Haci Omer Sabanci Holding A.s. · BIST:SAHOL
Haci Omer Sabanci Holding A.s — Hacı Ömer Sabancı Holding A.Ş. — Corporate Update (April 2022)
18 slides from Haci Omer Sabanci Holding A.s's corporate update, Apr 29, 2022
Slide 1: Sabanci Holding Digital Investments
SABANCI HOLDING DIGITAL INVESTMENTS April 29th, 2022
Slide 2: Disclaimer
Disclaimer The information and opinions contained in this document have been compiled by Hacı Ömer Sabancı Holding A.Ş. (“Holding”) from sources believed to be reliable and in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctne
Slide 3: Capital Allocation Criteria & Digital Investments, Cyber Security, Digital Marketing
01 Capital Allocation Criteria & Digital Investments 02 Cyber Security 03 Digital Marketing 3
Slide 4: Capital Allocation Criteria & Digital Investments
01 Capital Allocation Criteria & Digital Investments 4
Slide 5: Doubling CAPEX to accelerate both organic and inorganic growth
Doubling CAPEX to accelerate both organic and inorganic growth DOUBLING CAPEX | 25/75 SPLIT BETWEEN CORE & NEW INVESTMENTS Grow and Protect the Core Invest in New Platforms ➲ Strengthen our market leading positions ➲ Increasing share of new economy: ➲ Profitable growth driven by customer centricity
Slide 6: Successful delivery on our strategic initiatives prevails
Successful delivery on our strategic initiatives prevails Dynamic Portfolio Management Transfer of Aviva Shares to Ageas: Increase in Shareholding in Eşarj: New partnership with Ageas in life business Increase in Enerjisa Enerji’s effective Turkey’s 1st Green Hydrogen: Digital Investments: (40%-40%
Slide 7: Further execution in strategic initiatives with Digital acquisitions
Further execution in strategic initiatives with Digital acquisitions Cyber Security Radiflow (a deal of USD45mn): Providing full package of solutions in Operational Technology (OT) Security market, one of the fastest growing market in Cyber Security domain with diversified global revenue streams and
Slide 8: Invest in rapidly growing digital businesses and expand beyond Turkey
Invest in rapidly growing digital businesses and expand beyond Turkey Before Transactions After Transactions Sabancı Digital Business Consumer Marketing Cyber Security Cloud & Digital Product & Technology Business Business Business Services Product & Services Software Develop ment Software Advance d
Slide 9: Cyber Security
02 Cyber Security 9
Slide 10: OT Security Market is one of the fastest growing segment in Cyber Security domain
OT Security Market is one of the fastest growing segment in Cyber Security domain Operational Technologies (OT) covers cyber physical critical infrastructure networks and operations & services Global OT Security Market Forecast (USD Mn) 1.945 Manufacturing 24% 1.675 Power Plants Healthcare 1.405 1.1
Slide 11: Radiflow: rapidly growing, FX generating business with a global reach
Radiflow: rapidly growing, FX generating business with a global reach Strategic Fit High Growth Business FX Revenues Global Presence OT security product & market fit 100% Revenues in Hard Currency Operating in EU, US, MENA & APAC Expand Beyond Turkey Already established client base and channels Fast
Slide 12: Acquiring 51% with an initial USD31mn investment and ambition to reach 100%
Acquiring 51% with an initial USD31mn investment and ambition to reach 100% Cash-out (USD mn) 2022 2023-2024 Radiflow Revenue Breakdown Initial Investment – 51% 31 - Capital increase - 14 MENA; Total Cash-out 31 14 18% US; 4% APAC; Peers* (Cyber Security) Country Price to Book Ratio P/E Ratio EV / E
Slide 13: OT Security – Peer Investments
OT Security – Peer Investments Source: Bloomberg 13
Slide 14: Digital Marketing
03 Digital Marketing 14
Slide 15: The shift of conventional marketing to digital offers an attractive investment opportunity
The shift of conventional marketing to digital offers an attractive investment opportunity Global marketing spend, USD Bn Online market sizes in Turkey, USD Bn Digital Marketing Traditional Marketing 29.3 16% 15% 18% 280 419 230 237 348 313 12.6 2019 2020 2021 2019 2020 2021 2020 2025 Apparel Homeca
Slide 16: Turkey is far below world average in marketing spending over GDP
Turkey is far below world average in marketing spending over GDP, indicating room for growth Overall marketing spending / GDP, % 1,2 Average Overall Turkish 1,1 USA marketing spending per 1,0 GDP is expected to United Kingdom reach developed 0,9 Philippines Japan 0,8 Brazil country levels, creating
Slide 17: SEM: To explore and monetize untapped potential in Turkey
SEM: To explore and monetize untapped potential in Turkey with an ambition to create global opportunities in new marketing technologies Cash-out (USD mn) 2022 Acquisition of 100% 13.5 Total Cash-out 13.5 ➲ One of the two agencies in Turkey with Google Marketing Platform Reseller certificate, the Pee
Slide 18: Investor Relations Contacts
INVESTOR RELATIONS CONTACTS Kerem TEZCAN Investor Relations Director For Further Şule GENÇTÜRK KARDIÇALIOĞLU Details Investor Relations Manager ir.sabanci.com Hamza SÜMER Investor Relations Specialist Arda KAYMAZ Investor Relations Specialist investor.relations@sabanci.com
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