Scb X Public Company Limited · SET:SCB
Scb X Public — Investor Day (2022)
18 slides from Scb X Public's investor day presentation, 2022
Slide 1: Purple Ventures
SC 5 x Purple (Ventures
Slide 2: Important note
Important note: This presentation contains “forward-looking statements” of SCB X Public Company Limited and _ its subsidiaries ("SCBX Group") that related to financial or events of future period. Certain statements contained in this presentation that are not historical fact are the future expectatio
Slide 3: Thailand's Most Admired Lifestyle SuperApp
Thailand’s Most Admired Lifestyle SuperApp
Slide 4: We aim to build Robinhood into Thailand's own Super App
We aim to build Robinhood into Thailand's own Super App Food Delivery Lifestyle Ride Mart Express Hailing Additional monetization Insight POS HoReCa a Supplier in lifestyle super app — — i AtUaNAD Digital Financial , . Utility aia Token Travel Insurance
Slide 5: We have established a 3-step growth strategy
We have established a 3-step growth strategy 1 Established 2 Established 3 Additional Platform and “Super App” monetization acquired users Merchants Merchant ➢ Advertising Customers Revenue Express Mart Food Customer ➢ Data Monetization Riders & Financial Travel Ride Product Offerings Rider Drivers
Slide 6: Strong track record in growing customer base and partners
We have demonstrated strong track record in growing both our customer base and partners 3.1M+ 250K+ 30K+ Users Merchants1 Riders Number of users (M) Food GMV (THB Bn) 3.1 4.7 1.2 0.6 21H1 22H1 21H1 22H1 1. Food merchants
Slide 7: rus > auourahuis wogsnadhwdushush Reeinioed
rus > auourahuis wogsnadhwdushush Reeinioed auisouddnulo wa aiaKsusiuA Robint AuiBonfogsiio dinguz uM Robinhood auiastnw hidyanasws:iiu TWdoviéionas Gracy yougnga ounuqogo conidesudu MRR 4 1 aun 72 wou +8% code Robinhood
Slide 8: Robinhood well-positioned to monetize by expanding offerings
…making Robinhood well-positioned to monetize by expanding our offerings We scaled a Affluent 11% high-quality Upper Mass 15% customer base Mass 49% quickly with the Lower Mass support from 25% SCBX
Slide 9: …and their spending increases significantly over time
…and their Monthly spend of active …and to spending users increased to ~2x after one year … ~4x after 2 years increases 4.1x significantly over time 2x 1x 0 12 24 Months after joining
Slide 10: Robinhood helped acquire new customers for SCBX
Robinhood in turn helped acquired new customers for SCBX and capture more data on them New to SCBX More transactions” Customers acquired! with SCBX by Robinhood users (vs. non-Robinhood SCBX% customers): 1. Merchants and customers who opened SCB Bank accounteaftentheyeresistered. with Robinhod)i2, m
Slide 11: A New Growth Mothership
A New Growth Mothership Accelerating innovation to create long term value GEN 1 GEN 2 GEN 3 Core Banking Services Consumer Finance Digital Platform & Digital Financial Services & Tech Services Digital Banking (Partner)
Slide 12: Our data can enable consumer analytics for other SCBX companies
Our data can enable consumer analytics that can be leveraged by other SCBX companies PROPENSITY TO SPEND Types of data collected by Robinhood SHOPPING PREFERENCE BEHAVIOR Lifestyle Data TRAVEL BEHAVIOR LIFESTYLE SCORE DEMOGRAPHY LIFESTYLE Financial Data DINING BEHAVIOR ABILITY TO PAY WILLINGNESS TO
Slide 13: Super App to cater to key tourist populations
Super App to cater to key tourist populations Delivery Services _ Yo) Food and drink cal Premium mart mo Medicines _ and necessities a} Express Local Services 5 roy Foreign Exchange; VISA Cc Mobile SIM Goes suas yon stulsvDor MAL: Online Travel 4) Hotels (Unique experience) oa Local tour tea Car Ren
Slide 14: We are exploring an EV subscription business
We are exploring an EV subscription business by targeting our large fleet of drivers and riders Drivers from Ride Riders from Food Robinhood to offer EV on subscription basis 4 Additional Reduced Support revenue barrier to join global Net our fleet Zero effort
Slide 15: Our growth story is unparalleled...
High quality customer base started from SCBX Our growth Financial offerings story is from the onset, given SCBX expertise unparalleled... Ability to benefit the entire SCBX ecosystem
Slide 16: On track to a healthy growth trajectory
We are on track to a healthy growth trajectory and plan to fund the journey with both SCBX and external equity 3-year financial ambitions ~30B ~4B ~1.8M 2026 Total GMV Total revenue Monthly Active Projected in '25 in '25 User in '25 Break-Even1 1. Operating profit
Slide 17: Thank You
Thank You
Slide 18: Purple Ventures
Purple (Ventures