Tonies Se Class A · XETR:TNIE
Tonies Se Class A — FY2021 Earnings Presentation
15 slides from Tonies Se Class A's earnings presentation, Jan 31, 2022
Slide 1: Trading Update
Trading Update tonies SE | Luxemburg | January 31, 2022 PRESENTATION VERSION CONFIDENTIAL
Slide 2: Who you have on the call today
Who you have on the call today y & Marcus Stahl Florian Drabeck Jan Middelhoff Co-CEO, CFO MD International Co-Founder
Slide 3: tonies is the largest interactive audio platform for kids in the world
tonies is the largest interactive audio platform for kids inthe @ world — We are creato an Wimulti-billion Euro category te ie 3s _ Educational Ad (amy) We are the pioneers of connected, technology-enabled audio systems for kids and provider of premium, curated audio content 5
Slide 4: tonies SE | Trading Update
tonies SE | Trading Update Preliminary FY 2021 Results | Outlook FY 2022 Q&A | tonies®
Slide 5: Very successful year for tonies — all promises kept
Very successful year for tonies — all promises kept le Business growth — significantly overachieved our FY2021 revenue plan VY International roll-out — fully on track with US & UK scaling fast, FR launch successful V4 Healthy Margins — second sourcing strategy ensured a stable supply situation and i
Slide 6: Preliminary Results 2021
Preliminary Results 2021 Preliminary FY 2021 Very successful year with EUR 185m Group Net Revenues | Group Net Revenue (in EURM, preliminary & unaudited) 185 135 102 2019! 2020° 2021° Mi Plan Ml Actuals Group Net ‘ Revenue growth ie Highlights 2021 Exceeding expectations in difficult macro environme
Slide 7: International is growing faster than planned
Preliminary Results 2021 Preliminary FY 2021 International is growing faster than planned is Geographic Group Net Revenue Split 2021 Country Net Revenue vs. Plan {in EURm, preliminary & unaudited?) (in EURM, prelirninary 6 unaudited!) International 1— +15% For Comparison 1 Geographic Group Net Reven
Slide 8: US with continued excellent traction in first full year
Preliminary Results 2021 US with continued excellent traction in first full year Toniebox activations over time High caliber pottery barn kids | listings | Eo ce | January 2022 | bs. | BEST amazon Lome “4 BUY. °° | 7 NORDSTROM homies | meijer ORDSTRO BARNES <-NOBLE low mmm )igh tonies® 9
Slide 9: Macroeconomic supply chain challenges have been mitigated but weigh down on margins
Preliminary Results 2021 Macroeconomic Supply Chain challenges have been mitigated but weigh down on margins We have been affected by the macro supply chain challenges ... * price increases for raw materials * shortage of components (esp. chips) * disrupted global logistics and flows of goods Full Y
Slide 10: Keeping our little and grown-up customers excited
Preliminary Results 2021 Keeping our little and grown-up customers excited w Extend Recee Top seller launches oOw portfolio tonies® 11
Slide 11: Confirming priorities 2022: strong growth at healthy margins
Outlook 2022 Confirming priorities 2022: strong growth at healthy margins a Business growth — Drive continued strong growth by building a global platform around the international product-market-fit International roll-out — Stay on a steep growth paths, esp. accelerate the US Growth as our single big
Slide 12: We confirm guidance for 2022
Outlook 2022 Preliminary | as of Jan 31 We confirm guidance for 2022 | Guidance from IPO Guidance as of Jan 31st 2022 Group Net Revenue (EURm) 250 Confirm 250 VA Group Adj EBITDA vey, ” (% of Revenue) na ‘Slightly better than FY 2021 Y “USNetRevenue—CSs (EUR) 52 Confirm 52 VY Ne J tonies® 13
Slide 13: Financial calendar
\ | | / Se Preliminary | as of Jan 31 DATE EVENT 28" April Results FY 2021 24th May Results Q1 June Annual General Meeting (AGM) 2021 25th August Results Q2 24'h November Results G3
Slide 14: Any Questions?
t§ tonies’ Any Tuestions? 7 OF 4 tonies® 15
Slide 15: Confidentiality
Confidentiality Il information within these slides is strictly confidential and can only be handed over or published to third persons with the prior written consent of tonies SE. These slides contain forward-looking statements Certain statements included in this document are forward-looking statemen