Delivery Hero SE · XETR:DHER
Delivery Hero — Merger or Acquisition (January 2022)
13 slides from Delivery Hero's merger presentation, Jan 11, 2022
Slide 1: Flash Update: Delivery Hero Acquires Majority of Glovo
Flash Update: Delivery Hero Acquires Majority of Glovo 11 January 2022
Slide 2: Sharing The Same Vision From Day 1
Sharing The Same Vision From Day 1 Always delivering an amazing experience - fast, easy, and to your door Pick up my keys| Give everyone easy access to anything in their city 2
Slide 3: Glovo at a Glance
Glovo at a Glance1 €3.8bn Dec21 run rate GTV3 25 >1,300 ~ €3bn2 80% organic GTV countries cities run rate GTV growth (YoY)4 ~3,500 >70k >130k >15m monthly active monthly active employees yearly active users couriers partners 1. Numbers include recent acquisitions of Mercadao and Lola Market and are
Slide 4: Highly Complementary Platform Enhances Our Ecosystem
Highly Complementary Platform Enhances Our Ecosystem Complementary Footprint Expands our TAM Glovo has a leading presence in Europe, Central Asia and Africa, a complementary geographical footprint to Delivery Hero. Combined footprint serves ~2.2bn people Strong Leadership Positions1 More than 70% of
Slide 5: Expanding Our Global Leadership Position
Expanding Our Global Leadership Position Perfect fit as no regional overlap Clear leadership1 Glovo’s geographical footprint is highly complementary to Delivery Hero More than 70% of GTV generated from #1 countries Western Europe CIS & Africa (61% of GTV2) (15% of GTV2) Spain #1 Morocco #1 Italy #2
Slide 6: Proven Success Story: Expanding Leadership in Spain
Proven Success Story: Expanding Leadership in Spain Monthly Active Users (MAU) Glovo was able to gain leadership in Spain, its largest country in terms of GTV 1.6x Successfully widened the gap to competitors in terms of MAU and continues to grow faster than competition in terms of downloads Key succ
Slide 7: Strong GTV Evolution Underpinned by High Growth in SEE, CIS & Africa
Strong GTV Evolution Underpinned by High Growth in SEE, CIS & Africa Group Quick Commerce Monthly GTV Annual GTV GTV growth1 in 2021 (YoY): +90% in €m in €m Western Europe: +81% Continuous growth in W. Europe underpinned Southern & Eastern Europe: +149% by increased market penetration, consistent CI
Slide 8: Winning In Food Delivery Through 4 Pillars
Winning In Food Delivery Through 4 Pillars 1 2 3 4 BEST SELECTION & SUPERIOR UX SUBSCRIPTION INNOVATION COVERAGE Exponential Leveraging data to growth in # of >90% franchise own brands partners Own Delivery Currently 550 franchises 2019 <20k <30min >15% order 2021 +130k Average Delivery penetration
Slide 9: Unique Approach in Quick Commerce
Unique Approach in Quick Commerce Glovo Express Groceries Marketplace Groceries Stock-Up Fast Retail Books / Office Pharma Toys Ultra-fast convenience Fast and ALL assortment Your weekly shopping Beauty Gifting • 10-15 minutes delivery • 30 minutes delivery time • Same / next day delivery Fashion Fl
Slide 10: Glovo Transaction Overview
Glovo Transaction Overview • Delivery Hero led Glovo's May 2018 Series C round with €51m at €210m pre-money Previous Funding Rounds • Participation in the following financing rounds (i.e., Series D, E and F) and completed several secondary transactions reaching a 44% non-diluted stake prior to the t
Slide 11: Transaction impact on Delivery Hero's Path to Profitability
Transaction impact on Delivery Hero’s Path to Profitability FOOD BUSINESS Delivery Hero’s food business is expected to break even during H2 2022, and achieve between € 0 and € 100m adj. EBITDA in Q4 2022, including Glovo and central cost allocation QUICK COMMERCE Quick commerce investments to peak i
Slide 12: Investor Relations Contact
Investor Relations Contact Contact T: +49 (0)30 54 4459 105 Oranienburger Straße 70 10117 Berlin Germany [email protected] https://ir.deliveryhero.com 12
Slide 13: Important Notice
Important Notice ● For the purposes of this notice, “presentation” means this document, its contents or any part of it. This presentation does not, and is not intended to, constitute or form part of, and should not be construed as, an offer to sell, or a solicitation of an offer to purchase, subscri