info edge

2.  Info Edge is an Indian consumer internet domain.
 Has diversified business portfolio and it is one of the very few profitable
internet companies in the country.
 The company was incorporated on May 1, 1995 as Info Edge (India) Private
Limited and became a public limited company on April 27, 2006.
 It is India’s premier online classifieds company in
Recruitment-Naukri.com
Matrimony-Jeevansathi.com
Real estate-99acres.com
Education-Shiksha.com
 Currently has market Capitalization of Rs.16937 crores.

3. •Search Jobs •Education Listings •Students to institutions
•Search Resumes •Ask and answer •Students to companies
•Search Brides and
groomes
•Matrimonal profiles •Brides to grooms
•Search properties •Property listings •Sellers to Buyers
•Search people •Groups and
communities
•People to people
WHAT THEY WORK ON
Search and match Content Users want
Platform to make
users connect

4. HELPING USERS FIND IMPORTANT THINGS IN
LIFE

5. Internal Business

6. INVESTMENTS
India’s leading restaurant
ratings and review site
Shareholding-46%
Supplementary online learning
platform for K12 , Entrance
exams
Shareholding-66%
On demand at home,
beauty related services
Shareholding-49%
India’s leading insurance
comparison site
Shareholding-10%
India’s leading site for prints
and photobooks
Shareholding-62%
Men’s grooming range
and creative/fun products
Shareholding-48%

7. Its business portfolio comprises:
 Recruitment: Online recruitment classifieds, www.naukri.com a clear
market leader in the Indian e-recruitment space.
 www.naukrigulf.com job site focused at the Middle East market, offline
executive search. Additionally, Info Edge provides jobseekers value added
services (Naukri Fast Forward) such as resume writing.
 Matrimony: Online matrimony classifieds, www.jeevansathi.com, is
among the top three in India’s online matrimonial space, and has offline
Jeevansathi Match Points and franchisees.
 Real Estate: Online real estate classifieds, www.99acres.com is India’s
largest property marketplace covering almost all the major cities and a
large number of agents and developers.
 Education: Online education classifieds, www.shiksha.com, is the
smartest gateway for students to achieve their goals.

8. Info Edge has the following subsidiary companies:
 Naukri Internet Services Private Limited and Jeevansathi Internet
Services Private Limited, which own internet domain names and related
trademarks.
 Allcheckdeals India Private Limited which provides brokerage services in
the real estate sector in India.
 Applect Learning Systems Private Limited which is engaged in business
of kindergarten to class12 (K-12) assignment and tuitions through its online
portal Meritnation.com.
 Zomato Media Private Limited, which operates an online food guide portal
zomato.com.
 MakeSense Technologies Private Limited, owner of proprietary software
for semantic search which augments search capabilities for both recruiters
and job seekers, principally on naukri.com.

10. Naukri is the dominant leader in the online job market
Revenue sources
• B2B revenues about 90% (from Recruiters)
– Resume database access
– Job listing (response management)
– Employer branding (visibility)
- Resume short listing and screening, campus recruitment
•B2C about 11% – Job seeker services
•Competition
Local job boards
– Indeed.co.in
– Monsterindia.com
– Timesjobs.com
– Shine.com
– Linkedin

11. 0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Jan-16
Feb-16
Mar-16
Apr-16
May-16
Jun-16
Jul-16
Aug-16
Sep-16
Oct-16
Nov-16
Dec-16
Jan-17
Feb-17
Mar-17
Apr-17
Naukri
competetors
Naukri’s Internet Traffic Share(overall)

12. Online real estate business - India
• Real estate estimated to be one of the large advertising category
(~Rs 2000 Crore in FY 16- 17)
• Their estimate of spend on online real estate portals was about Rs 350
Crore in FY 16-17
• 99acres, a leader amongst 6 players – Google and local classifieds sites
(like Olx and Quikr) also compete for this market
• Access through mobile increasing (nearly 69% of the sessions in Q2
through mobile vs 56% in Q2 last year)
Status of competition
• 99acres and Magicbricks are the two serious players in classifieds sites
category
• Commonfloor was taken over by Quikr 35 Post 2015.

13. 0
10
20
30
40
50
60
70
Jan-16
Feb-16
Mar-16
Apr-16
May-16
Jun-16
Jul-16
Aug-16
Sep-16
Oct-16
Nov-16
Dec-16
Jan-17
Feb-17
Mar-17
Apr-17
99 Acres
competetors
99 acres Internet Traffic Share(overall)

14. Online matrimonial business – India
• Online market estimated to be Rs 600 to 650 crore in FY 16-17
• Three main players – Bharat matrimony, Shaadi and Jeevansathi
Competition
• Three main players
– Bharat Matrimony is the leader
– Shaadi is no. 2
– Jeevansathi no. 3
• Bharat Matrimony dominates states in south India
• Shaadi leads in Gujarat and Punjab
• Jeevansathi leads in certain north India states

15. Educational classifieds business - India
• Education as a category spends amongst the highest in print –Spend in
print estimated to be similar to real estate
• Online School/College courses, Consultant commissions & fairs from by
colleges and Universities
• Growing number of online players
Competition
– different for India and abroad
Domestic
• Print Media
• Online- Google , HTcampus ,Minglebox , Careers360 ,
MBA Universe , CollegeDekho , CollegeDunia , Sarvgyan , Aglasem
Study abroad
• Online-Studyportals , Masterstudies ,
Top mba / Top universities (QS) , Collegeboard, Multiple Emerging startups

16. 0
100
200
300
400
500
600
700
2015-16 2016-17
Recruitment Solutions
99 Acres
Jeevansathi&Siksha
Recruitment Solutions include Naukri,
Naukri Gulf, First Naukri,Quadrangle
Revenues
Rs(Cr)

17. -150
-100
-50
0
50
100
150
200
250
300
350
2015-16 2016-17
Recruitment Solutions
99 Acres
Jeevansathi&Shiksha
Rs(Cr)
Net Profit
Recruitment Solutions include Naukri,
Naukri Gulf, First Naukri,Quadrangle

18. Stars Question
Marks
Cash Cows Dogs
High Growth
Low Growth
High Market
Share
Low
Market
Share

19. 1.Dominant player with strong
brand value
2.Largest Data base
3.Highest Traffic share
1.High dependence
on Naukri.com
2.Poor Performance
of subsidaries
1.Large Job market
2.Internet penetration
3.High density youth
1.Economic slowdown
2.Burst of IT bubble
3.Security concerns
SWOT
S W
O T

20. Ratio (2015-16) (2016-17) Indication
Net Profit Ratio 17.3% 25.4%
ROA 6.4 8.3
ROE 7.8% 10.3%
ROCE 7.9% 10.2%
EPS 11.7 16.8
EPS Growth rate (30)% 43.7%
P/E Ratio 65.7 47.5
PEG Ratio -2.19 1.08
Ratio Analysis

21. RISK THEY FACE
Operational Risks
 Data Security:Technical failure and breakdowns in servers could lead to interruptions of our
websites and result in corruption of all data and/or security breaches.
 Obsolescence: Being a technology driven company, it always faces the risk of an
innovation or product development that can make one or more of Info Edge’s propositions
redundant.
Strategic Risks
 Competition Risk: All the portals face competition directly on the online space and the
offline.
 Dependency Risk:The Company relies heavily on the recruitment business in India for its
profits and cash flows.

22. RISK THEY FACE
 Investment Risk:The Company has an exposure of investments worth `7,340 million in
investee startups. There is a probability that this entire investment might not generate
returns, and absorb more cash in the incubation/ early phase.
Financial Risks and others
 Tax Issues: The Company has had a few income tax and service tax cases against it, which,
if lost, may impact future cash flows. However, none of these is material.
 Privacy: Changes in privacy laws may impact the Company’s ability to share personal data
on their websites. However, since in most cases the Company seeks prior consent from the
users before sharing any such data, the effect of this development on Info Edge should be
minimal.

23. Manpower and Regulatory Risks
 Attrition: Being a knowledge driven business, significant increase in people attrition may
affect the course of the business. The Company is focusing on making workflows as process-
driven as possible.
 Content Liability: Most of the portals rely on information being posted by users. Fraudulent
postings/ profiles on the website and spamming by some of the users may damage the
Company’s reputation.
 IPR Protection:The Company has been protecting its trademarks against
infringement/passing off by third parties who use them in a trademark sense. Even so, it is
exposed to risks of third parties trying to use our marks.
RISK THEY FACE

24. 949
977
1186
1059
1102
1059
1071
1113
1112
1189
1215
1179
1219
1294
12241238
1282
1381
1377
1391
1401
1386
0
200
400
600
800
1000
1200
1400
1600Price
Time(Weekly)46% up

25. Cash
1467 Cr
•Since comparing the
 Net Profit
ROA
ROE
ROCE
PEG ratio
Info Edge Company is performing well in the 2016-17 year comparing
with previous financial year.
•But its subsidaries are not doing well.
•Naukri.com is playing dominant role in Infoedge performance.
•Infoedge should focus on 99acres and jeevansathi.com to enhance their
performance.
•Overall Infoedge performance is satisfactory in 2017.

26. THANK YOU