Slide 1: 51
51
Slide 2: Disclaimer
This presentation (hereinafter referred to as the "presentation") has been prepared by Schibsted ASA ("Schibsted" or the "Company") exclusively for information purposes, and does not constitute an offer to sell or the solicitation of an offer to buy any financial instruments. Reasonable care has bee
Slide 3: Leboncoin Key Takeaways
LEBONCOIN KEY TAKEAWAYS iF Leadership pee in Classifieds and a uae: brand in France | leboncoin | = Strong ability to Benercte high value = Focus on mobile User Experience : = Continue to deliver data driven Offers for our customers E) SCHIBSTED
Slide 4: We are #1 in classifieds in France
WE ARE #1 IN CLASSIFIEDS IN FRANCE (WITH 25.8MUV/MONTH) AND ONE OF THE PREFERRED BRANDS AUDIENCE ADS CUSTOMERS — More than 28m online ads In top 10 f it No. 4 website in France mare pl Favour! euiands in terms of traffic 800,000 60 500,000 professionals; new ads posted categories 15% of French compa
Slide 5: Our revenue growth is coming from household, professional and advertising
OUR REVENUE GROWTH IS COMING FROM HOUSEHOLD, ee - ADVERTISING = MONETIZATION EXAMPLES pee Pe ees a (PREMIUM OPTIONS + ADVERTISING) ae resand premium placements nN . Paid extra fe wo . Insertion fees for professional users a . Advertising E) SCHIBSTED 5s
Slide 6: We are generating solid revenue growth and EBITDA margin
WE ARE GENERATING SOLID REVENUE GROWTH AND EBITDA MARGIN Overview of LBC historical performance (excl. a & leDénicheur 67% 9% Oy EBITDA margin G0 Oo wer Revenue [EURm] 214 151 180 180 2014 2015 2016 UA TET) EBITDA [EURm] 102 107 129 106 # employees 262 341 439 523 Source: Company data E) SCHIBSTED 5
Slide 7: We will continue to have an ambitious growth strategy built on 4 key drivers
WE WILL CONTINUE TO HAVE AN AMBITIOUS GROWTH STRATEGY BUILT ON 4 KEY DRIVERS #] — #2 #3 th Source: Company-data Expected revenue drivers STRATEGY ‘ : love along value chains (ex. oe a : Transaction) “ACCELERATE OUR VIRTUOUS CIRCLE = — Reinforce of our leadership position in _ key verticals (RE, Moto
Slide 8: We have accelerated in product the last months with a strong emphasis on mobile & transaction
WE HAVE ACCELERATED IN PRODUCT THE LAST MONTHS WITH A STRONG EMPHASIS ON MOBILE & TRANSACTION Holiday rentalvp. = Messaging (booking & paymen Saved search + push notif. Appnexus Jobs Saved Permanent _ iOS app Bae © oscar value migration alertin ads login new : : 5 design (for pro) TRANSACTION 80% mo
Slide 9: Slide 9
Slide 10: We are innovating in parallel in every markets
WE ARE INNOVATING IN PARALLEL IN EVERY MARKETS 2015 Launch of the « Pack Immo Référence » (bundle with shops + new performance dashboards) Launch of the « Pack Leboncoin Immo» standalone (end of Puissance 3 offers) New offer New services for professionals New offer (responsive (performance dashboard
Slide 11: Real estate - we are a clear market leader
REAL ESTATE-WE ARE A CLEAR MARKET LEADER ADS isi AUDIENCE yyy) leboncoin 46% leboncoing.gm Player #2 Player #3 Player #2 Player #3 4.0m 2.6m 34% 26% Key driver ¢ Secure our #1 position in a consolidating market, by reinforcing our value proposition to professionals AWARENESS (Tom) (new offer & openi
Slide 12: Motors - we are reinforcing our leadership position
MOTORS — WE ARE REINFORCING OUR LEADERSHIP POSITION ADS (us AUDIENCE jyyy PRIVATE PROFESSIONAL, leboncoin 89% leboncoin 47% leboncoin 9.3M Player #2 Player #3 3.4m 2.9m Player Player Player Player #2 #3 #2 #3 4% 4% 32% 16% Key driver * Reinforce our leadership by launching dedicated offers & moving
Slide 13: Jobs - we have started to gain market share and our brand awareness is improving
JOBS — WE HAVE STARTED TO GAIN MARKET SHARE AND OUR BRAND AWARENESS IS IMPROVING AUDIENCE (yyy Player #1 Player #1 40% 9.5M Player #3 i Player #3 Player #2 16% Key driver Player #2 tam w% leboncoin * improve competitive position through 45M leboncoin continuous audience & content acquisition * incre
Slide 14: We are developing high added value product for our core verticals
WE ARE DEVELOPING HIGH ADDED VALUE PRODUCT FOR OUR CORE VERTICALS New specific products for professionals have been recently launched (1/2) ¥ Graphic redesign (incl. mobile friendly format) ¥ Permanent login oy Possibility to create shortcuts (from desktop, mobile & browser) y Search engine (similar
Slide 15: We are building local and global data driven solutions for our customers
WE ARE BUILDING LOCAL AND GLOBAL DATA DRIVEN SOLUTIONS FOR OUR CUSTOMERS New specific products for professionals have been recently launched (2/2) Store redesign on adview (bigger brand space) vo Decision-making helping « My activity » (new performance dashboard) te tool to better monitor ads rand l
Slide 16: Advertising - we are developing a clear alternative based on data & mobile
ADVERTISING - WE ARE DEVELOPING A CLEAR ALTERNATIVE BASED ON DATA & MOBILE Aims to optimize inventory, leverage data & grow on mobile : A credible alternative yo Develop & optimize inventory management ay, Accelerate i in programmatic % ‘Monetize our data (purchase intent) bh a ee vw Convert our bus
Slide 17: We reinforce our position in classified
WE REINFORCE OUR POSITION IN CLASSIFIED MB Machinery: DIFFUSION ©) leDénicheur ¥ Leading marketplaces for agriculture & ¥ Online price comparison service, launched in construction equipment in France France in January 2017 (group roll-out of a v Acquisition by leboncoin end of 2016; strong Swedish c
Slide 18: Delivering on our ambitious growth strategy
DELIVERING ON OUR AMBITIOUS GROWTH STRATEGY 1. REINFORCE OUR VIRTUOUS CIRCLE: product ifiprovement acceleration, with a strong emphasis on mobile and specific products for professionals 2. VERTICALIZE IN OUR CORE MARKETS: consolidation of | leboncoin | leadership positions in RE & Motors and recent