V-mart Retail Ltd · NSE:VMART
V-mart Retail — Merger or Acquisition (October 2022)
13 slides from V-mart Retail's merger presentation, Oct 17, 2022
Slide 1: Cover letter to exchanges on analyst/investor presentation
Ref. No. CS/S/L-606/2022-23 17th October, 2022 To: To: The Listing Department The Corporate Relationship Department NATIONAL STOCK EXCHANGE OF INDIA LIMITED THE BSE LTD “Exchange Plaza” Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Mumbai – 400 001 Bandra (E ), Mumbai – 400 051 Scri
Slide 2: V-Mart Retail Limited: Acquisition of LimeRoad Business
V-Mart Retail Limited Acquisition of LimeRoad Business 1
Slide 3: Disclaimer
This presentation has been prepared by V-Mart Retail Limited (“V-Mart”) and does not constitute a prospectus or placement memorandum or an offer to acquire any securities. This presentation or any other documentation or information (or any part thereof) delivered or supplied should not be deemed to
Slide 4: Transaction Summary
Transaction Summary ▪ V-Mart has agreed to acquire the business of ‘LimeRoad’ for purchase consideration of ~Rs 31Cr* and assume liabilities of ~Rs 36Cr* through a business transfer from Limeroad, on a slump sale basis, as a going concern. Transaction ▪ The completion of the transaction is subject t
Slide 5: About LimeRoad
About LimeRoad 1 2 3 4 5 6 D2C platform Efficient High online Best in class Freshest and Highly with an supply chain engagement product & tech trendiest differentiated inventory free capabilities fashion fashion UI model experience ₹10cr+ 2018 250,000+ Fastest web 3X FY22 monthly Economic Times Peak
Slide 6: Strong overlap with VMart core market & similar target group customers
Strong overlap with VMart core market & similar target group customers Customer Concentration ▪ Core customers with household income of below 5 lacs for both, 70% of V-Mart’s customers and 65% of LR’s are non metro/Tier 1 ▪ LR has strong customer base in UP, will synergise with V-Mart’s offerings ▪
Slide 7: This partnership would help us increase our Digital channel sales, increase Omni offering, footfalls
This partnership would help us increase our Digital channel sales, increase Omni offering, footfalls and customer base V-Mart Together we will have LimeRoad 33 million registered customer base 50 million 17 Million registered customer base customers across India 29 million footfall in FY22 across 38
Slide 8: LimeRoad's strength in women's category to create synergies for VMart
LimeRoad’s strength in women’s category to create synergies for VMart Kids ₹806 3% AOV for women 1st time buyer on LimeRoad website Kids ₹1100 Men AOV for high frequency repeat 30% Men Men 44% 38% 32% Women women buyers 59% Women 23% Women 63% AOV for women higher than 27% AOV for men 86% Sales from
Slide 9: V-Mart would be able to deliver enhanced omnichannel experience & digital convenience
V-Mart would be able to deliver enhanced omnichannel experience & digital convenience to customers via LimeRoad’s technology 1 2 3 4 Incremental online Wider range of Engaging fashion Convenience for orders for stores products feed and content customers at store Store fulfillment Endless aisle Perso
Slide 10: LimeRoad will become a primary omni channel vehicle for V-Mart
LimeRoad will become a primary omni channel vehicle for V-Mart while continuing to operate on other marketplaces Vmartretail.com will redirect to V-Mart’s brand page on LimeRoad 9
Slide 11: V-Mart and LimeRoad: Key Statistics
V-Mart and LimeRoad : Key Statistics Parameters V-Mart LimeRoad Monthly Footfall 3.2Mn across 400+ stores 18Mn online visitors, web + app Registered Customer Base 33Mn (Offline First) 17Mn (Digitally Native) Channel Sales Mix 98%+ offline , 2% online 100% online, 97%+ on mobile Metros/Tier 1 : Non-m
Slide 12: Acquisition will be highly accretive to V-Mart's value lifestyle and omni-channel strategy
Acquisition will be highly accretive to V-Mart’s value lifestyle and omni- channel strategy • An attractive build vs buy investment, with a total investment of ~ Rs 67 Cr to pay off the existing liabilities. • This acquisition will help us accelerate our omni channel plans and bring in a strong team
Slide 13: Thank you!
www.vmartretail.com Thank you! In case of any queries, please contact the IR Team: ir_vmart@vmartretail.com