Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (June 2020)
99 slides from Info Edge India's investor presentation, June 2020
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company JUNE, 2020 1
Slide 2: Disclaimer
Disclaimer By attending the meeting/telephonic call where this presentation is made, you agree to be bound by the trailing restrictions regarding the information disclosed in this presentation. This presentation has been prepared by Info Edge (India) Limited (the “Company”) solely for information pu
Slide 3: Index
Index About Info Edge 4 Financials 6 Governance at Info Edge 17 Naukri 29 99acres 44 Jeevansathi 57 Shiksha 63 Investments 70 Data Security at IEIL 82 People Development 83 Contribution to Environment 84 Corporate Social Responsibility 85 Team and contact 87 Annexures 95 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 ~15.1%*^ Shareholding ~22.71%*@ Men’s grooming range (Ustraa) Shareholding ~42.3%* # Other investments include Unnati Helpers (Tech enabled employment
Slide 6: Key Financials- Past 7 years performance
Key Financials- Past 7 years performance All numbers in Rs Cr except % Description FY 14 FY 15 FY 16 FY 17 FY 18 FY19 FY 20 CAGR Revenues 505 611 717 802 916 1098 1273 16.8% Billing 524 653 753 861 977 1177 1269 16.0% Operating EBITDA*^ 164 180 159 254 315 356 403 16.1% Operating Margin (%)^ 32% 29%
Slide 7: Key Financials- Annual
Key Financials- Annual All numbers in Rs Cr except % Description FY 20 FY19 FY 18 Growth Growth 20 Vs 19 19 Vs 18 Billing Info Edge * 1269 1177 976 7.8% 20.6% - Recruitment 916 848 708 8.0% 19.6% - 99Acres 214 207 157 3.5% 31.8% Revenue Info Edge * 1273 1098 915 15.9% 20.0% - Recruitment 907 786 669
Slide 8: Key Financials- Qtrly Update
Key Financials- Qtrly Update All numbers in Rs Cr except % Description Q4’20 Q4’19 YOY Q3’20 Apr & May’20 Billing Info Edge * 331.9 360.8 (8.0)% 299.9 104.7 - Recruitment 244.0 259.7 (6.0)% 210.0 80.0 - 99Acres 50.7 66.7 (24.0)% 54.3 3.7 - JS 23.8 19.8 20.4% 22.4 14.7 - Shiksha 13.4 14.6 (8.5)% 13.3
Slide 9: Financial performance
Financial performance Info Edge Billing and Cash EBITDA** (Rs crore) trend 1400 500 450 1200 435 402 400 376 398 1000 350 312 356 300 800 315 226 250 205 600 254 200 400 179 150 159 100 200 50 1177 1098 1269 1272 653 612 753 718 861 802 977 0 916 0 2015 2016 2017 2018 2019 2020 Billing Revenue Cash
Slide 10: Billing and Cash EBITDA
Billing and Cash EBITDA Segmental Billing and Cash EBITDA** (Rs crore) trend 1400 1300 1269 1177 1200 1100 977 1000 916 900 861 848 800 753 708 700 633 600 554 500 424 512 498 400 372 353 315 330 300 269 228 200 200 100 0 -1 -5 -9 -85 -5 -19 -66.2 -100 -36 -4 -29 -200 2016 2017 2018 2019 2020 IE Bil
Slide 11: Operating EBITDA
Operating EBITDA Info Edge and Segment-wise EBITDA (Rs crore) 600 503 500 436 402 385 400 356 334 315 285 300 254 159 200 109 100 58 53 60 49 0 FY16* FY17* FY18* FY19* FY20* Info Edge Recruitment EBITDA Loss in Other verticals • * FY16 – FY20 in the charts above are based on IND-AS numbers; rest all
Slide 12: People, Brand and IP - Key Value Drivers for Info Edge
People, Brand and IP - Key Value Drivers for Info Edge 600 47% 50% 47% 45% 41% 43% 500 42% 43% 40% 35% 400 30% 300 25% 18% 20% 200 14% 16% 16% 15% 11% 13% 10% 100 5% 252 335 132 375 393 116 460 176 541 204 84 88 0 0% FY15 FY16 FY17 FY18 FY19 FY 20 Personnel Cost (Rs cr) Marketing Cost (Rs cr) Person
Slide 13: Assets and funds Allocation
Assets and funds Allocation As of March 31, 2020 # Assets Liabilities 8% Cash & Liquid 4% Shareholders Equity 5% Cash and Investments ^ 14% equivalents Rs 15 bn Investment in Customer Advances / Startups Deferred Sales Revenue Operating Assets Other Liabilities & 38% 49% Provisions Other Assets 81%
Slide 14: IE Venture Fund - AIF
IE Venture Fund - AIF • Floated an AIF Class II Fund, on 20th Jan’20 duly registered by SEBI, to fund investments unrelated to the core operating entity. • An efficient setup for future fund raising and regulatory standpoint. • Proposed corpus of the fund is Rs 750 Cr ( around USD 100Mn). IEIL and i
Slide 15: Market cap performance
Market cap performance Info Edge historical market cap trend (Rs crore) and Nifty Mid-cap relative trend 40000 35000 30000 25000 32% CAGR 20000 15000 10000 8% CAGR 5000 0 Apr-14 Apr-15 Apr-16 Apr-17 Apr-18 Apr-19 Apr-20 Market Cap Mid-cap Nifty Indexed to IE Market Cap 15
Slide 16: Recruitment profits ploughed back to build 99acres, Jeevansathi and Shiksha
Recruitment profits ploughed back to build 99acres, Jeevansathi and Shiksha Total EBITDA generated from Recruitment business since 2015- Rs 2795 (Rs crore) 99acres, 254, 9% JS, 138, 5% Residual Cash, Shiksha, 37, 1% 2,366, 85% 15% of the cash generated by recruitment has been used to fund other oper
Slide 17: Corporate Governance- Cornerstone to our value system
Corporate Governance- Cornerstone to our value system Independent Directors forms majority of the Board Non- Executive Chairman Statutory Audit performed by EY Internal Audit performed by an external firm Audit committee comprises only of Independent Directors Formal dividend policy (15%
Slide 18: Board of Directors
Board of Directors Whole time Non Executive Independent Kapil Kapoor (55) Saurabh Srivastava (73) Naresh Gupta (53) Sanjeev Bikhchandani (56) Non Executive Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, Chairman Director M.Sc Harvard B Tech IIT K
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 77 company branch Nasik offices in 47 cities in India Mumbai Auranga
Slide 20: Shareholding
Shareholding As of 7Th May, 2020 Mutual Funds/ FPIs/ FIIs/ Banks % of Shares Others, Axis Mutual Fund + Schroders 5.77% 7.8% Ward Ferry 3.48% Mutual Nalanda 3.15% Funds and Amansa 2.03% Banks, Vanguard 1.70% 13.2% UTI -various 1.67% Goldman Sachs EM Fund 1.47% Promoters, Ishares 1.33% associates Was
Slide 21: COVID-19: The Impact and the Response so far
COVID-19: The Impact and the Response so far…. Steps taken to ensure smooth functioning of operations We moved to “work from home” model by mid-March before the lockdown was announced in India We believe the health, safety and well-being of employees are paramount. The Company stays committed to
Slide 22: COVID-19: Impact on operating business and estimation of future impact
COVID-19: The Impact and the Response so far…. Impact on operating business and estimation of future impact on operations Different segments in the core operating businesses may experience a different level of stress in the business due to disruption and the rebound of normalcy would evolve over t
Slide 23: COVID-19: Impact on operating business (Cont'd)
COVID-19: The Impact and the Response so far…. Impact on operating business and estimation of future impact on operations (Cont’d) With most of our vendors continuing to service the provision of essential goods and services during the lockdown period, we did not face any disruption from supply cha
Slide 24: Q4 and Apr Collections and COVID-19 Impact – Naukri
COVID-19: The Impact and the Response so far…. Q4 and Apr Collections and COVID-19 Impact – Naukri (India) Sales BU Cumulative Q4 + QTD May trend QTD May YoY -56% Post lockdowns and YoY as lockdown 400 spreading of virus, QTD extends QTD growth at ~+13% growth slowed down to 0% 350 YoY around mid Ma
Slide 25: Q4 and Apr Collections and COVID-19 Impact – 99acres
COVID-19: The Impact and the Response so far…. Q4 and Apr Collections and COVID-19 Impact – 99acres QTD May YoY -77% Cumulative Q4 + QTD May trend YoY as lockdown 100 Post lockdowns and extends spreading of virus, QTD 90 growth slowed down to QTD growth at ~+13% 0% YoY on 26th March 80 YoY around mi
Slide 26: Q4 and Apr Collections and COVID-19 Impact – Jeevansathi.com
COVID-19: The Impact and the Response so far…. Q4 and Apr Collections and COVID-19 Impact – Jeevansathi.com QTD May grew at a Cumulative Q4 + QTD May trend modest rate of +11% YoY, 45 as lockdown extends Post lockdowns and spreading of 40 virus, QTD growth slowed down QTD growth at ~+26% YoY slightl
Slide 27: COVID-19: Liquidity, Investments and Cost Structure
COVID-19: The impact and the Response so far…. Liquidity, Investments and Cost Structure Capital and Financial Resources: In a challenging business environment due to the global pandemic, we believe in conserving our resources, accordingly we have restrained our discretionary spends and at the sam
Slide 28: COVID-19: Liquidity, Investments and Cost Structure
COVID-19: The impact and the Response so far…. Liquidity, Investments and Cost Structure Our fixed and committed costs for FY’20 were approximately in the range of Rs. 600 Cr. This includes fixed salary, facilities and technology running expenses We believe there would be more opportunities to i
Slide 29: 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 30: Key operating metrics for Naukri
Key operating metrics for Naukri 5,40,000 Dominant Traffic Share among job listings peers Avg. 13,000 6,99,000 new resume 69 Million Resumes resumes searches Daily activity on added daily Naukri platform in Q4FY20 ~48,000 Job Seekers availed premium services 5,00,000 415,000+ recruiter resumes email
Slide 31: Naukri traffic share among traditional job sites
Naukri traffic share among traditional job sites Overall traffic (from desktops, web mobile& app) on time spent 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Sim
Slide 32: Naukri traffic share among traditional job sites
Naukri traffic share among traditional job sites Overall traffic (from desktops, web mobile& app) on time spent 120% 100% 80% 60% 40% 20% 0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised the a
Slide 33: 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 34: 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 35: Breakdown of revenue by Product and Industry
Breakdown of revenue by Product and Industry Data for trailing 12 months to March 2020 RMS / CSM / Referral, 5.5% Others, 1.5% IT & ITES, 30.2% Services/Others, Assisted search, 18.8% 5.5% Branding, 6.1% Manufacturing, Job seeker 5.4% services, 10.1% BFSI, 6.1% Resume database access, 59.8% Job list
Slide 36: 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 93 100 85 100 76 80 65 71 80 48 51 57 60 46 60 40 72 76 80 40 57 61 66 68 53 56 20 20 0 0 FY12 FY13 FY14 FY15 FY16* FY17* FY18* FY19* FY20* Avg. realization in Rs '000 (LHS
Slide 37: Naukri Investment strategy
Naukri Investment strategy Enhance Core Platform Efficiency and Experience using AI / ML Experimenting Outcome based Strengthen Product Business models- Offering – RMS. BigShyft. Key Investment Avenues Strategic Enhancing Job Investments in Seeker Experience/ adjacent business . Career information S
Slide 38: 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 Catering to 400+ Corporate Customers – American Express, Amazon, Cognizant, GSK, Credit Suisse, Capgemini,
Slide 39: 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 40: 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 41: 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 42: Competition
Competition • Local job boards – Indeed.co.in – Monsterindia.com – Timesjobs.com – Shine.com • Linkedin – Caters to a different segment / requirement 42
Slide 43: 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* 574 142 ~485,000 4.35 (China) Seek ANZ^ 310 13.2 200,000 5.0 (AP&A) Recruit# 3,062 - - 50.1 (J
Slide 44: 99acres
99acres 99acres ALLINDIA ¥ RENT All Residential ¥ BOOK YOUR DREAM AL S f, ADOBE IN THE HEART EAL ESTATE DEVEL OPWENT infoedge DOWNLOAD APP CUSTOMERSERVICE SELL/RENTPROPERTY HOME LOANS| PROJECTS COMMERCIAL DEALERS Get personalized property TheGsF Suggestions on a single tay Mobile Appies: os sill Awa
Slide 45: Online Real Estate marketing business in India
Online Real Estate marketing business in India • Real estate is one of the largest spender on advertising in print media • Our estimate of spend on online real estate portals is about Rs 6.0-7.0 bn in FY 19-20 (excluding Google and Facebook) • 99acres, a leader in this category – Google, Facebook an
Slide 46: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile) based on time share 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb Similarweb revised the algorithm for calculating time share through app in Q3’20 46
Slide 47: 99acres traffic share
99acres traffic share Overall traffic (from desktops & laptops, web mobile and App) based on time share 60% 50% 40% 30% 20% 10% 0% 99acres Magicbricks Commonfloor Housing Source: SimilarWeb Similarweb revised the algorithm for calculating time share through app in Q3’20 47
Slide 48: 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 49: Key business metrics for 99acres (Q4)
Key business metrics for 99acres (Q4) • As of March 31, 2020 – Total projects 1,70,633 + (under construction or ready-to-move- in) – Total listings 9,41,850 (including 4,21,384 owner listings) • Residential 7,86,067 • Commercial 1,55,783 49
Slide 50: Break-down of Customers and Billing
Break-down of Customers and Billing No. of customers in ‘000 Billing breakdown by customer type 5.0 42% 52% 21.6 BROKER BUILDER BROKER BUILDER Data for trailing 12 months to March 2020 50
Slide 51: 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 52: 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 53: 99acres Quarterly Financials
99 acres Quarterly Financials 99acres Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 80.0 56 57 58 60.0 54 56 50 45 36% 42 40.0 34 31% 37 31 33 31 16% 16% 32 25 28 13% 13% 28 26 26 13% 28 12% 8% 6% 6% 20.0 5% 0.0 2 3 1 2 (0) (2) (2) (7) (4) (7) (11) (11) (12) (11) (10) (13) -20.0 (17) (20) (25) (35) -
Slide 54: Mobile app – home screen, navigation and search
Mobile app – home screen, navigation and search 5 4 54
Slide 55: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 55 55
Slide 56: 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 56 56
Slide 57: Jeevansathi
infoedge Jeevansathi BROWSE PROFILES BY v SEARCH v of REGISTER FREE Be found 57
Slide 58: Online matrimonial business - India
Online matrimonial business - India • Online spend by users estimated to be ~Rs 7-8 bn in FY ‘19-20. • Three main players – Bharat matrimony, Shaadi and Jeevansathi • Used primarily by - Those disconnected from mother community - Youngsters looking for choices - Families for match-making • Fragmente
Slide 59: 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 60: 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 61: Mobile app
infoedge Mobile app 61
Slide 62: Jeevansathi quarterly financials
Jeevansathi quarterly financials Jeevansathi Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 25.0 21 23 20 21 20.0 18 18 18 18 17 18 17 18 14 14 15 14 13 15.0 12 11 11 10.0 22% 24% 31% 29% 21% 5.0 29% 19% 18% 21% 0.0 0 (1) 10% 16% 16% (2) (2) (1) (4) (4) (4) (4) (3) -5.0 (6) (6) (6) (7) -10.0 (9) (11)
Slide 63: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 63
Slide 64: Educational classifieds business - India
Educational classifieds business - India Industry Highlights Business Model • Education as a category spends • Branding & advertising solution for amongst the highest in print colleges & universities (UG, PG, post PG) – Spend in print estimated to be – Both Indian and foreign entities similar to rea
Slide 65: Shiksha – Business Statistics
Shiksha – Business Statistics • Domestic Colleges – 30000, Courses – 215000+, #Reviews – 180,000+, Exams – 600+ • Study Abroad Universities – 1864 from 52 countries, Courses – 21452, Scholarships - 2240 65
Slide 66: Authentic College Reviews
Authentic College Reviews 66
Slide 67: Campus representatives from colleges for credible advice
Campus representatives from colleges for credible advice 67
Slide 68: Competition
Competition Domestic Study abroad • Print Media • Online • Online • HotCourses India/ IDP • Google • Studyportals • Pagalguy • Masterstudies • HTcampus • Top mba / Top universities (QS) • Minglebox • Collegeboard • Careers360 • Yocket • MBA Universe • Multiple Emerging start-ups • CollegeDekho • Stu
Slide 69: Shiksha quarterly financials (Q4)
Shiksha quarterly financials (Q4) Shiksha Quarterly Revenue (Rs cr) and EBITDA (Rs cr) 20.0 17 15 15.0 14 12 13 13 11 12 11 11 10 11 10 11 10.0 9 9 43% 7 7 6 6 32% 39% 20% 20% 5.0 26% 4 10% 12% 11% 3 7% 3 7% 1 1 3% 2 1 1 - 1 0 (1) (0) (0) (1) (1) (1) (2) (2) (2) (4) (5.0) Q1FY17* Q1FY18* Q1FY19* Q1F
Slide 70: Investments
infoedge Investments 70
Slide 71: Investment Portfolio (Q4)
Investment Portfolio (Q4) Approx. diluted and convertd Book value of shareholding % investment as on (Actual) Investee Company Website date Active (Rs Mn) Zomato Media Pvt Ltd. www.zomato.com 1,522 22.71% Etechaces Marketing and Consulting Pvt Ltd. www.policybazaar.com 5,758 15.10% Happily Unmarried
Slide 72: Investee companies financials
Investee companies financials Figures in Rs Mn. Investee Company Website Operating revenue Operating EBITDA FY18 FY19 FY20 FY18 FY19 FY20 Partly owned subsidiary Applect Learning Systems Pvt Ltd. www.meritnation.com 308.36 347.66 245.75 (130.92) (224.87) (211.89) Associate Companies Associate Compan
Slide 73: Zomato
Zomato 73
Slide 74: 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 75: 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 76: 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 77: PolicyBazaar
PolicyBazaar policybazaar LIFEINSURANCE ¥ HEALTH INSURANCE ¥ MOTOR INSURANCE ¥ India’s Best | \nsur, e "a, Say Investment Men, # PS Solutions a Child Plans nse: ome eso (Sasa (E infoedge OTHER INSURANCE ¥ RENEWAL SUPPORT ¥ MY ACCOUNT nea ALICE Destination Two Wheeler go May, gar Investment Plans rr
Slide 78: 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 79: Happily Unmarried
Happily Unmarried Minerals Acti i ead BS | Charcoal Body Wash infoedge Hair @& Condition Growth Vitalizer Body Wash A savin AI Sean Cream! i | 79
Slide 80: Ustraa
Ustraa • Ustraa is the largest online men’s grooming brand. • On a run rate of 9.8 cr per month on gross level. Net sale of 7cr per month. • Have signed in Siddhant Chaturvedi as a brand ambassador to endorse Fragrances and Trimmers. Campaign to launch in Feb. • Offline presence in over 2000 stores.
Slide 81: Product Portfolio
P RO D U C T PO RT F O L I O Fragrances Soaps 81
Slide 82: Data Security at IEIL
Data Security at IEIL Data Security and Privacy Policy • Protects users data using end point security through Data Leakage prevention software (Websense DLP), Write restrictions by locking USB’s, disk encryption complex password policies , vulnerability patching and anti-viruses. • Denial of Servi
Slide 83: People Development
People Development Assessment • Defined Performance Management process which includes KRA Settings , Quarterly goal setting , mid year and full year assessments • Established practices to capture employee concerns through annual surveys. Learning and Development • Advanced education policy that
Slide 84: Contribution to Environment
Contribution to Environment. IEIL’s Corporate Office Improved Indoor Air Quality at Noida / NCR Offices – • Green Building • Outside PM 2.5 - 881, Inside PM 2.5 – 20. • Silver Certification • 73% Employees have advantage of cleanest air being • By Indian Green Building at IEIL (3394 out of 4653 Empl
Slide 85: Corporate Social Responsibility
infoedge CORPORATE SOCIAL RESPONSIBILITY Our CSR programme focuses on supporting organizations making impactful interventions at various stages across the education and employability spectrum Bridge programmes Supporting Supporting Supporting Supporting Enabling Nurturing micro- for first- formal sc
Slide 86: Direct impact of our key CSR programme
DIRECT IMPACT OF OUR KEY infoedge CSR PROGRAMME* Women skilled for livelihoods Formal school students children with 155 covered under digital special needs education/ provided Persons with scholarships/ career a education & Disabilities trained guidance projects f ~~ therapy for retail jobs 2317 211
Slide 87: Team
infoedge Team 87
Slide 88: Management Team
Management Team Year of Name Age Qualification Designation/Role Previously worked with joining B.A Arts&Humanities M.B.A Founder And Executive Vice Sanjeev Bikhchandani 56 Lintas, Glaxo Smith Kline 1995 Marketing IIM Ahmedabad Chairman Hitesh Oberoi 47 B.Tech IIT, M.B.A IIM Bangalore Managing Direct
Slide 89: Management Team
Management Team Year of Name Age Qualification Designation/Role Previously worked with joining B.Com Mohan Lal Sukhadia University, Vishal Singh 46 Senior Vice President Profiles Placement 2003 Udaipur M.B.A Marketing Nitin Sharma 39 B.ComCommerce - M.B.AMarketing Senior Vice President Corporate Sal
Slide 90: Management Team
Management Team Year of Name Age Qualification Designation/Role Previously worked with joining Maneesh Upadhyaya 42 B.Sc St Stephens College,New Delhi Chief Business Officer- 99Acres.Com Bain & Company India Pvt Limited 2010 Vivek Jain 46 B.Tech IIT,New Delhi M.B.A (IIM),Bengaluru Chief Business Off
Slide 91: Management Team
Management Team Year of Name Age Qualification Designation/Role Previously worked with joining B.TechEngineering Maluna Azad National Pankaj Soni 35 Senior Vice President Snapdeal 2015 Institute of Technology B.Tech, M.Tech IIT Bombay, Phd Adhish Prasoon 39 Senior Vice President Analytics Mobileum 2
Slide 92: Management Team
Management Team Year of Name Age Qualification Designation/Role Previously worked with joining B.Com(Honours) Delhi University, CA Vivek Aggarwal 42 Executive Vice President - Finance NA 2018 ICAI B.Com, Chaudhary Charan Singh KRONOS SOLUTIONS INDIA Alok Vij 43 Executive Vice President & Head-IT 201
Slide 93: 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 94: Investor relations contacts
Investor relations contacts Name Chintan Thakkar Vivek Aggarwal Designation CFO EVP – 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 95: Annexures
infoedge Annexures 95
Slide 96: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops based on time spent – excluding indeed 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to job Similarweb revised the algorithm
Slide 97: Naukri has dominant traffic share
Naukri has dominant traffic share Android App traffic share based on time spent – excluding indeed 120% 100% 80% 60% 40% 20% 0% Naukri TimesJobs Shine Monster Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs • ~70% of Naukri’s traffic comes through A
Slide 98: Naukri's traffic share
Naukri’s traffic share Naukri’s Desktop traffic based on time spent – including Indeed 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Naukri Monster India Timesjob Shine Indeed Source: SimilarWeb Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised
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Info Edge (India) — Investor Presentation (June 2020) on 6ix