Cazoo Group Ltd · OTC:CZOOF
Cazoo — Investor Presentation (February 2022)
13 slides from Cazoo's investor presentation, Feb 10, 2022
Slide 1: Investor Presentation February 2022
• • Search . Drive . Smile. Investo r Presentation February 2022
Slide 2: Disclaimer
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Slide 3: Contents
Contents Progress to date The size of the opportunity Significant new funding Financial performance and guidance CIZOO tevestor resentation
Slide 4: What we have achieved over the last years
What we have achieved over the last 2 years a=.) a Retail Countries Total * Trustpilot Units Sold of Operation Subscribers 14k+ Reviews 50,000+ 5 ~10,000 4.8/5.0 SR cazoo| In-house Reconditioning Total UK Brand Reconditioning Sites Capacity p.a. Employees Awareness 11 ~250k 4,000+ 76%
Slide 5: Progress over the last months
Progress over the last 12 months & Launched fully integrated subscription service ©) Grown from 1 to 11 in-house reconditioning sites across UK and EU ¥ Taken UK reconditioning fully in house eel Launched Cazoo in France and Germany Sa Launched direct car buying channel wv Acquired great businesses
Slide 6: Established market leading operations and logistics in the UK
Established market leading operations and logistics in the UK In-House Reconditioning Capacity os 120k+ cars per annum today 10 locations with scope to reach 250k+ cars per annum Best-in-class operations & UK-wide infrastructure Customer Centres 21 open Collection, distribution, storage, servicing,
Slide 7: Executed key M&A to enhance capabilities and expand TAM
Executed key M&A to enhance capabilities and expand TAM ul-2020 Expand infrastructure ang retail locations ‘across the UX reba0ei reconditioning capabilities in- Sep-2021 €cazana Boost Cazoo's Oct-2021 VANSIg68 Expand into ‘commercial acquisition of one of Europe's leasing| ‘car subscription platfor
Slide 8: Headline FY2021 results
Headline FY2021 results Total Units Sold Revenue!) Customer Engagement ~49,500 Total Units Sold FY 2021 ~230% YoY Growth £665m+ Revenue FY 2021 300%+ YoY Growth 51 Note: nana infomation ans dat s unsuited and subject to change (2 Saute: Kontar Brand Tashar or oF Oct 23 4.8/5.0 14k+ Reviews on Trustp
Slide 9: We are addressing a massive market opportunity
We are addressing a massive market opportunity TAM Medium and Long Term Targets >£300bn TAM =£l76bn ea7ebne Medium Term Long Term 2®°5 target countries UK —-Big4—ROE_s Total ~—STootal £200bn+ beste 3% 1% 3 = 5% Retail £100bn+ Units, “240K 180k == ~420k ~2m Retail 2k ELS - £3k 4 = “Big 4 Rest of Euro
Slide 10: $630m convertible provides cash balance to support continued execution of the strategy
$630m convertible provides cash balance to support continued execution of the strategy Size Security Key Terms Use of Proceeds PF Cash Balance Investors [Slerko dots oof 9 Fob + $630 million + Convertible senior unsecured notes, convertible into Class A ordinary shares of Cazoo, offered as a private
Slide 11: Performance and guidance
Performance and guidance 2020 2021 2022 Guidance Long Term Target Retail units ~12k 34.7k+ 100k+ ~2m sold és £162m £665m+ £2bn+ Beacen Rater 300% YoY Growth 200% YoY Growth kati z £(229) ~£450 ~£900 ~£3k Retail GPU Tote Fonward-ooking px [niet Fy or 20002 CAZOO «
Slide 12: The building blocks to increase GPU
The building blocks to increase GPU Retail GPU" (£) wa -2,000 (uaa Bringing financing in-house an Growing ancillary revenue Increasing fevene finance attachment & Improving cea # of days Greater toeale, reconditioning efficiencies More purchasing direct from consumer Current Modium Term Additional R
Slide 13: Summary
Summary We have accomplished an enormous amount in the two years since launch We have established a market leading platform, team, brand, and infrastructure in the UK We are incredibly well positioned to capture the huge opportunity across the UK and EU We have put all the building blocks in place a