Prosus N.v. Class N · EURONEXT:PRX
Prosus N.v. Class N — Investor Presentation (March 2025)
22 slides from Prosus N.v. Class N's investor presentation, March 2025
Slide 1: India Update
S Pprosus INDIA — UPDATE Ss (March 2025 ) Ee,
Slide 2: Why Is Prosus Long On India?
ia? ) ( Why Is Prosus Long On Ind
Slide 3: India's immense growth potential is driven by strong structural tailwinds
INDIA’S IMMENSE GROWTH POTENTIAL IS DRIVEN BY STRONG STRUCTURAL TAILWINDS INDIA PROJECTED TO BECOME WORLD’S 2ND INDIA TO REMAIN THE FASTEST GROWING LARGEST ECONOMY BY 2075 MAJOR ECONOMY IN THE NEAR TERM India China US Japan Euro 6.7% 6.7% 6.3% 3rd largest at $7T by 2030 4.9% 4.5% 4.0% 2.8% 2.5% 2.3%
Slide 4: India's rising GDP per capita will unlock significant consumption growth
INDIA’S RISING GDP PER CAPITA WILL UNLOCK SIGNIFICANT CONSUMPTION GROWTH GDP / CAPITA ($) AT AN INFLECTION POINT: MASSIVE HEADROOM FOR CONSUMPTION GROWTH INDIA IS CURRENTLY WHERE CHINA WAS IN 2007 7.5% Households own a car (35% in China) 1.2 Hospital beds for 1,000 population (6.7 beds / 1,000 in Ch
Slide 5: India's startup ecosystem is thriving, driven by strong macro tailwinds and a deep talent pool
INDIA’S STARTUP ECOSYSTEM IS THRIVING, DRIVEN BY STRONG MACRO TAILWINDS AND A DEEP TALENT POOL INDIA’S ECOSYSTEM IS THE 3RD LARGEST IN THE WORLD LEADING TO LARGER POOLS OF CAPITAL BEING DEPLOYED EARLY GROWTH LAST FUND NEW FUND FUNDS 1,016 3rd highest unicorn count in the world VC FUND 1 $400M $670M
Slide 6: Progressive regulation has provided foundational support to the tech ecosystem
PROGRESSIVE REGULATION HAS PROVIDED FOUNDATIONAL SUPPORT TO THE TECH ECOSYSTEM Financial inclusion via DIGITAL TAX PROGRESSIVE FDI Unified Payments IDENTIFICATION REFORMS REGULATIONS Interface (“UPI”) and other initiatives With Aadhar Goods and Services Government digital ID, Indian Tax (GST): Intro
Slide 7: Prosus in India!
é Prosus in India! >
Slide 8: Prosus is one of India's top tech investors
PROSUS IS ONE OF INDIA’S TOP TECH INVESTORS EVOLUTION OF PROSUS IN INDIA PROSUS INDIA INVESTMENT HISTORY AND STRATEGY EVOLUTION 2025 2017 and 2018 TOPIC 2017 (NOW) • 2 investments in 2 years Among the most • Investments only in late-stage Consumer tech companies REPUTATION/ Prosus relatively well-kn
Slide 9: Prosus has deployed ~$4.0B across 32 companies
Commerce / Ma rk et PROSUS HAS pl ac es DEPLOYED ~$4.0B ACROSS ervi ces ialS nc 32 COMPANIES Fina ar e t w of /S (MINORITY AI AND OWNED).. 9
Slide 10: ..and has multiple winners across large categories
..AND HAS MULTIPLE WINNERS ACROSS LARGE CATEGORIES KEY COMPANIES IN INDIA PORTFOLIO NAME COMMENTS • Leading food delivery and quick commerce platform • Leading horizontal marketplace • India’s leading payment solutions provider Valuation: $21Bn+ Prosus Share: ~$8B • India’s largest at-home services
Slide 11: Prosus is positioned for success with unique advantages
PROSUS IS POSITIONED FOR SUCCESS WITH UNIQUE ADVANTAGES A B Operator Prosus’ Flexible multi- Strong brand India unique stage approach + investor and track experience ecosystem global tech with patient long record synergies ecosystem term capital and mindset and perspective Let’s unpack A and B in mo
Slide 12: Prosus has several unique advantages in India, positioning it for strong success
A PROSUS HAS SEVERAL UNIQUE ADVANTAGES IN INDIA, POSITIONING IT FOR STRONG SUCCESS 1. Cutting edge AI support to portfolio companies ..WITH STRONG TEAM AI SUPPORT.. AND LEADERSHIP IN PLACE Deploying AI and ML across our global portfolio of 90+ companies In-house 30+ 1000+ data With strong member AI
Slide 13: Leveraging Prosus' unique global tech ecosystem and perspective helps drive value
A LEVERAGING PROSUS’ UNIQUE GLOBAL TECH ECOSYSTEM AND PERSPECTIVE HELPS DRIVE VALUE 2. Knowledge sharing across portfolio companies globally DRIVING NETWORKING AND KNOWLEDGE ..AND LEVERAGING GLOBAL BEST SHARING INITIATIVES ACROSS PORTFOLIO.. PRACTICES TO DRIVE SPECIAL PROJECTS Management Growth Cost
Slide 14: Prosus' global ecosystem drives relationships between portfolio companies
B PROSUS’ GLOBAL ECOSYSTEM DRIVES RELATIONSHIPS BETWEEN PORTFOLIO COMPANIES PayU solving for early settlement solutions for sellers on Meesho Fintech and checkout finance on Swiggy Pharmeasy and Credit, Swiggy collaboration Insurance, for medicine delivery Wealth Automation Marketplace for sale of g
Slide 15: Prosus is differentiated
Prosus is differentiated. We are not just an investor building AUM We are building a true technology ecosystem. 15
Slide 16: Our differentiation allows us to partner with the best tech companies in India
OUR DIFFERENTIATION ALLOWS US TO PARTNER WITH THE BEST TECH COMPANIES IN INDIA… TOTAL PAYMENT GROSS ORDER ANNUAL TRANSACTING VOLUME; $BN VALUE (B2C); $BN USERS; IN MN • Leading payments services provider • Leading food delivery and Q-com company • Leading horizontal e-com platform • ~18M monthly tra
Slide 17: ...and generate impressive returns
…AND GENERATE IMPRESSIVE RETURNS PROSUS INDIA INVESTMENT AND PORTFOLIO VALUE ($BN) STRONG PORTFOLIO PERFORMANCE… ~8.0 $4.0BN Gain in portfolio value …WITH SWIGGY STAKE ALONE ALMOST EQUAL TO TOTAL INVESTMENT COST… ~4.0 • $2Bn+ gains • Only listed asset in India (Swiggy) stake almost • ~20% IRR equal
Slide 18: New Focus Areas
New Focus Areas 18
Slide 19: "India Next" is a large and growing segment which needs a differentiated offering
“INDIA NEXT” IS A LARGE AND GROWING SEGMENT WHICH NEEDS A DIFFERENTIATED OFFERING INDIA CONSUMPTION GROWTH WOULD BE DRIVEN BY “INDIA NEXT” – 500M MIDDLE-INCOME CONSUMERS… Households Total: 219mm Total: 293mm Total: 386mm High 1mm 8mm 29mm (>US$40K, INR 30L (1%) (3%) (7%) 16mm 61mm 168mm Upper-Mid (7
Slide 20: Artificial Intelligence
AI-FIRST COMPANIES UNLOCK MASSIVE BUSINESS VALUE BY: OPTIMIZING OPERATIONS, ENHANCING CUSTOMER EXPERIENCES, AND DRIVING INNOVATION ACROSS KEY BUSINESS FUNCTIONS Product Princing and recommendation Promotions Channel Inventory optimization Management Warehouse and logistics process ARTIFICIAL Customi
Slide 21: Forward Looking Statements
FORWARD LOOKING STATEMENTS This report contains forward-looking statements as defined in the United States Private Securities Litigation Reform Act of 1995 concerning our financial condition, results of operations and businesses. These forward-looking statements are subject to a number of risks and
Slide 22: Prosus
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