Slide 1: Detailed Financials
Detailed Financials For the year ended 31 March 2022
Slide 2: Important information
Important information This report contains forward-looking statements as defined in the United States Private Securities Litigation Reform Act of 1995 concerning our financial condition, results of operations and businesses. These forward-looking statements are subject to a number of risks and uncer
Slide 3: Consistent focus on executing long-term strategy
Consistent focus on executing long-term strategy Building global technology leaders, addressing big societal needs in high growth markets Operations Investments Consistently compounding value over time US$73bn total NAV, ZAR4 880 NAV per share1 With a transparent, predictable, and repeatable process
Slide 4: Second half investment pivoted to internal assets
Second half investment pivoted to internal assets FY22 Invested mainly externally on M&A… … then pivoted to invest more via our income statement… 1H 2H US$5.3bn1 20% US$1bn 33% in M&A M&A 9% 64% US$277m2 US$464m2 3% Organic Investment 71% Organic Investment … while throughout the year we invested in
Slide 5: Prosus: Segments core profitability enables investment in growth extensions
Prosus: Segments core profitability enables investment in growth extensions Mature businesses continue to drive profitability … while we invest to build further value Classifieds Core Classifieds Autos Transactions Brazilian Restaurant Groceries & Fintech Food Delivery Business Payments & PSP Busine
Slide 6: Continued leadership in South Africa
Continued leadership in South Africa A leading SA’s popular online Africa’s foremost ZAR1.4bn early-stage E-TAILER FOOD DELIVERY MEDIA TECH INVESTMENT GROUP vehicle Partnership with Pick ‘n Pay for quick commerce delivery YOY +51% ORDER VOLUME 11m +ZAR650m DAILY PAGE VIEWS INVESTED TO DATE >6 000 EM
Slide 7: Takealot: Strong growth at an improved margin
Takealot: Strong growth at an improved margin GMV (US$’m)1 46% (34%) 1 493 1 022 Etail Food Fashion FY21 FY22 Trading loss (US$’m)1 Platform GMV Mr D GMV Superbalist GMV -1% (14%) +27% +51% +42% YoY YoY YoY (7) (7) FY21 FY22 1 Numbers in brackets and numbers standing along represent year-on-year gro
Slide 8: Media24: Material improvement in trading profit
Media24: Material improvement in trading profit Revenue (US$’m)1 22% (12%) 257 211 FY21 FY22 South Africa’s leading Media Company Trading (loss) / profit (US$’m)1 NETWERK24 paywall subscriptions Online News 313% (300%) +12% Newspapers to 86.6k YoY 17 Magazines NEWS24 paywall (8) subscriptions Books
Slide 9: Growing South Africa's tech ecosystem
Growing South Africa’s tech ecosystem New investments made Naked Naked is South Africa’s first AI-driven and fully digital insurance platform offering comprehensive and instant cover for cars, homes, contents, and standalone items. ZAR120m investment R 1.4BN Nile Nile is a marketplace that connects
Slide 10: Creating digital skills and employment
Creating digital skills and employment Highlights ✓ 2 274 young people onboarded and trained since June 2021 10k ✓ 1 772 youth transitioned into jobs in 2021 ✓ 31 youth entrepreneurs supported jobs to be created by 2026 • Equip unemployed youth with in- demand digital skills • Unlock job opportuniti
Slide 11: Financial review
Financial review 11
Slide 12: Financial highlights
Financial highlights Strong and consistent performance in a volatile environment +24% US$5.0bn Strong performance from Prosus – continued revenue growth 1 TRADING PROFIT1 while investing to build out ecosystems REVENUE1 FY21:US$5.6bn 2 Takealot growing strongly and break even US$36.7bn 3 Media24 mad
Slide 13: Naspers composition
Naspers composition Revenue Adjusted EBITDA Trading profit US$’m FY21 FY22 FY21 FY22 FY21 FY22 Prosus Group 28 756 35 619 6 848 6 573 5 615 5 041 Takealot 606 827 8 15 (7) (7) Media 211 257 (2) 23 (8) 17 Corporate and other 13 3 (34) (51) (45) (52) Economic interest 29 586 36 706 6 820 6 560 5 555 4
Slide 14: Naspers balance sheet position
Naspers balance sheet position Current assets and liabilities (US$’m) Net debt as at 31 March 2022: FY21 FY22 US$2.1bn Current assets Inventory 397 571 Trade receivables 185 318 88 Other receivables and loans 1 900 939 Cash/short-term cash investments 5 197 13 657 Assets held for sale 8 39 Total 7 6
Slide 15: Group portfolio
Group portfolio Local SA assets 42% economic interest based on the cross-holding agreement between Naspers and Prosus 100% 100% Ecommerce Social & internet platforms Payments & 29% Classifieds Food Delivery Etail Edtech Ventures Fintech 99%1 100% 94% 80% 12% 23% 99% 100% 63%2 43% 38% 14% 40% 74% 27%
Slide 16: Glossary
Glossary AI: Artificial intelligence Consolidated earnings: Includes the results of subsidiaries only, companies which the group controls. Core Headline earnings: Core Headline Earnings is a non-IFRS measure and represent headline earnings for the GMV: Gross merchandise value period excludin
Slide 17: Contact us
Contact us Eoin Ryan Head of Investor Relations InvestorRelations@naspers.com https://www.naspers.com 17