Factsheet

As of March 2015

Our mission is to become the worlds largest Internet platform outside the United States and China

About Us

Management Board

Started in 2007 with headquarters in Berlin

Oliver Samwer
CEO

Network of companies active in 110+ countries

30,000+ people on the ground across the network
Backed by international blue chip investors

Our Business Opportunity

Peter Kimpel

Alexander Kudlich

CFO

Group MD

Ownership Structure
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:

1

Growing demand for online services that satisfy basic

consumer needs

Booming smartphone penetration

Younger populations of digital natives in emerging

markets compared to the United States

A growing global middle class; further driving Internet

consumption

The ability of Internet technology to leapfrog traditional

retail infrastructure in emerging markets

Further Cornerstone
Investors
2.5%

Free Float
17.3%

Holtzbrinck Ventures
1.8%
Access Industries
6.0%

Global
Founders1
38.1%

Philippine Long Distance

Telephone Company
6.1%
Baillie Gifford2
6.8%

United Internet2
8.3%

Kinnevik
13.2%

Our Business Model: The Rocket Platform

Infrastructure

Processes

Unparalleled experience
in scaling world-class
Internet businesses
globally
Deep technical and
operational expertise
Strategic partnerships
and framework
agreements

Highly structured / best

practices
Centralized IP with
regional execution
Repeatable and scalable

Operating platform for building and scaling online companies that

address basic consumer needs:
Rigorous and structured model selection process
Minimum USD 1 billion market size and USD 100 million
revenue potential
Proven replicable business model to avoid risk of low
customer acceptance
Low competition in targeted markets
Continuous post-launch monitoring and disciplined
approach to non-performance
Global execution capabilities through highly standardized
processes paired with regional expertise and deep technical and
operational knowledge driving repeatable success

Network

Technology

Founding ten new

companies per year on
average
Consistent returns across
network of companies

Proprietary technology
platforms allowing rapid
global deployment
Comprehensive KPI
analytics driving
continuous optimization
Provision of shared
services to set up new
businesses at low cost

Provision of shared services to set up around 10 new companies

on average per year taking only 100 days from kick-off to launch
Proprietary technology where it provides competitive advantage
as well as a highly modular and device-independent architecture;
focused on ensuring speed, stability, security, scalability and
standardization
Regional Rocket teams provide local knowledge
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

Andreas Winiarski, Senior Vice President Global Communications

andreas.winiarski@rocket-internet.com
Uwe Gleitz, Senior Vice President Corporate Finance
uwe.gleitz@rocket-internet.com

High quality management teams with first class backgrounds

Factsheet

As of March 2015

Our Company Network

Mainly active in four focus sectors: eCommerce, Marketplaces, Financial Technology and Travel
Active in five target regions: Europe, Latin America, Russia & CIS, Africa & Middle East and Asia-Pacific
Proven Winners

Largest and most mature companies

Fashion

Global Fashion Group

Emerging Stars

Most promising younger companies

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%

Dafiti is a leading online retailer of clothing, shoes and accessories in five major Latin American
countries: Brazil, Argentina, Chile, Colombia and Mexico. Dafiti 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, Dafiti achieved a net revenue of BRL 592.2 million,
an increase of 41.2% compared to 2013. Since its launch in 2011, Dafiti has experienced strong
new customer growth and an increasing number of repeat purchases by existing customers. As
of December 2014, Dafiti 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-Pacifics leading online fashion retail group offering clothing, shoes,
accessories and beauty products across Southeast Asia under the Zalora brand, and to
customers in Australia and New Zealand under the The Iconic brand. Zalora online stores were
launched in Hong Kong, Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam
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 Groups mobile
apps, introduced in 2014, have been downloaded over five million times and 38% of users have
accessed the companys 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
mens, womens and childrens 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, Lazada Group 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 Groups 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
Linios 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 Jumias 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. Home24s 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. HelloFreshs 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 foodpandas 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
2
3
4
5
6
7
8
9

This figure includes shares that are held by affiliates of Global Founders GmbH.
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.
In the process of being created.
Date reflects first commercial registry entry (operational launch date may differ).
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 Internets ownership stands at 23.0%.
Number of customers having made at least one order within the past 12 months before end of period.
Number of people subscribed to services and having ordered at least once during the last three months.
Including Rocket Internets stake held through Africa Internet Group.
Current legal entity