Growens S.p.a. · MIL:GROW
Growens — MailUp — Investor Day (September 2015)
13 slides from Growens's investor day presentation, Sep 25, 2015
Slide 1: Be Relevant
BE RELEVANT @MailUp_US | www.mailup.com
Slide 2: A big believer in fighting SPAM
A big believer in fighting SPAM, MailUp does not sell or rent email lists.
Slide 3: 10 Years of Self-Financed Growth
10 YEARS OF SELF-FINANCED GROWTH 8.000 7.000 MEuros @ Clients 6.000 5.000 4.000 3.000 2.000 1.000 2003 2004 ¢ 2005 * 2006 2007 2008 2009 ¢2010 2011 2012° °2013¢ °2014¢ Ecommerce New New Platform Business _ BEEfree launch price list website redesign _ intelligence New channels: Optimization IPO. text
Slide 4: Why We Went Public
WHY WE WENT PUBLIC Investing in MailUp means becoming part of a growth-stage leader in marketing technologies with a strong upside potential. Cloud computing M&A in Email Marketing Technology S 178 Bln/ 2015 S 15 Bln Responsys acquired by Oracle MailUp’s industry is booming. According to the Besseme
Slide 5: Why We Went Public
WHY WE WENT PUBLIC MailUp has two clear objectives: to strengthen its position as the leader in Italy’s marketing technologies sector, and to boost its international presence, with a specific and unique focus on non-English speaking markets. Non-English speaking markets are poorly served by the big
Slide 6: 2015, The Challenge: Going International
2015, THE CHALLENGE: GOING INTERNATIONAL HOW? 1) Acquisitions Acquisitions both on the industrial side (knowledge, technology and up-selling) and as a way to speed-up market entry and growth. 2) Joint ventures We don't need to open offices everywhere, but rather in leveraging local expertise by part
Slide 7: 2015, First Months: Client Base in 50+ Countries
2015, FIRST 9 MONTHS: CLIENT BASE IN 50+ COUNTRIES 5 interarrows ~ == SoftBank C&S Results: - 1 acquisition in Spain/LATAM (Acumbamail) mailupy 2 strategic alliances in Indonesia (Ydigital Asia) & Japan (Softbank) (mailup) - Approx 15% of the revenues are from outside Italy 7
Slide 8: 2015, On the Edge of Innovation: www.beefree.io
2015, ON THE EDGE OF INNOVATION: WWW.BEEFREE.IO Beefree Free Email editor to build responsive design messages PYG os IGM CIC ICEL Se | 3 4 lemming 88 days ago | link Creer letting me play around with it without having to sign up or enter | @ 6 @ ro) Vv e oe | > ie BOOSEOOOS ri 88 days ago | link | T
Slide 9: Our Financial Data
OUR FINANCIAL DATA | 2014 2013 A Turnover 9M 71M +26% Net Sales 8M 64M +24% EBITDA 834 K 511 K +63% EBT 203 K 81K +151% Operating cash flow 146M nd Net Financial Position 3,28 M 0,59M Cash on bank 3,3M 0,6 M Deferred revenuest 2,9M 24M Short term financial debts 9K 14K Middle/Long term financial deb
Slide 10: Publicly Traded Cloud Companies
42 Publicly Traded Cloud Companies Indexed as of Jan. 2011 | @ 8/21/15 BVP Cloud Computing Index 237% SUOe/T/L StOe/T/S st0z/t/€ St0¢/T/T ptoz/T/tt vtoz/1/6 vlOz/T/L vlo2z/T/s vlo2/t/e vLo7/t/t €10¢/1/1T €107/1/6 €L0e/T/L €102/T/S €t02/t/e €L02/T/T 2L02/T/TE 2102/1/6 2L02/T/L 2102/1/S e102 /T/E tL0z
Slide 11: Our Stock (MAIL.MI)
OUR STOCK (MAIL.MI) e . AIMitalia ISIN: [0005040354 MERCATO ALTERNATIVO DEL CAPITALE 3.10 3.10-3.10 ° 3.10 2.56 -3.29 787% 9.17% 2,251.64 0.00 First Share Price: € 2,50 Market Cap: ~ € 24M Public float: 1.200.000 shares (15%) (mailup} Shares traded in the first 8 months of 2015: 1.128.000 shares 11
Slide 12: Join a great entrepreneurial story
ae { S Wy; Join a great entrepreneurial story We are very itted t Care of — edto | i. ectors and reach our goals > yan?”
Slide 13: Our Partners
OUR PARTNERS Nomad ENVENT INDEPENDENT FINANGIAL ApvisorR Global audit & accounting |BDO Legal Advisor CHIOM Srupio Lr ENTI EGALE Specialist hn nuovi investimenti 13