Factsheet

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

25,000+ people on the ground across the network

EUR757m net revenues1 2013 (Proven Winners)
Backed by international blue chip investors

Peter Kimpel

CEO

Network of companies active in 100+ countries

Alexander Kudlich

CFO

Group MD

Ownership Structure
Rocket Internet is listed on the non-regulated market (Entry Standard)

Our Business Opportunity

of the Frankfurt Stock Exchange (ISIN: DE000A12UKK6; WKN: A12UKK).

Shareholder structure as of October 31st, 2014:2
Free Float
11.8%

Addressing a massive and fast-growing market opportunity

driven by four global megatrends:

Cornerstone Investors
9.8%

Booming smartphone penetration

Younger populations of digital natives in emerging
markets compared to the United States
A growing global middle class
The ability of Internet technology to leapfrog traditional
retail infrastructure in emerging markets

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

Holtzbrinck Ventures
2.0%
Global
Founders3
41.0%

Access Industries
6.5%
Philippine Long Distance
Telephone Company
6.6%
United Internet
8.2%

Kinnevik
14.2%

Operating platform for building and scaling online companies that

address basic consumer needs on the Internet with very clear
selection criteria:
Rigorous and structured model selection process
Minimum USD1bn market size and USD100m 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

Rocket Network

Technology

Founding 10 new
companies p.a. 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 jump start new
businesses at low cost

Andreas Winiarski, Global Head of PR & Communications

andreas.winiarski@rocket-internet.com | Tel: +49 30 300 13 18 68
Uwe Gleitz, Senior Vice President Corporate Finance
uwe.gleitz@rocket-internet.com

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2
3

Provision of shared services to jump start around 10 launches on

average a 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
providers and retailers
High quality management teams with first class backgrounds
Disciplined KPI-driven approach to deploying capital efficiently

Unaudited sum total of their net revenues based on the generally accepted accounting principles applicable for the relevant company, in each
case taking the last fiscal year for which data was available.
Figures do not add up due to rounding.
This figure includes shares that are held by affiliates of Global Founders GmbH.

Factsheet

Our Company Universe

Active in three focus sectors: eCommerce, marketplace and financial technology
Active in five target regions; Europe, Latin America, Russia & CIS, Africa & Middle East, and Asia Pacific
Proven Winners

Largest and most mature companies

eCommerce

Emerging Stars

Most promising younger companies

eCommerce

Marketplace

FinTech

Our Proven Winners

Business Fashion eCommerce

Market

Brazil/LatAm

Launch1

2010

Stake

22.7%

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 75,000 products from over 1,000 national and
international brands in Brazil alone. Since its launch in 2011, Dafiti has experienced strong new
customer growth and an increasing number of repeat purchases by existing customers. As of
June 2014, Dafiti had about 1.8 million active customers2.
Business Fashion eCommerce

Market

Russia/CIS

Launch1

2010

Stake

23.5%

Launched in 2011 in Russia, Lamoda has become one of the leading full-price online retailers of
clothing, shoes and accessories in the CIS with about 1.4 million active customers2 as of June
2014. Lamoda provides its customers with access to more than 86,000 products sourced from
famous designers and promising young brands, as well as its own complementary, fast-growing
private label portfolio. The Lamoda brand is among the most recognized fashion retail brands in
the CIS with 84% of the Russian population recognizing Lamoda.
Business Fashion eCommerce

Market

SEA/Australia

Launch1 2011

Stake

25.0%6

Zalora Group believes it is Asia Pacifics leading online fashion retail group offering clothing,
shoes, accessories and beauty products across Asia Pacific 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 June 2014, Zalora had about 1.2 million active customers2.
Business Fashion eCommerce

Market

India

Launch1 2010

Stake

21.4%

Jabong.com is an Indian online fashion and lifestyle e-commerce 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 with 180 million
unique visitors3 in 2013. Jabong.com offers more than 139,000 products and 1,600 brands
across nine lifestyle categories in its online store.
Business Fashion eCommerce

Market

Middle East

Launch1 2012

Stake

34.4%

Since its inception, Namshi has focused on fashion-conscious customers in Saudi Arabia, United
Arab Emirates, Kuwait, Qatar, Bahrain, and Oman. As the largest in-season fashion e-commerce
player in the region, Namshi had over 128,000 active customers2 as of June 2014. Namshi
has its own warehouse and last-mile delivery capabilities in the United Arab Emirates making
same-day delivery and end-to-end customer experience service available.

Factsheet
Our Proven Winners
Business General eCommerce

Market

SEA

Launch1 2011

Stake

26.7%

Since 2012 Lazada Group has become a leading e-commerce department store 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 Group distinguishes itself in terms of its assortment
of over 390,000 products, onsite experience and its fulfillment logistics. Lazada had about 1.4
million active customers2 as of June 2014.
Business General eCommerce

Market

LatAm

Launch1 2011

Stake

35.2%

Launched in May 2012, Linio believes it is now the most visited multi-category e-commerce
company addressing major Spanish-speaking Latin American countries, namely Colombia, Mexico,
Peru, Venezuela and more recently, Chile, and Panama. One of the main drivers of Linios recent
growth is its online marketplace where 1,900 active marketplace merchants are driving assortment
growth and facilitating price competition. As of June 2014, Linio had about 465,000 active
customers2.
Business General eCommerce

Market

Africa

Launch1 2012

Stake

26.8%

Launched in 2012, Jumia is now the largest online shopping mall in Africa and a frontrunner
in bringing e-commerce to Egypt, Ivory Coast, Kenya, Morocco, Nigeria, Ghana, and Cameroon.
Operations in South Africa are run by Jumias sister company, Zando4. 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 June 2014, Jumia had about 274,000
active customers2.
Business Home and Living eCommerce

Market

Europe, Brazil

Launch1 2011

Stake

33.7%

Westwing is an online retailer for a frequently changing, curated selection of home and living
products in 12 countries: Germany, Italy, Brazil, Russia, France, Spain, Poland, the Netherlands,
Austria, Switzerland, and most recently Kazakhstan and Belgium. Westwing distinguishes
itself through the global and local sourcing of its inspiring products and the resulting high
engagement and loyalty of its 582,000 active, mostly female, customers2 (as of June 2014).
Business Home and Living eCommerce

Market

Europe, Brazil

Launch1 2009

Stake

49.5%

Home24 has become a leading full-shop online retailer for home and living products in Germany,
Brazil (under the Mobly brand), France, the Netherlands, Switzerland, and Austria. Home24
provides its 515,000 active customers2 (as of June 2014) with access to an assortment of over
100,000 home and living products.
Business Grocery eCommerce

Market

Europe, US, Australia

Launch1 2011

Stake

37.1%

Since its inception in 2011, Hellofresh has delivered over sixmillion meals worth of boxes
containing fresh ingredients accompanied by healthy recipes to food enthusiasts across five
countries. Hellofreshs concept is to deliver do-it-yourself fine dining to modern households
doorsteps in the form of recipe-kit boxes with fresh and local ingredients to its 81,000 active
subscribers5 (as of June 2014) in Germany, Austria, the United Kingdom, the Netherlands,
Australia, and the US.

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3
4
5
6

Date reflects first commercial registry entry (operational launch date may differ).
Number of customers having made at least one order within the past 12 months before end of period.
Number of total unique identifiers visiting the website in the period.
Subsidary Zando is a South-African fashion eCommerce company.
Number of people subscribed to services and having ordered at least once during the last three months.
On August 27, 2014, Bigfoot II provided additional cash to Zalora in return for additional shares in Zalora, resulting in an increase of
Rockets stake to 25.5%.