Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (August 2016)
93 slides from Info Edge India's investor presentation, August 2016
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company Aug, 2016 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 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
Slide 4: Strategic investments
Strategic investments India’s leading restaurant ratings and India’s leading financial products review site comparison site Shareholding ~46%* Shareholding ~10%*^ India’s leading education site for India’s leading site for professional school children photographers Shareholding ~59%* Shareholding ~4
Slide 5: Strategic investments contd.
Strategic investments contd. On demand, at home, beauty Field sales force management related services solutions for enterprises Shareholding ~25%* Shareholding ~35%* SAAS based solutions for tour Cross platform sharable and activity operators collaborative phonebook app Shareholding ~26%* Shareholdi
Slide 6: Our brands are market leaders
Our brands are market leaders • Internal businesses – Naukri – 99acres – Shiksha • Strategic investments – Zomato – Policybazaar – Meritnation – Canvera – Mydala 6
Slide 7: Strong financial performance track record
Strong financial performance track record Total Income and EBITDA margin for the standalone entity, 2006 – 2016 9000 50% 43.63% 8000 45% 39.14% 40.09% 38.65% 37.59% 7000 37.30% 40% 35.10% 34.30% 35% Total income (INR M) 6000 EBITDA margin (%) 30.00% 29.80% 28.80% 30% 5000 25% 8063.0 2397 4000 2241 2
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 1% Cash & Liquid 12% 5% Investments Cash and Other Investments equivalents Rs 11.68 bn High margins Net Fixed Assets and operating 27% leverage 55% Non Current Assets Negative WC Capital Cu
Slide 9: 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
Slide 10: Board of Directors
Board of Directors Whole time Non Executive Independent Saurabh Srivastava (70) Arun Duggal (69) Sanjeev Bikhchandani (53) Kapil Kapoor (51) Independent Director Independent Director Founder and Executive Vice Chairman & Non Executive B.Tech IIT Kanpur, B.Tech IIT Delhi, Chairman Director M.Sc Harva
Slide 11: Nationwide sales/customer interface infrastructure
Nationwide sales/customer interface infrastructure Info Edge sales offices illustrative map Key Observations Chandigarh Nation wide coverage through 68 company branch Delhi NCR (Noida, Gurgaon) offices in 44 cities in India Jaipur Lucknow ~ 2918 sales/ servicing/ Ahmedabad Bhopal Kolkata client faci
Slide 12: Shareholding pattern as of June 30, 2016
~43% shareholding is with the Founding management group and ~35% with FIIs/ FPIs (as of June 30, 2016) Individuals and ESoP Trust, 0.15% others, 11.01% Bodies Corporate, 0.30% Mutual Funds Wholetime and Banks, Directors & their 10.69% entities, 43.09% Foreign Portfolio Foreign Investors, 14.53% Inst
Slide 13: Naukri
Naukri 13
Slide 14: Naukri.com website
) ml ~ 0 fal Employer Z Cnaukri.com ¢ 8 gd > B 6 Q ‘oer India’s Not Job Site Jobs Recruiters Companies Services More Login Notifications Buy Online All Jobs IIT/IIM Jobs Govt. Jobs International Jobs Register with us -or- Browse Jobs Upload your CV Ma kb, doc, docx, rtf, pd All Jobs Jobs by Company
Slide 15: Naukri is the dominant leader in the online job market
Naukri is the dominant leader in the online job market • During or end of, Q1 FY 16-17 – ~75% traffic share (Source : comScore) – 325,000 to 355,000 job listings (on a given day) – ~47 million resumes – 14,600+ avg. resumes added daily – 238,000+ resumes modified daily – 700,000 to 900,000 resume se
Slide 16: Naukri has dominant traffic share
Naukri has dominant traffic share 80.0 70.0 60.0 50.0 40.0 30.0 20.0 10.0 0.0 Naukri Monsterindia Timesjobs Shine Source: comScore (excludes traffic from the app and mobile site) Above chart excludes Linkedin since traffic may not pertain to jobs ~57% of the total sessions for Naukri, in Q1 FY 16-17
Slide 17: Naukri is a business of the virtuous circle
Naukri is a business of the virtuous circle Benefits • Naukri has over 100% of industry We get the most profits enabling clients We’ve got the greater investment in most jobs – Product innovation – Engineering – Brand support We get the most – Sales network response We get the – Servicing back most
Slide 18: Revenue sources in FY 15-16
Revenue sources in FY 15-16 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
Slide 19: Breakup of revenue by product type and industry
Breakup of revenue by product type and industry in FY 15-16 Assisted Others, Career site search , manager, 0.8% 17.80% 0.9% 4.0% Services 30.00% Branding, IT and 9.1% 7.10% ITeS Job Manufacturing seeker services, 10.2% 4.80% Resume BFSI database Job access, listings, 58.6% 15.00% 16.3% Infrastruct 2
Slide 20: Revenue per client
Revenue per client 80 70 61 70 57 60 51 60 48 46 50 42 50 35 40 40 70 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 FY 15-16 Av. Realisation in Rs '000 No. of unique customers in '000 20
Slide 21: Strategy
Strategy • Career site manager, response management tools and applicant tracking system Newer products for • Employee referral tool recruiters • Recruiter profile • Resdex – Enterprise version • App for Android, iOS Mobile • HTML5 site • Semantic search • Job seeker and recruiter experience better a
Slide 22: Products and features being focused on
Products and features being focused on Career site and • Powers career site for recruiters and corporates (1,600 clients in FY 15-16) Response management • Helps manage responses from various sources • A Recruiter can create a personal profile on Recruiter profile Naukri website (over 150,000 profil
Slide 23: Career site manager (CSM)
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 1600 recruiters (including corporates) in FY 15-16 Additiona
Slide 24: Few clients of CSM
Few clients of CSM OPPS: e . am redBusta 42 Fortis Shapoorji Pallonji * Toe HEALTHCARE Bisleri (5) carzonrent) GYD | Life TOSHIBA Wy WE TAKE YOU PLACES hathw@y HYUNDAI Saruhe. ke jéyo! sw indiamart Sid Infotech” Tnnovation - Insight - Integrity lifestyle ~ — a ST ea SE & ISS Sry. areas better work,
Slide 25: 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 150,000 recruiter profiles on www.naukri.com 25
Slide 26: 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 Employees’ networks Employ
Slide 27: Mobile an important source of traffic
Mobile an important source of traffic About 57% of the sessions in Q1 FY 16-17 (vs 54% sessions in Q1 FY 15-16) from mobile Android app iOS app HTML5 site 24% of total Naukri 2% of total Naukri 31% of total Naukri sessions sessions sessions Trend over nine quarters 60% 50% 40% 28% 30% 31% 32% 31% 26
Slide 28: 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,
Slide 29: Competition
Competition • Local job boards – 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 29
Slide 30: Some international comparisons
Some international comparisons Name of the Revenue No. of profiles/ No. of unique Approx. Market website resumes in mn clients Cap ** 51job.com* USD 317 mn 90 406,000 USD 1.61 bn (China) Seek.com^ AUD 277 mn 6.1 - AUD 5.70 bn (Australia) Recruit# @JPY 15.88 (in - - JPY 1.97 tn (Japan) bn) Info Edge#
Slide 31: 99acres
99acres 31
Slide 32: 99acres website
Allindia v [B ownioad App K, 180041 99099 | Sell/ Rent Property Free é K = Unda’ No. Property Porta a vm Rent | Projects ; Commercial | Dealers All Residential v or Pro eyW SEARCH List your property just in few The GSF steps on 99acres mobile app Mobile Appies Awards @ App Store Winner 2015 ‘REAL ES
Slide 33: Online real estate business - India
Online real estate business - India • Real estate estimated to be one of the large advertising category in print (~INR 15 to 20 bn in FY 15- 16) • Our estimate of spend on online real estate portals was INR 3.2 to 3.3 bn in FY 15-16 (excluding Google) • 99acres, a leader amongst 6 players – Google a
Slide 34: 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.com indiaproperty.com magicbricks.com makaan.com commonfloor.com housing.co.in Source: comScore (excludes traffic from the app and mobile site) ~53% of the total sessions for 99acres, in Q1 FY16-17, through m
Slide 35: Status of competition
Status of competition • Housing – management and investor change • Indiahomes – management and investor exit • Commonfloor – taken over by Quikr • Some others looking to get consolidated • Likely that 99acres and Magicbricks remain the two serious players in classifieds sites category 35
Slide 36: 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
Slide 37: Some approx. numbers for 99acres
Some approx. numbers for 99acres • Total projects 1,34,600 (under construction or ready to move in, as of June 30, 2016) • Total listings 7.82 lac of which owner listings were 2.44 lac (as of June 30, 2016) – Residential 6.60 lac – Commercial 1.22 lac Since Jan 4, 2016 projects listings have reverte
Slide 38: In FY 15-16
In FY 15-16 No. of customers in ‘000 Revenue breakup by customer type 6.5 43% 54% 14.4 BROKER BUILDER BROKER BUILDER 38
Slide 39: 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 39
Slide 40: Products/ features being focused on
Products/ features being focused on Quality of information • Photos, videos, spam detection and reduction • Improved user experience on site and app • New offerings for builders New projects platform • Comparison with similar projects, payment plans, construction status updates Mobile app • For andr
Slide 41: Mobile app – home screen, navigation and search page
Mobile app – home screen, navigation and search page 41
Slide 42: Mobile app - Property search results page, filter page
Mobile app - Property search results page, filter page, property detail page 42
Slide 43: Mobile app – project search results page, detail page
Mobile app – project search results page, project detail page and property posting form 43
Slide 44: Mobile an important source of traffic
Mobile an important source of traffic About 53% of the sessions in Q1 FY 16-17 (vs 45% of the sessions in Q1 FY 15-16) from mobile Android app iOS app HTML5 site 21% of total 2% of total 29% of total 99acres sessions 99acres sessions 99acres sessions Trend over nine quarters 60% 50% 40% 31% 30% 29%
Slide 45: Jeevansathi
Jeevansathi 45
Slide 46: Jeevansathi website
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 ’
Slide 47: Online matrimonial business - India
Online matrimonial business - India • Online market estimated to be INR 5.5 to 6 bn in FY 15- 16 • 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 • Fragme
Slide 48: 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
Slide 49: Jeevansathi imperatives
Jeevansathi imperatives • Improve free to paid conversion rate • Improve revenue growth rates • Increase profile acquisitions • Focus on key identified communities • Leverage mobile 49
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
'° CARRIER > 82% @aq boy & wa O Photos Family Education All Just Acceptances Joined People To Respond To 3¢ See All TRZ1470 Financial Services/Accounting 38 Years, 5' 8" Muslim: Sunni Urdu Rs. 5 - 7.5lac Recent Profile Visitors fe) Mobile app Home Search Poop To Respond To by Profile ID r 7 Just Joi
Slide 52: Mobile an important source of traffic
Mobile an important source of traffic About 82% sessions in Q1 FY 16-17 (vs 66% sessions in Q1 FY 15-16) from mobile Android app iOS app (launched on Nov 13, HTML5 site 2015) 48% of total 28% of total 6% of total Jeevansathi sessions Jeevansathi sessions Jeevansathi sessions Trend over nine quarters
Slide 53: Shiksha
Shiksha 53
Slide 54: Shiksha website
* Vshiksha MBA ENGINEERING DESIGN ©—»OTHERCOURSES ©» STUDYABROAD COUNSELLING CAREERS EXAMS BML Munjal University - Founded by THE HERO GROUP, Gurgaon Alliance University Kalasalingam University Integral University SRM University Vel Tech Dr.RR & Dr.SR Technical university Admissions open 2016 KAREEE
Slide 55: Shiksha – some approx. nos.
Shiksha – some approx. nos. So we get the most clients So we get the most traffic As of end March, 2016 55
Slide 56: 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
Slide 57: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 57
Slide 58: 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 So we get students go overseas for higher education • Estimated at ~125,000 the most+ every year clients • Lead generation – Po
Slide 59: Shiksha strategy
Shiksha strategy • Improved information on colleges & courses for different streams Build differentiated & • User generated content (Q&A with useful content community/experts/campus reps, college reviews) & interactive student tools • Full feature mobile sites for domestic & study abroad Strong mobi
Slide 60: Campus Representatives from Colleges for credible advice
Campus Representatives from Colleges for credible advice 60
Slide 61: Authentic College Reviews
Authentic College Reviews 61
Slide 62: Q&A mobile app for expert advice
Q&A mobile app for expert 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 • Online • Online – HotCourses India • Google – Studyportals • Pagalguy – Masterstudies • Careers360 – Top mba / Top universities • HTcampus (QS) • Minglebox – Multiple Emerging start-ups • MBA Universe • Study Abroad consulta
Slide 66: Investee companies
Investee companies 66
Slide 67: Portfolio status
Portfolio status As of July 31, 2016 Total amount % Holding on fully Investee Company Website invested diluted basis * Active (Rs Mn) Zomato Media Pvt Ltd. www.zomato.com 4,838 46% Applect Learning Systems Pvt Ltd. www.meritnation.com 968 59% Etechaces Marketing and Consulting Pvt Ltd. www.policbaza
Slide 68: Investee companies financials
Investee companies financials INR million Approx. diluted and Total converted amount shareholding Investee Company Website invested %* Operating revenue Operating EBITDA FY 12-13 FY 13-14 FY 14-15 FY 15-16 FY 12-13 FY 13-14 FY 14-15 FY 15-16 Partly owned subsidiary Zomato Media Pvt Ltd. www.zomato.c
Slide 69: Zomato
Zomato 0 | zomato TT Log in with Facebook Log in Find the best restaurants, cafés and bars in Delhi NCR © DelhiNCR . SEARCH COLLECTIONS SEE ahs a | iNew Restaurants You Trending this. Week Live Gugeeeceenings Proba bly: Haven't Tried Yet 3OPLACES cee Happy Hours Sheesha Lounges if a +27 Collections
Slide 70: 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 71: 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 72: Zomato – mobile app
Zomato — mobile app Fzomato SIGN UP AND GET STARTED f Instant Facebook Connect = Os LUNCH 2506 Sunny Delhi NCR e00 ae Valentifié's Day Trending this Week Snecials Yauatcha Vasant Kunj, New Delhi 192 Reviews 3.9 601 votes ow Call Bookmark Checkin Been Here Rate ADDRESS Level 2, Ambience Mall, Vasant
Slide 73: Policybazaar
Policybazaar policy f Life Insurance » Health lasurance » a eae Term Life Insurance Health Insurance Two Wheeler Travel Insurance Car Insurance Tax Saving BR A foo Child Plans Investment Retirement Plans Cancer Protection Critical Illness Home Insurance Just for You Everything we do for our customer
Slide 74: 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
Slide 75: Meritnation
Meritnation = Ey 0 om Online Tuitions Entrance Exams Class Xi Class XI Class X Class IX Class VIII Class Vil Class VI Class V Class IV Class Ill Class Il Class | ONLINE - ( CIASS 4-12 fae Join now for FREE Live classes with the best teachers Online Tuitions Smart Study Homework Help FREE NCERT Solut
Slide 76: Meritnation
Meritnation • Supplementary online learning platform for K12 and Entrance Exams – Proprietary content – Freemium model – Direct to consumer • Provides free solutions mainly for – mathematics and science for K12 of popular national Indian curriculum’s viz. CBSE and ICSE and some State Boards – free s
Slide 77: Canvera
Canvera PRODUCTS NEWS BLOG ABOUT CONTACT SIGN IN PAY NOW CanVera Eq] Find a Photographer (1) Get your own Canvera Photobook « Share your Photobook FIND A PHOTOGRAPHER for any occasion, anywhere in India GET RECOMMENDATIONS All locations All categories WEDDING 77
Slide 78: Canvera
Canvera • Focusses on Professional Photographers for their album needs, primarily weddings • 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 print
Slide 79: 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 • Sales presence in 200+ cities • New launches – Every printed book can now be downloaded to a mobile de
Slide 80: Mydala
Discayer great:deals & discounts in Deli NCR Eg Gye Adpest offen, Vege Milter Senet Hest ffs, Meters e * “ ° Top Selling Deals in Delhi AE SALON Spend®1000 &get a blow dry and har wash FREE SUHROUH “THE BUZZ 80
Slide 81: 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 81
Slide 82: Mydala app
Mydala app Search Nearby Shop Top deals < PV Grocery Shopping The Great Kebab Factory ra tea Cutie iGgP Pears fine 9 affair with The Great 419 Gat extra 30% Buy 1 Get 1 on Buy 3 Get 1 Free on 500m! bottle Kurkure Big Pack ~~ on 125 gm pack Angrezee Dhaba Valid 00 14 Vaud T ep 14 Volld Til 22 Aug 14
Slide 83: Happily unmarried
Happily unmarried SAVE Buy 3 products FOR 200 off: a z = BEER Buy 5 sia 83
Slide 84: Happily Unmarried
Happily Unmarried • Grooming range for men “Ustraa” • Designs and sells fun products – With an Indian touch • Proportion of online sales growing rapidly 84
Slide 85: Financials (Standalone)
Financials (Standalone) 85
Slide 86: Consistent long-term growth in Revenue & Profitability
Consistent long-term growth in Revenue & Profitability INR Million Revenue INR Million Profitability 9000 3000 827 8000 7000 2500 1666 764 1920 6000 1339 432 2000 5000 985 465 714 395 1227 1500 4000 2591 2405 904 2122 1939 3000 5313 1827 1817 1000 1723 1690 1681 4450 1578 1474 1423 3719 1325 1315 33
Slide 87: Team
Team 87
Slide 88: Management Team
Management Team Name Age Qualifications Designation/ Role Previously worked with Year of joining Sanjeev Bikhchandani 53BA Economics St. Stephens, PGDM IIM-A Founder and Executive Vice Chairman Lintas, Glaxo Smith Kline 1995 Hitesh Oberoi 44B Tech, IIT Delhi, PGDM, IIM-B Managing Director and CEO HL
Slide 89: Management Team contd.
Management Team contd. Name Age Qualifications Designation/ Role Previously worked with Year of joining Chief Product Officer-Naukri & Head-Naukri Isoft, Adobe, IBM, ICICI Vivek Jain 41B Tech, IIT Delhi, PGDM, IIM – B FF Securities 2010 Maneesh Upadhyaya 38B Sc, MBA, FMS, Delhi University EVP & Busi
Slide 90: Internet in India
Internet in India 90
Slide 91: No. of internet users
No. of internet users • As per TRAI, number of internet subscribers were – 342 million as of 31.3.2016 – 302 million as of 31.3.2015 Source : http://www.trai.gov.in/WriteReadData/PIRReport/Documents/Indicator_Report_05_Aug_2016.pdf • Rapid growth expected (nos. in millions) 91
Slide 92: 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 Sahil Desai + 91.22.4325 1121 Sahil.desai@axiscap.in B&K Securities Sushil Sharma +91.22.4031 7117 sushil.sharma@bksec.com Centrum Broking Ankit Kedia +91.22
Slide 93: 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 (August 2016) on 6ix