Info Edge(India) Ltd. — Investor Presentation 2020

Aug 4, 2020

August 4, 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 letters dated July 15, 2020 and June 3, 2020 respectively, 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 Covid19.

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

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

AUG, 2020

1

Disclaimer

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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 objectives, financial situations or information needs of any particular person and does not constitute a recommendation regarding the securities of the Company.

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.

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.

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 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 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.

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 down or up. Accordingly, potential investors should obtain and must conduct their own investigation and analysis of the relevant information carefully before investing.

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:~~

• 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.

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Index
About Info Edge	4
Financials	6
Governance at Info Edge	16
Review of Covid 19 Impact	19
Naukri	26
99acres	39
Jeevansathi	52
Shiksha	57
Investments	63
Data Security at IEIL	75
People Development Contribution to Environment	76 77
Corporate Social Responsibility	78
Annexures	81

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Info Edge – Leading Online Classified Businesses in India

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Online Recruitment Search engine

Online Real Estate Search Portal

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Online Match making ( Matrimony) Portal

Online Education Classified Portal

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Investments in Technology-based Startups

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

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Online insurance policies marketplace. Shareholding ~15.1%*^

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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 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

^ Represents effective economic interest held by Info Edge directly (7.59%) and indirectly though subsidiary companies – in partnership with Temasek (8.26%)

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Key Financials- Past 3 years performance

			All numbers in Rs MN except %	All numbers in Rs MN except %
Description	FY 18	FY19	FY 20	CAGR
Revenues	9,155	10,983	12,727	18%
Billing	9,767	11,770	12,687	14%
Operating EBITDA*^	2,973	3,413	4,028	13.1%
Operating Margin (%)^	32%	31%	32%
Operating PBT ^	2,814	3,986	3,190
Cash and Bank Bal #	15,003	15,499	12,613
Net Investments in Investee	7,687	5,911	10,810***
Companies**
Head Count ( Nos)	4,036	4,330	4697
Dividend Payout ( % of paid up capital)	55%	60%	60%

*IND-AS numbers for FY18-FY20; EBITDA for FY18-FY20 adjusted for non-cash charges.

• ** This amount represents net investment in investee companies.

• ^ Operating EBITDA/ Margin / PBT excludes the impact of other income , non operating and exceptional items.

• Balance at standalone level and the same includes balances irrespective of duration of FD, including >1 Yr and doesn’t include “Accrued Interest” Info Edge standalone financials .

*** Balance as on 15[th] Jul’20 stood at Rs 10,992MN

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Key Financials- Annual All numbers in Rs MN except %

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Description	FY 20	FY19	FY 18	Growth	Growth
				FY20 Vs 19	FY19 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
Info Edge *	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
Info Edge *	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)
Operating EBITDA %
Info Edge *	29.7%	31%	33%
- Recruitment	54%	55%	56%

* Info Edge standalone financials . Segmental data for Naukri and 99acres 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.

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KeyFinancials-	QtrlyUpdate			All numbers in Rs MN	except %
Description	Q4’20	Q4’19	YOY	1st Apr19-	1st Apr’20-
				15th Jul’19	15th Jul’20
Billing
Info Edge *	3,319	3,608	(8.0)%	3,586	2084
- Recruitment	2,440	2,597	(6.0)%	2,662	1530
- 99Acres	507	667	(24.0)%	518	163
- JS	238	198	20.4%	234	269
- Shiksha	134	146	(8.5)%	171	120
Revenue
Info Edge *	3,228	2,926	10.3%
- Recruitment	2,307	2,073	11.3%
- 99Acres	563	544	3.6%
- JS	226	181	25.3%
- Shiksha	132	129	2.8%
Operating EBITDA %
Info Edge *	28%	31.1%
- Recruitment	56%	53%

* Info Edge standalone financials . Segmental data for Naukri and 99acres 8 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.

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Financial performance

Info Edge Billing and Cash EBITDA (Rs Mn) trend**

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14,000 5,000
4,500
4,351
12,000
4,016
4,000
3,762
10,000 3,976
3,500
3,564
3,000
8,000 3,150
2,500
6,000
2,000
1,500
4,000
1,000
2,000
500
- -
FY18 FY19 FY20
Billing Revenue Cash EBITDA Operating EBITDA
9,767 9,155 11,770 10,983 12,687 12,727
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• IND-AS numbers for FY18-FY20;

** Cash EBITDA: Billing – Operating expenses adjusted for non-cash ESOP charges Info Edge standalone financials .

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Billing and Cash EBITDA

Segmental Billing and Cash EBITDA (Rs Mn) trend**

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12,686
12,300 11,770
11,300
10,300 9,770
9,155
9,300
8,475
8,300
7,080
7,300
6,300
5,300
4,240 5,120
4,978
4,300
3,530
3,293
3,300 2,690
2,300
1,300
300
(48)
(88)
(700) (40) (190) (629)
(291)
FY18 FY19 FY20
IE Billing Recruitment Billing Other Verticals Billing
Recruitment Cash EBITDA 99 Acres Others ( JS and Shiksha)
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• IND-AS numbers for FY18-FY20; Segmental data for Naukri and other verticals

** Cash EBITDA: Billing – Operating expenses adjusted for non-cash ESOP charges Info Edge standalone financials

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Operating EBITDA

Info Edge and Segment-wise EBITDA (Rs Mn)

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6000
5000
4000
3000
2000
1000
590
484 508
0
FY18 FY19 FY20
Info Edge Recruitment EBITDA Loss in Other verticals
5159
4361
4270
3845
3564
3150
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• • FY18– FY20 in the charts above are based on IND-AS numbers; rest all years which are as per I GAAP

• 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

• Info Edge standalone financials.

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People, Brand and IP - Key Value Drivers for Info Edge

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6000 50%
45%
43%
42% 43%
5000
40%
35%
4000
30%
3000 25%
20%
2000 16%
16%
15%
13%
10%
1000
5%
0 0%
FY18 FY19 FY 20
Personnel Cost (Rs Mn) Marketing Cost (Rs Mn)
Personnal Spend as % of revenues Mktg Spend as % of total cost
3930 1163 4597 1756 5414 2044
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• 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

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Assets and funds Allocation

As of March 31, 2020 #

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Assets
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Liabilities
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6% Cash & Liquid 4% Shareholders Equity
7% ^
Investments ^
14%
Investment in Customer Advances /
Startups Deferred Sales
Revenue
41%
Operating Assets Other Liabilities &
Provisions
46%
Other Assets 81%
Total: 31,110 Mn Total: 31,110 Mn #
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• 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

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IE Venture Fund - AIF

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• Floated an AIF Class II Fund, in 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.

• Investments through the fund ( till 31[st] July’20) , 995MN- Dotpe Pvt Ltd ,Qyuki Digital Media Pvt Ltd Intellihealth Solutions Pvt Ltd ,Fanbuff Esports India Pvt Ltd ,Ruskmedia , First Hive,Bulbullive shopping network pte ltd.

• WOS of IEIL are the GP to this fund.

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Market cap performance

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Info Edge historical market cap trend (Rs Mn) and Nifty Mid-cap relative trend
40000
35000
30000
32% CAGR
25000
20000
15000
10000
5000 8% CAGR
0
Market Cap Mid-cap Nifty Indexed to IE Market Cap
Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20
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Corporate Governance- Cornerstone to our value system

 Independent Directors forms majority of the Board

 Non- Executive Chairman

 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

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Board of Directors

Whole time Non Executive Kapil Kapoor (55) Sanjeev Bikhchandani (56) Founder and Executive Vice Chairman & Non Executive Chairman Director BA Econ. St. Stephen’s. B.A.Econ, PGDM IIM-A PGDM IIM-A Previously with GlaxoSmithKline Previously COO (Global Business Development), Timex Group Hitesh Oberoi (47) Managing Director and CEO B.Tech IIT Delhi, PGDM IIM-B Previously with HLL (Unilever)

Chintan Thakkar (53) Whole-time Director and CFO Chartered Accountant Previously with Computer Associates, India

Independent Saurabh Srivastava (73) Naresh Gupta (53) Non Executive Director Independent Director B.Tech IIT Kanpur, M.Sc Harvard B Tech IIT Kanpur, Ph.D, Founder IIS Infotech University of Maryland (Now Xansa) NASSCOM, TIE, IAN, IVCA Previously MD, Adobe India Bala Deshpande (53) Ashish Gupta (53) Independent Director Independent Director B Tech IIT-K, Doctorate from MA Econ., MMS JBIMS Stanford University Sr. MD, New Enterprise Founder Tavant Technologies, Associates (NEA ) Junglee; Amazon

Sharad Malik (56) Independent Director B Tech IIT-D, MS, PhD, University of California Chair-(Deptt. of Electrical Engineering), Princeton University

Geeta Mathur ( 53) Independent Director Chatered Accountant Associated with ICICI Bank, Helpage India, IPE Global.

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Nationwide sales/customer interface infrastructure

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Info Edge sales offices illustrative map
Chandigarh
Geographical Spread as on date
Delhi NCR (Noida, Gurgaon)
Jaipur
Lucknow 
Nation wide coverage
Kolkata
Ahmedabad Indore Bhopal Raipur through 77 company branch
Nasik
offices in 47 cities in India
Bhubaneshwar
Mumbai Aurangabad Vishakhapatnam

~ 3098 sales/ servicing/
Hyderabad
Pune
client facing staff or 66% of
the company’s workforce of
~4697
Bangalore Chennai
Pondicherry
Kochi
Trivandrum
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COVID-19: The Impact and the Response so far….

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Steps taken to ensure smooth functioning of operations

• We moved to “work from home” model mid-March before the lockdown was by

• 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 smoothly

• The internal control and financial reporting environment has been maintained effectively

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

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COVID-19: The Impact and the Response so far….

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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 and domestic and global economy,

• 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

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COVID-19: The Impact and the Response so far….

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• on business and estimation of future on

• Impact operating impact 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

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Performance of Key Business Verticals
Naukri ( India) 99acres Jeevansathi
Billings (INRmm) Billings (INRmm) Billings (INRmm)
36%
31%
16% 16%
13%
13% 13%
12% 8% 6% 6%
5%
1st April'19 - 15th 1st April'20 - 15th 1st Apr'19- 15th 1st Apr'20- 15th 1st Apr'19- 15th 1st Apr'20- 15th
Jul'19 Jul'20 Jul'19 Jul'20 Jul'19 Jul'20
Billing, 269.5
Collection, 269.5
Collection, 2,593.0 Billing, 2,662 Collection, 496.0 Billing, 518.0 Collection, 234.3 Billing, 234.3
Billing, 1,530
Collection, 1,474.0
Billing, 163.0
Collection, 181.0
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• Billing improved sequentially each month suggesting signs of recovery.

• From YOY perspective Naukri India saw a billing decline of INR 954 MN in Q1’21

• Apr YoY was at -90%;

• Partial lockdown in May and onset of Unlock phase in early Jun has helped in some recovery with May ending at at -85% YOY

• • Jun further improving to -52% resulting in Q1 YoY at -71%

• Matrimony business has not been impacted by lockdown.

• • YOY growth for the quarter stood at ~13%

22

Numbers pertaining to FY 21 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.

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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.

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Bank and Debt Market Investments

As on 31[st] March’20

	IEIL WOS AIF Total Bank/ FDR 10456 1358 1145 12959 MF – Liquid Scheme 2554 2554 Total 13010 1358 1145 15513 s on 15th July’20*
A
	IEIL WOS AIF Total
	Bank /FDR * 12581 1309 1009 14899 MF – Liquid Scheme Total 12581 1309 1009 14899

As on 15[th] July’20

( All figures in Rs Mn)

• Balance as per books, does not include accrued interest.

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Naukri

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Key operating metrics for Naukri

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5,40,000
Dominant Traffic Share among
job listings
peers
Avg.
13,000
6,99,000
new
resume 69 Million Resumes
resumes
searches Daily activity on added
daily
Naukri platform
in Q4FY20 ~48,000 Job Seekers availed
premium services
5,00,000
415,000+
recruiter
resumes
email 59,500+ Unique Clients [#]
modified
connects
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• Comparison among traditional job-boards (excludes Linkedin and Indeed) # Based on IND-AS revenue

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Naukri traffic share among traditional job sites

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

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120.0%
100.0%
80.0%
60.0%
40.0%
20.0%
0.0%
Naukri Monster India Timesjob Shine Indeed
----- End of picture text -----

Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised the algorithm for calculating time share through app in Q3’20

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Naukri traffic share among traditional job sites

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

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----- Start of picture text -----

120%
100%
80%
60%
40%
20%
0%
Naukri Monster India Timesjob Shine
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Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised the algorithm for calculating time share through app in Q3’20

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Naukri is a business of the virtuous circle

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----- Start of picture text -----

Benefits
•
Naukri has over
We get the 100% of industry
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
office
traffic
–
Superior talent
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Revenue sources for Naukri

 B2B revenues ( as on date) comprise ~90% of overall Naukri revenue and includes:

– 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 jobs)

 B2C includes revenue from

– Job seeker services

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Breakdown of revenue by Product and Industry

Data for trailing 12 months to March 2020

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----- Start of picture text -----

RMS / CSM /
Others, 1.5%
Referral, 5.5% IT & ITES, 30.2%
Services/Others,
Assisted search,
18.8%
5.5%
Branding, 6.1%
Manufacturing,
Job seeker
5.4%
services, 10.1%
BFSI, 6.1%
Resume
database access,
59.8%
Job listings, Infrastructure,
11.5% 12.6% Recruitment
Firms, 26.9%
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~50% of consultants caters to IT/ ITES industry. Accordingly, IT and ITeS contributes ~42-44% of overall revenues.

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Increasing realization per unique client with increasing number of customers

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----- Start of picture text -----

Naukri India - Revenue per client and # of clients
93
85 85 100
76
80
75 50
80
70 76
72
65 0
FY18 FY19 FY20
Avg. realization in Rs '000 (LHS) # of unique clients in '000 (RHS)
Recruitment Segment Billing and EBITDA Margin
10000 60%
56%
55%
8000 54%
50%
6000
9155
4000 8475
7079 40%
2000
0 30%
FY18 # FY19 # FY20 #
Billing (Rs Mn) EBITDA margin (%)
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• # FY18 – FY20 numbers as per IND-AS. Above numbers are segmental business numbers for Naukri..

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----- Start of picture text -----

Naukri Investment strategy
Enhance Core
Platform Efficiency
and Experience
using AI / ML
Experimenting
Outcome based Strengthen Product
Business models- Offering – RMS.
BigShyft.
Key Investment
Avenues
Strategic
Enhancing Job
Investments in
Seeker Experience/
adjacent business .
Career information
Such as Greyt HR
- Ambition Box .
and Coding Ninjas. Develop Multilple
Platform and brands
for niche space -
iimjobs, hirist, Blue
collar.
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iimjobs.com

• IEIL acquired 100% stake of High Orbit Careers Pvt Ltd (Domain: iimjobs.com) in all cash deal in June’19.

• iimjobs.com is India’s leading recruitment platform for management professionals

• Catering to 400+ Corporate Customers – across various industries.

• Consistent billing growth of 20% for last 3 FY.  FY’18 – Rs 149 Mn

• FY’19 – Rs 182 Mn

• FY’20 – Rs 218 Mn.

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RMS – empowering recruitment ecosystem

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----- Start of picture text -----

Enterprises
CHROs
SMBs
Recruiters
Naukri
Clients
Users
RMS
Hiring
Consultants
Managers
Partners
Candidates
Pay QBO QBOA Tax
----- End of picture text -----

• 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

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Naukri RMS

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The App and HTML5 site

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99acres

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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

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99acres traffic share

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

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----- Start of picture text -----

60%
50%
40%
30%
20%
10%
0%
99acres Magicbricks Commonfloor Housing
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Source: SimilarWeb

Similarweb revised the algorithm for calculating time share through app in Q3’20

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99acres traffic share

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

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----- Start of picture text -----

60%
50%
40%
30%
20%
10%
0%
99acres Magicbricks Commonfloor Housing
----- End of picture text -----

Source: SimilarWeb

Similarweb revised the algorithm for calculating time share through app in Q3’20

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99acres business model

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----- Start of picture text -----

Revenue Model
 Projects

So we get Listings
the most  Featured listings
clients
We’ve got the  Microsites
most real estate  Email campaigns
listings
 Banner Ads

Re-sale
 Listings
So we get 
Featured listings
the most

Rental
response So we get
the most  Listings

traffic Featured listings
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Key business metrics for 99acres (Q4)

• As of March 31, 2020

• Total projects 1,70,633 + (under construction or ready-to-movein)

• Total listings 9,41,850 (including 4,21,384 owner listings)

  • Residential

• 7,86,067

• Commercial 1,55,783

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Break-down of Customers and Billing

No. of customers in ‘000

Billing breakdown by customer type

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42%
52%
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----- Start of picture text -----

5.0
21.6
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BROKER BUILDER

BROKER BUILDER

Data for trailing 12 months to March 2020

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99acres –strategy

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----- Start of picture text -----

•
• Customer Service Analytics
•Lead optimization
•Project
comparisons • Monetization
updates / payment Customer Data •New offerings
plans
Service Science
Strategy
Platform Data Quality
• SEO
•Mobile & HTML site • Verify listings
• Personalization •Improve listing
•Brand building quality
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----- Start of picture text -----

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

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99 acres – Last 3 year Financials

99acres Annual Revenue (Rs Mn) and EBITDA (Rs Mn)

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----- Start of picture text -----

2,500
2,000 36%
31%
16% 16%
13%
1,500 13% 13%
12% 8% 6% 6%
5% 2,280
1,919
1,000
500 1,354
52
-
FY18 FY19 FY20
(196)
(194)
(500)
Revenue EBITDA
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99acres cumulative cash loss (management estimate) at Rs 2596 MN. Above numbers are segmental financials for 99 Acres business.

• FY18 onwards numbers are EBITDA numbers (adjusted for non-cash ESOP charges) as per IND-AS; All others in I GAAP

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

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Mobile app – home screen, navigation and search

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4 9 49

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

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----- Start of picture text -----

50
50
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Mobile app – project search results page, project detail page and property posting form

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Jeevansathi

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Online matrimonial business - India

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• Online spend by users estimated to be ~Rs 7-8 bn in FY ‘19-20.

• Three main players – Bharat matrimony, Shaadi and Jeevansathi

• Used primarily by

• Those disconnected from mother community

• Youngsters looking for choices

• Families for match-making

• Fragmented market basis

• Geography

• Communities (religion, caste, sub castes)

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Jeevansathi business model

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• 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

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Mobile app

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Jeevansathi – Last 3 year financials

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

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----- Start of picture text -----

1,000
800
600 24%
31% 22%
29% 21%
29% 19%
400 21%688 18%723 847
10%
16% 16%
200
-
FY18 FY19 FY20
(200)
(332)
(228)
(400)
(650)
(600)
(800)
Revenue EBITDA
----- End of picture text -----

Jeevansathi cumulative cash loss (management estimate) at Rs 1395 MN. Above numbers are segmental financials for JS business.

• FY18 onwards numbers are EBITDA numbers (adjusted for non-cash ESOP charges) as per IND-AS; All others in I GAAP

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

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Shiksha

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

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Educational classifieds business - India

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Industry Highlights

Business Model

• Education as a category spends amongst the highest in print

• Spend in print estimated to be similar to real estate

• Online , School/College contact Consultant

• programs, commissions & fairs form bulk of remaining marketing spends by colleges and Universities

• Growing number of online players

• 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)

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Shiksha – Business Statistics

• Domestic Colleges – 30000, Courses – 215000+, #Reviews – 180,000+, Exams – 600+

• Study Abroad Universities – 1864 from 52 countries, Courses – 21452, Scholarships - 2240

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Authentic College Reviews

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60

Campus representatives from colleges for credible advice

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Shiksha – Last 3 years financials

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

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----- Start of picture text -----

600
533
481
500
425
43%
400
32%
300
39% 20% 20%
26%
11% 10%
200 7%
7%
3%
100
37
19 7
-
FY18 FY19 FY20
Revenue EBITDA
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• 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 • FY20 EBITDA numbers are adjusted for IND AS 116 impact. And hence will be different from reported numbers.

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Investments

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Investment Portfolio (Q4)

Investee Company	Website	Book value of investment as on 15th July’20	Book value of investment as on 15th July’20	Approx. diluted and convertd shareholding % (Actual)
Active		(Rs Mn)
Zomato Media Pvt Ltd.	www.zomato.com	1,522		22.71%
Etechaces Marketingand ConsultingPvt Ltd.	www.policybazaar.com	5,758		15.10%
HappilyUnmarried MarketingPvt Ltd.	www.happilyunmarried.com	333		42.33%
NoPaperForms Solutions Private Limited	www.nopaperforms.com	337		48.10%
International Educational GatewayPrivate Limited	https://www.univariety.com/	205		37.90%
Agstack Technologies Private Limited	http://www.gramophone.in/	204		33.21%
Bizcrum Infotech Private Limited	https://www.shoekonnect.com	160		32.85%
Medcords Healthcare Solutions Private Limited	http://www.medcords.com/	96		22.40%
Printo Document Services Private Limited	http://www.printo.in/	159		25.12%
ShopKirana E TradingPrivate Limited	http://shopkirana.com/	604		25.36%
GreytipSoftware Private Limited	https://www.greythr.com/	350		20.25%
Metis Eduventures Private Limited(Adda_24*7)	https://www.adda247.com/	280		16.97%
Terralytics Analysis Private Limited(Teal)		50		20.00%
LQGlobal Services Private Limited	https://www.legitquest.com/	15		16.67%
Llama Logisol Private Limited(Shipsy)	https://shipsy.in/	50		10.00%
Sunrise Mentors Private Limited(CodingNinja)	https://www.codingninjas.com/	371		25.00%
Investment from AIF		498
		10,992

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 has been executed as of date.

• Net of disposal of secondary sale with proceeds of USD 50 mn; Shareholding post the latest round of investment and dilution ** Represents effective economic interest held by Info Edge directly or through its wholly owned subsidiaries (7.59%) and indirectly through a JV subsidiary with Temasek (8.26%). The amount represents Info Edge’s net investment.

Written off / provisioned investments – Studyplaces, 99Labels, Nogle Technologies, Canvera Digital, Kinobeo Software Pvt. Ltd. (Mydala), Green Leaves Consumer Services (Bigstylist), Rare Media Co., Vcare TechNologies ( Diro Labs) and Mint Bird Tech. (Vacationlabs), Applect Learning (Meritnation), - Total amount written off is Rs 2,994 Mn.

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Investee companies financials

Figures in Rs Mn.

					Figures in Rs Mn.	Figures in Rs Mn.	Figures in Rs Mn.
Investee Company	Website	FY18 FY19 FY20 Operating revenue			Operating EBITDA
					FY18	FY19	FY20
Partly owned subsidiary Applect LearningSystems Pvt Ltd.	www.meritnation.com	308.36	347.66 245.75		(130.92) (224.87) (211.89)
Associate Companies Zomato Media Pvt Ltd. Etechaces Marketing and Consulting Pvt Ltd. Happily Unmarried Marketing Pvt Ltd. Unnati Online Pvt Ltd VCARE Technologies Pvt. Ltd. Ideaclicks Infolabs Private Ltd. Kinobeo Software Pvt Ltd. Green Leaves Consumer Services Pvt. Ltd. Mint Bird Technologies Pvt. Ltd. Rare Media Company Pvt. Ltd. Wishbook Infoservices Pvt Ltd NoPaperForms Solutions Private Limited International Educational Gateway Private Limited Agstack Technologies Private Limited Bizcrum Infotech Private Limited Medcords Healthcare Solutions Private Limited Printo Document Services Private Limited Shop Kirana E Trading Private Limited Greytip Software Private Limited Metis Eduventures Private Limited Terralytics Analysis Private Limited Llama Logisol Private Limited LQ Global Services Private Limited Sunrise Mentors Private Limited	Associate Companies www.zomato.com www.policybazaar.com www.happilyunmarried.com www.unnatihelpers.com www.dirolabs.com www.zippserv.com www.mydala.com www.bigstylist.com www.vacationlabs.com www.bluedolph.in www.wishbooks.io www.nopaperforms.com www.univariety.com www.gramophone.in www.shoekonnect.com www.medcords.com www.printo.in www.shopkirana.com https://www.greythr.com/ https://www.adda247.com/ https://www.tealindia.in/ https://shipsy.in/ https://www.legitquest.com/ https://www.codingninjas.com/	8,650.63	19,775.33	38,530.19	(1,492.06)	(26,174.74)	(27,118.30)
		N.A.			N.A.
			N.A.			N.A.
Total	Total	9,374.67	20,298.61	38,775.94	(1,875.13) (26,465.59)		(27,330.19)

• FY16 - FY19 numbers are based on IND AS vs. I GAAP earlier

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Zomato

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Zomato is world’s leading restaurant search, discovery and transaction platform

Zomato has three key businesses

1. Listings & Reviews

2. Food Delivery

1. Subscription Programs

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• Launched in 2008

• Present in 24 countries

• 1.5m+ high quality restaurant listings with up to date scanned menus, photos and user reviews

• Launched in 2015

• Present in India

• Hybrid delivery model – combination of self fulfilled and restaurant fulfilled orders

• Launched in 2017

• India and international presence

• Privileged membership programs; privileges are funded by restaurants

Largest restaurant reviews & ratings platform

One of the leading food delivery players

One of its kind, unique membership program

Other key investors in Zomato – Alipay, Seqouia, VY Capital and Temasek

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Growth is fuelled by two self feeding “flywheels”, that define Zomato’s unique business model

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

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----- Start of picture text -----

CONTEN
EngagementT Content
Stage 1
MONETISATION THROUGH
ADVERTISING
Traffic
Stage 2
MONETISATION THROUGH
TRANSACTIONS
Transactions Retention
----- End of picture text -----

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 content

STAGE 2 - TRANSACTIONS

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

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Highly interactive platform ensures high user and restaurant engagement

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----- Start of picture text -----

Bookmark Social Reviews Photos Menus Customized Advanced
Feed & Ratings Collections Search
Retrieval of Latest updates Description and High quality Comprehensive Trend-based, Multi-dimensional
favorite places from friends and rating of user user generated and updated curated group of filters for targeted
with a single click foodies experiences content menus restaurants search
----- End of picture text -----

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

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PolicyBazaar

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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

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Happily Unmarried

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Ustraa

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• 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.

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PRODUCT PORTFOLIO

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Fragrances
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Soaps

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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

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People Development

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 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 .

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Contribution to Environment.

IEIL’s Corporate Office

• Green Building

• Silver Certification

• By Indian Green Building

• Council (IGBC)

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Improved Indoor Air Quality at Noida / NCR Offices –

• Outside PM 2.5 - 881, Inside PM 2.5 – 20.

• 73% Employees have advantage of cleanest air being at IEIL (3394 out of 4653 Employees)

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Conserving Precious Natural Resource – Water

• 105 Nos. of Aerators in use

• 7,00,000 liters conserved / year

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Commitment for a Green Future

• Electric Vehicle - starting to use one electric vehicle for various within city travel needs

• Electric Vehicle Charging Station - One in place at IEIL’s Noida office & another one to go live soon… to spread awareness and to encourage employees for use of EV’s

Energy Conservation / Optimization

• 3200 Nos. LEDs and 22 Nos. VFDs in use

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• Optimized - 2,00,000 Units / Year

Commitment for a Green Future

• Solar Power (50 KW Onsite) - under implementation stage - in 45 days

• Plantation Drive – to give back to nature, spread awareness & encourage employees for greener environment & future

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Investor relations contacts

Name	Chintan Thakkar	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

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Annexures

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Naukri has dominant traffic share

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Traffic from desktops based on time spent – excluding indeed
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
Naukri Monster India Timesjob Shine
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Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to job Similarweb revised the algorithm for calculating time share through app in Q3’20

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Naukri has dominant traffic share

Android App traffic share based on time spent – excluding indeed

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120%
100%
80%
60%
40%
20%
0%
Naukri TimesJobs Shine Monster
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Source: SimilarWeb

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

• ~70% of Naukri’s traffic comes through Android / iOS apps and mobile site

• Similarweb revised the algorithm for calculating time share through app in Q3’20

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Naukri’s traffic share

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Naukri’s Desktop traffic based on time spent – including Indeed
80.0%
70.0%
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%
Naukri Monster India Timesjob Shine Indeed
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Source: SimilarWeb

Above chart excludes Linkedin since much of the traffic may not pertain to jobs Similarweb revised the algorithm for calculating time share through app in Q3’20

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