeS Job seeker services, 13.97% 11.2% Other - services Resume database Job access, listings, 58.3% 18.2% 16

  19. Slide 19: Revenue per client

    Revenue per client 70 57 60 48 51 60 46 50 42 50 35 40 40 30 30 61 56 57 53 45 20 20 41 10 10 0 0 FY 09-10 FY 10-11 FY 11-12 FY 12-13 FY 13-14 FY 14-15 Av. Realisation in Rs '000 No. of unique customers in '000 19

  20. Slide 20: Strategy

    Strategy • Career site manager, response management tools New products for and applicant tracking system recruiters • Employee referral tool • Recruiter profile • App for Android, iOS Mobile • HTML5 site • Semantic search Superior search • Job seeker experience better and faster • Use of analytics t

  21. Slide 21: Products/ features launched in FY 14-15

    Products/ features launched in FY 14-15 Career site and • Powers career site for recruiters and corporates Response management • Helps manage responses from various sources • A Recruiter can create a personal profile on Recruiter profile Naukri website • Job seekers can choose to follow him/ her • A

  22. Slide 22: Career site manager (CSM)

    Career site manager (CSM) Helps power the career tab of a corporate website and manage response Career Link on website Social Recruiting Application Tracking System + Mobile ready career + Search Engine + Searchable CV database site Optimization Sold to over 1300 recruiters (including corporates) in

  23. Slide 23: Few clients of CSM

    Few clients of CSM MARKS &. SPENCER e IKYA CareerNet OWER OF BEING ONE XLD namics . . oC et MetricStream J SS —_—= ° a S78 ( alp consultin cys © WwW a’ people. Better wing INVESTORS JUBIANT a tN FoopWorks PAL INSURANCE Tech Mahindra AON! lewilt INE YOUR STYLE. YOUR STORE

  24. Slide 24: Mobile an important source of traffic

    Mobile an important source of traffic About 54% sessions in Q1 FY 15-16 (vs 50% sessions in Q4 FY 14-15) from mobile Android app iOS app HTML5 site 25% of total Naukri 1% of total Naukri 28% of total Naukri sessions sessions sessions Trend over five quarters 60% 50% 40% 28% 26% 30% 17% 18% 1% 1% 20%

  25. Slide 25: The App and HTML5 site

    The App and HTMLS5 site = © = = 105 Jobs Found Y Keywords Modify "Sales Manager, Marketing Manager” | 6 Sales Manager Location Live connections Mumbai > Experience tS Years) 0 2 4 6 8 Ae 15+ nthapuram, Hydrabad, Sescunderabad Puaucnerry Sales Executive Silly Fish Studios Expected Salary ad, Kolkata,

  26. Slide 26: Competition

    Competition • Local job boards – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Solves a different problem • Continuous innovation in product and service is the key to counter competition 26

  27. Slide 27: Some international job sites

    Some international job sites Name of the Revenue No. of profiles/ No. of unique Approx Market website resumes in mn clients Cap 51job.com* USD 305 mn 75 338,000 USD 1.90 bn (China) Seek.com^ AUD 241 mn 4.2 - AUD 5.52 bn (Australia) Recruit# @JPY 12,999 (in - - JPY 2.21 tn (Japan) 100 million) Info E

  28. Slide 28: 99acres

    99acres 28

  29. Slide 29: 99acres website screenshot

    4 * & Allindia y 180041 29099 | set Rene Property ree | = | ard aa SetAlerts Shortlist. Login’ India's No.1 Property Portal _ 4 Dealers = Deals VERIFIED Genuine Contact Details RUFIED 2 i Property Gallery Featured New Projects 29

  30. Slide 30: Online real estate business - India

    Online real estate business - India • Real estate estimated to be the largest advertising category in print • Our estimate of spend on online real estate portals was INR 3.0 bn in FY 14-15 • 99acres, a leader amongst 6 players – Google and local classifieds sites (like olx and quikr) also compete fo

  31. Slide 31: Traffic share – Evolving in to a two horse race

    Traffic share – Evolving in to a two horse race 60 50 40 % tarffic share 30 20 10 0 99acres indiaproperty.com magicbricks.com makaan.com commonfloor.com housing.co.in Source : comScore.com (excludes traffic from mobile and tablets) Change in traffic share around June, 2011 on account of tagging of s

  32. Slide 32: 99acres business model

    99acres business model Revenue Model Listing and Branding/ Visibility So we get advertisements the most Paid by agents and clients We’ve got the developers most real estate Currently free to listings individuals Others:- Microsites, home page links, So we get the most Google Ad sense, response adver

  33. Slide 33: Some approx. numbers for 99acres

    Some approx. numbers for 99acres (as of July 21, 2015) • Total projects 1,05,000 (under construction or ready to move in) • Total listings were 8.40 lac of which owner listings were 2.60 lac – Residential 7.38 lac – Commercial1.02 lac Since end April/ early May, 2015 project listing stays live for 4

  34. Slide 34: In FY 14-15

    In FY 14-15 No. of customers in ‘000 Revenue breakup by customer type 6.6 46% 52% 17.7 Agent/Broker Builder Agent/Broker Builder 34

  35. Slide 35: 99acres's strategy

    99acres’s strategy Product innovation User experience Sales team Quality of outreach data Customer Number of service listings Improve traffic share Keep topline growth rate high Brand building Analytics Mobile 35

  36. Slide 36: Products/ features launched in FY 14-15

    Products/ features launched in FY 14-15 • Price trends launched basis listings data Price trends on the site New projects • Showcasing new projects which is a large platform launched market Mobile app launched • For android and iOS • Verification of listings to improve quality Verified listings of d

  37. Slide 37: Mobile app – home screen, navigation and search page

    Mobile app – home screen, navigation and search page 37

  38. Slide 38: Mobile app - Property search results page, filter page, property detail page

    Mobile app - Property search results page, filter page, property detail page 38

  39. Slide 39: 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 39

  40. Slide 40: Mobile an important source of traffic

    Mobile an important source of traffic About 45% of the sessions in Q1 FY 15-16 (vs 35% sessions in Q4 FY 14-15) from mobile Android app iOS app HTML5 site 16% of total 1% of total 28% of total 99acres sessions 99acres sessions 99acres sessions Trend over five quarters 50% 40% 30% 28% 22% 20% 18% 20%

  41. Slide 41: Jeevansathi

    Jeevansathi 41

  42. Slide 42: Jeevansathi website screenshot

    7% Download : Jeevansathi-com andrea 36 Got Any Questions? Call Us! Indian Matrimonials - We Match Better 1800-419-6299 (Toll Free) Hindi-Delhi | Marathi | Hindi-UP | Punjabi | Telugu | Bengali | Tamil | Gujarati | Kannada | Hindi-MP | Bihari | More ~ Quick Bride ’ Religion v Mother tongue v Caste ’

  43. Slide 43: Online matrimonial business - India

    Online matrimonial business - India • Online market estimated to be INR 5 bn in FY 14-15 • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used by – Those disconnected from mother communities – Youngsters wanting choice • In many instances process is driven by family • Fragmented mar

  44. Slide 44: Jeevansathi business model

    Jeevansathi business model Website – FreeSotowelist get – Freethe to most search clients – Free to express interest – Free to accept others expression of interest – Pay to get contact details Offline centres (10 centres operational) – Walk in sales for matching So we get services the most Franchise

  45. Slide 45: Jeevansathi imperatives

    Jeevansathi imperatives • Improve free to paid conversion rate • Improve revenue growth rates • Increase profile acquisitions • Focus on key identified communities • Leverage mobile 45

  46. Slide 46: Competition

    Competition • Three main players – Bharatmatrimony is the leader – Shaadi is no. 2 – Jeevansathi no. 3 • Bharatmatrimony 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 • Jeevansathi leads in c

  47. Slide 47: Mobile app

    Min Age 18 years Religion Hindu Mother Tongue Hindi Country - City Living In India All Profiles Max Age 27 years Profile with Photos Search Mobile app vate About her RWR 1091 Last login 2 days ago eValue 27 Years 5' 5” Marketing Professional Brahmin Brahchar Rs. 5 - 7.5lac Gujrati/Kutchi MBA/PGDMA G

  48. Slide 48: Mobile an important source of traffic

    Mobile an important source of traffic About 66% sessions in Q1 FY 15-16 (vs 62% sessions in Q4 FY 14-15) from mobile Android app HTML5 site 35% of total 31% of total Jeevansathi sessions Jeevansathi sessions Trend over five quarters 70% 60% 50% 31% 32% 40% 33% 34% 30% 20% 39% 35% 30% 10% 18% 23% 0%

  49. Slide 49: Shiksha

    Shiksha 49

  50. Slide 50: Shiksha

    Shiksha • A website which helps students decide undergraduate and post graduate options – A repository of information on colleges and courses in India and overseas – Reviews of college from alumni – Supplemented by a QnA • including posing questions online to existing students in a college 50

  51. Slide 51: Educational classifieds business - India

    Educational classifieds business - India • Education as a category spends amongst the highest in print • ~ INR 3.8 bn (Source TAM Adex) in FY 14-15 • Spend in print estimated to be similar to real estate • Online , School/College contact programs, Consultant commissions & fairs form bulk of remainin

  52. Slide 52: Home page of Shiksha (Desktop)

    Home page of Shiksha (Desktop) 52

  53. Slide 53: Home page of Engineering

    Home page of Engineering Engineering in India 3 Home ®™ Institutes @ FAQ QOQea ili Rankings 8 Tools ~ [=] Exams ~ Featured Colleges for Engineering Predict your rank and find colleges that you can apply to: Rank Predictors: JEE MAIN 2015 Rank predictor COMEDK 2015 Rank predictor JEE Advanced 2015 Ra

  54. Slide 54: Home page of MBA

    Home page of MBA MBA in India f Home Minstitutes <&Tools> illiRankings [|Exams~ [fy Apply Online {07 My Shortlist Featured Colleges for MBA Alliance School of Business - Alliance University, Bangalore s View by Location Colleges in Delhi-NCR Colleges in Mumbai Colleges in Bangalore Colleges in Pune

  55. Slide 55: Home page for Overseas Education

    Home page for Overseas Education 55

  56. Slide 56: Mobile site

    Mobile site India Study Abroad 56

  57. Slide 57: Campus Representatives from Institutes

    Campus Representatives from Institutes 57

  58. Slide 58: College Reviews

    College Reviews College Reviews Sort: Year of Graduation | Recently Submitted | Highest Rating | Lowest Rating Average Alumni Rating: | 4.675 | m@ 6 Students Recommend This Course a Anonymous Class of 2016 Rating w@ Recommends This Course The Curriculum at IIM Calcutta is best suited for people . _

  59. Slide 59: Shiksha business model

    Shiksha business model • Branding & advertising solution by colleges & universities (UG & PG) – Both Indian and foreign entities advertise – Large number So we get of Indian students go overseas for higher education • Estimated the mostat ~100,000 + every year. Highly monetizable clients • Lead gene

  60. Slide 60: Shiksha strategy

    Shiksha strategy • Improved information on colleges and courses Build differentiated & • User generated content (Q&A with credible content community/experts/campus reps, reviews) & interactive student tools • Category (course) level focus • Full feature mobile sites for domestic & Strong mobile stud

  61. Slide 61: Competition

    Competition • Careers360 • Pagalguy (a MBA aspirant community) • HTcampus • Minglebox • MBA Universe • IndiaCollegeSearch • HotCourses India (study abroad) • Studyportals (study abroad) 61

  62. Slide 62: Investee companies

    Investee companies 62

  63. Slide 63: Portfolio status

    Portfolio status As of Aug 15, 2015 INR million *Approx. diluted Total amount and converted Investee Company Website invested shareholding % % of Total Active Zomato Media Pvt Ltd. www.zomato.com 4,838 50% 63% Applect Learning Systems Pvt Ltd. www.meritnation.com 968 59% 13% Etechaces Marketing and

  64. Slide 64: Investee companies financials

    Investee companies financials INR million *Approx. Total diluted and amount converted Investee Company Website invested shareholding % Operating revenue Operating EBITDA FY11-12 FY 12-13 FY 13-14 FY 14-15 FY11-12 FY 12-13 FY 13-14 FY 14-15 Partly owned subsidiary Zomato Media Pvt Ltd. www.zomato.com

  65. Slide 65: Zomato

    Se zomato We're Hiring! Log in with Facebook Log in Discover great places 46-at around you in Delhi NCR ©) All of Delhi NCR AVANEAt SS.) @Vaaiua® >» = 35 MILLION-EOODIE S~ SE ZOMATO EVERY MONTH

  66. Slide 66: Zomato

    Zomato • A clear leader in the restaurant category in India and several other countries • Launched online food ordering in 14 Tier I and Tier II cities in India in Q1 • Presence in 22 countries – India, UK, Canada, Czech Republic, Slovakia, Poland, Portugal, UAE, NZ, South Africa, Turkey, Philippine

  67. Slide 67: Zomato – business model

    Zomato – business model • Business model – Digitise restaurant menus, provide relevant information (including map coordinates, pictures etc) • Regular updation through feet on street beats – Generate ratings and reviews and enable picture uploads from users – Provide a wow user experience • search c

  68. Slide 68: Zomato – mobile app

    Zomato — mobile app Fzomato SIGN UP AND GET STARTED f Instant Facebook Connect = Os LUNCH 2556 Sunny Pan-Asian Delicacies Il Collections | aa Trending this Week Delhi NCR cee Valentifié's Day Snecials Yauatcha Vasant Kunj, New Delhi 192 Reviews 3.9 601 votes ty es a Call Bookmark CheckIn Been Here R

  69. Slide 69: Policybazaar

    Policybazaar policy About Insurance ¥ Loans ¥ Help ¥ Sign In Q | [24x7 Toll Free] @ N : im) Th _ ere Term Insurance Health Insurance Car Insurance Investment Two Wheeler e a> yy A ° Font Critical Illness Personal Accident Home Insurance Travel Insurance Loans & Cards 69

  70. Slide 70: Policybazaar

    Policybazaar • Policybazaar is India’s online price comparison site for insurance – A clear value add to individuals and Financial Institutions • A leader in its category – estimated 90% share of Insurance comparison & 40% of online Insurance transactions • A large untapped and growing market – A fr

  71. Slide 71: Meritnation

    Meritnation 1 i Downioad our == e#neritnation & 011-40705070 or monte App [.] | Explore | Log in | Live Classes CA-CPT TITJEE | AIPMT Class XII Class XI Class X Class IX Class VIII Class VII Class VI Class V Class IV Class IIT Class II Class I Join now for FREE Crack your exams with the best tuition

  72. Slide 72: Meritnation

    Meritnation • Supplementary online learning platform for K12 –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 – Some State Board’s curriculum added • Paid product

  73. Slide 73: Meritnation contd.

    Meritnation contd. • Till end June, 2015 – Over 9 million registered users – 1.4 million student generated questions – 4 million answers from experts and peers • Over 3 million visitors every month • ~50% of sessions in June, 2015 through mobile 73

  74. Slide 74: Canvera

    Can¥era Canvera Indian Wedding Phatography.costs HOW MUCH? Read More © Canvera Photobook EASY TO ORDER | DURABLE | BEAUTIFUL Our stringent quality check ensures that each handcrafted Canvera Photobook surpasses your expectations. With a three layered packaging and shipping within a safety box, a bag

  75. Slide 75: Canvera

    Canvera • Produces printed wedding albums for professional photographers • Build brand with the consumer but monetise through the professional photographer • Products & services include: – Printed products (albums) sold to the photographer (main source of revenue) – Design of printed products and we

  76. Slide 76: Canvera

    Canvera • Business model – Photographers pay to order printed albums or photographs – Additional sources of monetization possible • Micro site and ad revenues from photographer classifieds • Sales presence in 200+ cities • New launches – Every printed book can now be downloaded to a mobile devices u

  77. Slide 77: Mydala

    Need Help? Call us at O11-43444444 | am in Delhi NCR * BB invite Friends 0 Get py APP F Can (0) Login india's leeyewt discount coupon site Discover great deals & discounts in Delhi NCR Eg salon, gym. restaurant, tatoo, vicc, ®ipiart coupons, sale, andhert Deals Foodand Drinks | Seauty | HealmandFitn

  78. Slide 78: Mydala

    Mydala • A deals and couponing site – Large sales team which sources deals – Power deals on mobile (partner with telecom operators) • Evolving in to a merchant marketing platform on web and mobile – Majority revenues from mobile • Large addressable market 78

  79. Slide 79: Mydala app

    Mydala app Search Nearby Shop Top deals The Great Kebab Factory Pay Just Rs, 19 and get 25% off 7 175k+ offers fine dining affair with The Great +a 9 Gat extra 30% on 500mi bottle Angrezee Dhaba Vaakd 500 14 Enjoy 4 IMFL along with 1 veg or non veg platter at Rs 499. Enjoy 9 A Chicago Pizza Get extr

  80. Slide 80: Happily unmarried

    Happily unmarried Interns | Blog | Track Order wwii wg Cart Login Shop by = : ® category ~*~. e me | 7 7 ( i | | ( Store Locator | Contact Us Valentine Gifts Bar Apparel pM owe a Phone Covers iu Home Bags e P cHecrour > > UFO Hey Good looking! Thanks for hittin on us! f t PO Office Ww Gift Packs Sta

  81. Slide 81: Happily Unmarried

    Happily Unmarried • Designs and sells fun quirky products – With an Indian touch • Mainly offline sales as of now – Online scaling gradually 81

  82. Slide 82: Financials (Standalone)

    Financials (Standalone) 82

  83. Slide 83: Consistent long-term growth in Revenue & Profitability

    Consistent long-term growth in Revenue & Profitability INR Million Revenue INR Million Profitability 8000 3000 7000 764 2500 6000 1666 1339 432 5000 985 465 2000 714 395 4000 511 279 1500 2591 3000 2122 840 1939 1827 1817 1000 4450 1690 595 1681 3719 1474 1423 2000 3387 1325 1315 1260 3056 1227 1064

  84. Slide 84: Team

    Team 84

  85. Slide 85: Management Team

    Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Sanjeev Bikhchandani 52 BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 43 B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO

  86. Slide 86: Management Team contd.

    Management Team contd. Name Age Qualifications Designation/ Role Previously worked with Year of joining Executive Vice President- Product Nishant Pandey 39 B Tech, IIT Delhi, MBA ISB Development Schlumberger 2008 Rinchan Gupta 37 BE - Comp Science Senior Vice President Interaction Design HP India 20

  87. Slide 87: Internet in India

    Internet in India 87

  88. Slide 88: No. of internet users

    No. of internet users • As per TRAI, number of internet subscribers were – 302.35 million as of 31.3.2015 – 251.59 million as of 31.3.2014 Source : http://www.trai.gov.in/WriteReadData/PIRReport/Documents/Indicator-Reports-Mar12082015.pdf • Rapid growth expected (nos. in millions) 88

  89. Slide 89: Banks/ brokerages that cover us

    Banks/ brokerages that cover us Firm Analyst Phone Number E-mail Anand Rathi Mohit Jain +91.22.6626 6531 mohitjain@anandrathi.com Axis Capital Nivedan Reddy + 91.22.4325 2525 nivedan.reddy@axiscap.in B&K Securities Sushil Sharma +91.22.4031 7117 sushil.sharma@bksec.com Centrum Broking Ankit Kedia +9

  90. Slide 90: Investor relations contacts

    Investor relations contacts Name Chintan Thakkar Sudhir Bhargava Designation CFO EVP - Corporate Finance e mail chintan.thakkar@naukri.com sudhir.bhargava@naukri.com Telephone +91 120 3082137 +91 120 3082006 Fax +91 120 3082095 Info Edge (India) Limited, B 8, Sector 132, Address Noida – 201 301, Utt

Info Edge (India) — Investor Presentation (September 2015) on 6ix