Info Edge(India) Ltd. — Investor Presentation 2020

Jul 15, 2020

July 15, 2020

• 1. The Manager- Listing National Stock Exchange of India Limited (Scrip Code: NAUKRI)
• 2. The Manager- Listing BSE Limited (Scrip Code: 532777)

Sub.: Update - Advisory on disclosure of material impact of CoVID–19 pandemic on listed entities under the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (the "SEBI Listing Regulations").

Dear Sir,

This is in furtherance to our earlier letter dated June 3, 2020, pursuant to Circular no. SEBI/HO/CFD/CMD1/CIR/P/2020/84 dated May 20, 2020 issued by the Securities and Exchange Board of India ("SEBI", and such circular, the "Covid-19 Impact Disclosure Circular") about the material impact of Covid–19 pandemic on the Company, and in continuation to our letter dated March 24, 2020, advising temporary closure of Company's operations due to outbreak of Covid-19.

Pursuant to Regulation 30 of the SEBI Listing Regulations, please find attached herewith a presentation giving updated information on the impact of Covid-19 on the Company as per parameters specified by the SEBI in the Covid-19 Impact Disclosure Circular.

The same has also been updated on the website of the Company at the following link: http://infoedge.in/ir-corporate-presentations.asp

Request you to take the same on record in compliance with the Covid-19 Impact Disclosure Circular and disseminate the attached information on your website.

Thanking you,

Yours faithfully, For Info Edge (India) Ltd.

Chintan Thakkar Whole-time Director & CFO

Info Edge (India) Limited India's internet classifieds company

JUNE, 2020

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 purposes without any regard to any specific This presentation, its contents and any oral information provided in connection with this presentation are strictly confidential and should not be copied, published or reproduced in any form or distributed, disseminated or disclosed, in whole or part, by recipients directly or indirectly to any other person. Failure to comply with this restriction may constitute a violation of applicable securities laws.

objectives, financial situations or information needs of any particular person and does not constitute a recommendation regarding the securities of the Company. This presentation contains certain statements that are or may be forward-looking statements. These statements include descriptions regarding the intent, belief or current expectations of the Company or its directors and officers with respect to the results of operations and financial condition of the Company. These statements can be recognized by the use of words such as "expects," "plans," "will," "estimates," "projects," or other words of similar meaning. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and actual results may differ from those in such forward-looking statements as a result of various factors and assumptions which the Company believes to be reasonable in light of its operating experience in recent years. The risks and uncertainties relating to these statements include, but not limited to, risks and uncertainties, regarding fluctuations in earnings, our ability to manage growth and competition, among others. The Company does not undertake any obligation to revise or update any forward-looking statement that may be made from time to time by or on behalf of the Company. Any investment in securities issued by the Company will also involve certain risks. There may be additional material risks that are currently not considered to be material or of which the Company, its promoters, any placement agent, their respective advisers or representatives are unaware. Against the background of these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company, its promoters, any placement agent, their respective advisers or representatives assume no responsibility to update forward-looking statements or to adapt them to future events or developments. Accordingly, any reliance you place on such forward-looking statements will be at your sole risk. representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness, correctness or fairness of the information, estimates, projections and opinions contained in this presentation. Potential investors must make their own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigation as they may consider necessary or appropriate for such purpose. Such information and opinions are in all events not current after the date of this presentation. Further, past performance of the Company is not necessarily indicative of its future results. Any opinions expressed in this presentation or the contents of this presentation are subject to change without notice. This presentation should not be construed as legal, tax, investment or other advice. Neither the Company or its promoters, nor any placement agent or their respective advisers or representatives shall have any responsibility or liability whatsoever (for negligence or otherwise) for any loss howsoever arising from this presentation or its contents or otherwise arising in connection therewith. The information set out This presentation does not constitute or form part of and should not be construed as, directly or indirectly, any advertisement, offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of the Company by any person whether by way of private placement or to the public, in any jurisdiction, including in India, the United States, Australia, Canada or Japan, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any investment decision or any contract or commitment therefor. Investing in securities involves certain risks and potential investors should note that the value of the securities may go

The information contained in this presentation has not been independently verified. The information in this presentation is in summary form and does not purport to be complete. No herein may be subject to updating, completion, revision, verification and amendment and such information may change materially. Neither the Company, its promoters, any placement agent, nor any of their respective advisers or representatives is under any obligation to update or keep current the information contained herein. down or up. Accordingly, potential investors should obtain and must conduct their own investigation and analysis of the relevant information carefully before investing. • All figures mentioned are for the Company as a standalone entity and are as of March 31, 2020 or for the quarter ended March 31, 2020, unless indicated otherwise. • Q4 FY20 or Q4FY19-20 means the period commencing on Jan 01, 2020 and ending on March 31, 2020. • FY20 or FY 19-20 or FY 2020 means the Financial Year starting April 1, 2019 and ending March 31, 2020. • 1 Crore = 10 Million = 100 Lakh.

Securities of the Company may not be offered or sold in the United States , except pursuant to an applicable exemption from, or in a transaction not subject to, the registration requirements under the United States Securities Act of 1933, as amended (the "Securities Act"). By reviewing this presentation, you are deemed to have represented and agreed that you and any person you represent are not a U.S. person (as defined in Regulation S under the Securities Act) and are outside of the United States and not acting for the account or benefit of a U.S. person.

This presentation is not a prospectus, a statement in lieu of a prospectus, an offering circular, an advertisement or an offer document under the Companies Act, 2013, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, each as amended, or any other applicable law in India.

This presentation contains the Company's audited financial information as at and for the financial year ending March 31, 2020 and as at and for the month ended Jun 30, 2020. Investors should be aware that such financial information may be subject to certain adjustments during the course of audit/review and the audited/reviewed financial statements of the Company, when announced, may differ from those contained in this presentation.

In this presentation:

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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

Investments in Technology-based Startups

Online restaurant search engine and food delivery site. Shareholding ~22.71%*@

Online insurance policies marketplace. Shareholding ~15.1%*^

Men's grooming range (Ustraa) Shareholding ~42.3%*

Other investments include NoPaperForms (Advanced enrolments management platform, 48.10%), Univariety (Guidance on careers, admissions and tests ,39.8%), Gramophone (Agri-Inputs e-commerce, 36.%), Shoekonnect (B2B footwear marketplace, 35.9%), Printo (Retail chain providing print and document services, 27.85%), Medcords ( Heath care Tech Platform, 17.2%), Shopkirana (B2B grocery delivery platform, 25.3%), Adda (Govt Job Preparation Platform, 16.97%), Shipsy (Digita Logistics ecosystem, 10.00%), Legitquest (SaaS Product for intersection of Tech and Legal utilizing Machine Learning, 19.8%), GreytHR (HR & Payroll SaaS Company 20.25%), Teal (Platform for real Estate intelligence and analytics, 20.00%) and Coding Ninjas (25%) We may from time to time consider various investment / asset monetization opportunities, as we had done in past, However there can be no assurance regarding whether we will able to complete such investments / asset monetization opportunities on commercial terms acceptable to us , or at all. No definitive documentation in connection with such investment/ montization has been executed as of date. * Approximate shareholding on fully disbursed and converted basis, held directly or indirectly (through subsidiaries, associates or affiliates). The % shareholding may or may not translate ^ Represents effective economic interest held by Info Edge directly (7.59%) and indirectly though subsidiary companies – in partnership with Temasek (8.26%)

into an equivalent economic interest on account of conditions in the investment/ shareholders agreements.

@ Net of disposal of secondary sale with proceeds of USD 50 mn; Shareholding post the latest round of investment and dilution

Key Financials-	Past 3 years performance			All numbers in RsMN except %
Description	FY 18	FY19	FY 20	CAGR
Revenues	9,155	10,983	12,727	16.8%
Billing	9,767	11,770	12,687	16.0%
Operating EBITDA*^	3,156	3,563	4,028	16.1%
Operating Margin (%)^	34%	32%	32%
Operating PBT ^	2,758	3,214	3,554	16.0%
Cash and Bank Bal #	15,001	15,506	15,514
Investments in Startups **	7,785	10,374	10,927
Head Count ( Nos)	4,036	4,330	4697
DividendPayout ( % of paid upcapital)	55%	60%	60%

Key Financials-	Annual		All numbers in Rs	MN except %
Description	FY 20	FY19	FY 18	Growth20 Vs 19	Growth19 Vs 18
Billing
Info Edge *	12,687	11,770	9,767	7.8%	20.6%
-Recruitment	9,156	8,475	7,079	8.0%	19.6%
-99Acres	2,139	2,067	1,571	3.5%	31.8%
Revenue
InfoEdge *	12,727	10,983	9,155	15.9%	20.0%
-Recruitment	9,068	7,858	6,688	15.4%	17.5%
-99Acres	2,280	1,920	1,354	18.8%	42.2%
Operating EBITDA
InfoEdge *	3,774	3,413	2,973	10.6%	14.8%
-Recruitment	4,914	4,295	3,759	14.4%	14.1%
-99Acres	9	(222)	(303)
OperatingEBITDA %
InfoEdge *	29.7%	31%	33%
-Recruitment	54%	55%	56%

Key Financials-	QtrlyUpdate
Description	Q4'20	Q4'19	YOY	All numbers in Rs%Q3'20	MN exceptApr&May'20
Billing
Info Edge *	3,319	3,608	(8.0)%	2,999	1,047
-Recruitment	2,440	2,597	(6.0)%	2,100	800
-99Acres	507	667	(24.0)%	543	37
-JS	238	198	20.4%	224	147
-Shiksha	134	146	(8.5)%	133	53
Revenue
InfoEdge *	3,228	2,926	10.3%	3,205
-Recruitment	2,307	2,073	11.3%	2,303
-99Acres	563	544	3.6%	582
-JS	226	181	25.3%	214
-Shiksha	132	129	2.8%	107
Operating EBITDA %
InfoEdge *	28%	31.1%		31%
-Recruitment	56%	53%		58%

Financial performance

• IND-AS numbers for FY18-FY20;

Billing and Cash EBITDA

* IND-AS numbers for FY18-FY20; Segmental data for Naukri and other verticals Info Edge standalone financials 10

Operating EBITDA

• Above EBITDA numbers for FY 19-20 have been readjusted for IND AS 116 to ensure comparison with FY 2018-19 numbers. Accordingly it may differ from reported numbers to that extent.
• EBITDA for FY18-FY20 adjusted for non-cash charges

• Manpower and marketing constitute ~84% of our total standalone expenses
• Consistent investment in marketing efforts and IP creation leading to a strong network effect , platform and brand presence for Info Edge across verticals.
• Info Edge standalone financials

As of March 31, 2020 #

Assets and funds Allocation

• High margins due to operational leverage
• Strong cash generation due to high margins.
• Upfront payments in subscription model results in negative working capital
• Negative working capital many times more than operating fixed assets

^Cash and Liquid Investments include Cash / bank balance with WOS & AIF. Investments in startup include IIM Jobs

• 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 7500 MN ( around USD 100Mn). IEIL and its WOS in their capacity as LP, committed 3500 MN and out of this has already disbursed Rs 1500 MN till date. • Dotpe Pvt Ltd – Rs 104 MN. • Qyuki Digital Media Pvt Ltd – Rs 252 MN. • Intellihealth Solutions Pvt Ltd – ~Rs 37 MN • Fanbuff Esports India Pvt Ltd – ~Rs 35 MN • Pipeline of non binding signed term sheet for around Rs 1100 MN.
• Investments through the fund
• WOS of IEIL are the GP to this fund.

Market cap performance

Non- Executive Chairman Corporate Governance- Cornerstone to our value system

• Independent Directors forms majority of the Board
• Statutory Audit performed by EY
• Internal Audit performed by an external firm
• Audit committee comprises only of Independent Directors
• Formal dividend policy (15% to 40% of standalone PAT)
• Whistle blower mechanism through an Independent External Ombudsman
• Proactive on all disclosures to Stock Exchanges

Board of Directors

Saurabh Srivastava (73) Non Executive Director B.Tech IIT Kanpur, M.Sc Harvard Founder IIS Infotech (Now Xansa) NASSCOM, TIE, IAN, IVCA Naresh Gupta (53) Independent Director B Tech IIT Kanpur, Ph.D, University of Maryland Previously MD, Adobe India Bala Deshpande (53) Independent Director MA Econ., MMS JBIMS Sr. MD, New Enterprise Associates (NEA) Kapil Kapoor (55) Chairman & Non Executive Director B.A.Econ, PGDM IIM-A Previously COO (Global Business Development), Timex Group Non Executive Independent Sanjeev Bikhchandani (56) Founder and Executive Vice Chairman BA Econ. St. Stephen's. PGDM IIM-A Previously with GlaxoSmithKline Hitesh Oberoi (47) Managing Director and CEO B.Tech IIT Delhi, PGDM IIM-B Previously with HLL (Unilever) Whole time Chintan Thakkar (53) Whole-time Director and CFO Chartered Accountant Previously with Computer Associates, India Sharad Malik (56) Independent Director B Tech IIT-D, MS, PhD, University of California Chair-(Deptt. of Electrical Engineering), Princeton University Ashish Gupta (53) Independent Director B Tech IIT-K, Doctorate from Stanford University Founder Tavant Technologies, Junglee; Amazon Geeta Mathur ( 53) Independent Director Chatered Accountant Associated with ICICI Bank, Helpage India, IPE Global. 17

Nationwide sales/customer interface infrastructure

Geographical Spread as on date

• Nation wide coverage through 77 company branch offices in 47 cities in India

• ~ 3098 sales/ servicing/ client facing staff or 66% of the company's workforce of ~4697

• 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 pay special attention to, and invest in health of, its employees and related safety initiatives
  • Our HR Business Partners and Team Facilities are in constant touch with all the employees to provide support, as required. Various webinars are being held to engage and help employees stay strong and optimistic Business continuity and ability to maintain operations All key processes such as billings, collections, vendor payments, payroll, servicing customers continue to run effectively in "work from home" environment Our websites, digital platforms and customer-facing apps have been running The internal control and financial reporting environment has been maintained

• smoothly

• effectively

• Our offices are prepared to be in a ready-to-move position as we continue to monitor the evolving situation 19

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 time B2B markets are more indexed to global and domestic economy, and particularly the job market and the property markets B2C market for businesses such as "Jeevansathi" are expected to be relatively less impacted

  • As a response to the current disruption caused by the health crisis, businesses are expected to become more digital than ever before. We therefore intend to continue to invest in technology and innovation for long-term value creation

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 chain or a technology continuity standpoint The level of our services to our customers has been managed through effective business continuity plans with least disruption There have been a few and sporadic requests from customers for the extension of the subscription period. The impact of such requests received so far is not considered material

Performance of Key Business Verticals

• Naukri India excludes other businesses like Quadrangle, IIMjobs, etc. Q1'21 Numbers are unaudited and subject to change during the course of audit.

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 same time we are preserving the long-term value of assets. This includes key tangible and intangible assets such as brand, people, platform, IP, network effect, technology innovation, etc. Ability to Service Debt: We are a zero-debt company, with a negative working capital cycle in a "business-as-usual" environment Liquidity Position: We have cash and cash equivalents of ~ Rs 15500 MN at an overall IE group level (includes WoS, AIF and ESOP Trust). We are well positioned to fulfil our existing contractual obligations Assets: We own sizeable investments in start-ups and other companies, which can potentially be monetized under certain circumstances and we may also explore options to
• raise equity capital from external investors for our investment activities.

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. 6000 MN. This includes fixed salary, facilities and technology running expenses
• We believe there would be more opportunities to invest in certain strategic areas of our core operating business and other areas of expansion. This could include M&A activities and strategic stakes in certain areas of interest We see growth opportunities through investments in technology-oriented and innovation-oriented start-ups.

Naukri

Key operating metrics for Naukri

* Comparison among traditional job-boards (excludes Linkedin and Indeed) # Based on IND-AS revenue

Naukri traffic share among traditional job sites

Overall traffic (from desktops, web mobile& app) on time spent

Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs

Naukri traffic share among traditional job sites

Overall traffic (from desktops, web mobile& app) on time spent

Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs

Naukri is a business of the virtuous circle

Benefits

• Naukri has over 100% of industry profits enabling greater investment in
  • Product innovation
  • Engineering
  • Brand support
  • Sales network
  • Servicing back office
  • Superior talent

Revenue sources for Naukri

• B2B revenues ( as on date) comprise ~90% of overall Naukri revenue and includes: – Others - Resume short listing and screening, campus recruitment – Non recruitment advertising (other than for jobs)
  • Resume database access
  • Job listing (response management)
  • Employer branding (visibility)
  • Career site manager
• B2C includes revenue from
  • Job seeker services

Breakdown of revenue by Product and Industry

Data for trailing 12 months to March 2020

Increasing realization per unique client with increasing number of customers

iimjobs.com

• IEIL acquired 100% stake of High Orbit Careers Pvt Ltd (Domain: iimjobs.com) in all cash deal in June'19. Catering to 400+ Corporate Customers – across various industries. Consistent billing growth of 20% for last 3 FY.
• iimjobs.com is India's leading recruitment platform for management professionals FY'18 – Rs 149 Mn FY'19 – Rs 182 Mn FY'20 – Rs 218 Mn.

• The career site helps Naukri become part of a much larger ecosystem with thousands of connected corporate sites and RMS would help power the whole recruitment ecosystem

Naukri RMS

The App and HTML5 site

$\Box$ O A$\bullet$1:16	O A$\Box$$\bullet$1:16	$O \square$ $A$2 1:16$\bullet$¥.
Search	7393 Jobs Found$\leftarrow$	My Naukri Home$\equiv$$\boxtimes$
Keyskills, Designations, Companies	MODIFY SAVE AS ALERTProduct ManagerProduct Manager - Artificial IntelligenceDomain	Product ManagerInfo EdgeProfile Completeness38%Last updated Aug 01, 2017
Location	$\qquad \qquad \qquad \qquad \qquad \qquad \qquad \qquad \qquad \qquad$3 - 8 Years$\circledcirc$BengaluruProduct Strategy, Product Marketing,∆Product Management, Product Pricing,	Recruiter VisitsPending Actions0010On ProfileOn Profile
Work Experience $\sim$Min Salary (INR)	$\sum$OPosted Yesterday	Pull down to refresh
SEARCH JOBS	Product Manager - E-learning - NoidaLocationTo-Find Solutions Private limited$4 - 7$ Years$\begin{tabular}{ c c c c c c c c c c c c c c c c c c c$$\circledcirc$Noida	39NEW RECOMMENDED JOBS39Assistant Manager - ProductControl - GurgaonM/s Gi Human Resources And Services Pvt.
YOUR RECENT SEARCHES	Corporate Sales, Marketing Strategy,$\hat{\mathbb{Q}}$Product Strategy, Product Portfolio, Pro	Ltd.
Product ManagerAny Location	☆Viewed$\triangledown$Product Manager - Artificial IntelligenceDomain	00JOBS FROM RECRUITERSQ
	Axcelovate	nnCAVED JODS
$\Box$$\triangleleft$$\circ$	$\circ$$\triangleleft$Ω	$\Box$$\triangleleft$$\Omega$

99acres

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 and local classifieds sites (like Olx and Quikr) also compete for this market
• Access through mobile app increasing consistently

99acres traffic share

Overall traffic (from desktops & laptops, web mobile) based on time share

Source: SimilarWeb

99acres traffic share

Overall traffic (from desktops & laptops, web mobile and App) based on time share

Source: SimilarWeb

99acres business model

Revenue Model

• Projects
  • Listings
  • Featured listings
  • Microsites
  • Email campaigns
  • Banner Ads
• Re-sale
  • Listings
  • Featured listings
• Rental
  • Listings
  • Featured listings

Key business metrics for 99acres (Q4)

• As of March 31, 2020
• Total projects 1,70,633 + (under construction or ready-to-movein) • Residential 7,86,067 • Commercial 1,55,783
  • Total listings 9,41,850 (including 4,21,384 owner listings)

Break-down of Customers and Billing

Data for trailing 12 months to March 2020

99acres –strategy

Focus on improving traffic share by improving customer experience on the site

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

– Listings growth on 99acres has remained intact, primarily driven by broker segment.

• Aggressive marketing spends by competitors

– Significant increase in marketing spends by competitors Magicbrick and Housing.

• FY20 EBITDA numbers are adjusted for IND AS 116 impact. And hence will be different from reported numbers.

Mobile app – home screen, navigation and search

	4
	8

Mobile app - Property search results page, filter page, property detail page

Mobile app – project search results page, project detail page and property posting form

	50

Jeevansathi

Online matrimonial business - India • Used primarily by

• Online spend by users estimated to be ~Rs 7-8 bn in FY '19-20. • Three main players – Bharat matrimony, Shaadi and Jeevansathi - Those disconnected from mother community - Youngsters looking for choices - Families for match-making • Fragmented market basis - Geography
• Communities (religion, caste, sub castes)

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 - walk in centers

Mobile app

Jeevansathi – Last 3 year financials

• FY20 EBITDA numbers are adjusted for IND AS 116 impact. And hence will be different from reported numbers.

Shiksha

A website which helps students decide undergraduate and post graduate options, by providing useful information on careers, exams, colleges & courses

Educational classifieds business - India • Education as a category spends amongst the highest in print – Spend in print estimated to be similar to real estate

Industry Highlights

• Online , School/College contact programs, Consultant commissions & fairs form bulk of remaining marketing spends by colleges and Universities • Growing number of online
• players

Business Model

• Branding & advertising solution for colleges & universities (UG, PG, post PG)
  • Both Indian and foreign entities
  • Large number of Indian students go overseas for higher education
• Lead generation
  • Potential student details bought by colleges and their agents
  • Full counselling service for international university partners
• Prospective students have free access to all information on the site (some post registration)

Shiksha – Business Statistics

• Domestic Colleges 30000, Courses 215000+, #Reviews 180,000+, Exams 600+
• Study Abroad Universities 1864 from 52 countries, Courses 21452, Scholarships - 2240

Authentic College Reviews

Filter by:	Select college	$\overline{\phantom{a}}$	Select course		÷
	$>4-5$ star		69%	4.0 Placements
	4.3$>3-4$ star		27%	4.7 Infrastructure
	$>2-3$ star		3%	3.9 Faculty & Course Curriculum
	$1-2$ star		196	4.8 Crowd & Campus Life
	Based on 378 Reviews			4.0 Worth the Money
Sort By:	Recency	Year of Graduation J	Highest Rating	Lowest Rating
		5.0 ***** One of the best dental colleges of our country that's define it all.
		by Sourabh, 17 May 2018 Bachelor of Dental Surgery - Batch of 2022
Placements 5/5	Infrastructure 5/5	Faculty & Course Curriculum 5/5		Crowd & Campus Life 5/5
		Placements : According to the senior batches the placements are great. Nearly 70-75 percentage of students wereplaced (not so sure). No idea about the salary but they get a good sum of money. They have foreign collaborations			RelevanceWorth the Money 5/5
		with many companies. MS, professor etc. Various roles are offered.Infrastructure : 24 hours Wi-Fi, Library is great with ample amount of books, Classrooms are neat and mainly smart

Campus representatives from colleges for credible advice

Shiksha – Last 3 years financials

Shiksha cumulative cash loss (management estimate) at Rs 394 MN . Above numbers are segmental financials for Shikha Business. • FY18 onwards numbers are EBITDA numbers (adjusted for non-cash ESOP charges) as per IND-AS; All others in I GAAP 7% 20% 10% 20% 7% 3% 43% 39% 11% 26% 425 481 533 37 19 7 - 100 200 300 400 500 600 FY18 FY19 FY20 Revenue EBITDA

Shiksha Annual Revenue (Rs Mn) and EBITDA (Rs Mn)

• FY20 EBITDA numbers are adjusted for IND AS 116 impact. And hence will be different from reported numbers.

Investments

Investment Portfolio (Q4)

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 Companies
Zomato Media Pvt Ltd.	www.zomato.com
Etechaces Marketing and Consulting Pvt Ltd.	www.policybazaar.com
Happily Unmarried Marketing Pvt Ltd.	www.happilyunmarried.com
Unnati Online Pvt Ltd	www.unnatihelpers.com
VCARE Technologies Pvt. Ltd.	www.dirolabs.com
Ideaclicks Infolabs Private Ltd.	www.zippserv.com
Kinobeo Software Pvt Ltd.	www.mydala.com	8,650.63			(1,492.06)
Green Leaves Consumer Services Pvt. Ltd.	www.bigstylist.com
Mint Bird Technologies Pvt. Ltd.	www.vacationlabs.com		19,775.33			(26,174.74)
Rare Media Company Pvt. Ltd.	www.bluedolph.in
Wishbook Infoservices Pvt Ltd	www.wishbooks.io
NoPaperForms Solutions Private Limited	www.nopaperforms.com			38,530.19			(27,118.30)
International Educational Gateway Private Limited	www.univariety.com
Agstack Technologies Private Limited	www.gramophone.in
Bizcrum Infotech Private Limited	www.shoekonnect.com
Medcords Healthcare Solutions Private Limited	www.medcords.com
Printo Document Services Private Limited	www.printo.in	N.A.
Shop Kirana E Trading Private Limited	www.shopkirana.com
Greytip Software Private Limited	https://www.greythr.com/
Metis Eduventures Private Limited	https://www.adda247.com/				N.A.
Terralytics Analysis Private Limited	https://www.tealindia.in/
			N.A.			N.A.
Llama Logisol Private Limited	https://shipsy.in/
LQ Global Services Private LimitedSunrise Mentors Private Limited	https://www.legitquest.com/https://www.codingninjas.com/

Zomato

2. Food Delivery 3. Subscription Programs Zomato is world's leading restaurant search, discovery and transaction platform

1. Listings & Reviews

• Launched in 2008
• Present in 24 countries
• 1.5m+ high quality restaurant listings with up to date scanned menus, photos and user reviews

Largest restaurant reviews & ratings platform

Zomato has three key businesses

• Launched in 2015
• Present in India
• self fulfilled and restaurant fulfilled orders

One of the leading food delivery players

• Launched in 2017
• India and international presence
• Privileged membership programs; privileges are funded by restaurants

One of its kind, unique membership program

Growth is fuelled by two self feeding "flywheels", that define Zomato's unique business model STAGE 1 – LISTINGS AND REVIEWS High quality, exhaustive restaurant listings (using a combination of tech and human output) yield large organic traffic Users engage with the platform to write reviews and upload photos - further enriching our

Multiple use cases across dining-out and food delivery result in strong network effects

STAGE 2 - TRANSACTIONS content

• Traffic from search/recommendations product naturally drives transactions off-take, without having to spend on marketing and discounts
• Users who transact on Zomato visit us more often than users who don't - further increasing traffic and hence adding back to the first flywheel

Highly interactive platform ensures high user and restaurant engagement

Users can also order food and reserve tables at restaurants with a click of a button

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 transactions

• Huge potential in the market Currently less than 4% of the Indian population is insured • Other key investors in Policybazaar include – Softbank, Temasek, Tencent, Tiger Global

Happily Unmarried

Ustraa

• Ustraa is the largest online men's grooming brand. • On a run rate of ~ 98 MN per month on gross level. Net sale of ~70MN 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.

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 Service attack protection using Kona site defender from Akamai and Qradar.
• 24X7 monitoring using Security Operations Center
• Quarterly Information technology audits by external agencies
• Annual Penetration testing
• Data security Certifications.
  • Certified ISO27001 ( For Naukri and Jeevansaathi) , compliant to annual audits.
  • PCIDSS ( Payment Card Industry Data Security Standard) ( For Naukri and Jeevansathi)

compliant

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 allows Nano Degree, distance learning, E learning courses from recognized schools to eligible employees.
  • 6 Months+ Online certificates and diplomas available from universities like Columbia, MIT etc.
  • Short term courses designed for specific leadership needs by IIMs/ ISBs
• Talent Pipeline
  • Campus Hire Program and Internship Programs for new hires from all premium institutes.
  • Partnered with External L&D partner for need based management skill and capability development programs.
• ESOPs
  • Grants are awarded basis role, work and performance through RSU ( Restricted Stock Units) or Stock Appreciated Units.
  • All Senior Management Executives and key roles in Engineering and Product teams are granted SOPs .

Contribution to Environment.

Contribution to Environment.
IEIL's Corporate Office•Green Building•Silver Certification•By Indian Green BuildingCouncil (IGBC)	ImprovedIndoor Air Qualityat Noida / NCR Offices –•Outside PM 2.5 -881, Inside PM 2.5 –20.•73% Employees have advantage of cleanest air beingat IEIL (3394 out of 4653 Employees)
Conserving Precious Natural Resource –Water•105 Nos. of Aerators in use•7,00,000 liters conserved/ year	Energy Conservation / Optimization•3200 Nos. LEDs and 22 Nos. VFDsin use•Optimized -2,00,000 Units / Year
Commitment for a Green Future•Electric Vehicle-starting to use one electric vehiclefor various within city travel needs•Electric Vehicle Charging Station-One in place atIEIL's Noida office & another one to go live soon… tospread awareness and to encourage employees foruse of EV's	Commitment for a Green Future•Solar Power(50 KW Onsite) -under implementationstage -in 45 days•Plantation Drive–to give back to nature, spreadawareness & encourage employeesfor greenerenvironment & future

Bridgeprogrammesfor first-generationlearners.	Supportingformal schoolstudents	Supportingkey ecosystemstakeholders	Supportingspecial needseducation	Supportingquality highereducation	Enablinglivelihoods	Nurturingmicro-entrepreneurs
Joint Women'sProgramme,Nithari	SSMI school,Delhi	Saajha, Delhi	Sarthak EducationTrust, Ghaziabad	Ashoka University,NCR	TRRAIN,Delhi & Noida	BYST, Gurugram
Chintan,Ghaziabad	Social OutreachFoundation,Noida	Language &LearningFoundation	BMI Foundation,Noida	Plaksha University,Mohali	Khwaab WelfareTrust, Delhi	Jagriti Sansthan,Gurugram
SamarpanFoundation,Delhi	AlohomoraFoundation,Delhi	Teach for India,Delhi	Amar Jyoti Trust,Delhi	IIT, Delhi	Mitra TechFoundation,Delhi	Saarthi Education,Delhi

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, India
Website	www.infoedge.in

Annexures

Naukri has dominant traffic share

Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to job

Naukri has dominant traffic share

Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs

Naukri's traffic share

Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs