Rocket Internet Se · HAM:RKET

Rocket Internet — 9M 2018 Earnings Presentation

84 slides from Rocket Internet's earnings presentation, Nov 30, 2018

  1. Slide 1: 9M 2018 Results for Rocket Internet & Selected Companies

    9M 2018 Results for Rocket Internet & Selected Companies 30 NOVEMBER 2018

  2. Slide 2: Disclaimer

    Disclaimer This document is being presented solely for informational purposes and should not be treated as giving investment advice. It is not intended to be (and should not be used as) the sole basis of any analysis or other evaluation. All and any evaluations or assessments stated herein represent

  3. Slide 3: Agenda

    Agenda Topic Presenter Oliver Samwer 9M 2018 Results for Rocket Internet & Selected Companies Founder and CEO Oliver Samwer Rocket Internet Strategy Update Founder and CEO P. Schmidt & C. Barchewitz Global Fashion Group Co-CEOs Dr. Julian Hueck tink COO & Co-Founder Oliver Samwer Summary Remarks Fou

  4. Slide 4: Rocket Internet's Selected Companies

    Rocket Internet’s Selected Companies Public Companies Food & Groceries 6% 31% Home & Living 22% 33% Privately Held Companies Fashion 20% General Merchandise 28% Note(s): Percentage indicates Rocket Internet‘s economic ownership held directly as well as indirectly as of October 31, 2018. It includes

  5. Slide 5: Continued Topline Growth

    Continued Topline Growth Topline(1) Growth 9M 2017 – 9M 2018 66% 41% 19% at constant FX 20% 13% 4% Food & General Home & Living Fashion Groceries Merchandise Source: Unaudited consolidated financial information based on IFRS and management reports of HelloFresh, Westwing, home24, GFG and Jumia. Plea

  6. Slide 6: Adj. EBITDA Margins Overall Continue to Improve at Selected Companies

    Adj. EBITDA Margins Overall Continue to Improve at Selected Companies Margin +4.2pp +5.7pp -3pp +2.4pp Improvement (1) (1) (1) (1) 1% Adj. EBITDA (5)% Margin (6)% (8)% (9)% (10)% (10)% (12)% Adj. EBITDA Margin 9M 2017 Adj. EBITDA Margin 9M 2018 Source: Unaudited consolidated financial information ba

  7. Slide 7: Delivery Hero Continues to Deliver Strong Growth in 9M 2018

    Delivery Hero Continues to Deliver Strong Growth in 9M 2018 Number of Orders (m) GMV (EURm) Revenue (EURm) +46% +38% +52% 3,624 285 544 2,623 195 358 9M 2017 9M 2018 9M 2017 9M 2018 9M 2017 9M 2018 Source: Delivery Hero Q3 2018 financial report. Note(s): Rocket Internet’s economic ownership as of Oc

  8. Slide 8: HelloFresh Continues to Grow While Significantly Improving Margins in 9M 2018

    HelloFresh Continues to Grow While Significantly Improving Margins in 9M 2018 Number of Orders (m) Revenue (EURm) Adjusted EBITDA (EURm) / Margin (%) +46% +41% +€12m 9M 2017 9M 2018 918 20 652 (6)% 14 (10)% (52) 9M 2017 9M 2018 9M 2017 9M 2018 (64) Source: HelloFresh Q3 2018 quarterly statement. Not

  9. Slide 9: Westwing Continues to Profitably Grow in 9M 2018

    Westwing Continues to Profitably Grow in 9M 2018 Number of Orders (k) Revenue (EURm) Adjusted EBITDA (EURm) / Margin (%) +12% +20% +€9m 1,673 1 1,498 1% 9M 2017 9M 2018 175 146 (5)% (7) 9M 2017 9M 2018 9M 2017 9M 2018 Source: Westwing Q3 2018 quarterly statement. Note(s): Rocket Internet’s economic

  10. Slide 10: Westwing IPO on Frankfurt Stock Exchange

    Westwing IPO on Frankfurt Stock Exchange In October 2018, Westwing Successfully Listed in the Regulated Market Segment (Prime Standard) 11 EUR 26 Countries Netherlands Offer Price Poland Belgium Czech Republic Germany Slovakia Austria EUR 122m France Switzerland Raised at IPO(1) Italy Spain 22% RISE

  11. Slide 11: home24 Continues to Grow Topline in 9M 2018

    home24 Continues to Grow Topline in 9M 2018 Number of Orders (k) Revenue (EURm) Adjusted EBITDA (EURm) / Margin (%) +22% +13% -€9m 9M 2017 9M 2018 1,299 221 1,065 196 (9)% (12)% (18) (27) 9M 2017 9M 2018 9M 2017 9M 2018 Source: home24 Q3 2018 financial report. Note(s): Rocket Internet’s economic own

  12. Slide 12: GFG Consolidated Financials

    GFG Consolidated Financials Q3 Q3 9M 9M EURm Key Performance Drivers 2017 2018 2017 2018 Revenue 256.4 264.6 767.0 799.3 Financial % Growth YoY Revenue/ NMV 16.9% 18.7% (FX neutral)(1) • Group Revenue for the quarter was EUR 264.6m, representing constant currency growth % Growth YoY (EUR) 3.2% 4.2%

  13. Slide 13: Jumia

    Jumia Q3 Q3 9M 9M EURm Key Performance Drivers 2017 2018 2017 2018 • Jumia, Africa’s leading eCommerce ecosystem, offers a large range of physical goods In variable currency FX rate and online services which are relevant to consumers in their everyday needs. • GMV was EUR 194.9m in Q3 2018, growing

  14. Slide 14: 9M 2018 Results Rocket Internet SE – Consolidated IFRS Income Statement

    9M 2018 Results Rocket Internet SE – Consolidated IFRS Income Statement 9M 9M EURm 2017 2018 Revenue 27.8 32.4 Other operating income 0.8 1.9 Result from deconsolidation of subsidiaries 4.2 0.8 Purchased merchandise, purchased services and interest (12.8) (12.5) Employee benefits expenses (45.8) (26

  15. Slide 15: 9M 2018 Results Rocket Internet SE – Consolidated IFRS Balance Sheet

    9M 2018 Results Rocket Internet SE – Consolidated IFRS Balance Sheet Assets Dec 31 Sep 30 Equity and Liabilities Dec 31 Sep 30 EURm 2017 2018 EURm 2017 2018 Non-current assets Equity Property, plant and equipment 2.9 2.7 Subscribed capital 165.1 154.4 Intangible assets 8.9 8.4 Treasury shares (21.1)

  16. Slide 16: Strong Cash Reserves

    Strong Cash Reserves Cash at Selected Privately Held Companies(1) Net Cash at Rocket Internet SE(3) as of October 31, 2018 as of October 31, 2018 c. EUR 0.2b(2) EUR 2.0b Source: Unaudited management information. Note(s): (1) Selected privately held companies include: GFG and Jumia, i.e. excluding De

  17. Slide 17: Update on Share Buy-Back Program 2018/19

    Update on Share Buy-Back Program 2018/19 As of November 23, 2018, Rocket Internet has bought back 1.9m shares for a total consideration of €46m Key developments Current Shareholder Structure • Program commenced on September 20, 2018 and will end September 19, 2019 Other Global • As per November 23,

  18. Slide 18: Financial Calendar 2019

    Financial Calendar 2019 Date Event April 4, 2019 FY 2018 Results for Rocket Internet & Selected Companies May 29, 2019 Q1 2019 Results for Rocket Internet & Selected Companies June 6, 2019 FY 2018 Rocket Internet SE Annual General Meeting H1 2019 Results for Rocket Internet & Selected Companies and

  19. Slide 19: Agenda

    Agenda Topic Presenter Oliver Samwer 9M 2018 Results for Rocket Internet & Selected Companies Founder and CEO Oliver Samwer Rocket Internet Strategy Update Founder and CEO P. Schmidt & C. Barchewitz Global Fashion Group Co-CEOs Dr. Julian Hueck tink COO & Co-Founder Oliver Samwer Summary Remarks Fou

  20. Slide 20: Revisiting The Rocket Internet Platform

    Revisiting The Rocket Internet Platform The Rocket Internet Platform Incubation Setup and establishment of business models Identification Scale Equity & Debt Public Sustainable Identification of Growth Capital Equities Value promising business Support of growth Investments in Generation models throu

  21. Slide 21: We Are Active in Various Tech Subsectors

    We Are Active in Various Tech Subsectors Number of Companies by Sector1 Broad Sector Scope • Most of our investments are made in the Consumer Tech sector • Our distinct B2C expertise is also applied in related sectors, including Fin Tech and Prop Tech • Approximately 50% of our companies are in sect

  22. Slide 22: Rocket Internet SE Financial Strength & Flexibility

    Rocket Internet SE Financial Strength & Flexibility Net Cash Positions & Public Stock Holdings (in EURb) Net Cash1 Public Stock2 4.0 4.0 3.8 3.7 3.6 2.9 1.6 2.0 1.4 1.8 2.2 1.3 1.3 1.3 1.2 1.1 1.1 1.1 2.4 2.2 2.1 2.0 1.6 1.6 Reporting Quarter Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q

  23. Slide 23: Agenda

    Agenda Topic Presenter Oliver Samwer 9M 2018 Results for Rocket Internet & Selected Companies Founder and CEO Oliver Samwer Rocket Internet Strategy Update Founder and CEO P. Schmidt & C. Barchewitz Global Fashion Group Co-CEOs Dr. Julian Hueck tink COO & Co-Founder Oliver Samwer Summary Remarks Fou

  24. Slide 24: Leading Online Fashion and Lifestyle Destination for Global Growth Markets

    Leading Online Fashion and Lifestyle Destination for Global Growth Markets

  25. Slide 25: Disclaimer

    DISCLAIMER This document has been prepared by Global Fashion Group S.A. (the “Company“) solely for use at this meeting. This document is given in conjunction with an oral presentation and should not be taken out of context. All material contained in this document and information presented is for inf

  26. Slide 26: Today's Agenda

    TODAY’S AGENDA 01 OUR BUSINESS 02 OUR FINANCIALS

  27. Slide 27: Our Business

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  28. Slide 28: Our Vision

    OUR VISION TO BE THE #1 FASHION AND LIFESTYLE DESTINATION IN OUR MARKETS 5

  29. Slide 29: GFG Is a Billion € Business and Was Launched in 2011

    GFG IS A BILLION € BUSINESS AND WAS LAUNCHED IN 2011 KEY REGIONS ASIA PACIFIC LATAM CIS CONNECTING … TO MORE THAN 1BN 8,000 CONSUMERS1… BRANDS 11M €1.2BN 26M ACTIVE CUSTOMERS2 NET MERCHANDISE VALUE3 NET ORDERS4 6 Source: Company information. As of 30-Sep-2018 1 Aggregate number of consumers in the 1

  30. Slide 30: We Offer All Key Fashion and Lifestyle Categories

    WE OFFER ALL KEY FASHION AND LIFESTYLE CATEGORIES ~50% of SKUs through Marketplace ~40% ~20% ~20% ~10% ~10% Apparel Footwear Accessories Sport Performance Kids & Other 7 Source: Company information; %s represent SKUs per category Note: Based on average of GFG countries per Sep-2018

  31. Slide 31: Large Market with Strong Structural Tailwinds

    LARGE MARKET WITH STRONG STRUCTURAL TAILWINDS… TOTAL GFG FASHION & LIFESTYLE MARKET1 CAGR2 BY MARKETS €480BN 8% €330BN 3 3% 3% 2017 2022 8 Source: GFG calculations based on data from Euromonitor International Ltd: Apparel and Footwear 2018 edition, Beauty and Personal Care 2018 edition, Personal Acc

  32. Slide 32: With Massive Online Penetration Upside

    …WITH MASSIVE ONLINE PENETRATION UPSIDE ECOMMERCE PENETRATION IN US FASHION 4X HIGHER THAN 18% IN GFG MARKETS 12% UNITED 5% STATES WESTERN EUROPE MARKETS EARLY DAYS ACCELERATION GROWTH 9 Source: GFG calculations based on data from Euromonitor International Ltd: Apparel and Footwear 2018 edition, Bea

  33. Slide 33: How Do We Think About Our Business?

    HOW DO WE THINK ABOUT OUR BUSINESS? 1 – CUSTOMER VALUE PROPOSITION 2 – BRAND PARTNER VALUE PROPOSITION 3 – BEST-IN-CLASS EXECUTION 10

  34. Slide 34: Our Customer Value Proposition

    1 OUR CUSTOMER VALUE PROPOSITION ‘INSPIRING AND SEAMLESS’ 11

  35. Slide 35: We Inspire Our Customers

    WE INSPIRE OUR CUSTOMERS WHAT TO WEAR TO WORK IN SUMMER ctosa OFG =<"

  36. Slide 36: Our Assortment Is a Combination of the Best Global...

    OUR ASSORTMENT IS A COMBINATION OF THE BEST GLOBAL… 1000s OF GLOBAL BRANDS 13 Source: Company information

  37. Slide 37: ... and Locally Relevant Brands

    … AND LOCALLY RELEVANT BRANDS KEY LOCAL BRANDS OWN BRANDS COLLABORATIONS 14 Source: Company information

  38. Slide 38: Personalisation Allows Us to Create Tailored Shops

    PERSONALISATION ALLOWS US TO CREATE TAILORED SHOPS TREND High WE CREATE Low TAILORED SHOPS FOR OUR PRICE High CUSTOMERS Low 15 Source: Company information

  39. Slide 39: World-Class Shopping Experience in Nascent Markets

    WORLD-CLASS SHOPPING EXPERIENCE IN NASCENT MARKETS CUSTOMER NPS ~80%1 <50%3 PAYMENT DELIVERY eCommerce Average +1.5M ADDITIONAL ACTIVE CUSTOMER CUSTOMERS LTM2 RETURNS SERVICE 16 Source: Company information 1 Based on available regional data 2 Number of customers who have purchased at least one item

  40. Slide 40: Our Brand Partner Value Proposition

    2 OUR BRAND PARTNER VALUE PROPOSITION PARTNER OF CHOICE FOR KEY BRANDS 17

  41. Slide 41: Access to a 1bn Population

    ACCESS TO A 1BN POPULATION ASIA PACIFIC LATAM CIS OUR BRANDS ARE HOUSEHOLD NAMES WITH >80% BRAND AWARENESS1 18 Source: Company information. As of 30-Sep-2018 1 Median brand awareness based on latest available consumer survey in each region (aided awareness)

  42. Slide 42: Large, Young and Highly-Engaged Audience

    LARGE, YOUNG AND HIGHLY-ENGAGED AUDIENCE 150m+ 35m social media monthly visits1 followers2 (70% on mobile) 18-45 years old ~70% female 19 Source: Company information. As of 30-Sep-2018 1 Average number of series of page views from the same device and the same source per month during the last 12 mont

  43. Slide 43: Hybrid Business Model for Brand Partners

    HYBRID BUSINESS MODEL FOR BRAND PARTNERS RETAIL MARKETPLACE 86% 14% OF NMV OF NMV Launched in 2011 Launched in 2014 BRAND SOLUTIONS (FULFILLMENT, MEDIA SERVICES, DATA INSIGHTS) 20 Source: Company information. NMV share based on 9M financials to 30-Sep-2018

  44. Slide 44: Our Best-in-Class Execution

    3 OUR BEST-IN-CLASS EXECUTION “RETAIL IS DETAIL” 21

  45. Slide 45: Our Best-in-Class Operational Platform

    OUR BEST-IN-CLASS OPERATIONAL PLATFORM FULFILMENT LAST MILE LOCAL GLOBAL INFRASTRUCTURE DELIVERY PAYMENT AGILITY SCALE 10 Fulfilment Delivery in 3h, same 35+ Payment Purpose Built Global Team, Centres day, etc Options Tech Platform Local Expertise 22 Source: Company information. As of 30-Sep-2018

  46. Slide 46: Hard to Replicate Scalable Fulfilment Infrastructure

    HARD TO REPLICATE SCALABLE FULFILMENT INFRASTRUCTURE 10 700k+ fulfilment inbound/outbound centres daily item throughput1 190k+ 28m+ m2 floor space = items storage 27 football fields capacity LOCALLY TAILORED PRACTICES ACROSS FULFILMENT CENTRES 23 Source: Company information. As of 30-Sep-2018 1 Assu

  47. Slide 47: At the Forefront of Innovating the Last Mile

    AT THE FOREFRONT OF INNOVATING THE LAST MILE IN-HOUSE PICK-UP OUTLET DELIVERY & RETURN STORE FLEET POINTS TRY-ON AT POP-UP DELIVERY STORE 24

  48. Slide 48: Proprietary Tech Ecosystem and Features

    PROPRIETARY TECH ECOSYSTEM AND FEATURES IN-HOUSE TECH BACKEND TAILORED CONSUMER FRONT-END Example 1: Search and Personalized feed discovery ‘The Daily’ Seller Centre Example 2: Instagram-style Order feature ‘Follow management the brand’ Warehouse management Example 3: Localised delivery & payment Da

  49. Slide 49: Our Financials

    02 OUR FINANCIALS

  50. Slide 50: Robust Customer, Order Frequency and Order Growth

    ROBUST CUSTOMER, ORDER FREQUENCY AND ORDER GROWTH ACTIVE CUSTOMERS1 NET ORDERS3 (m) (m) +11.0% +15.8% +16.8% +21.7% 11.0 26.0 10.0 9.5 9.0 22.5 21.4 19.4 FY 2016 FY 2017 LTM 2017 LTM 2018 AVERAGE ORDER FREQUENCY2 (Orders Per Customer) +4.4% +5.1% 2.2 2.3 2.2 2.4 FY 2016 FY 2017 LTM 2017 LTM 2018 FY

  51. Slide 51: Strong NMV Growth and Margin Improvement

    STRONG NMV GROWTH AND MARGIN IMPROVEMENT NMV1 EBITDA MARGIN2 FY2017 €1,131m (8.9) % +21.1% +5.8% ` 9M2018 €851m (7.6) % +22.2% +2.4% % Constant Currency Growth3 P.P. Margin Increase Vs. Previous Period Source: Company Information. Note: 9M data as of 30-Sep-2018. 1. NMV is defined as the value of go

  52. Slide 52: Truly Diversified Global Footprint

    TRULY DIVERSIFIED GLOBAL FOOTPRINT 9M 2018 NET MERCHANDISE VALUE (NMV)1 of €851m (€ m) Asia Pacific CIS 312 273 (37% of total) (32% of total) ` LatAm 266 (31% of total) Source: Company Information 29 Note: 9M data as of 30-Sep-2018 1. NMV is defined as the value of goods sold after actual and provis

  53. Slide 53: Multiple Drivers for Sustainable Long-Term Growth

    MULTIPLE DRIVERS FOR SUSTAINABLE LONG-TERM GROWTH Geographic expansion Deepening brand solution adoption Enhancing shopping Launching experience new product Expanding categories existing Growing categories Growing Online TODAY Fashion Penetration €1.2bn NMV LTM market 30 Source: Company information.

  54. Slide 54: Agenda

    Agenda Topic Presenter Oliver Samwer 9M 2018 Results for Rocket Internet & Selected Companies Founder and CEO Oliver Samwer Rocket Internet Strategy Update Founder and CEO P. Schmidt & C. Barchewitz Global Fashion Group Co-CEOs Dr. Julian Hueck tink COO & Co-Founder Oliver Samwer Summary Remarks Fou

  55. Slide 55: tink | Rocket Internet Capital Markets Day

    tink | Rocket Internet Capital Markets Day November 2018

  56. Slide 56: The Smart Home Market - The Cake Is Growing

    The Smart Home Market - “The cake Is growing’ - It’s not about fighting for market shares 29% 0 114BN € Underlying market Global market size growth 2018-22 in 2022 “a am & @ Mw #F F tinkio Note: Global market size and growth for smart home market form Statista Smart Home Report 2018

  57. Slide 57: Key Trends in Connected Home Market

    Key trends in connected home market Smart Home 2018 Fay 3 2020+ H =] Appliances ) Decentralized Energy W & Storage SS E-Mobility Bl) Connected home is more than smart home tinkio +74% Growth p.a. 2018-21 ox $ Voice assistants have given us a significant growth push” CEO, Netatmo Tech giants entering

  58. Slide 58: Complexity of Connected Home Major Challenge for Existing Sales Channels

    Complexity of connected home major challenge for existing sales channels ® Hardware | Software | Services f° Go tinkio

  59. Slide 59: Existing Players.. Great User Experience?

    Existing players.. Great user experience? tinkio

  60. Slide 60: tink Concept

    tink concept

  61. Slide 61: tink - the Marketplace for Connected Home Products and Services

    tink - the marketplace for connected home products and services ‘OK GC LIGHT Ih pais hucs From our TV spot —_ From auc TY spot tinkio

  62. Slide 62: tink Is the Only One

    tink is the only one Multi-Brand Mei ®Merkt amazon SATURN ov @nrap > Multi- € Apple Store Categories wee ee ues eee eeeee ceeueuee cueeeceeenuueeceeusueneuseuen" : eee eeeeeeeneeeee SAMSUNG =m PHILIPS NOKIA i Single-Brand/ Product tinkio Focus on secseessessessseetesteataeeseesseeneeseesen Connected

  63. Slide 63: tink Concept

    tink concept tinkio D 00 Tech Commerce m7 Lo) Focused Marketing o> Expert Service

  64. Slide 64: Less Is More - Premium Brands and Selected Products

    Less is more - premium brands and selected products Ll BRATON E EVE. Google NETGEAR : Nf SONOS | P f canary. f i NOKIA & eee -netatmo ~ @ at . pa nnn 6 canoe tado’ a . i * MI RRUMEELD : NUKI () BOSCH a 4 i iy Teufel Panasonic , 4 e 7 vensown. ; - nest I rat oni SONY-. ny BL. logitech . 7 BS PLAY tin

  65. Slide 65: tink with a Structural Competitive Advantage Against Amazon

    tink with a structural competitive advantage against Amazon amazonalexa ——T ® tink amazon Sa x) () ) ©) x) ©) tinkio Note: Check marks refer to eco-system coverage and focus

  66. Slide 66: Curated Content and All Information for Customers to Make a Buying Decision

    Curated content and all information for customers to make a buying decision @® tinkio

  67. Slide 67: SEO Success Story

    SEO success story #3 smarthome #1 Apple Homekit #3 Google Home Co) oO #3 Sonos #2 Philips Hue Qualified content + | Sales performance = Great SEO Success tinkio

  68. Slide 68: Tech-Commerce - Dedicated Applications for Consumer IoT

    Tech-Commerce - Dedicated applications for consumer ToT tink configurator 2018 Tailored smart home solutions across brand eco- systems tinkio tink advisor 2019 Customized advice across customer lifecycle based on machine learning tink voice skill 2019 Integrate voice dimension into pre- and post-pur

  69. Slide 69: Category Focused Marketing Push Across Channels

    Category focused marketing push across channels ® Performance marketing TV commercials Video link tinkio Media partners: ‘4 (77

  70. Slide 70: Real Customer Service

    Real customer service Trained Experts Live Support Installation | | | Service Uve-Support Hi, how may |help you? (a) wa tinkio

  71. Slide 71: Customer Satisfaction Highest Priority

    Customer satisfaction highest priority - tink “Funktioniert-Garantie ” tinkio O Tf you encounter any problems with your device, the tink service team will gladly help you out via e-mail or phone. vy) Should our experts not be able to help you solve the problem via e-mail/phone, tink will provide an

  72. Slide 72: Smart Home Is a System Purchase

    Smart Home is a system purchase ® D time ~ Sample customer eo) ln (a -™ gov = 2D %G = oo Demographics Basket analysis Cross selling Repurchases. tinkio

  73. Slide 73: Asset-Light Business Model Based on Drop Shipping

    Asset-light business model based on drop shipping hardware direct shipments partner returns tinkio

  74. Slide 74: Growth Paths

    Growth paths

  75. Slide 75: Fastest Growing Startup in Europe

    + D fastest growing startup in Europe TECHS award 2018

  76. Slide 76: Our Growth Levers

    Our growth levers ® New X | Market growth : X Countries : X categories/ : i i brands tink sales base i today a = x40 growth until 2022 tinkio Growth 2018-2022 X Smart home as : i a service

  77. Slide 77: tink International Roadmap

    tink international roadmap e@ = currently active e = active by end 2019 tinkio

  78. Slide 78: Subscription Model to Capture Full Customer Lifetime Value

    Subscription model to capture full customer lifetime value ® Installation & Replacement Y Lifetime Guarantee Smart home as a service powered by ® tink + | Y Assistant Services Y Cloud Services tinkio

  79. Slide 79: tink Enters into Strategic Partnerships to Scale Business

    tink enters into strategic partnerships to scale business tinkio Note: Brands include confirmed or interested partners Electricity & Gas Insurance Telecommunication Real Estate Automotive VATTENFALL @ Allianz @) ‘Yelefonica VONOVIA BOSCH

  80. Slide 80: Proof of Concept for Energy Partnership

    Proof of concept for energy partnership ® A million plolusielarellels VATTENFALL © >! Energy contract + smart home solution tinkio

  81. Slide 81: Experienced Management Team to Scale tink

    Experienced management team to scale tink a) Cc o = o f=) ise) Cc iss) => Dr. Marius Lissautzki Dr. Julian Hueck Philipp Metzler Sina Thenagles CEO & Co-Founder COO & Co-Founder CPO CMO 2 ProsiebenSat1_ » Zalando zalando zalando D> e BERTELSMANN BERTELSMANN _ McKinsey&Company ROGKET INTERNET f=) Ss

  82. Slide 82: Contacts

    Contacts Dr. Marius Lissautzki Dr. Julian Hueck CEO & Co-Founder COO & Co-Founder marius@tink.io julian@tink.io mobile : +49 151 56424028 mobile : +49 173 7750207 tinkio

  83. Slide 83: Agenda

    Agenda Topic Presenter Oliver Samwer 9M 2018 Results for Rocket Internet & Selected Companies Founder and CEO Oliver Samwer Rocket Internet Strategy Update Founder and CEO P. Schmidt & C. Barchewitz Global Fashion Group Co-CEOs Dr. Julian Hueck tink COO & Co-Founder Oliver Samwer Summary Remarks Fou

  84. Slide 84: ZA LO RAS

    ZA LO RAS THE ICONIC

Rocket Internet — 9M 2018 Earnings Presentation on 6ix