Arandu Investimentos S.a · BMFBOVESPA:ARND3
Arandu Investimentos — GetNinjas — Q2 2021 Earnings Presentation
17 slides from Arandu Investimentos's earnings presentation, August 2021
Slide 1: 2Q21 and 1H21 Earnings Release
2Q21 and 1H21 Earnings Release 2021 August
Slide 2: 2Q21 Highlights
New registered professionals: Active professionals (LTM): 60% of active professionals 2Q21 Highlights 567 thousand 179 thousand were recurring in 2Q21 +314% vs 2Q20 +78% vs 2T20 Bundle sales1: Clients’ requests: Satisfaction of professionals and R$18.7 million 1.3 million clients: Rating 8.8 +68% vs
Slide 3: Services and Horizontal Marketplace Connecting Professionals with Clients
Services and Horizontal Marketplace Connecting Professionals with Clients 01 02 03 04 The customer This request is broadcasted Entrepreneurs pay The customer chooses requests a service to our entrepreneurs to give a quote the entrepreneur 3
Slide 4: Highest Number of New Registered Professionals
Highest Number of New Registered Professionals New Registered Professionals (‘000) +314% +256% 2Q21 registrations highlights: domestic 567 1,079 services, classes, health and design and technology Growth of 500% in professionals’ 137 303 registrations in the 10 key new categories 2Q20 2Q21 1H20 1H21
Slide 5: Growth of Bundle Sales
Growth of Bundle Sales Bundle Sales1 (R$ million) +68% +57% 18.7 35.7 Active professionals (LTM): 179 thousand +78% vs 1H20 11.1 22.7 60% of active professionals in 2Q21 and 1H21 were recurring 2Q20 2Q21 1H20 1H21 1Professionals purchase the bundle package using bank payment slip, PIX or credit card
Slide 6: Increase in Clients' Requests
Increase in Clients’ Requests Clients’ Requests (‘000) +40% +38% 1,301 2,564 In 2Q21 requests mainly concentrated in home renovation, tech support, 931 1,862 domestic services and consulting In 2Q21 and 1H21 about 50% were recurring clients 2Q20 2Q21 1H20 1H21 6
Slide 7: Double-digit Growth
Double-digit Growth Gross Revenue (R$ million) +69% +54% 18.3 35.6 10.8 23.1 Ronaldo do Santos, Furniture Assembler 2Q20 2Q21 1H20 1H21 7
Slide 8: Efficiencies with Gross Profit
Efficiencies with Gross Profit Gross Profit and Costs (R$ million) +45% 28.2 +49% 14.1 19.5 9.5 Gross Profit Costs 0.5 1.4 1.3 2.6 2Q20 2Q21 1H20 1H21 8
Slide 9: Investment in People
Investment in People G&A Expenses (R$ million) +154% +111% 12.0 20.3 217 employees in June 2021 vs. 96 in June 2020 New hirings mainly for 9.6 technology, marketing and 4.7 customer service areas 2Q20 2Q21 1H20 1H21 9
Slide 10: Investment in Marketing
Investment in Marketing Commercial Expenses (R$ million) +395% +256% 21.3 32.4 Commercial expenses, which are marketing expenses, with the greater concentration of resources in media 9.1 4.3 2Q20 2Q21 1H20 1H21 10
Slide 11: Bottom Line Impacted By Higher Operating Expenses
Bottom Line Impacted By Higher Operating Expenses Net Income (Loss) (R$ million) 0.3 0.5 André Vieira, Tech Support -17.8 -23.4 2Q20 2Q21 1H20 1H21 11
Slide 12: How does GetNinjas grow?
How does GetNinjas grow? Growth in investments in attracting Clients generate more More opportunities for Demand Professionals, increasing engagement and retention... Cross category Best opportunities High retention Higher Higher Increase of income Flow Growth Growth in the Improved services and num
Slide 13: Strategy to increase the Density of Professionals
Strategy to increase the Density of Professionals Since January 2020, the creation of 134 new services categories Growth of 500% in the registration of professionals in the 10 new categories that stood out Activities in 4,000 cities in Brazil Operating in 70% of the Brazilian territory Expansion in
Slide 14: First Branding Campaign Offline Media
First Branding Campaign Offline Media 14
Slide 15: Partnership with Banco Pan
Partnership with Credit Card Banco Pan: Complementing the Checking Personal Loan business, improving the user Account experience and adding revenue Professionals Self-employed and often informal Highly engaged user base Market positioning with and proprietary lead model solutions that meet the data
Slide 16: Next Steps: Solid plan to keep growing
Next Steps: Solid plan to keep growing Growth & Scale • GetNinjas is positioned in a barely penetrated addressable market, ready for disruption • Organic growth opportunities and through acquisitions Financial Services • Offering financial products to Professionals, bringing greater activation and r
Slide 17: 2Q21 and 1H21 Earnings Release
2Q21 and 1H21 Earnings Release 2021 August