Overview materials June 2019
Disclaimer IMPORTANT NOTICE This presentation includes forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations, are forward-looking statements. These statements represent our opinions, expectations, beliefs, intentions, estimates or strategies regarding the future, which may not be realized. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “believes,” “estimates”, “potential” or “continue” or the negative of these terms or other similar expressions that are intended to identify forward-looking statements. Forward-looking statements are based largely on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives, and financial needs. These forward-looking statements involve known and unknown risks, uncertainties, changes in circumstances that are difficult to predict and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statement. Moreover, new risks emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. We caution you therefore against relying on these forward-looking statements, and we qualify all of our forward-looking statements by these cautionary statements. The forward-looking statements included in this presentation are made only as of the date hereof. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in the forward-looking statements will be achieved or occur. Moreover, neither we nor our advisors nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. Neither we nor our advisors undertake any obligation to update any forward-looking statements for any reason after the date of this presentation to conform these statements to actual results or to changes in our expectations, except as may be required by law. You should read this presentation with the understanding that our actual future results, levels of activity, performance and events and circumstances may be materially different from what we expect. This presentation includes certain financial measures not presented in accordance with IFRS including but not limited to Adjusted EBITDA. These financial measures are not measures of financial performance in accordance with IFRS and may exclude items that are significant in understanding and assessing the Company’s financial results. Therefore, these measures should not be considered in isolation or as an alternative to loss for the period or other measures of profitability, liquidity or performance under IFRS. You should be aware that the Company’s presentation of these measures may not be comparable to similarly titled measures used by other companies, which may be defined and calculated differently. See the appendix for a reconciliation of certain of these non-IFRS measures to the most directly comparable IFRS measure. The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such use should not be construed as an endorsement of the products or services of the Company. 2
Today’s presenters Sacha Poignonnec Safae Damir Co-CEO and Co-Founder Head of Investor Relations and Corporate Development 3
Jumia overview Q1 2019 update Appendix 4
Africa is a massive market 1.2Bn 17mm 453mm $4.0tn Population (1) SMEs and merchants (2) Internet users (1) Household and B2B spending (3) Source: Euromonitor, Oxford Economics, IHS, McKinsey Global Institute Analysis, United Nations Notes: 1. As of the end of 2017 2. Categorized by the World Bank Group Finances as “informal” enterprises in Sub-Saharan Africa 5 3. Household, consumer and B2B spending data as of 2015
Our mission: Leverage technology to improve everyday life in Africa Providing new services Enabling SMEs to grow Creating sustainable impact Jumia delivers innovative, Jumia takes the entire Jumia creates jobs and skills convenient and affordable African economy online , that empower a new helping small and large generation in Africa online services to consumers in Africa that help them fulfill businesses grow to build their lives and make basic everyday needs and reach new consumers their countries better 6
We are the leading pan-African e-commerce platform Jumia Marketplace Jumia Logistics JumiaPay One brand, single sign-on, full integration … And Buy Buy Buy Recharge your Book Find Order Pay many a smartphone shoes your groceries data plan a flight a hotel a pizza your bills more ~4 MM ~81 K ~90 % €828 MM ~13 MM 54 % Active Active Items sold on Transactions via GMV 3 Packages handled 3 Consumers 1 Sellers 2 Marketplace 3 JumiaPay 4 Notes: 1. As of December 2018, Active Consumers defined as unique consumers that placed an order on our marketplace within the last 12-month period, irrespective of cancellations or returns 2. As of December 2018, Active Sellers defined as unique sellers who received an order on our marketplace within the 12-month period preceding the relevant date, irrespective of cancellations or returns 3. As of 2018 7 4. In Nigeria and Egypt, during Q4 2018
Our pan-African presence is a huge asset Pan-African presence provides Jumia’s footprint strong strategic benefits ~700MM Tunisia Macroeconomic diversification Morocco Algeria People (1) Egypt Natural partner for global brands Senegal Nigeria 72% Cote Ghana d’ivoire Cameroon Economies of scale Uganda Kenya of Africa’s GDP (2) Rwanda Tanzania Best practice sharing 77% Talent attraction and retention of Africa’s South Africa Internet users (3) Sources: Euromonitor, Statcounter Globalstats as of Dec 2017 Notes: 1. IMF as of 2017 8 2. IMF and Datastream as of 2017 3. Internet World Stats as of 2017
We provide sellers with a very compelling value proposition Access to Large and Growing Consumer Base BRANDS Localized Local Language seller center interface Integration with Jumia Logistics LOCAL Local Language SELLERS Marketplace Access to Financial Services CROSS- Unique Data and BORDER Insights SELLERS Brand Building and consumer targeting 9
We deliver a superior, localized experience to consumers Selection, Price and Convenience Local Language Local Language Local Currency Marketplace Product Quality / Consumer Protection Local and Secure Payments Fast and Reliable Delivery 10
Our well-recognized and highly-trusted brand wins over African online shoppers PREFERRED ONLINE HIGH LOYALTY TRUSTED BRAND DESTINATION 78% 89% 88% of online shoppers of Jumia shoppers of Jumia shoppers over the bought on Jumia over would recommend last twelve months said they it to a friend the last twelve months (1) repurchased on Jumia over the same period Sources: Sagaci Research Jumia brand surveys in Nigeria, Kenya, Morocco and Ivory Coast, February 2019. Company calculations based on an average of the total amount of respondents from each country 11 Notes: 1. % of online shoppers who know Jumia and bought on Jumia within the last 12 months prior to the survey date
As consumer adoption of e-commerce grows, we are well positioned for growth HIGH RECOGNITION HIGH CONSIDERATION BARRIERS TO UNLOCK (1) “I don't know how to shop” 74% 62% “I don't think products are genuine when purchasing online” of respondents of non online shoppers who know who are non online shoppers #Jumia consider Jumia know Jumia for trial in the next 6/12 months “I cannot check the quality of the products” Sources: Sagaci Research Jumia brand surveys in Nigeria, Kenya, Morocco and Ivory Coast, February 2019. Company calculations based on an average of the total amount of respondents from each country 12 Note: 1. Three main answers from surveys respondents
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