HHR Investor Presentation Deck
Substantial Customer Monetization Upside Potential
Revenue per UMV13, Last Reported Calendar Year
$/UMV
hh
123456ro
1)
2)
5.1
4)
hh
7)
1, 2
3.0x
15.4
infoedge
naukri.com
6.5x
33.2
2
DHI
3,4
deng hights.
3) Calendarized to December 31, 2020
Assuming average $INR FX rate of 74.1 for 2020
5) For calendar year ended December 31, 2019
Assuming average EUR$ FX rate of 1.1 for 2019
Assuming average $CNY FX rate of 6.9 for 2020
14.0x
Gap in Revenue per UMV (Peers vs. HeadHunter)
Source: Company data, publicly available company data for peers, ComScore, Livelnternet
Assuming average $RUB FX rate of 72.3 for 2020
For calendar year ended December 31, 2020
8) Assuming average $AUD FX rate of 1.5 for 2020
71.4
StepStone
5,6
18.6x
94.5
zhoebi.c
3,7
21.9x
111.4
前程无忧
2
42.5x
216.1
3,8
(Australia &
New Zealand
Employment)
ARPC14
$/ Customer
325
hh
CY2020
1,9
1.9x
617
zhoupi 10
4.2x
FY2020
1,375
infoedge/
(naukri.com
11
FY2020
Gap in ARPC (Peers vs. HeadHunter)
4.8x
1,567
CY2020
9) Based on number of customers in Russia and revenue from Russia
10)
11)
12)
13)
14)
9.7x
3,154
saongroup
StepStone
Assuming average $CNY FX rate of 7.0 for 12 months ending June 30, 2020
Assuming average $INR FX rate of 70.9 for 12 months ending March 31, 2020
For 12 months ending June 30, 2019, assuming average EUR$ FX rate of 1.1
•
Latest Available
(1H2019)
12
9.8x
3,192
totaljobs 12
jobsite
StepStone
16.0x
5,191
StepStone
• (Continental)
Latest Available Latest Available
(1H2019)
(1H2019)
12
For HeadHunter UMVS are based on Livelnternet data, while UMVS for peers are sourced from ComScore, which may be not directly
comparable to Livelnternet data
Calculated based on publicly reported revenue and number of customers for each company and may not be directly comparable to
HeadHunter
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