Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Investor Presentation (November 2016)
105 slides from Info Edge India's investor presentation, November 2016
Slide 1: Info Edge (India) Limited
Info Edge (India) Limited India’s internet classifieds company Nov, 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 job site 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 ~5
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: 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, 2007 – 2016 900 60% 54% 54% 800 51% 51% 49% 50% 45% 700 44% 44% 42% 41% 39% 40% 39% Total income (Rs Crore) 600 38% 40% 36% EBITDA margin (%) 35% 34% 37% 500 30% 30% 30% 806 400 688 2397 2241 2152 300
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 Cash & Liquid 2% Investments 11% 4% Other Investments Cash and equivalents Net Fixed Assets High margins Rs 1169 and operating 28% Crore Non Current leverage 54% Assets Current Assets Negat
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 (52) 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 71 company branch Delhi NCR (Noida, Gurgaon) offices in 44 cities in India Jaipur Lucknow ~ 2858 sales/ servicing/ Ahmedabad Bhopal Kolkata client faci
Slide 12: Shareholding pattern as of Sept 30, 2016
~43% shareholding is with the Founding management group and ~34% with FIIs/ FPIs (as of Sept 30, 2016) Individuals and ESoP Trust, 0.21% others, 10.87% Bodies Corporate, 0.28% Wholetime Mutual Funds and Directors & their Banks, 12.07% entities, 42.87% Foreign Foreign Portfolio Institutional Investor
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, Q2 FY 16-17 – ~77% traffic share (Source : SimilarWeb) – 325,000 to 355,000 job listings (on a given day) – ~4.9 Crore resumes – 15,300+ avg. resumes added daily – 248,000+ resumes modified daily – 700,000 to 930,000 resume s
Slide 16: Naukri has dominant traffic share
Naukri has dominant traffic share Overall traffic (including mobile) based on page views 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 Naukri Monster India Timesjob Shine Source: SimilarWeb Above chart excludes Linkedin
Slide 17: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops and laptops (excl. mobile) based on page views 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 Naukri Monster India Timesjob Shine Source: SimilarWeb 17
Slide 18: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from mobile (excl. app) based on page views 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 Naukri Monster India Timesjob Shine Source: SimilarWeb 18
Slide 19: Naukri has dominant traffic share
Naukri has dominant traffic share Overall traffic (including mobile) based on time spent 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 Naukri Monster India Timesjob Shine Source: SimilarWeb 19
Slide 20: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from desktops and laptops (excl. mobile) based on time spent 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 Naukri Monster India Timesjob Shine Source: SimilarWeb 20
Slide 21: Naukri has dominant traffic share
Naukri has dominant traffic share Traffic from mobile (excl. app) based on time spent 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 Naukri Monster India Timesjob Shine Source: SimilarWeb 21
Slide 22: 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 23: 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 24: Breakup of revenue by product type and industry in FY 15-16
Breakup of revenue by product type and industry in FY 15-16 Assisted Others, Career site 17.80% search , 0.9% manager, 0.8% Services 30.00% 4.0% Branding, IT and 9.1% 7.10% ITeS Job Manufacturing seeker services, 10.2% 4.80% Resume BFSI database Job access, listings, 58.6% 16.3% 15.00% 25.30% Infras
Slide 25: Robust revenue growth with increasing number of clients
Robust revenue growth with increasing number of clients & healthy and improving recruitment margins Naukri 61 80 80 42 46 48 51 57 60 35 48 60 40 70 40 53 56 57 61 20 41 45 48 20 0 0 FY10 FY11 FY12 FY13 FY14 FY15 FY16 H1FY17 Av. Realisation in Rs '000 # unique customers in '000 (RHS) Recruitment sol
Slide 26: 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 27: 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 site + Search Engine Optimization + Searchable CV database Sold to over 1600 recruiters (including corporates) in FY 15-16 Additiona
Slide 28: 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 29: 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 29
Slide 30: 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 31: Mobile an important source of traffic
Mobile an important source of traffic About 59% of the sessions in Q2 FY 16-17 (vs 54% sessions in Q2 FY 15-16) from mobile Android app iOS app HTML5 site 25% of total Naukri 2% of total Naukri 32% of total Naukri sessions sessions sessions Trend over eight quarters 70% 60% 50% 40% 28% 30% 32% 31% 3
Slide 32: 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 33: 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 33
Slide 34: 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 35: 99acres
99acres 35
Slide 36: 99acres website and app
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 37: Online real estate business - India
Online real estate business - India • Real estate estimated to be one of the large advertising category in print (~Rs 1500 to 2000 Crore in FY 15-16) • Our estimate of spend on online real estate portals was Rs 320 to 330 Crore in FY 15-16 (excluding Google) • 99acres, a leader amongst 6 players – G
Slide 38: 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% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 99acres Magicbricks Commonfloor Housing Source: SimilarWeb ~56% of the total sessions
Slide 39: Traffic share – 99acres pulling ahead
Traffic share – 99acres pulling ahead Traffic from desktops and laptops (excl. mobile) based on page views 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 39
Slide 40: Traffic share – 99acres pulling ahead
Traffic share – 99acres pulling ahead Traffic from mobile (excl. app) based on page views 50.0% 45.0% 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 40
Slide 41: 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% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 41
Slide 42: Traffic share – 99acres pulling ahead
Traffic share – 99acres pulling ahead Traffic from desktops and laptops (excl. mobile) based on time spent 50.0% 45.0% 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 99acres Magicbricks Commonfloor Housing Source: Similar
Slide 43: Traffic share – 99acres pulling ahead
Traffic share – 99acres pulling ahead Traffic from mobile (excl. app) based on time spent 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% JA N-16 F EB-16 M A R-16 A P R-16 M AY-16 J UN-16 J UL-16 AUG -16 S EP-16 99acres Magicbricks Commonfloor Housing Source: SimilarWeb 43
Slide 44: 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 • 99acres and Magicbricks likely to remain the two serious players in classifieds sites category 44
Slide 45: 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 46: Some approx. numbers for 99acres
Some approx. numbers for 99acres • As of Sept 30, 2016 – Total projects 1.35 lakh (under construction or ready to move in) – Total listings 7.63 lakh of which owner listings were 2.44 lakh • Residential 6.48 lakh • Commercial 1.15 lakh Since Jan 4, 2016 projects listings have reverted to being live
Slide 47: 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 47
Slide 48: 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 49: 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 50: 99acres Financials
99acres Financials Revenue and EBITDA trend for 99acres (Rs Crore) 40 30 32 32 28 29 30 25 25 26 23 23 20 10 0 (5) -10 (10) (8) (11) (10) (16) (16) -20 (20) (25) -30 (35) -40 Q1FY15 Q2FY15 Q3FY15 Q4FY15 Q1FY16 Q2FY16 Q3FY16 Q4FY16 Q1FY17 Q2FY17 Revenue EBITDA 99acres cumulative EBITDA loss (manageme
Slide 51: Mobile app – home screen, navigation and search page
Mobile app – home screen, navigation and search page 51
Slide 52: Mobile app - Property search results page, filter page, property detail page
Mobile app - Property search results page, filter page, property detail page 52
Slide 53: 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 53
Slide 54: Mobile an important source of traffic
Mobile an important source of traffic About 56% of the sessions in Q2 FY 16-17 (vs 53% of the sessions in Q2 FY 15-16) from mobile Android app iOS app HTML5 site 20% of total 2% of total 34% of total 99acres sessions 99acres sessions 99acres sessions Trend over eight quarters 60% 50% 40% 34% 30% 29%
Slide 55: Jeevansathi
Jeevansathi 55
Slide 56: 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 57: Online matrimonial business - India
Online matrimonial business - India • Online market estimated to be Rs 550 to 600 crore 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 • Fra
Slide 58: 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 59: Jeevansathi imperatives
Jeevansathi imperatives • Improve free to paid conversion rate • Improve revenue growth rates • Increase profile acquisitions • Focus on key identified communities • Leverage mobile 59
Slide 60: 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 61: 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 62: 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 15 14 15 13 11 11 12 10 9 10 10 10 5 0 (1) (2) (1) 1 (4) -5 (5) (6) (8) -10 (10) -15 (16) -20 Q1FY15 Q2FY15 Q3FY15 Q4FY15 Q1FY16 Q2FY16 Q3FY16 Q4FY16 Q1FY17 Q2FY17 Revenue EBITDA Jeeva
Slide 63: Mobile an important source of traffic
Mobile an important source of traffic About 84% sessions in Q2 FY 16-17 (vs 71% sessions in Q2 FY 15-16) from mobile Android app iOS app (launched on Nov 13, HTML5 site 2015) 50% of total 28% of total 6% of total Jeevansathi sessions Jeevansathi sessions Jeevansathi sessions Trend over eight quarter
Slide 64: Shiksha
Shiksha 64
Slide 65: 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 66: 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 66
Slide 67: 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 Universiti
Slide 68: Shiksha
Shiksha A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses 68
Slide 69: 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 70: 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 71: Campus Representatives from Colleges for credible advice
Campus Representatives from Colleges for credible advice 71
Slide 72: Authentic College Reviews
Authentic College Reviews 72
Slide 73: Q&A mobile app for expert advice
Q&A mobile app for expert advice 73
Slide 74: Home page for Overseas Education
Home page for Overseas Education 74
Slide 75: Mobile sites
Mobile sites India Study Abroad 75
Slide 76: 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 77: Shiksha quarterly financials
Shiksha quarterly financials Revenue and EBITDA trend for Shiksha (Rs Crore) 12 11 11 11 10 9 8 8 7 7 6 6 6 5 4 2 1 1 0 0 0 (0) (1) -2 (1) (2) (3) (2) -4 Q1FY15 Q2FY15 Q3FY15 Q4FY15 Q1FY16 Q2FY16 Q3FY16 Q4FY16 Q1FY17 Q2FY17 Revenue EBITDA Shiksha cumulative EBITDA loss (management estimate) at Rs 45
Slide 78: Investee companies
Investee companies 78
Slide 79: Portfolio status
Portfolio status Aggregate amount As of Nov 11, 2016 % 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 **116 59% Etechaces Marketing and Consulting Pvt Ltd. www.poli
Slide 80: Investee companies financials
Investee companies financials Rs Crore Investee Company Operating revenue Operating EBITDA FY13 FY14 FY15 FY16 FY13 FY14 FY15 FY16 Partly owned subsidiary Zomato 11 31 97 185 (10) (41) (136) (441) Meritnation 10 20 22 29 (21) (29) (23) (41) Associate companies Policybazaar Mydala Canvera Happily Unm
Slide 81: 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 82: 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 83: 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 84: Zomato – mobile app
f Zomato — mobile app Fzomato SIGN UP AND GET STARTED Instant Facebook Connect Trandins this Week Valentifi@'s Day Snerialc Yauatcha Vasant Kunj, New Delhi 192 Reviews 3.9 601 votes ow Call Bookmark Checkin Been Here Rate ADDRESS Level 2, Ambience Mall, Vasant Kunj, New Delhi VADANISIKUNY IL T> 12.7
Slide 85: 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 86: 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 87: 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 88: 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 89: 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 89
Slide 90: 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 91: 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 92: 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 92
Slide 93: 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 93
Slide 94: 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 95: Happily unmarried
Happily unmarried SAVE Buy 3 products FOR 200 off: a z = BEER Buy 5 sia 95
Slide 96: Happily Unmarried
Happily Unmarried • Grooming range for men “Ustraa” • Designs and sells fun products – With an Indian touch • Proportion of online sales growing rapidly 96
Slide 97: Financials (Standalone)
Financials (Standalone) 97
Slide 98: Standalone Financials - Consistent long-term growth in Revenue & Profitability
Standalone Financials - Consistent long-term growth in Revenue & Profitability Revenue (Rs Crore) Profitability (Rs Crore) 900 300 800 83 700 250 167 76 192 600 200 134 43 500 99 47 123 71 40 150 259 400 241 90 212 194 100 183 182 300 172 169 168 531 158 147 142 445 133 132 119 372 106 200 100 339 3
Slide 99: Team
Team 99
Slide 100: 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 101: 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 43B Tech, IIT Delhi, PGDM, IIM – B FF Securities 2010 Maneesh Upadhyaya 38B Sc, MBA, FMS, Delhi University EVP & Busi
Slide 102: Internet in India
Internet in India 102
Slide 103: Internet in India – growing at a very rapid pace
Internet in India – growing at a very rapid pace and stands only behind China in number of users 50 Internet users in India (in Crore) 43 40 35 32 30 28 21 23 20 20 15 11 10 0 Dec-15 (E) Jun-16 (E) Dec-14 Jun-12 Jun-13 Jun-14 Oct-14 Jun-15 Oct-15 Source: IAMAI • As per an IAMAI report, the number of
Slide 104: 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.
Slide 105: 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 (November 2016) on 6ix