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Investor Presentation Investor Presentation Rolv Erik Ryssdal, CEO Uvashni Raman, CFO September 2019 Disclaimer IMPORTANT: You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by Adevinta ASA (the “Company”) or any person on behalf of the Company, and any question-and-answer session that follows the oral presentation (collectively, the “Information”). In accessing the Information, you agree to be bound by the following terms and conditions. You must read the following before continuing. This presentation (hereinafter referred to as the "presentation") has been prepared by Adevinta ASA ("Adevinta" 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 been taken to ensure that the information and facts stated herein are accurate and that the opinions contained herein are fair and reasonable, however no representation or warranty, express or implied, is given by or on behalf of the Company, any of its directors, or any other person as to the accuracy or completeness of the information or opinions contained in this document and no liability is accepted for any such information or opinions. This presentation includes and is based on, among other things, forward-looking information and statements. Such forward-looking information and statements are based on the current expectations, estimates and projections of the Company or assumptions based on information available to the Company. Such forward-looking information and statements reflect current views with respect to future events and are subject to risks, uncertainties and assumptions. The Company cannot give any assurance as to the correctness of such information and statements. Several factors could cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements that may be expressed or implied by statements and information in this presentation. There may have been changes in matters which affect the Company subsequent to the date of this presentation. Neither the issue nor delivery of this presentation shall under any circumstance create any implication that the information contained herein is correct as of any time subsequent to the date hereof or that the affairs of the Company have not since changed. The Company does not intend, and does not assume any obligation, to update or correct any information included in this presentation. 2 Key highlights Leading pure-player in international marketplaces Sound financials*: revenue growth driven by core verticals • Revenue: €688 million (Q2 19 LTM*); +15% YoY • EBITDA: €184 million (Q2 19 LTM*); +47% YoY A robust capital structure and a flexible financial capacity Continuous product development to deliver value to users and customers Committed to sustainability and contributing to circular economy (20+ million tonnes of greenhouse gas emissions) *Pro forma, including contribution from joint ventures and associates as if we had consolidated the companies proportionately. LTM = Last Twelve Months 3 Adevinta at a glance Global scale and compelling financial profile France Spain Brazil Global markets 16 markets1 €688m revenue2 Q219 LTM €184m EBITDA2, Q219 LTM 3 3 4 +1.5bn monthly visits +1.5m listings / day c. 4,300 employees Source: 1 Company information, as of August 2019; 2Pro forma, including contribution from joint ventures and associates as if we had consolidated the companies proportionately. LTM = Last Twelve Months; 3 Company information average for H1 2019; 4 Company information, as of June 2019, including JVs 4 A solid management team Rolv Erik Ryssdal CEO Adevinta Renaud Bruyeron Nicki Dexter Uvashni Raman Product & UX Tech & Data People & Comms Strategy & Finance Ovidiu Solomonov Gianpa Santorsola Antoine Jouteau Global Markets Spain & Brazil France Italy, Willhaben*, Ireland*, Hungary, Belarus, Morocco, Mexico, Spain and Brazil* (including OLX and InfoJobs) Chile, Tunisia, Dominican Republic, Colombia, Shpock and New Models * Joint ventures 5 Agenda 01 Business overview 02 Financials 03 Appendix 6 A leading pure player in international marketplaces Strong network effects that form barriers to entry Financial strength and Many strong #1 positions unique data to enhance across our local brands great user experiences Tremendous reach A clear strategy aligned within 16 countries; to our purpose and mission 800 million potential users One of the world’s largest pure-players Amazing talent in a large, stable and to “steer the ship” growing industry 7 Our mission Generalist Cars Create perfect Buyers Sellers Dealers Renters matches in Agents the world’s Job seekers Recruiters most trusted Real Estate Jobs marketplaces We want to make a positive change in the world by helping everything and everyone find new purpose 8 Our business model benefits from many attractive characteristics Significant benefits Improved liquidity as to both users and Win-win value Network the marketplace grows listers proposition effects High cash Leading positions generation due to Local leaders enabled by drive higher world-class technology Winner low capex Asset light takes most economics Investment in R&D to Deeply entrenched with enhance products and user Scalable Hard to defensible market experience tech attack positions 9 Marketplaces are a fast-growing and attractive global industry Significant market size… …with attractive growth CAGR 17A-22E Global online classifieds $27.4bn 8.6% revenue 2022E 7.1% Display advertising 8.6% CAGR 2017A-2022E 8.6% Real Estate Global online By vertical classifieds 8.0% Cars revenue 2017A 1 11.1% Jobs $18.2bn Increasing demand from Harnessing data to increase Expanding product Enabling trust & safety customers for improved personalisation and value offering across the mechanisms for marketplace functionality / experience delivery transaction value chain participants Source: Statista 2019, Digital Market Outlook; 1 Fees paid by advertisers in order to display a classified ad or listing around a specific vertical. Excluding other advertisements (e.g. banners) on classified portals 10 Solid leadership positions across generalist and verticals in our major markets… #1 in MAU #1 in MAU #3 in MAU Traffic Ad Listings Customers Real Estate Cars Jobs Generalist 1 1 1 1.9x Real estate 1 1 1 Cars 1 1 1 Jobs 3 5 2 Source: for traffic (Médiamétrie, Geminus, Similarweb, Comscore, IPSOS); for ad listings (Autobiz, company information); for customers data (Autobiz, company information) 11 Solid leadership positions across generalist and verticals in our major markets… #2 in Visits #1 in Usage #1 in Usage Traffic Ad Listings Customers Real Estate Cars Jobs Generalist 2 2 NA #1 Vertical competitor Real estate #1 Generalist #1 Social 2 1 1 competitor competitor Cars #1 Vertical 1 1 1 competitor Jobs #2 Vertical #1 Vertical #2 Vertical competitor competitor competitor 1 1 NA Source: for traffic (Médiamétrie, Geminus, Similarweb, Comscore, IPSOS); for ad listings (Autobiz, company information); for customers data (Autobiz, company information) 12 Solid leadership positions across generalist and verticals in our major markets… #1 in Visits #1 in Visits Traffic Ad Listings Customers Real Estate Cars Generalist 1 NA NA Real estate 1 3 2 Cars 1 1 1 Jobs 1 NA NA Source: for traffic (Médiamétrie, Geminus, Similarweb, Comscore, IPSOS); for ad listings (Autobiz, company information); for customers data (Autobiz, company information) 13 ...and a well diversified portfolio across geographies 1 Global presence with multiple leadership positions # Generalist Cars Real Estate Jobs Market position in terms of traffic4 1 1 1 1 3 2 1 1 1 Source: 1Médiamétrie, Geminus, Similarweb, Comscore, Ipsos; 2 Shpock is also present in Norway, Sweden and Italy; 3 50% share held in JV, rest 50% held by Naspers; 4 Icons denote the verticals that the leadership position is referring to in terms of traffic 14 Growth and profitability Adevinta financial evolution 2017-2019 A longstanding track record [€ million; proportionate ownership view; LTM*] delivering on our 15-20% CAGR ~1000 - 1200 annual growth target +19% Focus on improved cash flow and profitability Strengthen vertical positions in existing markets We maintain our 15%-20% medium to long term annual growth target Further develop leading positions with 1 2022 E organic and inorganic portfolio growth and optimisation *LTM = Last Twelve Months. 12022 Full-year estimate 15 Verticals lead growth... ...and become a larger part of [YoY growth evolution (LTM Q2 ‘18 - Q2 ‘19)] our revenues 7% 24% Q2 2018 Our sustainable (LTM) growth is mainly 69% driven by our 7% core verticals... 21% Q2 2019 (LTM) 72% Advertising Generalist Verticals 16 ...that will continue to be supported by value enhancing M&A in the future Bolt-on acquisitions In-market consolidation New models investment Recent examples: Recent examples: Recent examples: 1 2 Run rate 350 cases/year; 1% conversion (in line with industry) 1 2 Shpock minority shareholders buy-out to 100% ownership happened in December 2018. 10% stake from minority shareholder was also acquired to reach 100% ownership of Adevinta Spain in January 2019 17 We still have potential to grow monetization in our marketplaces Revenues / internet users 2018 (€) Adevinta 1 2 38 Schibsted High Low/Medium Low 18 Very low 8 7 5 1 Norway Sweden France Austria Spain Brazil Current monetization Source: International Monetary Fund World Economic Outlook
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