Yakkyo S.p.a. · MIL:YKY
Yakkyo — Investor Presentation (October 2026)
15 slides from Yakkyo's investor presentation, October 2026
Slide 1: Profitable growth in global e-commerce supply chains
The Supply Chain Management Company INVESTOR PRESENTATION · OCTOBER 2026 Profitable growth in global e-commerce supply chains EURONEXT GROWTH MILAN · YKY
Slide 2: Profitable, net cash and listed: €20mn with 14 employees
AT A GLANCE Profitable, net cash and listed: €20mn with 14 employees Value of Production, €mn A fast-scaling B2B MarTech enabler, founded in 2016. 20.0 Yakkyo runs sourcing and cross-border logistics between 4,500+ trusted suppliers, with 10 million more reachable 13.4 via 1688.com, and merchants wo
Slide 3: Every €100 ordered leaves about €20 with Yakkyo
BUSINESS MODEL Every €100 ordered leaves about €20 with Yakkyo Merchant order Supplier Fulfilment Gross profit €100 ~€65 ~€15 ~€20 • Yakkyo buys from the factory and resells to the merchant • No warehouse and no inventory risk in dropshipping • Duties are passed on in full to the merchant Yakkyo S.p
Slide 4: Factories in China, clients in 23 countries: 69% of revenue from UK and US
A GLOBAL BUSINESS Factories in China, clients in 23 countries: 69% of revenue from the UK and US United Kingdom 45.3% United States 23.7% • UK and US clients generate 69% of Dongguan sourcing hub revenue • Clients in 23 countries, suppliers and quality control in China • Run from Italy with 14 emplo
Slide 5: In 2026 Yakkyo moved to EGM, opened 1688 and signed a partnership with Olidata
KEY FACTS 2026 In 2026 Yakkyo moved to EGM, opened 1688 and signed a partnership with Olidata February April May Euronext Growth Milan, free Exclusive industrial partner for Direct integration with float at 36.26% Olidata's BeYou line Alibaba's 1688.com July: share buyback started, 20,625 treasury s
Slide 6: 1H26: revenue up 25%, net profit up 67%
1H26 RESULTS 1H26: revenue up 25%, net profit up 67% 11.6 0.67 0.71 0.35 9.2 0.21 1H25 1H26 1H25 1H26 1H25 1H26 Revenue €11.6mn, from €9.2mn EBITDA €0.71mn, up 6% Net profit €0.35mn, from €0.21mn €mn. Half-year report subject to limited review by RSM, unqualified. 6
Slide 7: Growth was funded with Yakkyo's own cash
BALANCE SHEET · 30 JUNE 2026 Growth was funded with Yakkyo's own cash €1.0mn €5.5mn €4.9mn Net cash, up from €0.7mn at Of liquidity available Equity year-end Yakkyo S.p.A. · Investor Presentation · October 2026 7
Slide 8: Nine months of 2026 already beat all of 2025, with peak season ahead
TRADING UPDATE · 30 SEPTEMBER 2026 Nine months of 2026 already beat all of 2025, with peak season ahead Revenue, €mn · nine months Dropshipping orders, • Revenue €21.8mn (+68%) and 1.16mn thousands · nine months dropshipping orders (+102%) year on year +68% +102% • Third quarter alone: €10.2mn reven
Slide 9: Same product: €11.37 on AliExpress, €1.95 through Yakkyo
MARKET AND COMPETITIVE EDGE · 1688.COM Same product: €11.37 on AliExpress, €1.95 through Yakkyo 1688.com through Yakkyo, single unit AliExpress, retail price Alibaba.com, minimum 10 units €11.37 €6.25 €1.95 · −83% • First Western company connected directly to 1688.com • Over 1 billion products from
Slide 10: The product is found. NeuroCast tells if the ad will sell it
NEW IN 2026 · FROM THE RIGHT PRODUCT TO THE RIGHT AD The product is found. NeuroCast tells if the ad will sell it • Predicts viewer attention and emotion, second by second • Built on a brain model trained on 700+ people's scans • Live on Class CNBC: it flagged the attention drop at second nine LIVE
Slide 11: The plan: scale dropshipping through 1688, with the same discipline
STRATEGIC GUIDELINES The plan: scale dropshipping through 1688, with the same discipline Registrations by country, top five 21,982 United States South Africa 21.6% 28.8% United Kingdom 18.0% Merchants registered since mid-June, from 144 countries Australia 9.9% New Zealand 4.4% • Scale operations in
Slide 12: #1 of 193 on Euronext Growth Milan: up 160% since February
SHARE PERFORMANCE #1 of 193 on Euronext Growth Milan: up 160% since February +160% • Share price up 160% since 9 February 2026 • First of 193 companies on Euronext Growth Milan • Market capitalisation of €14.28mn Share price since 9 February 2026 Source: Euronext, FactSet. Data at 7 October 2026; pe
Slide 13: A stock you can enter and exit: traded on 95% of sessions
LIQUIDITY AND VALUATION A stock you can enter and exit: traded on 95% of sessions +88% 95% Average daily turnover against the EGM average +70.06% Average daily volume in shares against the EGM average Of sessions with trades, against 68% for the EGM average €3.6 Value Track fair value per share, on
Slide 14: Three quarters are in. The strongest one is still open.
WHAT COMES NEXT Three quarters are in. The strongest one is still open. ? Q1 Q2 Q3 Q4 Closed Closed Closed Still open Follow the fourth quarter with us. Scan the code and message me on WhatsApp. For information purposes only; not an offer of securities. Figures at 30 September 2026 are unaudited.
Slide 15: Beyond Supply, True Partnership.
Beyond Supply, True Partnership. cg@yakkyo.com