Ceconomy Ag · XETR:CEC
Ceconomy — Merger or Acquisition (July 2025)
17 slides from Ceconomy's merger presentation, Jul 31, 2025
Slide 1: CECONOMY enters into investment agreement with JD.com
CECONOMY enters into investment agreement with JD.com Accelerating CECONOMY’s growth as Europe’s leading omnichannel consumer electronics platform 31 July 2025
Slide 2: Disclaimer
Investor Presentation 2 Disclaimer This disclaimer shall apply in all respects to the entire presentation This presentation is intended for information only, does not constitute a The market research institutes which data CECONOMY used as basis for (including all slides of this document), the oral p
Slide 3: Agenda
Investor Presentation 3 Agenda Dr. Kai-Ulrich Deissner CEO 1 CECONOMY at a Glance 2 Transaction Overview Remko Rijnders CFO 3 Timeline & Upcoming Events 4 Q&A
Slide 4: We are building positive momentum from a position of strength
1 01 CECONOMY at a Glance Investor Presentation 4 We are building positive momentum from a position of strength Strong fundamentals in FY 23/24 ~€22 bn ~€1 bn ~2.2 bn Brand Customer Total sales Adj. EBITDA awareness >75% contacts Leading brand in Europe Adj. EBIT growth in the past 10 quarters (in €
Slide 5: CECONOMY's strategy is yielding strong results for future growth
1 01 CECONOMY at a Glance Investor Presentation 5 CECONOMY’s strategy is yielding strong results for future growth Successful transition into a customer-centric service platform EBIT development (adj. EBIT in €m) c. 2.2 bn annual customer contacts > > ”The Next >500 Big Thing“ “Omnichannel Touchpoin
Slide 6: CECONOMY and JD.com: a promising future together
2 02 Transaction Overview Investor Presentation 6 CECONOMY and JD.com: a promising future together 01 Improved shopping and customer experience Customers 02 Attractive premium realizing a significant part of the value creation immediately and upfront Shareholders Employees 03 Preserving longstanding
Slide 7: Partnership to accelerate CECONOMY's strategy
2 02 Transaction Overview Investor Presentation 7 Partnership to accelerate CECONOMY’s strategy Partnership underscores CECONOMY’s ambition to meet the growing customer demand for speed, convenience, and excellent service Employee Shopping / Offering superior customer experience experience experienc
Slide 8: Attractive offer for CECONOMY shareholders
2 02 Transaction Overview Investor Presentation 8 Attractive offer for CECONOMY shareholders Overview of shareholders’ Voluntary public cash takeover offer for all CECONOMY shares at an offer price commitments1 of € 4.60 per share, valuing the company at an enterprise value of € 4.0 billion / Around
Slide 9: Strong message of confidence to CECONOMY's workforce
2 02 Transaction Overview Investor Presentation 9 Strong message of confidence to CECONOMY’s workforce Employee security / JD.com explicitly backs CECONOMY’s mid-term financial targets and existing Experience Electronics growth strategy, transforming the company from a consumer electronics retailer
Slide 10: Commitment to create Experience Electronics to enrich people's life
2 02 Transaction Overview Investor Presentation 10 Commitment to create Experience Electronics to enrich people's life JD.com and CECONOMY share key values / Both companies pursue an integrated omnichannel approach that offers customers a seamless shopping experience across mobile app, website and w
Slide 11: Joining forces with JD.com to enhance customer experience
2 02 Transaction Overview Investor Presentation 11 Joining forces with JD.com to enhance customer experience A global player with a shared vision Presence in Europe / JD.com has 1.600 employees in Europe / JD.com operates logistics services and warehouses in many 01 Commitment to excellent customer
Slide 12: CECONOMY and JD.com: a promising future together
2 02 Transaction Overview Investor Presentation 12 CECONOMY and JD.com: a promising future together 01 Improved shopping and customer experience Customers 02 Attractive premium realizing a significant part of the value creation immediately and upfront Shareholders Employees 03 Preserving longstandin
Slide 13: Timeline for a partnership for growth in European omnichannel retail
3 03 Timeline & Upcoming Events Investor Presentation 13 Timeline for a partnership for growth in European omnichannel retail Announcement of Voluntary Public Takeover Offer by JD.com 30.07.2025 Publication of Offer Regulatory approvals Document by JD.com and closing Take private Aug/Sep 2025 H1 202
Slide 14: Financial calendar 2024/25
3 03 Timeline & Upcoming Events Investor Presentation 14 Financial calendar 2024/25 CECONOMY JD.com CECONOMY JD.com CECONOMY Q3/9M Q2 Q4/FY Q3 results results Trading Statement results Q4/FY results 12 August 25 August 28 October 13 November 17 December 2025 2025 2025 2025 2025
Slide 15: Questions & Answers
4 04 Questions & Answers Investor Presentation 15 Questions & Answers Dr. Kai-Ulrich Deissner Remko Rijnders CEO CFO
Slide 16: We are available to answer any inquiries you might have
Investor Presentation 16 We are available to answer any inquiries you might have CECONOMY Investor Relations Team Kaistr. 3 40221 Düsseldorf Germany ceconomy.de/en/investor-relations Fabienne Caron Dr. Kerstin Achterfeldt Arian Ebrahimi VP, Head of Investor Relations Sr. Investor Relations Manager I
Slide 17: Thank you for your attention
CECONOMY Thank you for your attention