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India's one of the very few 'Profitable Pure Play Internet Companies'
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(Disc: Accumulating in small qtys)
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(Disc: Accumulating in small qtys)
2. Info Edge incorporated in 1995 & went public in 2006. Starting with classified recruitment online business - http://naukri.com later diversified & invested in other online 'Businesses'
Founder & Vice Chairman: Sanjeev Bikhchandani.
Founder & Vice Chairman: Sanjeev Bikhchandani.
3. Info Edge online businesses r:
* Recruitment:
~ http://naukri.com
~ http://naukrigulf.com
~ http://quadranlesearch.com
~ http://firstnaukri.com
~Naukri Fast Fwd
* Matrimony
~ http://jeevansathi.com
* Real Estate
~ http://99acres.com
* Education
~ http://shiksha.com
* Recruitment:
~ http://naukri.com
~ http://naukrigulf.com
~ http://quadranlesearch.com
~ http://firstnaukri.com
~Naukri Fast Fwd
* Matrimony
~ http://jeevansathi.com
* Real Estate
~ http://99acres.com
* Education
~ http://shiksha.com
4. Info Edge start-up ventures in Indian Internet Market :
http://zomato.com
http://meritnation.com
http://policybazaar.com
http://mydala.com
http://canvera.com
http://happyunmarried.com
http://vacationlabs.com
http://bistylist.com
http://bluedolph.in
http://zomato.com
http://meritnation.com
http://policybazaar.com
http://mydala.com
http://canvera.com
http://happyunmarried.com
http://vacationlabs.com
http://bistylist.com
http://bluedolph.in
5. Info Edge has 62 offices located in 43 Cities with 4K + employees
Their offices outside India are in Dubai, Bahrain, Riyadh & Abu Dhabi
They have categorized their businesses into:
Core - Naukri
Other -
Invested -
>70% revenue flows from recruitment business
Their offices outside India are in Dubai, Bahrain, Riyadh & Abu Dhabi
They have categorized their businesses into:
Core - Naukri
Other -
Invested -
>70% revenue flows from recruitment business
6. Key Financials - Past 5 yrs
*CAGR*
Revenues: 16.5%
EBITDA: 17.5%
*Others (FY'19)*
Operating Margin: 32%
Cash: 1,550 Cr
Rev: 1098 Cr
Investments in startups: 1037 Cr
*CAGR*
Revenues: 16.5%
EBITDA: 17.5%
*Others (FY'19)*
Operating Margin: 32%
Cash: 1,550 Cr
Rev: 1098 Cr
Investments in startups: 1037 Cr
7. 14% of the cash generated by Recruitment has been used to fund other businesses till Fy'19.
Info Edge Sales Interface Infrastructure~
Info Edge Sales Interface Infrastructure~
8. Shareholding Pattern:
MFs: 11.9%
FIIs: 36.2%
Promoters: 42.9%
Others: 9%
Board of Directors
Chairman: Kapil Kapoor (prev worked for Timex Group)
Founder & V Chairman: Sanjeev Bikhchandani (prev worked for GSK)
CEO: Hitesh Oberoi
CFO: Chintan Thakkar
MFs: 11.9%
FIIs: 36.2%
Promoters: 42.9%
Others: 9%
Board of Directors
Chairman: Kapil Kapoor (prev worked for Timex Group)
Founder & V Chairman: Sanjeev Bikhchandani (prev worked for GSK)
CEO: Hitesh Oberoi
CFO: Chintan Thakkar
9. Some interesting facts:
Job Listings: 5 Lacs
Ave Resumes Searched: 6.76 Lacs / Day
Recruiter e-mail connects: 4.9 Lacs
Resumes Modified: 3.9 Lacs
News Resumes Added: 12K/ Day
Job Listings: 5 Lacs
Ave Resumes Searched: 6.76 Lacs / Day
Recruiter e-mail connects: 4.9 Lacs
Resumes Modified: 3.9 Lacs
News Resumes Added: 12K/ Day
10. Revenue Sources for Naukri:
B2B revenues comprise ~ 90% of overall Naukri revenue and includes
–Resume database access
–Job listing
–Employer branding
–Career site manager
–Others
-Resume short listing and screening, campus recruitment – Non recruitment advertising
B2B revenues comprise ~ 90% of overall Naukri revenue and includes
–Resume database access
–Job listing
–Employer branding
–Career site manager
–Others
-Resume short listing and screening, campus recruitment – Non recruitment advertising
11. Naukri's Recruitment Management Services - empowering recruitment ecosystem
12. Naukri App - with 10M+ downloads and 1M+ reviews
13. Anyway their Core & Other business are past, whats interesting to watch is their Invested Business..especially:
'Zomato & PolicyBazaar and Ustraa & Happily Unmarried'
'Zomato & PolicyBazaar and Ustraa & Happily Unmarried'
@gaurav28jain Gaurav Jain in his detail analysis video says~
Infoedge: Zomato & PolicyBaazar are expecting a valuation of 7 (3.5 + 3.5) billion dollar by 2021.
~ Infoedge hold 22% and 15% stake.
& Infoedge share will be 2.45 billion dollar at that valuation.
End
Infoedge: Zomato & PolicyBaazar are expecting a valuation of 7 (3.5 + 3.5) billion dollar by 2021.
~ Infoedge hold 22% and 15% stake.
& Infoedge share will be 2.45 billion dollar at that valuation.
End
