Factsheet As of March 2015

Our mission is to become the world’s largest Internet platform outside the United States and China

About Us Management Board

Started in 2007 with headquarters in Berlin Oliver Samwer Peter Kimpel Alexander Kudlich Network of companies active in 110+ countries CEO CFO Group MD 30,000+ people on the ground across the network Backed by international blue chip investors Ownership Structure

Our Business Opportunity Rocket Internet is listed on the non-regulated market (Entry Standard) of the Frankfurt Stock Exchange (ISIN: DE000A12UKK6; WKN: A12UKK). Addressing massive and fast-growing market opportunities Shareholder structure as of March 2015: driven by five global megatrends: Free Float 1 Growing demand for online services that satisfy basic 17.3% Further Cornerstone consumer needs Investors 2.5% 2 Booming smartphone penetration Holtzbrinck Ventures 1.8% 3 Younger populations of “digital natives” in emerging Access Industries markets compared to the United States 6.0% Global 1 4 A growing global middle class; further driving Internet Philippine Long Distance Founders Telephone Company 38.1% consumption 6.1% 5 The ability of Internet technology to leapfrog traditional Baillie Gifford2 retail infrastructure in emerging markets 6.8% United Internet2 Kinnevik 8.3% 13.2% Our Business Model: The Rocket Platform

Infrastructure Processes Operating platform for building and scaling online companies that address basic consumer needs: • Unparalleled experience • Highly structured / best • Rigorous and structured model selection process in scaling world-class practices • Minimum USD 1 billion market size and USD 100 million Internet businesses • Centralized IP with revenue potential globally regional execution • Proven replicable business model to avoid risk of low • Deep technical and • Repeatable and scalable customer acceptance operational expertise • Low competition in targeted markets • Strategic partnerships • Continuous post-launch monitoring and disciplined and framework approach to non-performance agreements Global execution capabilities through highly standardized processes paired with regional expertise and deep technical and operational knowledge driving repeatable success

Network Technology Provision of shared services to set up around 10 new companies on average per year taking only 100 days from kick-off to launch • Founding ten new • Proprietary technology platforms allowing rapid companies per year on Proprietary technology where it provides competitive advantage average global deployment as well as a highly modular and device-independent architecture; • Consistent returns across • Comprehensive KPI focused on ensuring speed, stability, security, scalability and network of companies analytics driving standardization continuous optimization • Provision of shared Regional Rocket teams provide local knowledge services to set up new businesses at low cost Broad network of strategic partners such as financial investors and payment providers as well as various telecommunications companies and retailers

Disciplined KPI-driven approach to achieving capital efficiently

High quality management teams with first class backgrounds Andreas Winiarski, Senior Vice President Global Communications [email protected] Uwe Gleitz, Senior Vice President Corporate Finance [email protected] Factsheet As of March 2015

Our Company Network

Mainly active in four focus sectors: eCommerce, Marketplaces, Financial Technology and Travel Active in fi ve target regions: Europe, Latin America, Russia & CIS, Africa & Middle East and Asia-Pacifi c

Proven Winners Largest and most mature companies Emerging Stars Most promising younger companies

Fashion Global Fashion Group eCommerce

Marketplaces

FinTech

General Merchandise Travel

Home & Living Concepts Youngest companies in our network

Food & Grocery

Global Online Takeaway Group3

Regional Internet Groups Support our businesses in respective regions

Our Proven Winners Business Fashion eCommerce Region LatAm Founded4 2010 Stake5 22.6%

Dafi ti is a leading online retailer of clothing, shoes and accessories in fi ve major Latin American countries: Brazil, Argentina, Chile, Colombia and Mexico. Dafi ti has one of the largest online product portfolios in the region, offering more than 90,000 products from over 1,000 national and international brands in Brazil alone. In 2014, Dafi ti achieved a net revenue of BRL 592.2 million, an increase of 41.2% compared to 2013. Since its launch in 2011, Dafi ti has experienced strong new customer growth and an increasing number of repeat purchases by existing customers. As of December 2014, Dafi ti had about 2.1 million active customers6.

Business Fashion eCommerce Region CIS Founded4 2010 Stake5 23.5%

Launched in 2011 in Russia, Lamoda has become one of the leading online retailers of clothing, shoes and accessories in the CIS with about 1.7 million active customers6 as of December 2014. In 2014, Lamoda achieved a net revenue of RUB 9.5 billion, an increase of 84.4% compared to 2013. Lamoda provides its customers with access to more than 100,000 products sourced from famous designers and promising young brands, as well as its own complementary, fast-growing private label portfolio. Lamoda successfully overcame the logistics challenges in Russia by establishing its own distribution and delivery capabilities, which reach 40% of the Russian population, representing 70% of the purchasing power. Factsheet As of March 2015

Our Proven Winners Business Fashion eCommerce Region Asia-Pacific Founded4 2011 Stake5 25.5%

Zalora Group is Asia-Pacific’s leading online fashion retail group offering clothing, shoes, accessories and beauty products across under the Zalora brand, and to customers in Australia and New Zealand under the The Iconic brand. Zalora online stores were launched in , , , the , , , and in early 2012. The Iconic online stores were launched in Australia and New Zealand in late 2011. As of December 2014, Zalora had about 1.8 million active customers6. Zalora attained a net revenue of EUR 117.3 million in 2014, a 70.5% increase compared to 2013. The Group’s mobile apps, introduced in 2014, have been downloaded over five million times and 38% of users have accessed the company’s webstores through a mobile device.

Business Fashion eCommerce Region India Founded4 2010 Stake5 21.4%

Jabong.com is an Indian online fashion and lifestyle eCommerce portal that offers a variety of men’s, women’s and children’s clothing, shoes and accessories as well as home fashion. Since its launch, Jabong.com has become the leading online fashion portal in India. Jabong.com offers more than 190,000 products from 1,800 brands. In 2014, its net revenue amounted to INR 8.1 billion, an increase of 135.7% relative to the previous year.

Business Fashion eCommerce Region Middle East Founded4 2012 Stake5 34.4%

Namshi addresses fashion-conscious customers in Saudi Arabia, the United Arabic Emirates, Kuwait, Qatar, Bahrain, Oman and Lebanon. As the leading fashion eCommerce player in the region, Namshi had over 235,000 active customers6 as of December 2014. In 2014, it generated a net revenue of AED 167.7 million, an increase of 215.2% compared to 2013. Namshi has its own warehouse and last-mile delivery capabilities in the United Arab Emirates enabling same-day delivery.

Business General eCommerce Region Asia-Pacific Founded4 2011 Stake 23.8%

Since 2012, has become the leading online shopping and selling destination for assorted merchandise in Southeast Asia, specifically Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Its operations also extend to Hong Kong/Shenzhen, which functions as Lazada Group’s sourcing hub. Lazada offers third-party brands and merchants a marketplace solution with simple and direct access to approximately 550 million consumers in six countries through one retail channel. Lazada had about 3.3 million active customers6 as of December 2014 and has grown to USD 384 million in GMV in 2014, an increase of 304.8% relative to 2013.

Business General eCommerce Region LatAm Founded4 2011 Stake 35.2%

Launched in May 2012, Linio has become the most visited multi-category eCommerce company addressing major Spanish-speaking Latin American countries, namely Colombia, Mexico, Peru, Venezuela and more recently Chile, Ecuador, Panama and Argentina. One of the main drivers of Linio’s recent growth is its online marketplace with 4,300 merchants. In 2014, Linio generated GMV of EUR 127 million, an increase of 107.2% relative to 2013. As of December 2014, Linio had about 0.8 million active customers6.

Business General eCommerce Region Africa Founded4 2012 Stake8 28.7%

Launched in 2012, Jumia is now the largest online shopping mall in Africa and a frontrunner in bringing eCommerce to Algeria, Angola, Cameroon, Egypt, Ghana, Ivory Coast, Kenya, Morocco, Nigeria, South Africa, Tanzania and Uganda. Operations in South Africa are run by Jumia’s sister company Zando. In 2013, Jumia was named the best new retail launch of the year by the World Retail Congress and became the first African company to receive the World Retail Award. As of December 2014, Jumia had 0.5 million active customers6. Jumia has shown significant top-line growth in 2014 achieving GMV of EUR 94 million, an increase of 172.0% relative to 2013. Factsheet As of March 2015

Our Proven Winners Business Home & Living eCommerce Region Europe, CIS, LatAm Founded4 2011 Stake 31.8%

Westwing is an online marketplace for a frequently changing, curated selection of home & living products in twelve countries: Germany, Italy, Brazil, Russia, France, Spain, Poland, the Netherlands, Austria, Switzerland, and – most recently – Kazakhstan and Belgium. Westwing sets itself apart from its competitors as the destination for curated, inspirational and, at the same time, affordable home & living products. It had 0.8 million active customers6 (as of December 2014). For 2014, Westwing reported net revenue of EUR 183.3 million, an increase of 66.1% compared to 2013.

Business Home & Living eCommerce Region Europe, LatAm Founded4 2009 Stake 49.6%

Home24 has become the leading full-shop online retailer for home & living products in Germany, Brazil (under the “Mobly” brand), France, the Netherlands, Switzerland, Belgium, Italy and Austria. Home24 provides its 0.8 million active customers6 (as of December 2014) with access to an assortment of over 130,000 home & living products. Home24’s net revenue showed a strong year-on-year growth, increasing by 72.5% from EUR 92.8 million in 2013 to EUR 160.1 million in 2014.

Business Food & Grocery eCommerce Region Europe, North America, Asia-Pacific Founded4 2011 Stake 51.7%

Since its inception in 2011, HelloFresh has become a global leader in the online grocery space. HelloFresh delivers delicious and healthy recipes with the required pre-portioned ingredients to customers every week. As of December 2014 HelloFresh counted 171,000 active subscribers8 in Germany, Austria, the United Kingdom, the Netherlands, Belgium, Australia, and the US – where HelloFresh has established a nationwide presence within a short period of time since launching there in 2014. HelloFresh’s net revenue amounted to EUR 70.1 million in 2014, an increase of 379.9% compared to 2013.

Business Food & Grocery Marketplace Region Europe, LatAm, Middle East, Africa, Asia-Pacific Founded4,9 2013 Stake 52.1%

Launched in 2012, foodpanda operates the leading emerging markets online marketplace for food delivery and takeaway in more than 560 cities across more than 30 countries in Europe, the Middle East, Russia, CIS, India and Asia-Pacific. Customers can currently order food from over 55,000 partner restaurants around the globe via mobile and desktop devices. Orders through mobile apps alone accounted for over 39% of foodpanda’s more than 8.7 million total orders. As of December 2014, foodpanda had about 2.3 million users. In 2014, foodpanda achieved high growth; net revenue grew 838.9% from EUR 0.7 million in 2013 to EUR 6.7 million in 2014. GMV amounted to EUR 116.7 million in 2014 (pro forma for acquisitions).

1 This figure includes shares that are held by affiliates of Global Founders GmbH. 2 The figures for Baillie Gifford and United Internet assume that the shares acquired through the capital increase in February 2015 (1.9% and 0.7%, respectively, of the total share capital), which are not subject to any lock-up requirements, have not been sold in the meantime. 3 In the process of being created. 4 Date reflects first commercial registry entry (operational launch date may differ). 5 Figures shown represent the latest status pre creation of Global Fashion Group. Pro forma for the completion of all re-organization steps as well as the latest financing rounds on Global Fashion Group level, Rocket Internet’s ownership stands at 23.0%. 6 Number of customers having made at least one order within the past 12 months before end of period. 7 Number of people subscribed to services and having ordered at least once during the last three months. 8 Including Rocket Internet’s stake held through Africa Internet Group. 9 Current legal entity