Kinnevik Ab Class A · OMXSTO:KINV_A
Kinnevik Ab Class A — Saltside — Kinnevik Capital Markets Day 2014
15 slides from Kinnevik Ab Class A's conference presentation, Sep 18, 2014
Slide 1: Kinnevik Capital Markets Day
Kinnevik Capital Markets Day 18 September 2014
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 but no repres
Slide 3: Our mission is to build leading online marketplaces in underserved markets
Our mission is to build leading online marketplaces in underserved markets, creating sustainable value for the community
Slide 4: We are the go-to platform for millions of people to buy and sell online
We are the go-to platform for millions of people to buy and sell online every day On desktop and mobile Across 4 verticals – Automotive – Property – General – Jobs In 3 markets – Bangladesh – Sri Lanka – Ghana Page 3 © Saltside Technologies AB | Private & Confidential | Not for Distribution
Slide 5: Saltside by the numbers
Saltside by the numbers 180m 5m page views unique visitors 600k new ads per month per month every month 300% 5 yoy offices 200 #1 staff Largest local site growth in 2 countries 3 200m $5bln #1 years current gross - General C2C - Auto - Real estate old addressable market merchandise value in 3 countr
Slide 6: Our numbers are growing strongly
Our numbers are growing strongly All Sites - Number of new Ads added per month, 000s PVs - All Sites, m 200 700 000 180 600 000 160 140 500 000 120 400 000 100 300 000 80 60 200 000 40 100 000 20 0 0 dec-11 jun-12 dec-12 jun-13 dec-13 jun-14 sep-2011 feb-2013 jul-2014 Page 5 © Saltside Technologies
Slide 7: Organic traffic shows our marketing efforts have built strong brands
And our organic traffic shows our marketing efforts have built strong brands that engage Paid vs Organic Traffic Split - All Sites nov-11 feb-12 maj-12 aug-12 nov-12 feb-13 maj-13 aug-13 nov-13 feb-14 maj-14 aug-14 Paid Organic Page 6 © Saltside Technologies AB | Private & Confidential | Not for Dis
Slide 8: Our vertical focus has made us #1 across Autos, Properties and General C2C
Our vertical focus has made us #1 across Autos, Properties and General C2C in our 3 markets Beating the competition: Number of ads vs. biggest competitor (August 2014) 400% 382% 270% 275% 268% 225% 199% 203% 198% 200% 137% 98% 75% 0% Bangladesh Sri Lanka Ghana General Auto Properties Jobs
Slide 9: We are building mainstream local brands
We are building mainstream local brands Page 8 © Saltside Technologies AB | Private & Confidential | Not for Distribution
Slide 10: And strong local relationships
And strong local relationships Feet-on-the-ground Marketing partnerships Dealer relationships Sales seminars
Slide 11: Our current footprint is exciting and sets the platform for future launches
Our current footprint is exciting – and sets the platform for future launches Current 153m 20m 25m Population 2021e 172m 22m 29m Current 4% 18% 17% Internet penetration 2021e 56% 58% 62% Current 6m 4m 4m Internet population 2021e 96m 13m 18m Current $752 $2 923 $1 605 GDP / capita 2021e $1 371 $5 70
Slide 12: Strong mobile adoption and growing middle class in our target markets
Strong mobile adoption and growing middle class in our target markets Mobile growth 2000-2011 Asia’s middle class growing fast Middle class, % of world income 7 6 67% 5 4 41% 40% 3 30% 28% 23% 2 1 0 S Asia Sub- ME& E&C E Asia L America E Asia E Europe Latin M East S Asia Sub- Saharan N Africa Asia &
Slide 13: Norway? ; “yA
Norway? ; “yA y ra < ; United Denmark (S&S “Kingdom and ~.Germany Kazakhstan France Spain : Greece Turke me ists tidal 'y Turkmenistan. Ad > — —_ Syria Et ql Al Tunisia Aorocco Algeria ‘Afghanistan “© & i Iran ‘7 g z Y Pakistan bes , Cd Nepean ‘@ — ee. = w Bikroy.com i Niyanmar Keune) Thaila Bay of
Slide 14: Strong management and board of directors
Strong management and board of directors CEO/CSO worked together at Skype during its hyper-growth phase Nils Hammar James Peck Hakan Malm CEO & Co-Founder CSO CTO Country Managers with entrepreneurial backgrounds Martin Malmström Alexande Löwbäck Estelle Joubert-Westling Head of Bikroy Head of Ikman
Slide 15: Thank you
Thank you