Kinnevik Ab Class A · OMXSTO:KINV_A

Kinnevik Ab Class A — Lamoda — Investor Day (May 2014)

19 slides from Kinnevik Ab Class A's investor day presentation, May 22, 2014

  1. Slide 1: Kinnevik Rocket Capital Markets Day

    Kinnevik Rocket Capital Markets Day Berlin, 22 May 2014

  2. Slide 2: Important Notice

    Important No8ce The informa5on contained in this presenta5on is public informa5on only, but it does not necessarily represent all informa5on related to the issues discussed or presented herein, or all views of the company. The informa5on has been researched by the company with due care and all and a

  3. Slide 3: Tremendous Market Opportunity in CIS

    Tremendous Market Opportunity in CIS Russia Active Potential 140 51% Popula5on Internet Users Kazakhstan 58% 17 Popula5on Internet Users Ukraine Belarus coverage 45 38% 51% ~210 mil. 10 popula8on Popula5on Internet Users Popula5on Internet Users Source: IMF, Euromonitor, data shown as of 2013 3

  4. Slide 4: Ecommerce At An Inflection Point In CIS

    Ecommerce At An Inflec8on Point In CIS Secular growth drivers Poten8al CIS Penetra5on (%) 2013 2016 83 Fashion retail USD 119bn USD 141bn Internet(1) 55 x x Mobile 65 Online fashion 5.1 % 15.0 % internet(2) 25 penetra8on Fashion 18.8 Online fashion USD 6.1bn USD 21.2bn e-­‐commerce(3) 5.1 market US R

  5. Slide 5: Offering Capitalizes On Mass Market Opportunity

    Offering Capitalizes On Mass Market Opportunity (1) Sales Split Exit Price Apparel Basic Fashion Shoes Acc + Other Entry Price Note: 1. As of 2013 5

  6. Slide 6: Grew Assortment 10x Over 2 Years

    Grew Assortment 10x Over 2 Years >700 brands >600 95 000 brands 85 000 81 000 73 000 >500 brands 65 000 >400 49 000 brands 39 000 >300 31 000 brands 21 000 9 000 #SKU January April July October January April July October January April 2012 2013 2014 6

  7. Slide 7: Continuously Reduced Marketing Spend

    NewsleZer SEO Direct Retarge8ng Affiliate SEM Display 0% 50% Mar 13 Apr 13 May 13 Jun 13 Jul 13 Aug 13 Marke8ng as % of revenues Sep 13 Oct 13 Con8nuously Reduced Marke8ng Spend Nov 13 Dec 13 Jan 14 Feb 14 Mar 14 7

  8. Slide 8: Most Recognized Online Fashion Brand in Russia

    Most Recognized Online Fashion Brand in Russia 84% 63% 59% 45% Lamoda KupiVIP Sapato Wildberries Note: 1. Online shops selling fashion and shoes. Choose from a list. Source: FOM, Feb 2014 8

  9. Slide 9: Building A Customer Oriented Salesforce

    Building A Customer Oriented Salesforce Lamoda approach to delivery with strong focus on sales force development SUCCESSFUL SALES ARE DRIVEN BY A PROFESSIONAL APPEARANCE Sales push • Tidy and professional Salesman 4 Fashion appearance awareness • Clean uniform • Full package of equipment: ü Cash ma

  10. Slide 10: Lamoda Reaches Over 95% of RU and KZ

    Lamoda Reaches Over 95% of RU and KZ Delivery methods Share of orders across Russia and Kazakhstan (2013) Own Courier St. Petersburg Moscow Nizhny Novgorod Rostov-­‐na-­‐Donu Yakutsk Russia Volgograd Ekaterinburg Post Astana Novosibirsk Kazakhstan Pick-­‐up Vladivostok 10

  11. Slide 11: Creating A Unique Customer Experience

    Crea8ng A Unique Customer Experience Net Promoter Score 84% May 13 Jun 13 Jul 13 Aug 13 Sep 13 Oct 13 Nov 13 Dec 13 Jan 14 Feb 14 Mar 14

  12. Slide 12: Our Customers Thank Us For It

    Our Customers Thank Us For It Yandex Market Ra8ng

  13. Slide 13: 100 Million Unique Visitors Last Year

    100 Million Unique Visitors Last Year % of Visits from Mobile 98 13% 2011 2012 2013 13

  14. Slide 14: Over 1 Million Active Customers

    Over 1 Million Ac8ve Customers 1.5m (2) Total Customers Ac5ve Customers 1.1m (1) 2011 2012 2013 Note: 1. Active Customers defined as having made a purchase in last 12 months 2. Customer ever having made a purchase with Lamoda 14

  15. Slide 15: Orders Grew 3x To Over 2 Million Orders

    Orders Grew 3x To Over 2 Million Orders 2.3m 2011 2012 2013 15

  16. Slide 16: Management Team

    Management Team Niels Tonsen Nils Chres8n Florian Jansen Dominik Picker-­‐ Burkhard Binder CEO CFO COO Huchzermeyer CBO CIO 16

  17. Slide 17: Blue Chip Investor Base

    Blue Chip Investor Base T | TENGELMANN \ ventures dl Access INDUSTRIES ‘ rs Io P <oaritlevaiinl SUE eainisinit - HV Wan TURES international 4%) ROCKETINTERNET Finance Corporation World Bank Group J.pPMorgan Asset Management Jas SUMMIT PARTNERS lamoda v7

  18. Slide 18: Lamoda – A Tremendous Opportunity

    Lamoda – A Tremendous Opportunity • Russia is believed to become the largest consumer market in Europe • Ecommerce is at a vital inflec8on point there and is benefi_ng from significant secular growth trends • Lamoda is best posi8oned to win in this market place and is opera8ng a highly differen8ated e-­

  19. Slide 19: We aspire to be the No. 1 fashion destination in CIS

    We aspire to be the No. 1 fashion des8na8on in CIS and to deliver best-­‐in-­‐class e-­‐commerce services

Lamoda — Investor Day (May 2014) on 6ix