Lifull Co.ltd. · TSE:2120

Lifull Co.ltd — NEXT — Investor Presentation (March 2015)

77 slides from Lifull Co.ltd's investor presentation, Mar 20, 2015

1. Slide 1: NEXT Co., Ltd. 2120

   yy Bi O WERTED EDS » NEXT Co.,Ltd. 2120

2. Slide 2: › › › › ›

   › › › › › 2

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4. Slide 4: Global Service NEXT Group46

   Global Service NEXT Group46 Arab Emirates France New Zealand Sweden Indonesia Argentina Germany Nigeria Switzerland Japan Australia Hong Kong Pakistan Turkey Taiwan Austria Hungary Peru UK Thailand Belgium India Philippines US Brazil Indonesia Poland Ukraine Canada Ireland Portugal Venezuela Chile I

5. Slide 5: EC CRM

   0.9 99.1 56 2,355 2014 EC 14,690 CRM 2015 1 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 5

6. Slide 6: 2015.3 M&A Trovit

   2015.3M&A Trovit 6

7. Slide 7: POINT

   POINT

8. Slide 8: 18.8

   18.8 8

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   9

10. Slide 10: 19914 19917 19957 19973 20143 20144

    19914 19917 19957 19973 20143 20144 10

11. Slide 11: the

    the Fl) {th SE FE (altruism) “PARA EEICUREW" CORUMLEAA RIALKHEHS mMICBRIETSCEC LOB DARI DDS5O0' 2014 'BVUiIZES5SNS tAOMTHAA EIS

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15. Slide 15: seneeeeeeeee>

    seneeeeeeeee> 15

16. Slide 16: GRID VRICK LEGO(R)3

    GRID VRICK LEGO(R)3 GRID VRICK 16

17. Slide 17: GRID VRICK

    GRID VRICK ✔ Click ✔ Click GRID VRICK 17

18. Slide 18: Room VR

    Room VR 18

19. Slide 19: GRID VRICK

    GRID VRICK 19

20. Slide 20: HOME'S No.1

    No.1 (- >) \ yy, (— >) HOME’S HOME’S \ yy, ( >) HOME’S Ne S 20

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    21

22. Slide 22: DB+CCS Global Company

    DB+C C SGlobal Company he-O0ial

23. Slide 23: HOME'S

    HOME’S [5U< E65. 23

24. Slide 24: HOME'S

    HOME’S BRAT: CEI 4+ Homann 2 wunsue FORBES UOMMI—EA) ih a [SU<HEBS. 24

25. Slide 25: HOME'S

    HOME’S No.1 HOME’S iOS HOME’S iPhone VoiceOver 360 HOME’S https://theta360.com/s/46j http://goo.gl/E3KGRI 25

26. Slide 26: HOME'S

    HOME’S 500 2 6,0 00, 000 12 ,000 11 ,000 5,0 00, 000 10 ,000 4,0 00, 000 9,0 00 8,0 00 3,0 00, 000 7,0 00 258 193 176 2,0 00, 000 6,0 00 5,0 00 6,985 1,0 00, 000 4,0 00 0 3,0 00 ( 1) 20151 26

27. Slide 27: 13,143 1,621 2014/10/1 2011/1/1

    13,143 1,621 2014/10/1 2011/1/1 27

28. Slide 28: HOME'S

    HOME’S HOME’S 7.41 1 HOME’S SUUMO 7.31 2 SUUMO 3 CHINTAI 6.09 4 5.97 5 Yahoo 5.93 6 5.88 Yahoo 5.64 28

29. Slide 29: HOME'S

    HOME’S HOME’S Nielsen NetView 20151 PC / 1 20151 HOME'S 29

30. Slide 30: HOME'S

    № HOME’S 30

31. Slide 31: No.1

    No.1 31

32. Slide 32: DB CCS

    (DB) CCS CVR() DB CVR() 32

33. Slide 33: Global Company No.1

    No.1 Global Company 40 No.1 33

34. Slide 34: Trovit

    at Trovit trovit ; a 34

35. Slide 35: Trovit

    Trovit Trovit › Trovit Search, S.L. › CEO and Cofounder Iñaki Ecenarro › 200610 › 91 › 20,000 600 1.28,600 › 22,52131.5 2014 7,92411.0 5,0907.1 › 20141128 › 100 › 80+ 1 115 35

36. Slide 36: Trovit VS

    Trovit VS Trovit Trovit 4,500 4,000 3,500 3,000 2,500 2,000 1,500 712 1,000 631 409 500 0 PERTrovit Trovit 60.6 55.6 21.0% 16.1 17.7% PER -58.4% 36

37. Slide 37: Trovit

    Trovit Trovit 43 Arab Emirates France New Zealand Sweden Argentina Germany Nigeria Switzerland Australia Hong Kong Pakistan Turkey Austria Hungary Peru UK Belgium India Philippines US Brazil Indonesia Poland Ukraine Canada Ireland Portugal Venezuela Chile Italy Romania Columbia Malaysia Russia Czech

38. Slide 38: Trovit

    Trovit Trovit A (HOME'S) 38

39. Slide 39: Trovit

    Trovit Trovit PC iPhone App Android App Mobile ↑15,000/ 39

40. Slide 40: Trovit

    Trovit Trovit Trovit : similarweb2014 8 Trovit 40

41. Slide 41: Trovit JAPAN

    Trovit Trovit JAPAN Japan Japan Japan 201410 41

42. Slide 42: Trovit EBITDA

    Trovit Trovit EBITDA EBITDA €22.5 €8.1 € 5.8 € 2.1 €17.5 €6.4 €6.1 €14.6 € 4.8 € 1.4 € 1.4 € 5.7 € 2.1 € 3.9 €3.8 € 1.1 €9.2 € 4.1 € 2.0 € 0.4 € 4.0 € 5.5 € 2.0 € 2.5 € 0.8 € 1.5 € 4.0 € 2.3 € 1.0 € 1.4 € 3.3 € 2.1 € 5.4 € 1.9 € 1.9 € 4.4 € 1.4 € 1.3 € 3.2 € 2.3 2011 2012 2013 2014 2011 2012 2013 20

43. Slide 43: Trovit

    Trovit Trovit Help anyone in any country to find a home, car, job, …. Others 12% Sales Staff Others Productive Productive 33% 17% Staff Staff 71% 37% Productive Staff Sales Staff 30% Great Place to work 43

44. Slide 44: Trovit HOME'S

    Trovit Trovit HOME’S › › 44

45. Slide 45: POINT

    POINT Trovit HOME'S 45

46. Slide 46: No.125 ,000 .0% .0% ,000 .0% ,000 25.0% .0% 17,895 20 ,000 20 .0%

    No.125 35 ,000 40 .0% 35 .0% 30 ,000 30 .0% 25 ,000 25.0% 25 .0% 17,895 20 ,000 20 .0% 15 ,000 14,690 11,962 15.7% 15 .0% 10 ,000 12.1% 2015.3 10 .0% () › 31.1 2,162 5,0 00 2,299 › 24.8 5.0 % 1,591 › 32.1 0 0.0 % 2013.3 2014.3 2015.3 46

47. Slide 47: 2015 IFRS

    2015IFRS ) › 2015 IFRS › 5.3 (3 ) › IFRS › () IFRS B/S B/S B/S P/L 109 109 P/L 109 5.3( *) (2014( )) (2015(IFRS)) 2016(IFRS) * 109 5 3/12 (4Q) 47

48. Slide 48: Trovit IFRS

    Trovit IFRS 5,000 22,000 20,723 α 3,800 943 3 943 4,000 Trovit368 3 α 20,000 + +2,829 943 534 368 +1,638 Trovit 17,895 943 368 18,000 3,000 943 943 Trovit 2,162 368 368 368 16,000 2,000 14,000 16,951 16,951 2,328 2,328 1,000 12,000 10,000 0 20153 20163 (534) 20153 20163 (1,000) 48

49. Slide 49: Trovit

    2,000 3000 Trovit 20 2500 1,500 264 264 Trovit 2000 264 264 1,000 1500 264 1,386 20 500 1000 1,386 77α 277 500 0 211 277 (534) 0 (500) -500 (1,000) -1000 49

50. Slide 50: WW) intwiter IR

    WW) intwiter IR rn » Vinee mmER + e4bT77| trex vam euse eaczeryh, #208 Si > = Dns meee we Baa 39 -EE Sarr IE Roa —D9L NBA ERROR NRTD- CIOS Senecrasce a > bameaesy ame . SMES Gaaeeeae POF S/(A)OLBRAA THE | WM, SPaPiZAf ™ u Cem TOR 2 Ab-U-@BET#ELE, BORRAG r FSAtTY, " (BET PME URERS © =e theme PRGARO A

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    51

52. Slide 52: 2015.3 3Q

    20153 3Q 52

53. Slide 53: HOME'S

    20153 3Q 11,831 2,204 1,282 1,275 2,065 10,408 8,439 1,381 700 133 143 153 133 143 153 133 143 153 3Q 3Q 3Q 3Q 3Q 3Q 3Q 3Q 3Q HOME’S 12,032 4,690 61,145 10,891 4,210 3,831 56,668 9,771 52,224 13 3 14 3 15 3 13 3 14 3 15 3 13 3 14 3 15 3 3Q 3Q 3Q 3Q 3Q 3Q 3Q 3Q 3Q 53

54. Slide 54: 2015.3 3Q

    20153 3Q +13.76.30.5 1 2 3 4 5 54

55. Slide 55: 2015.3 3Q

    20153 3Q 3Q0.3P 0.8p 2.6p 4.2p 2.7p 1.3p 0.2p 4 -12570→623 55

56. Slide 56: HOME'S

    20153 3Q +19.3 HOME’S HOME’S HOME’S HOME’S HOME’S Style Market ’ 56

57. Slide 57: HOME'S Style Market

    20153 3Q 5.819.1 HOME’S Style Market 57

58. Slide 58: 2015.3 4Q

    20153 20153 3Q 4Q 58

59. Slide 59: 3Q IFRS Trovit

    20153 20153 3Q 4.74 4.92 6.00 5.00 4.00 3.00 1.20 2.20 2.00 1.00 0.00 2012.3 2013.3 2014.3 2015.3 () 20 IFRS IFRS Trovit Trovit 1,3861 4.92 20 59

60. Slide 60: Trovit

    20153 3Q Trovit +10,951 +7,000 Trovit Search, S.L. 60

61. Slide 61: 20153 3Q 542939

    20153 3Q 542939 61

62. Slide 62: HOME'S

    1 1,022 HOME’S • • • 62

63. Slide 63: Trovit

    20151 1Trovit 44.0 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 63

64. Slide 64: 64

    64

65. Slide 65: HOME'S

    HOME’S as = \ * 3 5 4 65

66. Slide 66: O2O Infosound

    O2O 3 4 1 1 2 2 3 Infosound 4 INFOSOUND 66

67. Slide 67: HOME'S

    HOME’S HOME’S HOME‘S 1 250 1 10 HOME’S HOME’S 67

68. Slide 68: CRM Service

    Service CRM WEB CRM Annex PC 50,00010,000 CRM HOME’S HOME’S 68

69. Slide 69: DMP Service

    DMPNabiSTAR Service DMP( ) WEB ()DMP パーソナライズ HOME’S 69

70. Slide 70: MONEYMO

    MONEYMO A NEXT Group Service

71. Slide 71: EC HOME'S Style Market

    EC HOME’S Style Market HOME’S Style Market 71

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    12 73

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75. Slide 75: 2013 20147 4,116 19984

    2013 20147 4,116 19984 75

76. Slide 76: 2013 : : 3,596

    2013 : : 3,596 267 29 25 76

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    77

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