Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q4 FY2025 Earnings Presentation
37 slides from Info Edge India's earnings presentation, May 2025
Slide 1: Earnings Presentation
Earnings Presentation Quarter and Financial Year ended March 31, 2025
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: Standalone Financial Performance
Standalone Financial Performance 3
Slide 4: 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 5: 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 1. sustained performance of the non-recruitment businesses Deferred sales revenue in Q4FY25 was Rs. 1,357cr 2. Standalone operating profit
Slide 6: InfoEdge Q4FY25 highlights: Sustained billings improvement coupled with operating margins expansion
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. acquired 856 1,015 2,572 2,972 Op. Profit margin % 37.0% 33.7% 36.6% 36.7% businesses* +15.5% +11.7% 2,88
Slide 7: Business Segments Financial Performance
Business Segments Financial Performance 7
Slide 8: Recruitment business: billings growth improved in Q4 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. Profit 57.0% 54.5% 58.2% 56.3% +14.6% % +6.2% Overall billings growth of 18.4% YoY. 2,158 1,883 1,051 1,116 Growth has been wi
Slide 9: 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 average 385 billi
Slide 10: Jeevansathi: Billings momentum continued with 24% YoY growth
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 market 8
Slide 11: 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 +13.6% 162 In Q4FY25, billings grew by 16% YoY and the 3 143 business generated cash from operations of Rs.16cr 15.9% 45 52
Slide 12: Consolidated Financial Performance
Consolidated Financial Performance 12
Slide 13: 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 14: Operational Highlights
Operational Highlights infoedge
Slide 15: InfoEdge businesses
InfoEdge businesses Core Operating Businesses Strategic Investments Financial Investments Recruitment Real Estate Matchmaking Education 15
Slide 16: Recruitment business – Key operating highlights
Recruitment business – Key operating highlights 16
Slide 17: 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 75%+ 106 million Traffic Share1 Resume database2 ~50k 568k # Billed Customers2 Job listings
Slide 18: 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 19: 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 20: Real Estate business – Key operating highlights
Real Estate business – Key operating highlights 20
Slide 21: 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 Notes:1 As of March’25; 2 As on March 31, 2025 and includes 400k+ owner listings 21
Slide 22: 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 Source: SimilarWeb 22
Slide 23: Buyers & Tenants spend more time on 99acres with lower/similar 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 Higher time spent by buyers and tenants on 99Acres platform demonstrating high engagement Source: SimilarWeb; Desktop + Mobil
Slide 24: 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 25: Matrimony business – Key operating highlights
Matrimony business – Key operating highlights 25
Slide 26: 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 26
Slide 27: Education business – Key operating highlights
Education business – Key operating highlights 27
Slide 28: Shiksha – Key highlights
Shiksha — Key highlights 5,30,000+ 1400+ 460 mn+ 2 mn+ course listings unique clients annual visits questions asked ok) e e e e e 65,000+ 1000+ 970 mn+ 9 mn+ 6,45,000 colleges entrance exams annual page views annual registrations student/alumni reviews infoedge] shiksha 28
Slide 29: Investments
Investments infoedge 29
Slide 30: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities Shareholding: 12.43% 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*.- First Scheme – USD1
Slide 31: 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 32: Financial Investment Portfolio
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 33: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet 33
Slide 34: 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 / Customer Adva
Slide 35: 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 36: 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 37: 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,