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Roadshow Presentation

Seplva‘ I| )l. 'l 2014
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Champion ...
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Our Scale

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1

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“ Our China Retail Marketplaces ' fi~(J"'“)

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0 Our Wholesale and Cross-border Marketplaces “'%. °'°""
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Mobile GMV nu Mobile MAUs m E

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. Mobile Expands Our Opportunity c—’z“". ..': .°. °'°°°

Alibaba Mobile App Mobile Market Posltionl”

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. Key Growth Strategies "'%. °'°“*

Enhance the success of
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Strategic Alliances and Acquisitions

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Financial Services Company

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. Proven Management Team and Strong culture €l“"%. °'°“°

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Alibaba roadshow presentation

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Alibaba & Jack Ma spent 10 days on the road to promote their IPO & spark demand for their record breaking valuation

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Alibaba roadshow presentation

  1. 1. Roadshow Presentation Seplva‘ I| )l. 'l 2014
  2. 2. O _ _ ‘ . A|l 'lLWt: . . ldubcm ¢ 4) 1:5] T Inga. ‘ K I Aubaba I O _ g ~ A , fij<i1’>I3E3‘Z§% V
  3. 3. Who We Are fZ"""“"" " Largest online and mobile commerce company in the world ‘“ Transforming commerce in China Champion of small businesses Leader in consumer insights through commerce data M. -* vs (I) My 7013 itroxs merrlundm volume . ~c<ord»r-, - to the 10C GMV upon
  4. 4. 4 _ 7 7? ’: __, ;;‘I; L.sz ~ ‘ in r; cwr. (_--ms vi to W“ Ag i[[1;_‘r. i‘ , lq“; _‘ J ‘, v.1lh(: :1 l A’>"‘: ) . : ,d. :,‘ . ,-. ‘, ‘;, __i; L{E: L'{; ‘('<"' . -3E)? }~I/ A : nfr.1s'. 'L. ctur«3 :0 mrm. -130 (he'll 1: . .»m ‘ -1% I 4 L_-. l 1'' ~-a. ~ 47- v~— , wr _—inr'. i--"'—-= v«-arm -, rs-~ ; ~ 4. , . , r . .. 7, . ... .. . ‘U P. -— {: :°r'*. .w. ' _ is , if—‘ r ‘r“‘ _u—; .«""’v. V-‘_-' *1’ 1 V {(111-. ~r= ~'A“‘ '1" -A 1;lr_E_. l V1; _ . |l, J' *' 4 V--. «-u. _l. a-l. :.J1j. A.=2 . --—
  5. 5. Key Investment Highlights €Z"""""“‘ ‘ Large China Commerce Opportunity Our Scale and Market Leadership 34:‘ Our Thriving Marketplaces, Platform and Ecosystem _; ,g_. , Unrivaled Leadership in Mobile Commerce Clear Growth Strategies _(. | Proven Management Team and Strong Culture Strong Revenue Growth, Profitability and Cash _~S_lo_{lL S , ,-, ,.-. :.», +,~, ,-; [ , , 7 I f" , - .1 I
  6. 6. Large China Commerce Opportunity 52"“ "" Users -‘-t'I| l'. ill to It 3025.‘. .1 On‘ ‘ Shopy Sour-s: For 65>‘, co-nu -aphon n-1 pop. a": n. Ivar"-)mlo' '~-rnuncn-’, lor lntrvr--t usr<'x_ Omit. an Ijr cr 7-- slpc_.7'= .‘3_ marid me, ~». -search _ ‘ F ffj New " (HA mun s 1 (M . -bow-' (hath AI-3 lot the lwrlvr month) mac, or » o',0rcr rum 1!. 201). As-. - m 103$ - 0.2016,. -Mu
  7. 7. Allbnlni F‘ "«; Large China Commerce Opportunity xv*. ?t”“ Users Consumption 1.3SBn Population / / 618MM USS3.4Tn Internet users (0ll‘. llll1{)lll)ll Online shopping only 9.0% of total consumption in 2013 Sunu: FaflP. cau-uIlaiudpopdmu! waIMhuhmIaIuud; iatummuaxOUH¢; K ‘_'oroallIIe}_-hogan; -p___ _, ___r vn--um--ma ,5; 7 -3-5-'. -fr; J. fr-51 tljadfquuhIMOonchutsuvlorlhot'aaNImontlIcIhd. ornol,0owhar)l.10t. l.AnuIu1U5$-tzoltflll '.
  8. 8. Multiple Factors Drive China's Commerce €Z"""""" ' L‘ Growth Growim: Growim: Inc" “M V Exp. indin. : lnturna-t Mob ’~- intern--t ' ' Onllnr Shoppvr . . Consumption“ Pi. ~netr. mon'” Penetration ' ' Penetration rr e r» W I ‘ ‘ l I: ~ T T -1", ' L- ~. (ll av-x. ’ ‘gt 1 -I I - ~v r ’ In 0 use‘ Ir -c» . - - ly ~~t-- — or on. v ~7 4.. s r o- 0,. L; J} ‘I
  9. 9. “ Largest online and Mobile Commerce Business c—’L‘“". ..‘: .°. °'°°° Globally | Top 10 Global I-commerce Platforms by GMV (2013) (usual 24: 115 as 2‘ 17 10 no 3 s 5 _-__1___1._. _1__: ._—n__ fl‘&'“' Mun Cu Alan luau: §Iu$1aln®Oono&eadaI. bo0unnuI Sowazllt
  10. 10. Our Scale Attracts Buyers and Sellers PRODUCT AND SERVICES LISTINGS 1 Bill T. ‘ ANNUAL ACTIVE BUYERS 279 '. 'iLLlC‘. '61: Alhtexruvv Don I In A| —r. nILl-I. l. -. '‘ 14.5 BILL 3?. ‘ oaczas ANNUAL ORDERS . «.4 v». 9.. ... . . ..». .. renal . ,u. . . ; lg A'", a|. ,.| (fl , ANNUAL ACTIVE SELLERS ‘. '1LLlC’. fig: 7 $.21 11
  11. 11. Our Thriving; mar‘7;ci})! accs, Plziubrm and F: co9~, m«>n1 -. »R’r(ETPLJ. c5s SJ '_’T’ F’; ifixnress I. |' ’ 1 ( 9E? §1'r1Aucor1‘ mm -5 .1 x K ’. _ I. Sellers Buyen QQ Pnrficipnm» in our i= CO'sya; ~‘n1 nrw in'. '-“<. t(’*ci in our _~_ro'. '. Nrfxlwu ‘I: ll
  12. 12. Vifidfilnts in our ecosystem an Invosud In our cloak J’? "" ""rZ= ]
  13. 13. “ Our China Retail Marketplaces ' fi~(J"'“) “Anything you want, anytime, anywhere" Eta ii 'mAu. .oon' $3! ‘. IllI I flu-an-Ma“ Notes (U Band on 201) [ton rncvchandvw volumo. xzocdrq Io mewurh (2) Band on 20!) monthly xnw men, ouovc-nq to II4-wauh
  14. 14. 0 Our Wholesale and Cross-border Marketplaces “'%. °'°"" V (Z953. Sourcing destination for retail merchants 729,W0+ paying members ‘” U$$22.1In GMV settled through Alipay 9’ M: - I»! l— - I. .. m uouu-eao. zou ‘Am 7'»? ;:-~'r: ;'; :‘~—, :r‘fi5j m scan-uumu-eunao¢uuso. aou; nu-muss-szoscuaa -‘ "" " ‘u (3) qroveInnahlou. So¢a: fiaaor¢h
  15. 15. D Our Wholesale and Cross-border Marketplaces €Z""%. .°'°"° '-«mo--' Es ahlbobo com‘ Sourcing destination for China’: largest global retail merchants online wholesale 729,wo§ paying marketplace ‘” members ‘" 120,000+ paying US$22.7ln cw "‘°""’°"‘” settled through Alipay 9’ 0&3: __ , , __, ,_r N ~°'--New ~. ”- 7.? ,l7£"r'r? ’-. /.'; 'r-u= J (1) lornatmmllaithnddunnnttunnmllsi-Cnitflh ‘-4 ' M (II firenuunlnnllsowuzluaavo
  16. 16. “ Our Wholesale and Cross-border Marketplaces “'. '&¢"'~', °'°“° aAIbobo com‘ Sourcing destination for China's largest global Global consumers buy retail merchants online wholesale from Chinese wholesalers 729 am. paying marketplace ‘” and manufacturers I membersl" 120,®0+ payirg US$4.5In GMV on usszzjm‘ GMV mernbersl" AliExpress"’ settled through Alipay ‘ll Ions: ‘ ‘r -‘— : ’l-'. .‘; “"7: —'r -'r‘; ’-’ ”°"""’°-1°“ 5-" / .‘; ',. ‘IJT: I/ . ‘J'l£TJ N (ll (1) forlhenrakaanoInMeadadlurIo&101l; ~nnIeaIlB$-Ofitlln ‘—~’ (I) Oyrvuanualnzotl Soinzlleaavdl
  17. 17. Cross promotion across our China rt-tail Stron, : symr, :il-s between our rvt. nl and mtlrlu-tplact-s who‘-. -salt-m.1rlr§yil. ic§E ‘ I“: 5.. a } "Flu: iii "/ ". :Ver, .'. .,; ’—'. %='"”. fF: =.; f,: r‘*‘: ":Ir_: . fii—'—’—--rt fir * . '": d.4~—_ , l. .e. ~1~: fil I
  18. 18. . ouuulmuaasuuuocwoclna €L‘%: .°'°°° Powerful Network Effects (row. prmmitum at run our (liin. u ru-t. Ii| Strong xyrwrgir-x be-twrr-n our r('l. lll and m. irketp| .l(es wholesale mar‘ .
  19. 19. “ Our Payment Solution: Allpay ‘" fl""%-°""“’ Largest Online Payment Service Provider in China Easeoluse Paymentandtserowsarvlcesfrotectconsumers Iuyerlnstructsbank toundmoneylnto Orv-; V"I OTC - I-IIOI ‘ 1 ‘Q: .3 . g_u guuurv . . Alipay releases 90065 to seller Note ll (ll Ahpay is controlled by our management and provides payment services to our marketplace: vvough contractual arrangements
  20. 20. N‘: (2) 4:: |l Mull) 1.3.: Our Scalable Logistics Platform Our R«. 'qUlf(‘f‘hL"fllSZ Gcogr. -sphlcnlly Dispersed Buyers and Sellers and 6~ Billion Paclzm-es ‘“ China til‘ l witrl 1 rm! _'l' pug. ‘itlun U5. 9 CI! ‘r‘ . -.ith 1 'rmll. :"~ pope lion __y , ,__. ; :1-rt. -.. ..-. .., -~ . -.A. -,. ,y. . ) 1 W’ l , ‘ [:3 . :r. ..- all . - 1.. . . ,~ v. -.. . , ,._. ..l. 1' . .. u-. . . -in -, l. fv'. i.'. l;- “'lI: .,~§‘l
  21. 21. Our Scalable Logistics Platform €Z"""""“ Our Rt-qum-mi-nts: Cu-o. r.iphic -lly Olsp-~rs--d Our Solution: Ni-ta-. or'-. of Lo. ;isticx Provid--is Buyers . ‘ll‘d Sellers and 6+ Billion P. ic'-: r ‘es "-’ Connected by China Smart logistics China V, 0 . :; ;‘. .‘. I‘ . ,“ x‘, 127 (mi th 1 lm. ‘l. l:li- Copu! '9:-n ' Intc . :r ited l"‘orm.2t‘: 'i and software platlcrm u_5_ 14 d~Wv('ry o‘rtnt»rs . -.-ltli 1,800-i (ll-. trs: ;.itlori (- lllrl‘. 97,033? dt‘lI't'y'5lFlT: ‘.'1$-lfid1,100,000’? d(‘ll‘. i ry pl't'. Clim'l 9(Inl"- . . tn 1 "‘ on» capu t‘: 'i H ‘ y _ ff. ’ . ' . ,.'. ','L". .., .7“. -)">; l’fi%‘. :.”: {;: '}"Jr . ,., . ; . . ' 600- cutie--. 7’ if j Cl l’ t ‘-. I.‘ -. «. v(»— _ H
  22. 22. O Ourtedinologyuidoataflatfonn fl"""-. .°""‘ Enables Improved Consumers Insights, Better Targeting. and Monetization l Deep learning, high volume processing and real~time anal ' Tagging consumers attributes to improve targeting . “°b““ ‘V"'"“ "l°C‘-“M Provides seamless experience transaction security haw" , V, /,. ,,; m‘, _i£. ;-; .r. ,,; ,.¢. ‘! c:: V__: _ both . sao; ..«s. ;e. e.l '57 l “ll 70
  23. 23. Q Our Cloud Computing Platform €l"'%, °'°“" mass content sharlng Mob". App I Used by app developers for mobile applications hosting and Developers A and online operators to avoid system overload and accelerate media 0 Internet Gamlng by Intemet game developers and blogging site ! ' Platforms ¢¢"V°'. J I U“ l by c . .lers ‘or bacltend hosting and by SME loan bus. less 1.: perfor a credit assessment and risk manag ‘merit «Commerce and Internet Finance 0 Used by local governments. software integrators and digital entertainment platforms for a range 0! needs including system stability enhancement and system architecture streamlining N000: [ll [Irtcdv and lndrecflv through lSIs_ as at lune 30, 2014
  24. 24. 0 Leadership in Mobile Commerce €Z“‘-L‘: e"’~' °'°“" ii Attic? l US$71Bn 188MM Mobile GMV nu Mobile MAUs m E X (1) FeriIeuOarneu&enIeImalI. nKuunulIl$S-tfiiflfl - . _. __. -_. ; _-__= _._ _-r. .._, . m rain-sumo: -manluauauunnaqguo-uouunduanuaumu~auva~. (:, mk¢é#}liv| il7=-"I; -Elli] 0) 0aIIeIvaeIIIeI&enlaOanen.8IA. auuon%uIeaeu¢ ” ll) leriaIrueaIe&ende¢&lI. flll
  25. 25. . Mobile Expands Our Opportunity c—’z“". ..': .°. °'°°° Alibaba Mobile App Mobile Market Posltionl” S U "°°'° '1c°~m- 3 Allpav ‘" '1 Payment App 9‘: W95 '1 Browser '2 Search‘ 1 *2"-W 73" Vwlw W600 "’ U1 Online Video App n W950 m Microblogging App no. .. (I) Alpayncouroled not manynenl ll provides payment services tour mdbohtes Intact co’. .. __VIU‘_lfLng(? _I! ‘r“. ;) _y_ _ V (2) Strait! ‘ Duuuerstnrwgnma-utynvrwnents __ ‘ ‘ ,2‘ ’_[f: T " jlfij (I) kcortl-jlnlesoanitbasedonmonlflqattovtnenlorluhicll "—* 21 Ill llnhhnnauhlnaaaorfi ennlrun nrnnnfinnlntnhufl naudlulbanngnnannn-In
  26. 26. . Key Growth Strategies "'%. °'°“* Enhance the success of sellers on a broad basis Increase active buyers and wallet share Enhance data and cloud computing technologies Expand categories and offerings Extend our mobile leadership Develop cross-border commerce opportunities . . _. _,, _.%. .. :J__. ___, " / .-35'. -fr:7/. fl:7 r >- —~ 24
  27. 27. o Strengthening our Ecosystem: “=5;-"“. " ""““’ Strategic Alliances and Acquisitions , .!_ UCWeb Weibo Evergrande FC Improving Customer Experience Expanding Products and Services toot: “'—‘ 7‘ M ,5 I no-InonmatAhabaNndtnIv-Ionnaoonhc Muted
  28. 28. Restructured Relationship with Small and Micro fl""""""’ Financial Services Company ‘Hz, «o -1034-lil lcr. Hi7I-4'IH‘-"'10 «W. -3.’ -I "-100*“ zm-I. '.ll-in-fiomitifl? ~1amlq-~ form-r-iii‘; lo-iii-'L'A! "r. "--l : ll| or. r I-lilgl’-Um imiiaiic-n lam. =i'u-- milr- = iim-z-llsl rm-'6!-is-I vi-. Llioi-. w ; -out. c H» al '. . . ii. I- -punt 4 u ,4.‘ l! in its «. .tt «i I'll 4 - ‘Ural -. :IIrl I in»
  29. 29. . Proven Management Team and Strong culture €l“"%. °'°“° ladt Ma Joe Tsai Jonathan Lu Maggie Wu Daniel Zhang Jian Wang fut umvr Ercutrw One! (had C hid Our! Chorrmon V-re (hoannon Eaeumve Ofiicer Fmonuol Offlxer Operating ml? ! Yechnoloqy Ofiker ‘ L’) A 4,1 .1. ‘tract record at creating and developing large size businesses organically ff - 2". iii‘ . )1
  30. 30. Financial Highlights Attractive marketplace business model Continued growth of GMV expected with rising mobile contribution Mobile monetization rate expected to continue to approach non- mobile rate Robust revenue growth Structural cost advantages and significant operating leverage Investments in long-term growth Strong cash flow generation flAIiIs. .I). .« .
  31. 31. Our Monetization Model "‘-'-"4’-'-“""“° E J aicjnan alk aim aunt-tho avhtallhu ajnjsut attni amen aoilnaauhturanihss arhmanlau Purth roI @ J alaafivdtbulwslau aahubimdflhas amen axanrjsaruaas O aiid-aarmmI&g1D prjojl aIiA ajfimdflhaa aIo. A. aofiiafilrgsvlas aI| A aU. A adufilala "'5 _. #'—. — . ,-+, r a. .(-_; un¢, -‘l£§-}r: 'i/ —-'I n’
  32. 32. Strong GMV Growth e“'. '."za"’~‘ °"""’ Quarteriy GMV (China Retail Marhtplacesl Active Iuyars HON ___ mass on o o do o o o o go o o an en 0 o o o WU Iunao. Sapao, Decal. Maril. Iun30. Sqao, Dec31. Marat, lunao. 0*‘ son 2012 2012 2013 2013 son 2013 mi 2014 -GW —-fifl M5 - ‘-4’ __v_ ; —i_r‘; ’r: ','E _-/ _:; .—_—___r j X-—‘_, / . //. Lr"—| / (1) Anna: I 055 - LIOJSID
  33. 33. E: -:pancling mobile Gl'IV Contribution 52”" "’ Mob lv Gl. .‘. ‘.' ind . '.‘obilv P» n-9tr. ‘t‘on (Chn v Rm’ lW'| “rLl"‘p"1C. S) pm l. 32.82- 10 13 '0’ 3” In 30, Svp 343, D»: 11, Mar 31, Jim 30, Sop 30, Dec )1, Mir 3!. lun 33, "'d'd 2012 1012 2012 2013 2013 1013 2013 2014 2014 N Mob '9 GMV —Mob-‘:2 GMV as ‘. *1o€tot. ilGMV 0?! ll (I) . -'-". 'VH‘‘LL‘u‘; * . “i 2N’

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