Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q4 FY2025 Earnings Presentation
60 slides from Info Edge India's earnings presentation, May 27, 2025
Slide 1: Outcome of the Board Meeting - May 27, 2025
infoedge Date: May 27, 2025 1. The Manager- Listing National Stock Exchange of India Limited (Scrip Symbol: NAUKRI) 2. The Manager- Listing BSE Limited (Scrip Code: 532777) Dear Sir/Madam, Subject: Outcome of the Board Meeting - May 27, 2025 Pursuant to the requirements of the Regulation 30 and 33 o
Slide 2: Board meeting outcome letter (continued)
infoedge The Company has fixed Friday, July 25, 2025 as the Record Date for determining the entitlement of Members for the proposed Final Dividend. The dividend if approved, by the Members at the Annual General Meeting, would be paid, subject to deduction of tax at source on or after September 2, 20
Slide 3: Independent Auditor's Report - Standalone Results
6th Floor S.R. BATLIBOI & ASSOCIATES LLP 6 7, Instit utional Area Chartered Accountants Sec tor 44, Gurugram • 122 003 Haryana, India Tel: +91124 681 6000 Independent Auditor's Report on the Quarterly and Year to Date Audited Standalone Financial Results of the Company Pursuant to the Regulation 33
Slide 4: Management's Responsibilities for the Standalone Financial Results
S.R. BATL/801 &ASSOCIATES LLP Charterad Accountants Management's Responsibilities for the Standalone Financial Results The Statement has been prepared on the basis of the standalone IND AS annual financial statements. The Board of Directors of the Company are responsible for the preparation and pres
Slide 5: Auditor's Responsibilities (continued)
S.R. BATL/801 & ASSOCIATES LLP Chartered Accountant s • Conclude on the appropriateness of the Board of Directors' use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant d
Slide 6: Standalone Audited Financial Results, Q4 and FY ended March 31, 2025
Info Edge (India) Limited Regd. Office: Ground Floor, GF· 12A, 94, Meghdoot Building, Nehru Place, New Delhi • 110019 CIN : L74899DL199SPLC068021 ,Tel no. : 0120·3082000, Fax : 0120-3082095 ,URL: www.infoedge.in, Email : investors@naukri.com STATEMENT OF STANDALONE AUDITED FINANCIAL RESULTS FOR THE
Slide 7: Standalone Segment Revenue, Results and Assets & Liabilities
Part II. Reporting of Segment wise Revenue, Results and Assets & Liabilities Amount in ,(Mn 3 months ended Preceding 3 Corresponding 3 Year ended Year ended 31/03/2025 months ended months ended In 31/03/2025 31/03/2024 31/12/2024 the previous year 31/03/2024 'Audited' runauditedl 'Audited' 'Auditedl
Slide 8: Statement of Standalone Assets and Liabilities
Part III: State_m~t of Sta"dalone Assets and LiablJ;ties Asat Asat March 31 2025 March 31 2024 (' Mn) (, Mn) (Audiled) (Audiled) ASSETS NON-CURRENT ASSETS Property, plant and equipment 945 18 572.05 capital work In progress 26 25 Right of use asset 2,418.37 2,334.84 Other Intangible assets 69 39 95.
Slide 9: Statement of Cash Flow
Statement of Cash Flow Year ended Year ended March 31, 2025 March 31, 2024 t,Mnl t,Mnl (Audited) (Audited) Cash flow from operating activities: Profit before e;.ceptional Items and tax 12,871.04 11,303.92 Adjustments for: Depreciation and amortisaUon expense 801.45 677.38 I n ~ t on bomlwcngs 1.61 2
Slide 10: Notes to Standalone Results
Notes:- 1. This statement has been reviewed bv the Alidlt Committee and • """""""' bv the Board of Directors In their - ; ve meetinos held on Mav 27 2025. 2.This Slatement has been prepared in accordance with applicable I ndian Accounting Standards as pr-escrtbed under section 133 of the Companies.
Slide 11: Independent Auditor's Report - Consolidated Results
S.R. BATL/801 & ASSOCIATES LLP 6th Floor 67, Institutional Area Chartered Accountants Sector 44, Gurugram • 122 003 Haryana, India Tel: +91124 681 6000 Independent Auditor's Report on the Quarterly and Year to Date Consolidated Financial Results of the Company Pursuant to the Regulation 33 of the SE
Slide 12: Management's Responsibilities for the Consolidated Financial Results
S.R. BATL/801 & ASSOCIATES LLP Chartered Accountants Management's Responsibilities for the Consolidated Financial Results The Statement has been prepared on the basis of the consolidated Ind AS annual financial statements. The Holding Company's Board of Directors are responsible for the preparation
Slide 13: Auditor's Responsibilities (continued)
S.R. BATL/801 &ASSOCIATES LLP Chart ered Accountants • Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the Board of Directors. • Conclude on the appropriateness of the Board of Directors' use of the going concern
Slide 14: Other Matters (continued)
S.R. BATL/80/ &ASSOCIATES LLP Chartered Accountants • 07 joint ventures, whose financial statements include Group's share of net loss of Rs. 150.84 Mn and Rs. 1,063.74 Mn and Group's share of total comprehensive loss of Rs. 13,335.66 Mn and total comprehensive income Rs. 10,761.17 Mn for the quarter
Slide 15: Annexure-A: List of Subsidiaries
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants Annexure-A Independent Auditor's Report on the Quarterly and Year to Date Consolidated Financial Results of the Company Pursuant to the Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (Refe
Slide 16: List of Subsidiaries (continued)
S.R. BATLIBOl&ASSOCIATES LLP Chartered Accountants 16. Vcare Technologies Private Limited* 17. Unnati Online Private Limited* 18. Green leaves Consumer Services Private Limited* 19. Rare Media Company Private Limited* 20. Kinobeo Software Private Limited* 21. Mint Bird Technologies•Private Limited*
Slide 17: Consolidated Audited Financial Results, Q4 and FY ended March 31, 2025
Info Edge (India) Limited Regd, Office : Ground Floor, GF·12A, 94, Meghdoot Building, Nehru Place, New Delhi· 110019 CIN : L74899DL1995PLC068021,Tel no. : 0120·3082000, Fax: 0120-3082095 ,URL : www.infoedge.in, Email : investors@naukri.com STATEMENT OF CONSOUDATED AUDITED FINANCIAL RESULTS FOR THE Q
Slide 18: Consolidated Segment Revenue, Results and Assets & Liabilities
Part II. Reporting of Segment w ise Re venue, Results and Anets &. Liabilities Amount In '{Mn) 3 months ended Preceding 3 mo nths Corresponding 3 Year ended Year ended 31/ 03/ 2025 ended 31/ 12/2024 months ended In the 31/ 03/ 2025 31/ 03/ 2024 previous year 31/03/ 2024 (AUulu:u tunaua,..,.., (AUO I
Slide 19: Statement of Consolidated Assets and Liabilities
Part III : Statement of Con.soUdated Assets and Liabilities As at As at Mar ch 31 2025 Marrh 31 2024 (fMn) (fMn) (Audtted) (Audited) ASSETS NON-CURRENT ASSETS Property, plant and equipment 973.45 606.32 Right of use as,~ 2,657.21 2,550.37 Other intangible assets 636.73 896.14 Capital work in progres
Slide 20: Statement of Consolidated Cash Flow
Statement of Consolidated cash Flow Year ended Year ended March 31, 2025 March 31, 2024 ''Mn\ ''Mnl (Audited) (Audited) cash flow f rom operating activities: Profit before e,,,ceptional ilf fl!s and tax 17,976.42 9,886 .11 Adjustments for: Depreciation and amortisaLion expense 1,130.90 l ,0ll.25 Int
Slide 21: Notes to Consolidated Results
Notes:- 1. This statement has been reviewed hv the Audit Committee and annroved bv the Board of Di r -rs in their res"'"""'ve meetinns held on Mav 27 2025. 2. This statement has been prepared in accordance with applicable Indian AccounUng Standards as prescribed under section 133 of the Companies. A
Slide 22: Declaration under Regulation 33(3)(d)
EEyhZͲ// infoedge Date: May 27, 2025 1. The Manager- Listing National Stock Exchange of India Limited (Scrip Symbol: NAUKRI) 2. The Manager- Listing BSE Limited (Scrip Code: 532777) Dear Sir/Madam, Sub: Declaration pursuant to Regulation 33(3)(d) of the Securities and Exchange Board of India (Listin
Slide 23: Press Release: Q4 Billings up 19%
ANNEXURE-III infoedge InfoEdge: Q4 Billings up 19%; Cash Flow from Operation rises 15%; Cash profitability across the Recruitment and Non-Recruitment portfolio New Delhi, 27th May 2025: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Audited Standalone and Consolidated Fina
Slide 24: Quarter and Financial Year ended March 31, 2025
ANNEXURE-IV • 1n oe Earnings Presentation Quarter and Financial Year ended March 31, 2025 0 naukri 99acres Jeevansalhi:com fshiksha
Slide 25: 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 26: Standalone Financial Performance
Standalone Financial Performance infoedge 3
Slide 27: IEIL Standalone performance (Q4FY25) – At a glance
IEIL Standalone performance (Q4FY25) – At a glance Rs. 984cr Rs. 231cr Rs. 536cr Rs. 4,786cr Billings Operating Profit Cash from operations Cash Balance3 (YoY +19.0%) (YoY +3.0%) (before Taxes) as of March 31, 2025 (YoY +14.7%) Rs. 3.82 Earning per share1 – Q4FY25 Rs. 687cr 33.7% (YoY +10.4%) 6,065
Slide 28: Key highlights regarding standalone financial performance for Q4FY25
Key highlights regarding standalone financial performance for Q4FY25 Billing growth in Q4 was driven by continued improvement in the recruitment business and the I 1. sustained performance of the non-recruitment businesses Deferred sales revenue in Q4FY25 was Rs. 1,357cr I 2. Standalone operating pr
Slide 29: InfoEdge Q4FY25 highlights: billings, margins and cash generation
InfoEdge Q4FY25 highlights: Sustained billings improvement coupled with operating margins expansion and improved cash generation Billings (Rs. Cr) Operating profit (Rs. Cr) and margins (%) Incl. ................... ................... ................... ................... 856 1 Op. Profit ..•····
Slide 30: Business Segments Financial Performance
Business Segments Financial Performance infoedge 7
Slide 31: Recruitment business: billings growth improved with increased cash generation
Recruitment business: The billings growth rate improved to 18%+ in Q4 with increased cash generation Billings (Rs. Cr) Op. profit (Rs. Cr) & margin (%) Q4FY25 highlights Op. ................... ................... ................... ................... - -L...............l l .............. l - Prof
Slide 32: 99Acres: Billings grew at 22% YoY in Q4FY25
99Acres: Billings grew at 22% YoY in Q4FY25 and business was cash profitable for the full year Billings (Rs. Cr) Operating profit (Rs. Cr) Q4FY25 highlights +17.0%-----. Q4FY24 Q4FY25 FY24 FY25 - -. Billing growth in Q4 was driven by improvements in 451 both the number of billed customers and averag
Slide 33: Jeevansathi: Billings growth of 24% and lower operating losses
Jeevansathi: Billings momentum continued with 24% YoY growth and operating losses declined by 76% YoY Billings (Rs. Cr) Operating profit (Rs. Cr) Q4FY25 highlights - +31.1%-----. 111 The matchmaking industry remains competitive, with Q4FY24 Q4FY25 FY24 FY25 the top 3 players seeking to expand their
Slide 34: Shiksha: Billings grew by 16% YoY in Q4FY25
Shiksha: Billings grew by 16% YoY in Q4FY25 and the business generated cash from operations of Rs. 26cr in FY25 Billings (Rs. Cr) Operating profit (Rs. Cr) Q4FY25 highlights 6 r--- +13.6% '' '' 162 In Q4FY25, billings grew by 16% YoY and the ' 3 143 business generated cash from operations of Rs.16cr
Slide 35: Consolidated Financial Performance
Consolidated Financial Performance infoedge 12
Slide 36: Summary of consolidated financial performance for Q4FY25
Summary of consolidated financial performance for Q4FY25 At the consolidated level, the net sales for the Company stood at Rs. 749.6cr in Q4FY25 versus Rs. 657.4cr for Q4FY24. The total comprehensive loss was at Rs. 9,710.0cr in Q4FY25 compared comprehensive income of Rs. 7,959.3cr in Q4FY24. Profit
Slide 37: Operational Highlights
Operational Highlights infoedge 14
Slide 38: InfoEdge businesses
InfoEdge businesses Core Operating Businesses Strategic Investments Financial Investments Recruitment ID iimjobc§ 0 naukri zwayam zomato Real Estate d~select 99acres ~ AmbitionBox by G naukri pb Matchmaking jeevansathi:com hirist.tech The Premium Tech-Job Speciolist Education codingninjas infoedge •
Slide 39: Recruitment business – Key operating highlights
G naukri Jobs Companies Services ( Login ) Register For employers v Find your dream job now 5 lakh+ jobs for you to explore Q "ter sk lls I c; gn •Ior / cofT'pan -; Selec+ exp r ence v "lter loc 1 I0n Search Recruitment business – Key operating highlights (n) Remote fill MNC @. Analytics 9 Fresher >
Slide 40: Recruitment business – Key highlights
Recruitment business – Key highlights Dominant Traffic Share among peers Rs. 740cr Rs. 278cr Q4FY25 Billings Q4FY25 Operating Profit 54.5% Rs. 532cr Q4FY25 Operating Profit margin Q4FY25 Cash from Operations3 0 naukri 75%+ 106 million FOR THE AMBITIOUS Traffic Share1 Resume database2 ~50k 568k # Bil
Slide 41: Breakdown of billings by customer type
Breakdown of billings by customer type Distribution of Recruitment India B2B business billings by customer type for FY25 IT Services 19.4% Tech companies 4.2% Recruitment Tech, IT BPM 3.1% Consultants, Services, BPM, 25.5% etc., 28.0% Global GCC – IT Services 5.9% Capability Centers (GCCs), GCC – BP
Slide 42: Growing customer base along with enhancing avg. realization per customer
Growing customer base along with enhancing avg. realization per customer No. of billed customer (‘000) Avg. realization per customer (Rs. ‘000) 128 116 152 149 152 113 100 130 100 69 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Customer growth of ~11% was driven by deeper Tier-2/3 penetration a
Slide 43: Real Estate business – Key operating highlights
Buy f.c It PG C I vin Co,,-. (' C Cowork1 ots andc::I I! V Q • 8 Gue,,Use ■ 'luy r Owa ko '>c 1 Projects in High Demand Real Estate business – Key operating highlights Goy Premium Builder Floor Garur Golf Island irifoedge l lC 1 1 ... ro l &Cr c l 2 76.6~ l, 20
Slide 44: 99Acres – Key highlights
99Acres – Key highlights Rs. 160cr 22% Q4FY25 Billings YoY Billings growth (Q4FY25) Rs. 27cr 119% Q4FY25 Cash flow from YoY reduction in operations cash losses in FY25 181k+1 956k+2 Total projects Total listings I infoedge 99acres Notes:1 As of March’25; 2 As on March 31, 2025 and includes 400k+ own
Slide 45: 99Acres traffic time share
99Acres traffic time share Overall traffic (from desktops & laptops, web mobile) 45% 42% 40% 35% 30% 29% 28% 25% 20% 15% 10% 5% 0% 99Acres MagicBricks Housing I infoedge 99acres Source: SimilarWeb 22
Slide 46: Buyers & Tenants spend more time on 99acres with lower bounce rate
Buyers & Tenants spend more time on 99acres with lower/similar bounce rate vs most competitors Lower bounce rate on 99Acres platform demonstrating the high quality of traffic 55% 50% • • • • • • • • • • • • • • • • • • ·-· • • • • ---. m 99acres.com m magicbricks.com 35.05% 45.62% 45% • m housing.co
Slide 47: Key business metrics for 99Acres
Key business metrics for 99Acres Distribution of total 956k+ listings Distribution of 88.2k+ total customer base Billing breakdown by customer type Owner, Broker, 8% Commerical, 40% 19% Builder, Owner, 29% Broker, 53% 63% Residential, 81% Builder, 7% As of March 31, 2025 Data for FY 2025 (April’24 t
Slide 48: Matrimony business – Key operating highlights
van af , ; .. . . Select V +91 V 0 Matrimony business – Key operating highlights Bringing People Tog her 25
Slide 49: Jeevansathi – Key highlights
Jeevansathi – Key highlights Rs. 32cr 24%+ Q4FY25 Billings YoY Billings growth (Q4FY25) 80% 86% Yearly reduction in YoY reduction in FY25 operating losses cash losses in FY25 90%+ ~21% User traffic & time spent Yearly reduction in marketing on Android and iOS apps spends in FY25 I infoedge jeevansat
Slide 50: Education business – Key operating highlights
• ; • • I JIJ Ill ID I SR \J SRM U lvers,ty Del I NCR Education business – 9 Key operating highlights irifoedge 27
Slide 51: Shiksha – Key highlights
Shiksha – Key highlights 5,30,000+ 1400+ 460 mn+ 2 mn+ course listings unique clients ainnuall visits questions asked .· . .,,.• ' ,I" - ~ 1I • 65,,000+ • 1000+ • 970 mn+ 9mn+ • • ,6 ,45,,0 00 coUeges •e ntrance· exams annuall page views annual reg1i1s trations student/alumni reviews infoedge ..I ~f
Slide 52: Investments
Investments infoedge 29
Slide 53: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities zomato Shareholding: 12.43% a Fin tech Shareholding: 12.52% Balance sheet investments in 20 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 636cr Info Edge Venture fund*.- F
Slide 54: Financial Investment Portfolio
Financial Investment Portfolio Financial Investments - Listed Companies Carrying value of investment Diluted and converted Investee Company as of Mar 31, 2025 shareholding % (Rs. Cr.) (Actual) Zomato 146.5 12.43% PB Fintech 575.8 12.52% Total 722.3 Strategic Investments Carrying value of investment
Slide 55: Financial Investment Portfolio – Unlisted Companies
Financial Investment Portfolio Financial Investments - Unlisted Companies Carrying value of investment as Diluted and converted Investee Company Prominent Domain names of Mar 31, 2025 shareholding % (Rs. Cr.) (Actual) Agstack Technologies Private Limited http://www.gramophone.in/ 42.5 43.44% Printo
Slide 56: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet infoedge 33
Slide 57: Standalone Balance Sheet Summary as of March 31, 2025
Standalone Balance Sheet Summary as of March 31, 2025 Assets (Total: Rs. 32,711cr) Liabilities (Total: Rs. 32,711cr) 4.9% 4.2% 11.2% 10.7% 84.4% 84.7% ■ Investments ■ Cash & Cash Equivalents ■ Other Operating Assets ■ Shareholder's Equity ■ Other Liabilities & Provisions ■ Deferred Sales Revenue / C
Slide 58: Data sheet – Q4FY25 (1/2)
Data sheet – Q4FY25 (1/2) As at end of/ during Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 Q4FY22 Q3FY22 Q2FY22 Q1FY22 FY25 FY24 FY23 FY22 Key business metrics Naukri Number of resumes on 106 104 103 100 98 96 94 91 89 88 86 84 82^ 80 78 76 106 98 89 82^ Naukr
Slide 59: Data sheet – Q4FY25 (2/2)
Data sheet – Q4FY25 (2/2) As at end of/ during Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 Q4FY22 Q3FY22 Q2FY22 Q1FY22 FY25 FY24 FY23 FY22 Key financial metrics Segment Billing (Rs mn) Recruitment solutions 7,403 4,940 4,920 4,314 6,254 4,289 4,314 3,975 5,835
Slide 60: Investor relations contact
Investor relations contact Name Chintan Thakkar Vineet Ranjan Designation Director and CFO EVP – Investor Relations E-mail chintan@infoedge.in vineet.ranjan@infoedge.com Telephone +91 120 3082137 +91 120 3082089 +91 120 3082095 Fax Address Info Edge (India) Limited, B 8, Sector 132, Noida – 201 301,