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Schibsted Media Group - NOAH15 London

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Classifieds - Presentation by Rolv Erik Ryssdal, CEO of Schibsted Media Group at the NOAH 2015 Conference in London, Old Billingsgate on the 13th of November 2015.

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Schibsted Media Group - NOAH15 London

  1. 1. Competition on the Classified market ROLV ERIK RYSSDAL CEO, Schibsted Media Group NOAH Conference, 13 November 2015
  2. 2. 22 ■ 6,800 Employees ■ 15bn Revenue (NOK) ■ 26 Countries ■ #1 in General Classifieds in 24 markets ■ Reaching >200m people worldwide AGLOBAL LEADER WITHIN ONLINE MARKETPLACES
  3. 3. CLICK TO EDIT MASTER TITLE STYLE 3 20% 5% 11% 22% 31% Revenue growth in local currency FRANCENORWAYSWEDENSPAINITALY OUR ESTABLISHED MARKETS BALANCE GROWTHAND MONETISATION Reveune growth Y/Y 1 424 1 145 1 044 444 372 270 +10% +24% Q3 15Q3 14Q3 13 EBITDARevenues NOK
  4. 4. CLICK TO EDIT MASTER TITLE STYLE z 4 0 50 100 150 200 250 300 350 400 -6 -5 -4 -3 -2 -1 0 1 2 3 4 5 6 Traffic development; 1+1>2 Visits(indexed) Months 4 - 50 100 150 200 250 300 350 -3 -2 -1 0 1 2 3 4 5 6 Newlistingsperday(indexed) Quarters New approved listings development ON THE EMERGING MARKETS TRAFFIC DEVELOPMENTAND NEWAD LISTNINGS IS THE FOUCS In-market merge/ acquisition In-market merge/ acquisition
  5. 5. 5 Market leading positions in the largest European economies Norway 0.5Belgium 0.5 Poland UK 2.7 France 2.8 Germany 3.7 0.5 Sweden 0.6 Switzerland 0.7 Netherlands 0.9 Spain 1.4 Russia 2.1 Italy 2.2 Schibsted market leaders GDP 2013 (USDtrn) per country THIS PROVIDESABALANCED PORTFOLIO WITH STRONG FOOTPRINTAROUND THE GLOBE
  6. 6. 6 z SOCIAL AND MESSAGING PLATFORMS NEW PLAYERS – THE VERTICAL SPECIALISTS MOBILE-ONLY MARKETPLACES TRADITIONAL ONLINE CLASSIFIEDS PAST SUCCESS IS NOTAGUARANTEE INACHANGING COMPETITIVE LANDSCAPE
  7. 7. HOW DO WE FACE THIS NEW COMPETITION?
  8. 8. CLICK TO EDIT MASTER TITLE STYLE 8 ACTIVE SCOUTING ON THE START-UP SCENE TO DRIVE DISRUPTION FROM WITHIN Native mobile app Shpock caters for a fast growing, new segment within online classifieds Young users, small goods, fast ad insertion Top download rankings in UK, Germany and Austria Increased ownership, Schibsted now holds 91%
  9. 9. CLICK TO EDIT MASTER TITLE STYLE 9 WEARE BUILDING FOR INNOVATION AND GROWTH PRODUCT APIs USER EXPERIENCE CLASSIFIED PLATFORM MEDIA PLATFORM USERS AD PLATFORM ANALYTICS COMMON DATA MODEL INFRASTRUCTURE Marketplace 2.0 Identified Web Transaction and end-to- end models Deeply integrated social mechanism NEW GROWTH IDENTITY AND PAYMENTS
  10. 10. Competition on the Classified market ROLV ERIK RYSSDAL CEO, Schibsted Media Group NOAH Conference, 13 November 2015
  11. 11. Focus on Leading European Internet companies Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates Deep understanding of industry dynamics Ability to add value beyond banking advice Facilitates overall process and minimizes management distraction NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry Knowledge of and strong relationships with potential buyers’ key decision makers Proactively finds and unlocks attractive investment opportunities for leading investors Annual NOAH Conference in its 8th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 22 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence Ability to deliver top results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results Creative deal solutions September 2015 December 2014 September 2014October 2014 May 2014 February 2013 May 2012 April 2011 Sale of a 70% stake in to Exclusive Financial Advisor to Drushim and its Shareholders Sale of 100% of for $800m to Exclusive Financial Advisor to Fotolia and the Selling Shareholders Sale of 100% of for €80m to Exclusive Financial Advisor to Trovit and its Shareholders Sale of controlling stake in to Exclusive Financial Advisor to Facile.it and its Shareholders sold 100% of for $228m to a joint venture between Exclusive Financial Advisor to Yad2 and its Shareholders Growth equity investment from for a 30% stake alongside Softonic’s Founders and Angel Investors at a valuation of €275m Exclusive Financial Advisor to Softonic and its shareholders 150 million growth equity investment from for a 50% stake alongside Fotolia’s Founders and Additional $150 million senior debt financing Total $300 million investment Financial Advisor to Fotolia and its Shareholders have acquired a majority stake in for $350m from Exclusive Advisor to Summit Partners and TA Associates Selected Completed NOAH Transactions Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE ®

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