Kinnevik Ab Class A · OMXSTO:KINV_A
Kinnevik Ab Class A — Lazada Group — Investor Day (May 2014)
13 slides from Kinnevik Ab Class A's investor day presentation, May 22, 2014
Slide 1: Kinnevik Rocket Capital Markets Day
22 May 2014 Kinnevik Rocket Capital Markets Day
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is public information only, but it does not necessarily represent all information related to the issues discussed or presented herein, or all views of the company. The information has been researched by the company with due care and all and a
Slide 3: Lazada Group is aiming to control the Southeast Asian eCommerce ecosystem as Alibaba does in China
Lazada Group is aiming to control the Southeast Asian eCommerce ecosystem as Alibaba does in China Operating Model Similar Players Launched Benefits Control supply chain Spring B2C 2013 Build strong customer satisfaction, reputation and trust Expand assortment and reduce inventory Marketplace
Slide 4: Lazada was launched early 2012 to target >500m consumers…
Lazada was launched early 2012 to target >500m consumers… Adaption of online department store model (Amazon and Tmall) in Southeast Asia HK/Shenzhen Sourcing hub Project launch in February 2012 with all sites Lazada Thailand live during March Jan 1, 2013 Bangkok Targeting more than 500m consum
Slide 5: …aiming at monetizing several converging mega trends
…aiming at monetizing several converging mega trends ▪ Strong GDP growth with ASEAN-10 GDP expected to grow at ~5% p.a. in the coming 4 years Booming macro ▪ Over 145m people expected to achieve a disposable income greater than 3k USD by 2015 environment ▪ Young and growing population – 60% of the w
Slide 6: Already the #1 eCommerce player in all markets…
Already the #1 eCommerce player in all 5 markets… Wide reach with rapid growth in visits (m) Growth in Facebook fans (m) a testament of popularity +41% 6.7 6.9 5.8 6.0 79 5.4 5.6 4.9 5.1 4.6 4.8 4.1 56 3.8 3.3 2.6 1.8 1.3 1.0 0.5 0.7 Q1 '13 Q1 '14 Oct-12 Jan-13 Apr-13 Jul-13 Oct-13 Jan-14 Apr-14 Bra
Slide 7: …with a rapidly growing base of active customers
…with a rapidly growing base of active customers Rapidly growing new and active1 customers Accelerating growth in orders delivered (m) Active Customers (k) New Customers (k) 0.7 967 723 0.5 527 0.3 387 0.3 333 0.2 252 246 176 121 144 Q1'13 Q2'13 Q3'13 Q4'13 Q1'14 Q1'13 Q2'13 Q3'13 Q4'13 Q1'14 Growin
Slide 8: Market leading mobile platform a key driver of growth
Market leading mobile platform a key driver of growth Overview Evolution of traffic mix ▪ Android app with >1m downloads launched in Desktop Tablet App Mobile June 2013 5% 8% - Ranked among Top4 shopping applications in 6% 13% 16% 6% 20% Google Play across all markets 24% 27% 3% 6% 4% ▪ iOS app with
Slide 9: Marketplace reaching more than 40% of NMV
Marketplace reaching more than 40% of NMV Overview Marketplace is ~40% of NMV More than 2,000 active sellers driving strong assortment growth and enabling multi-source price competition Launch of cross-border marketplace out of Hong Kong - Expansion of global market place model to China, Japan,
Slide 10: Non-electronics already representing >60% of sales
Non-electronics already representing >60% of sales Overview Share of items sold by category Lifestyle outgrowing other categories driven by assortment growth, partnerships and merchandising Fashion3 Other 4 7% 2% Continued growth of Electronics fuelled by price competitiveness and brand partners
Slide 11: Wide reach supporting a large and diversified group of loyal customers especially in rural areas
Wide reach supporting a large and diversified group of loyal customers especially in rural areas Share of customers Indonesia Thailand ~45% Urban ~55% Rural 5k sqm 2nd generation ~70% COD coverage 5k sqm 2nd generation ~100% COD coverage Source: Company Data as of April 2014 WH in Jakarta WH in Bang
Slide 12: Highly diverse and experienced management team
Highly diverse and experienced management team Name Title Previous Experience Group CEO ▪ Consulting Maximilian Bittner Responsible for Buying ▪ Private Equity ▪ Investment Banking ▪ MBA Platform/ CMP ▪ Consulting Ecosystem Tim Rath Responsible for Marketplace ▪ Corporate Law Head of Business Develo
Slide 13: Thank You
GROUP THANK YOU