Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (May 2017)
94 slides from Info Edge India's investor presentation, May 2017
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company May, 2017 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: Our internal businesses
Our internal businesses Dominant market leader India’s leading real estate site Number 3 but fastest growing India’s leading education listings site Job site focused on the Gulf market Executive search 3
Slide 4: Strategic investments
Strategic investments India’s leading restaurant ratings and India’s leading insurance comparison review site site Shareholding ~46%* Shareholding ~10%*^ Supplementary online learning India’s leading site for prints and platform for K12 and Entrance Exams photobooks Shareholding ~59%* Shareholding ~
Slide 5: Strategic investments contd.
Strategic investments contd. On demand, at home, beauty Field sales force management related services solutions for enterprises Shareholding ~39%* Shareholding ~35%* SAAS based solutions for tour Cross platform sharable and activity operators collaborative phonebook app Shareholding ~26%* Shareholdi
Slide 6: Financial performance track record
Financial performance track record Revenue and Operating EBITDA margin for the standalone entity, 2007 – 2017 900 56% 60% 54% 54% 800 51% 51% 49% 50% 45% 700 44% 42% 41% 600 38% 40% 36% 33% 34% 33% 33% 500 29% 30% 29% 26% 27% 30% 821 400 22% 2397 2241 2152 612 1326 300 20% 723 506 824 437 200 377 29
Slide 7: Strong balance sheet, negative working capital and negligible leverage
Strong balance sheet, negative working capital and negligible leverage Assets – 55% Cash 2% Cash & Liquid 3% 9% Investments Strategic Investments Cash and equivalents Net Fixed Assets Rs 1295 High margins 31% Crore and operating Non Current Assets leverage 55% Current Assets Negative WC Capital Cycl
Slide 8: 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 quarterl
Slide 9: Board of Directors
Board of Directors Whole time Non Executive Independent Saurabh Srivastava (71) Arun Duggal (70) Sanjeev Bikhchandani (53) Kapil Kapoor (52) 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 10: Nationwide sales/customer interface infrastructure
Nationwide sales/customer interface infrastructure Info Edge sales offices illustrative map Chandigarh Key Observations Delhi NCR (Noida, Gurgaon) Jaipur Nation wide coverage Lucknow through 69 company branch Kolkata Ahmedabad Nasik Indore Bhopal Raipur offices in 44 cities in India Mumbai Auranga
Slide 11: Shareholding with founding management group and institutional investors
~43% shareholding is with the Founding management group and ~46% with Institutional Investors (as of Mar 31, 2017) ESoP Trust, Individuals 0.10% and others, HDFC Mutual Fund 3.61% 10.88% Amansa Holdings 3.30% Bodies Corporate, Ward Ferry Asian Fund 3.25% 0.39% Nalanda India Equity Fund 3.18% Aranda
Slide 12: Naukri
Naukri 12
Slide 13: Naukri website screenshot
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Slide 14: Naukri is the dominant leader in the online job market
Naukri is the dominant leader in the online job market • During or end of, Q4 FY 16-17 – ~75% traffic share in April, 2017 (Source : SimilarWeb) – 310,000 to 390,000 job listings (on a given day) – ~5.1 Crore resumes – 15,500+ avg. resumes added daily – 245,000+ resumes modified daily – 800,000 to 9
Slide 15: Naukri has dominant traffic share
Naukri has dominant traffic share Overall traffic (including mobile but not app) based on page views 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs ~66%
Slide 16: Naukri has dominant traffic share
Naukri has dominant traffic share Overall traffic (including mobile but not app) based on time spent 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs ~66% of the
Slide 17: 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 18: Revenue sources
Revenue sources 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 jobs) B2C abo
Slide 19: Breakup of revenue by product type and industry in FY 16-17
Breakup of revenue by product type and industry in FY 16-17 Career site Referral manager, hiring tool, Services/ Others, 1.1% 1.5% 0.5% others, 18.30% Assisted IT and ITES, search, 4.6% 30.10% Manufacturing Branding, , 7% 7.9% Job seeker services, BFSI, 5.10% 10.8% Resume database access, Job listin
Slide 20: Revenue per client growing with increasing number of clients
Revenue per client growing with increasing number of clients 80 61 66 70 70 57 51 60 60 46 48 42 50 50 35 40 40 74 70 30 30 56 57 61 53 20 20 41 45 10 10 0 0 FY 09-10 FY 10-11 FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16 FY 16-17 Av. Realisation in Rs '000 No. of unique customers in '000 700 56% 60%
Slide 21: 4-pronged strategy for Naukri.com
4-pronged strategy for Naukri.com CSM1 • Superior • Newer Response Mgmt. Responsive Customer products/ App. tracking Solution based Service features Employee Referral tool2 Recruiter profile3 Service Product New initiatives Job aggregation from other websites Cloud solutions to corporates INNOVATION
Slide 22: New initiatives - Career site manager (CSM)
New initiatives - Career site manager (CSM) Powers a recruiters end-to-end recruitment process Career Link on website Social Recruiting Application Tracking System + Mobile ready career + Search Engine + Searchable CV database site Optimization Sold to over 2,500 recruiters (including corporates) in
Slide 23: Illustrative list of CSM clients
Illustrative list of CSM clients 23
Slide 24: Recruiter profile
Recruiter profile Platform for public profiles of HR professionals and recruitment consultants Jobseekers can ‘FOLLOW’ Recruiter Updates Keep jobseekers informed of recruiter’s Active Jobs Help Build recruiter’s personal database Over 200,000 recruiter profiles on www.naukri.com 24
Slide 25: Naukri Referral Hiring Tool
Naukri Referral Hiring Tool End to end employee referral management and automation Mobile Ready Social Media Employee Engagement Integrated Employee Referral Site Referrals - Gamification Referral + Referral Mobile app + Referrals from + Real Time Notifications to Tracking + Internal Job Postings Em
Slide 26: Mobile an important source of traffic
Mobile an important source of traffic About 66% of the sessions in Q4 FY 16-17 (vs 56% sessions in Q4 FY 15-16) from mobile Android app iOS app HTML5 site 29% of total Naukri 2% of total Naukri 35% of total Naukri sessions sessions sessions Trend over eight quarters 70% 60% 50% 35% 33% 40% 28% 30% 3
Slide 27: The App and HTML5 site
The App and HTMLS5 site 105 Jobs Found Y = Promod Kumar Sharma e = L« Safety Engineer Modify "Sales 6 Sales Manager Location Live connect @ 3-8 Yea Mumbai > ; ~ : u am, Hydrabad, Sescunder Kolkata, P Experience tS Yeas 2 6 8) 10 12) 15+ NU ere eed re Sales Executive ult Mobs fervor $ Silly Fish Stud
Slide 28: Competition
Competition • Local job boards – Indeed.co.in – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Solves a different problem • Continuous innovation and improvements in product and service is the key to counter competition 28
Slide 29: Some international comparisons
Some international comparisons 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* 341 103 460,000 2.55 (China) Seek.com^ 233 5 - 4.56 (Australia) Recruit# 3,636 - - 28.90
Slide 30: 99acres
99acres 30
Slide 31: 99acres website screenshot
Allindia v EE downoad App — %, 180041 99009 | sell / Rent Property Free &« = Hd Deals Home Loans» Menu SEARCH MAP SEARCH List your property just in few 99 acres steps on 99acres mobile app Ind Na Proper Poa Get the App rex surecartcnt Explore Real Estate in India 31
Slide 32: Online real estate business - India
Online real estate business - India • Real estate estimated to be one of the large advertising category in print (~Rs 2000 Crore in FY 16- 17) • Our estimate of spend on online real estate portals was about Rs 350 Crore in FY 16-17 (excluding Google and Facebook) • 99acres, a leader amongst 6 player
Slide 33: Traffic share – 99acres pulling ahead
Traffic share – 99acres pulling ahead Overall traffic (including mobile) based on page views 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb ~60% of the total sessions for 99acres, in Q4 FY16-17, through mobile. Source: Google Analytics 33
Slide 34: Traffic share – 99acres pulling ahead
Traffic share – 99acres pulling ahead Overall traffic (including mobile) based on time spent 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb ~60% of the total sessions for 99acres, in Q4 FY16-17, through mobile. Source: Google Analytics 34
Slide 35: Status of competition
Status of competition • 99acres and Magicbricks are the two serious players in classifieds sites category • Housing was taken over by Proptiger (an agency) and REA Group reportedly invested in the company • Indiahomes saw a management and investor exit, not much activity • Commonfloor was taken over
Slide 36: 99acres business model
99acres business model Revenue Model Listing and Branding/ So we get Visibility the most advertisements clients We’ve got the Paid by agents and most real estate developers listings Currently free to individuals Others:- Microsites, So we get home page links, the most Google Ad sense, respon
Slide 37: Some approx. numbers for 99acres
Some approx. numbers for 99acres • As of Mar 31, 2017 – Total projects 1.37 lakh* (under construction or ready to move in) – Total listings** 7.26 lakh of which owner listings were 2.70 lakh • Residential 6.14 lakh • Commercial 1.12 lakh *1 lakh = 100,000 **Typically, listings stay live for 2 months
Slide 38: In FY 16-17
In FY 16-17 No. of customers in ‘000 Revenue breakup by customer type 6.5 44% 53% 15.3 BROKER BUILDER BROKER BUILDER 38
Slide 39: 99acres –strategy
99acres –strategy • Customer Service • New offerings for • Project comparisons builders updates / payment • Lead optimization plans • Monetization Service Product INNOVATION Channel Engineering • Mobile & HTML site • Analytics • Personalization • Verify listings • Brand building • Improve listing qu
Slide 40: What is working well for 99acres
What is working well for 99acres • Leadership position maintained - traffic share for 99acres has started to further improve in last one year – Increased investments in product aesthetics/data quality/marketing ensuring quality and innovation and customer retention • Listings growth intact amidst po
Slide 41: 99acres Financials
99acres Financials Revenue and EBITDA trend for 99acres (Rs Crore) 40 32 32 34 30 29 30 28 26 28 25 25 23 23 20 10 0 -10 (5) (4) (10) (8) (11) (10) (12) -20 (16) (16) (20) -30 (25) -40 (35) Q1FY15 Q2FY15 Q3FY15 Q4FY15 Q1FY16 Q2FY16 Q3FY16 Q4FY16 Q1FY17 Q2FY17 Q3FY17 Q4FY17 Revenue EBITDA 99acres cum
Slide 42: Mobile app – home screen, navigation and search page
Mobile app – home screen, navigation and search page 42
Slide 43: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 43
Slide 44: 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 44
Slide 45: Mobile an important source of traffic
Mobile an important source of traffic About 60% of the sessions in Q4 FY 16-17 (vs 52% of the sessions in Q4 FY 15-16) from mobile Android app iOS app HTML5 site 20% of total 2% of total 38% of total 99acres sessions 99acres sessions 99acres sessions Trend over eight quarters 70% 60% 50% 40% 34% 34%
Slide 46: Jeevansathi
Jeevansathi 46
Slide 47: Jeevansathi website screenshot
“8 Jeevansathi-com §} cewneas Got Any Questions? Call Us 1800-419-6299 (Tol! Free) Indian Matrimonials - We Match Better Hindi-Dethi | Marathi | Hindi-UP | Punjabi | Telugu | Bengali | Tamil | Gujarati | Kannada | Hindi-MP | Bihari | More + Quick | Bride ¥ | Religion | Mother tongue | | Caste ’ Sear
Slide 48: Online matrimonial business - India
Online matrimonial business - India • Online market estimated to be Rs 600 to 650 crore in FY 16-17 • 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 • Fra
Slide 49: 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 Fran
Slide 50: 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
Slide 51: Mobile app
4:21PM eptanc: People To Respond To 7RZ1470 Financial Se s/Accounting 38 Years, Muslim: Sunni Urdu Rs. § 7.5lac Recent Profile Visitors Mobile app CARRIER Desired Partner \ Mutue About her ZYYA0269 Oniine 25 years 6 4" Never Mariod 2 compass nt and at the diligence and hos a great bond with my f 51
Slide 52: Jeevansaathi growing faster and has demonstrated break-even
Jeevansaathi growing faster and has demonstrated break-even Revenue and EBITDA trend for Jeevansaathi (Rs Crore) 20 16 15 14 14 15 13 11 11 12 10 9 10 10 10 5 0 1 (1) (1) -5 (2) (2) (2) (4) (5) -10 (6) (8) (10) -15 (16) -20 Q1FY15 Q2FY15 Q3FY15 Q4FY15 Q1FY16 Q2FY16 Q3FY16 Q4FY16 Q1FY17 Q2FY17 Q3FY17
Slide 53: Mobile an important source of traffic
Mobile an important source of traffic About 88% sessions in Q4 FY 16-17 (vs 79% sessions in Q4 FY 15-16) from mobile Android app iOS app (launched on Nov 13, HTML5 site 2015) 53% of total 28% of total 7% of total Jeevansathi sessions Jeevansathi sessions Jeevansathi sessions Trend over eight quarter
Slide 54: Shiksha
Shiksha 54
Slide 55: Shiksha website screenshot
Alliance University Admissions open 2016 Vshiksha wn Kalasalingam University KAR Apply Now ENGINEERING DESIGN OTHER COURSES CAREERS EXAMS =A Br Integral University BTech/Arch/MBBS/Law - Apply STUDY ABROAD ‘SRM University COUNSELLING Empowering millions of students in making the right career and coll
Slide 56: Shiksha – some approx. nos.
Shiksha – some approx. nos. So we get the most clients So we get the most traffic As of end March, 2017 56
Slide 57: 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 Universitie
Slide 58: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 58
Slide 59: 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 So we get the most • Estimated at ~125,000 + every year clients • Lead generation So
Slide 60: Authentic College Reviews
Authentic College Reviews 60
Slide 61: Q&A mobile app for expert advice
Q&A mobile app for expert advice 61 61
Slide 62: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 62
Slide 63: Home page for Overseas Education
Home page for Overseas Education 63
Slide 64: Mobile sites
Mobile sites India Study Abroad 64
Slide 65: Competition – different for India and abroad
Competition – different for India and abroad Domestic Studyabroad • Print Media • Online • Online – HotCourses India/ IDP • Google – Studyportals • Pagalguy – Masterstudies • HTcampus – Top mba / Top universities • Minglebox (QS) • Careers360 – Collegeboard • MBA Universe – Yocket • CollegeDekho – M
Slide 66: Shiksha quarterly financials
Shiksha quarterly financials Revenue and EBITDA trend for Shiksha (Rs Crore) 14 12 12 11 11 11 10 9 7 8 8 7 6 7 6 6 5 4 2 2 0 0 1 1 0 -2 (0) (1) (2) (1) (2) -4 (3) (3) Q1FY15 Q2FY15 Q3FY15 Q4FY15 Q1FY16 Q2FY16 Q3FY16 Q4FY16 Q1FY17 Q2FY17 Q3FY17 Q4FY17 Revenue EBITDA Shiksha cumulative EBITDA loss (m
Slide 67: Investee companies
Investee companies 67
Slide 68: Portfolio status
Portfolio status Aggregate amount As of May 20, 2017 % Holding on fully Investee Company Website invested (Rs Crore) diluted basis* Active Zomato Media Pvt Ltd. www.zomato.com 484 46% Applect Learning Systems Pvt Ltd. www.meritnation.com **121 59% Etechaces Marketing and Consulting Pvt Ltd. www.poli
Slide 69: Investee companies financials
Investee companies financials Rs. Crore Investee Company Operating revenue Operating EBITDA FY13 FY14 FY15 FY16 FY17 FY13 FY14 FY15 FY16* FY17* Partly owned subsidiary Meritnation 10 20 22 29 36 (21) (29) (23) (42) (23) Canvera 30 44 54 56 49 (21) (33) (22) (33) (27) Associate Companies Zomato Polic
Slide 70: Zomato
Zomato Find the besteestaurantsycafés, and bars in Delhi NCR Baila i Seach Collections Explore curated lists of top restau afes, pubs, and bars in and arc ind Delhi NCR, bz Order Food Online on trends From the best restaurants delivering to your doorst Trending this week The most popular restaurants
Slide 71: Zomato – business model
Zomato – business model • A clear leader in the restaurant category in India and several other countries • Presence in 23 countries – India, UK, Canada, Czech Republic, Slovakia, Poland, Portugal, UAE, NZ, South Africa, Turkey, Philippines, Indonesia, Italy, Brazil, Ireland, Qatar, Sri Lanka, Chile,
Slide 72: Zomato – business model
Zomato – business model • Business model – Advertising • Banner ads on web and mobile apps relevant to a user’s search of restaurants in an area • Events, sponsored spots in collections and corporate tie ups – Digitise restaurant menus, provide relevant information (including map coordinates, pictur
Slide 73: Zomato – mobile app
Zomato — mobile app @Gzomato SIGN UP AND GET STARTED f Instant Facebook Connect Trending this Waek LUNCH 235G Sunny Snecials Yauatcha 3.9 Vasant Kunj, New Delhi 192 Revi 601 votes vw © Call Bookmark Checkin Been Here ADDRESS Level 2, Ambience Mall, Vasant Kunj, New Delhi VADANERKUIY I sAWA ‘P 12.7 k
Slide 74: Policybazaar
Policybazaar policy Life insurance + ce + Matorinsurance + Other insurance » Support» yY o mM Term Life Insurance Health Insurance Travel Insurance Car Insurance Tax Saving v a a) + ft val Child Plans Investment Retirement Plans Cancer Protection Critical llness Home Insurance Just for You Everythin
Slide 75: 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 95% share of insurance comparison & 50% of online Insurance transactions • A large untapped and growing market – A fr
Slide 76: Meritnation
Meritnation of nation = 2 | meee] | oon Wa ae Entrance Exams ClassXil Class Xi_««ClassX = Class IX Class Vill Class VIl._~—=s Class VI ClassV-— Class iV Classili' Class I Class | ONLINE “CUSS4:12- 2 ) Join now for FREE “ENTRANCE EXAMS ) 1,12,80,347 Live classes with the best eciersh \ Sabian Online
Slide 77: 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 78: Canvera
Canvera CanVera « Share your Photobook (1) Get your own Canvera Photobook £@] Find a Photographer FIND A PHOTOGRAPHER for any occasion, anywhere in India Allocations All categories aSoverarny Posters Photo prints Canvase: Display kets Book: ml rarc fe a ut Fe &% 5 q Shoot, upload, print. Simple. EXP
Slide 79: Canvera
Canvera • Print and design services for professional photographers for their album needs, primarily weddings • Build brand with the consumers (Yougraphy) • Products & services include: – Printed products (albums) sold to the photographer (main source of revenue) – Design of printed products and webs
Slide 80: Canvera contd.
Canvera contd. • Business model – Photographers pay to order printed albums or photographs – Additional sources of monetization possible • Micro site and ad revenues from photographer classifieds – Recently introduced products for consumers • Sales presence in 200+ cities • New launches – Every prin
Slide 81: Mydala
op Selling Deals in Delhi Spend?1000 & get ablow dry and har wash FREE “THE BUZZ ‘STARTS HERE? crop ee 20% JUKOUM oe — 20% ort 90% or oa oe Ta ae. 81
Slide 82: Mydala
Mydala • India’s largest promotion led local services marketing platform • Vision is to make it a daily habit with consumers and businesses • About 50 mn visitors and 5 mn transacting customers every month • One of the largest mobile commerce platforms in India • Large addressable market 82
Slide 83: Mydala app
Mydala app <V Restaurants Search Nearby Shop Top deals The Great Kebab Factory Pay Just 19.and get 25% off on ta Enjoy 2 dalioous Q Search from 175k+ offers the dewg aftan with The Great 419 Gat extra 30% Buy 1Getton | Buy3Get 1 Free on 500ml bottle. Kurkure Big Pack | on 125 gm pack Angrezee Dhaba
Slide 84: Happily unmarried
Happily unmarried 84
Slide 85: Happily Unmarried
Happily Unmarried • Grooming range for men “Ustraa” • Designs and sells fun products – With an Indian touch • Proportion of online sales growing rapidly 85
Slide 86: Financials (Standalone)
Financials (Standalone) 86
Slide 87: Standalone Financials - Consistent long-term growth in Revenue & Profitability
Standalone Financials - Consistent long-term growth in Revenue & Profitability Revenue (Rs Crore) Profitability (Rs Crore) 1000 400 900 93 350 800 192 83 300 221 700 600 167 76 250 134 43 500 200 71 40 99 47 361 123 400 150 268 259 90 241 231 600 300 212 531 100 194 183 182 169 168 168 445 158 153 1
Slide 88: Team
Team 88
Slide 89: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Sanjeev Bikhchandani 53 BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 44 B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO
Slide 90: Management Team Contd.
Management Team Contd. Name Age Qualifications Designation/ Role Previously worked with Year of joining Executive Vice President & Business Head - Maneesh Upadhyaya 38 B Sc, MBA, FMS, Delhi University Shiksha Bain & Co. 2010 Executive Vice President and Business Head- HT Media, Tech Mahindra, HCL Ta
Slide 91: Internet in India
Internet in India 91
Slide 92: Internet in India – growing at a rapid pace
Internet in India – growing at a rapid pace Internet users in India (Crore) 50 45 45 42 43 40 38 35 30 28 25 20 15 10 5 0 Oct '14 Oct '15 Oct '16 (E) Dec '16 (E) Jun '17 (E)* Source: IAMAI, IMRB 92
Slide 93: Banks/ brokerages that cover us
Banks/ brokerages that cover us Firm Analyst Phone Number E-mail Axis Capital Sahil Desai +91.22.4325 1121 Sahil.desai@axiscap.in B&K Securities Sushil Sharma +91.22.4031 7117 sushil.sharma@bksec.com BAML Sachin Salgaonkar +91 22 6632 8667 sachin.salgaonkar@baml.com Centrum Broking Ankit Kedia +91.2
Slide 94: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Prince Poddar Designation CFO Senior Analyst e mail chintan.thakkar@naukri.com prince.poddar@naukri.com Telephone +91 120 3082137 +91 120 3082091 Fax +91 120 3082095 Info Edge (India) Limited, B 8, Sector 132, Address Noida – 201 301, Uttar Pradesh, I