M.video · RUS:MVID

M.video — FY2021 Earnings Presentation

14 slides from M.video's earnings presentation, 2022

  1. Slide 1: Trading Update: 4Q & 2021

    MMNideoEldorado TRADING UPDATE: 4Q & 2021

  2. Slide 2: Disclaimer

    TRADING UPDATE: 4Q & 2021 The information contained in this presentation or enclosed All M.Video group company information provided in this herewith is provided and intended for informational purposes presentation is provided on an "as is" basis. M.Video only and should not be relied on for any inve

  3. Slide 3: 2021 GMV, online share and OneRetail customers

    TRADING UPDATE: 4Q & 2021 and its share of GMV driven by the mobile platform (+67%), with the share of the mobile platform in GMV reaching 45% GMV YoY GMV vs 2019 via strong growth of identified active customers(3) and OneRetail customers New stores and 92 new cities Mobile Platform Sales YoY shows

  4. Slide 4: 4Q 2021 GMV, online share and OneRetail customers

    TRADING UPDATE: 4Q & 2021 and its share of GMV driven by mobile platform GMV YoY GMV vs 4Q’19 (+31%), share of mobile platform hitting 68% of TOS as of 4Q 2021 via growth of identified active New stores and 43 new cities Mobile Platform customers(3) and OneRetail customers Sales YoY underscores the

  5. Slide 5: 2021 online sales by platform

    TRADING UPDATE: 4Q & 2021 Share of Total Online Sales YoY growth Web Platform(1) Consultant App 129 Customer App 146 201 83 133 60 57 21 2019 2020 2021 2019 2020 2021 (1) Web Platform includes sales from the website, marketplace, manual orders, vendor catalogue and contact center Source: Company dat

  6. Slide 6: 4Q 2021 online sales by platform

    TRADING UPDATE: 4Q & 2021 Share of Total Online Sales YoY growth Web Platform(1) Consultant App 40 Customer App 42 63 26 54 26 21 10 4Q 2019 4Q 2020 4Q 2021 4Q 2019 4Q 2020 4Q 2021 (1) The Web Platform includes sales from the website, marketplace, manual orders, the vendor catalogue and the contact

  7. Slide 7: 2021 OneRetail customer share of sales

    TRADING UPDATE: 4Q & 2021 Not identified 8 10 OneRetail OneRetail OneRetail Non-OneRetail 15 OneRetail 12 15 Non-OneRetail Non-OneRetail Non-OneRetail 21 38 31 Total Total Total 20 2019 2020 2021 2019 6. 2020 2021 6. 9 5 9 5 (1) Including unidentified transactions Source: Company data 7

  8. Slide 8: 4Q 2021 OneRetail customer share of sales

    TRADING UPDATE: 4Q & 2021 Not identified 3 2 4 OneRetail OneRetail OneRetail Non-OneRetail OneRetail 3 4 6 Non-OneRetail Non-OneRetail Non-OneRetail 11 9 Total Total Total 6 4Q 2019 4Q 2020 4Q 2021 4Q 2019 6. 4Q 2020 4Q 2021 6. 9 5 9 5 (1) Including unidentified transactions Source: Company data 8

  9. Slide 9: 2021 identified active customers by channel

    TRADING UPDATE: 4Q & 2021 Web Platform Stores Share of OneRetail Customer App customers YoY growth 7.4 782 8.7 899 11.0 693 258 12.3 10.0 246 5.7 294 326 14 105 2019 2020 2021 December 2019 December 2020 December 2021 (1) Of identified active customers, i.e., those who have logged in and made at lea

  10. Slide 10: 4Q 2021 identified active customers by channel

    TRADING UPDATE: 4Q & 2021 Web Platform Stores Share of OneRetail Customer App customers YoY growth 7.4 225 8.7 239 11.0 208 69 12.3 10.0 73 84 109 5.7 6 51 4Q 2019 4Q 2020 4Q 2021 December 2019 December 2020 December 2021 (1) Of identified active customers, i.e., those who have logged in and made at

  11. Slide 11: Store infrastructure fulfilment and delivery coverage

    TRADING UPDATE: 4Q & 2021 fulfilled using store is ready for pickup covered by same-day infrastructure(2) is located in stores(1) within 15 min(2) delivery (1) in cities of operation(1) (1) As of December 31, 2021; (2) For full 2021; (3) Including St. Petersburg 11

  12. Slide 12: Orders by delivery, pickup and in-store

    TRADING UPDATE: 4Q & 2021 Delivery Delivery Pickup Pickup 45 In-store In-store 50 156 14 20 14 64 113 6 36 55 20 354 342 370 112 115 109 4Q 2019 4Q 2020 4Q 2021 2019 2020 2021 Source: Company data 12

  13. Slide 13: Regional breakdown

    TRADING UPDATE: 4Q & 2021 South Volga North Urals Center Siberia Moscow (1) Including St. Petersburg Source: Company data 13

  14. Slide 14: PJSC M.VIDEO contacts

    TRADING UPDATE: 4Q & 2021 PJSC M.VIDEO artur.galimov@mvideo.ru pr@mvideo.ru +7 (495) 644-28-48 ext. 7386

M.video — FY2021 Earnings Presentation on 6ix