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J u : a l lndio's No. I locol seorch engine August 28, 2018 - PDF document

J u : a l lndio's No. I locol seorch engine August 28, 2018 Metropolitan Stock National Stock BSE Limited Exchange of lndia Limited Exchange of lndia Department of 4th Floor, Vibgyor Towers, Limited Corporate Services Plot No. C 62,


  1. J u 劇 : a l ① lndio's No. I locol seorch engine August 28, 2018 Metropolitan Stock National Stock BSE Limited Exchange of lndia Limited Exchange of lndia Department of 4th Floor, Vibgyor Towers, Limited Corporate Services Plot No. C 62, Listing Department Listing Department G Block, Opp. Trident Hotel, Exchange Plaza P J Towers BandraKurla Complex, Plot no. C/1, G Block Dalal Street Bandra (East), Bandra-Kurla Complex, Mumbai - 400001 Mumbai - 400098 Bandra (E) Scrip Code: 535648 Scrip Symbol: JUSTDIAL Mumbai - 400051 D e a r S i r / M a d a m , o f : n v e s t o r M e e l n g ln accordance with the provisions of the Regulation 30 of the securities and Exchange Board of lndia (Listing Obligations and Disclosure Requirements) Regulations, 2015, we would like to inform that the representative of the Company wiliattend investors meeting viz. 146 Annual Global lnvestor Conference lndia Rising on August 28, 2018 at Mumbai. The Schedule may undergo change due to exigencies on part of lnvestor/Company. List of participants and copy of presentation to be shared with investors in the above conferences are attached. This is for your information and records please. Thanking You, Yours faithfully, For Just Dial Limited A b h i s h e k B a n s a : C h i e f F i n a n c i a : O f F i c e r J u s t D i c l L i m t t e d C I N N O : L 7 4 1 4 0 M H 1 9 9 3 P L C l I Ю 5 4 R e g u l e d & c l η 口 M o l o d W e s I M u m b o 4 0 0 0 6 4 “ 0 0 R e : P o l m c o u r B o l d i n g A ι 日 o o ` N e w u n k R o o d . B e s i d e s C o r e g o o n S p o n s C O m p e χ ′ 5 t h ) K 5 0 1 / B ‐ 2 8 8 9 3 7 8 9 T e l : 0 2 2 - 2 8 8 8 4 0 6 0 / 3 9 8 0 8 7 9 5 ● F o x : 0 2 2 ● l k o l o . C h e n n o L B O n g o l o c P u n e H y d e r o b o d A h m e d o b o d C o i m b o l o K 、 M u m b o L D e l h L K J o i p u r o n d c h O n d i g o 市 ∞ m j u s t d i a l 中 ` 8 8 8 8 8 - 8 8 8 8 8 1

  2. J u t t i a : ① lndio! No. 1 locol seorch engine Just Dial Limited - lnvestors Meeting - August 28,20'18. S Name of the Participants r . o N A l d e r C a p t a l 1 2 Aubrey Capital Management 3 B a l a l A l l i a n z L i f e l n s u r a n c e 4 Barinq Private Equity Partners lndia ‖ a M u t u a l F u n d 5 B I 6 Columbia Wanger ワ Composite Capital Manaqement ′ 8 Dalton lnvestments D o H c C a p l a l 9 E a s t C a p l a l 1 0 E d e l w e i s s M u t u a l F u n d ( A R B ) E m k a v P M S つ乙 1 3 Fuh Hwa Securities lnvestment Trust Co 1 4 General Atlantic 1 5 GMO Emerqinq Markets 1 6 H e l i o s C a p l a l 1 7 i C I C I P r u d e n t l a l L i f e l n s u r a n c e 1 8 l s h a n a C a p i t a l L i m i t e d K a r s t P e a k C a p l a l L i m t e d 1 9 2 0 Kora Capital 2 1 Luckv lnvestment Managers つ4 つ乙 Mirae Asset Management lndia 2 3 MK - Ventures M o l l a 1 0 s w a l A M C 2 4 N e w M a r k C a p l a l 2 5 2 6 Oxbow Capital Management P a b r a l l n v e s t m e n t F u n d s 2 7 2 8 Param Capital 2 9 Proqress Capital Pte Ltd 3 0 Safe Enterprise S B I M u t u a l F u n d 3 1 3 2 Steinberq lndia Opportunities Fund 3 3 Swiss Asia 3 4 Tata Asset Manaqement 3 5 Tree Line Advisors W h t e O a k C a p t a l 3 6 3 7 Z a a b a C a p i t a l に 日 m t t e d J u s t D i c l ア 4 1 4 0 M H 1 9 9 3 P L C 1 5 K X 1 5 4 C I N N O : L R e g s e r e d & C o p o 鰤 o 4 0 0 0 6 4 ‖ d i n g M 5 0 1 / B 5 t h 日 o χ M o l o d W e s I M u m b o ‐ O I n c e : P O l m c o u r B u ι N e w u n k R O O d B e s i d e s C o r e g o o n S p o n s C o m p e o ‐ 2 T e l : 0 2 2 - 2 8 8 8 4 0 6 0 / 3 9 8 0 8 7 9 5 ● 8 8 9 3 7 3 9 F o x : 0 2 2 C h e n n o l B O n g o l o r e P U n e H y d e r O b O d A h m e d o b o d C o i m b o l o r e 」 o i p u r o n d c h o n d i g c l r h ハ u m b o L D e l h L K o l k o l o ′ A 劇 ∞ m r 8 8 8 8 8 8 8 8 8 8 1 - l u s t d

  3. CORPORATE PRESENTATION August 2018

  4. C O M PA N Y O V E R V I E W High user engagement, 85.1 million ratings & reviews Database of 22.7 million listings ~452,900 active paid campaigns Figures as on Jun 30, 2018

  5. P L AT F O R M S Traffic 74% Share Q1 FY19 M O B I L E 125.2 million ^ Mobile site & Apps 19% D E S K T O P/ P C www.justdial.com 7% V O I C E 88888-88888 ^ Unique visitors are aggregated across various mediums – Voice, Desktop/ PC, Mobile; these may not necessarily be mutually exclusive

  6. VA L U E P R O P O S I T I O N F O R S M E s LISTING OWN WEBSITE PAYMENTS RATINGS REACH Every SME should Justdial can create SMEs can accept Ratings are key to JD Social, a social be listed on websites for SMEs digital payments users’ decision - media platform Justdial - India's instantly, which from their making, JD with curated leading local are mobile-ready, customers - via JD Ratings tool helps content, provides search engine & dynamic & have Pay, an online SMEs gather great visibility to online transactional payment more ratings & businesses rated marketplace capabilities mechanism reviews by users

  7. T R A F F I C / V I S I T O R S Unique Visitors (million) 140 125.2 120 111.6 107.6 105.0 100.5 100 86.8 80.5 76.6 75.9 80 60 40 20 0 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

  8. T R A F F I C / V I S I T O R S Unique Visitors split % 100% 90% 80% 51% 54% 58% 70% 60% 62% 66% 68% 71% 74% 60% 50% 40% 35% 30% 33% 30% 29% 28% 25% 20% 23% 21% 19% 10% 14% 13% 12% 10% 10% 9% 8% 8% 7% 0% 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19 Voice Web Mobile Unique visitors are aggregated across various mediums – Voice, Desktop/ PC, Mobile; these may not necessarily be mutually exclusive

  9. U S E R E N G A G E M E N T Ratings & Reviews (million) 90 85.1 81.9 79.0 80 76.1 73.1 70.5 67.9 70 64.8 62.6 60 50 40 30 20 10 0 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

  10. D ATA E N R I C H M E N T Active Listings - period end (million) 25.0 22.7 21.8 22.5 20.7 19.8 20.0 18.8 17.9 17.3 16.9 16.6 17.5 15.0 12.5 10.0 7.5 5.0 2.5 - 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

  11. D ATA E N R I C H M E N T Listings with Geocodes (million) 11.8 12 10.9 11 10.1 10 9.2 9 7.8 8 6.8 7 6.3 6.2 6.1 6 5 4 3 2 1 0 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

  12. D ATA E N R I C H M E N T Images in Active Listings (million) 50 47.9 44.8 45 41.4 38.5 40 35.6 35 31.7 30 27.9 25.4 25 22.5 20 15 10 5 0 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

  13. M O B I L E A P P S Cumulative App Downloads (million) 22 20.8 19.8 20 18.7 17.3 18 15.4 16 13.3 14 11.6 12 10.7 10.1 10 8 6 4 2 0 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

  14. J D - M O B I L E

  15. J D S O C I A L

  16. E F F I C I E N T & P R O F I TA B L E B U S I N E S S M O D E L  Paid Advertisers pay fixed monthly or annual fees to run search-led advertising campaigns for their businesses on Justdial’s platforms  Various premium (Platinum, Diamond, Gold) & non-premium packages available which determine placements in search results  Multiple factors determine pricing, such as business categories of advertiser, geographies targeted, type of package  Add-on products such as website banner, framed Justdial Ratings Certificate, own website, JD Pay, JD Ratings, etc. available  Advertisers can pay annual amount upfront or through monthly payment plans, ability to manage campaign online  Justdial also runs multi-city/ national campaigns for pan-India advertisers  Sales team comprises of 4,285 employees in KEY tele-sales, 1,480 feet-on-street (marketing), BUSINESS and 3,025 feet-on-street (JDAs - Just Dial ATTRIBUTES Ambassadors) as on Q1 FY19

  17. R E V E N U E Operating Revenue (Rs million) 2,250 2,114 2,005 1,968 1,945 2,000 1,900 1,817 1,803 1,803 1,763 1,750 1,500 1,250 1,000 750 500 250 - 1Q FY17 2Q FY17 3Q FY17 4Q FY17 1Q FY18 2Q FY18 3Q FY18 4Q FY18 1Q FY19

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