Macquarie ASEAN Conf

Hardik Batra Commercial Director, foodpanda

26 August 2021

The biggest group outside of China with more than 5M orders per day.

Operates in over 40+ countries worldwide! Delivery Hero at a glance

730.3m Eur8.38bn Eur1549m Key Figures Q2 2021 +78.9% YOY +74.2% YOY +104.6% YOY about foodpanda

● foodpanda is a part of Delivery Hero, the largest online food delivery network in the world outside of China.

Thailand ● We operate across 12 markets in Asia in more Philippines than 400 cities, providing online delivery services for food, groceries and more. ● We have a diverse team of 7,500+ from 45+ nationalities and who speak 20+ different languages. 90% 10% online traditional channels delivery

PHP 800 billion PH online food delivery ● The food service industry in PH is worth PHP 800 billion ($16 bn) with ~100k merchants ● Penetration for online food delivery is only 10% ● Only 40% of food service establishments are taking advantage of online sales

100k merchants

60% 40% reliant on traditional channels taking advantage of online food sales

Sources: Google and Temasek, 2018 | Statistica Snapshot: foodpanda PH

PH Leader Hypergrowth Leading food delivery platform in PH Over 200% YoY YTD order growth with over 65% relative interest share (vs. competitor)

Fastest & Widest Delivery Experience & Expertise #1 food delivery in PH with 7 Averaging < 25 minutes years operating experience Largest rider fleet

Large Customer Base Best Inventory Triples active users (by July 2021). All the top AAA partners over 70% % unaided awareness. Top of Over 45,000 active restaurants. Mind and Most Preferred in total PH

Wide Coverage Dedicated Team Available in over 130 major cities 600+ in PH and growing. nationwide.

6 Based on internal data as of June 2020 Consumer Footprint: wide and sticky

50+m Our Reach: Over 130 cities Sessions Monthly Batangas Legaspi Benguet Mega

Millions Naga Order Delivered Monthly Cebu Davao Pampanga Tarlac Over 50% Retention Rate Iloilo Valencia Zamboanga Koronaldal Malolos Dasmarinas >4.5x and much more Ave Frequency/User

7 Based on internal data Accelerating at exponential rate even post hard lockdowns

Q2 Size of active 2021 +30% customer base

% QonQ Order Q1 Growth 2021

+29%

Q4 2020

Q3 2020 +20%

Q2 2020 Q1 +28% 2020 +128%

8 foodpanda customers

● 8% of our users order using foodpanda every day ● 72% of our users order using foodpanda at least once a week 1% less than once a year 3% once every 6 months 1% once a year

11% 12% 22% 42% 8% once a month every 2 weeks once a week 2-3 times a week every day

light users medium users heavy users super heavy users Winning Market Share

01 02 03 04 Assortment Affordability Coverage Reliability

Market share

Investments Growth Bargaining & subsidies Flywheel Power

Improved unit-economics New developments Core verticals q-commerce

foodpanda shops cloud kitchens

food deliveries

pandamart pick-up feature Q-Commerce = Commerce 3.0

1st Generation 2nd Generation 3rd Generation Commerce e-Commerce q-Commerce

“I am stocking up on “I need it within the “I need a few items groceries for the week” next few days” quickly”

Individual shops with Platform for all Data-driven, targeted selection categories; “sell anything hyper-local selection & everything” optimized for speed

Delivery dropped off Delivery to your door Self-service within 2-3 days within 1 hr

Discount matters Breadth matters Speed matters partners Shops Shops Asia’s largest network of cloud grocery store

Close to 200 pandamart cloud stores across APAC!

Over 25 stores in PH pandamart pandamart Subcategory home page, Key category appears as a and product featuring top view banner level view Categories Across the region, first-time customers ordering groceries on foodpanda more than doubled between second half of to first half of 2021. A trend that is set to continue. thank you!