2. Disclaimer
This notice may contain estimates for future events. These estimates merely reflect the expectations of the
Company’s management, and involve risks and uncertainties. The Company is not responsible for investment
operations or decisions taken based on information contained in this communication. These estimates are
subject to changes without prior notice.
This material has been prepared by Multiplus S.A. (“Multiplus“ or the “Company”) includes certain forwardlooking statements that are based principally on Multiplus’ current expectations and on projections of future
events and financial trends that currently affect or might affect Multiplus’ business, and are not guarantees of
future performance. They are based on management’s expectations that involve a number of business risks
and uncertainties, any of each could cause actual financial condition and results of operations to differ
materially from those set out in Multiplus’ forward-looking statements. Multiplus undertakes no obligation to
publicly update or revise any forward looking statements.
This material is published solely for informational purposes and is not to be construed as a solicitation or an
offer to buy or sell any securities or related financial instruments. Likewise it does not give and should not be
treated as giving investment advice. It has no regard to the specific investment objectives, financial situation
or particular needs of any recipient. No representation or warranty, either express or implied, is provided in
relation to the accuracy, completeness or reliability of the information contained herein. It should not be
regarded by recipients as a substitute for the exercise of their own judgment.
2
3. 2013 Highlights
7.4% growth in Gross Billings
vs 2012 reaching R$ 2.0 bln
9.2
%
growth in non-air redemptions
vs 5.7% in 2012
11.9% growth in net revenue
vs 2012
R$
232.1 million in net income
4% growth vs 2012
3
4. Network growth
More than 12.2 million members
We reached 472
partners
(coalition, accrual and redemption)
Members, in mln
10.9
11.3
11.6
11.9
12.2
500
446
450
369
1Q13
472
3Q13
4Q13
383
4Q12
466
400
350
300
250
200
150
100
50
4Q12
1Q13
2Q13
3Q13
4Q13
2Q13
NOTE: SMEs refers to small and medium sized enterprises
4
5. Adding new partners with outstanding players
Decoration
goods
Toy store
Travel website
Sports ecommerce
Accessories
Supermarket
Car dealer
Car rental
Publisher
5
6. Black Week Campaign 2013
Until 70% Off with partners like
Pontofrio.com and Pepper
148 millions points redeemed
1,6 billions points accrued
6
8. Improve member experience:
New e-commerce
Advantages
Best content management
Tracking
Segmented offers
Social networks integration
Wish List
Gift List
More simplicity for the
implementation of new stores
8
9. A new relationship tool between Multiplus
and members
100 THOUSAND
DOWNLOADS
*
th
*
st
POSITION IN
TRAVEL
RANK
* Position on 12/20/2013 in Apple Store Brasil. Source : iTunes
9
13. Cash generation
R$ 452.6 mln in FCF *
RS mln
135.9
79.0
84.0
88.9
4Q12
1Q13
2Q13
3Q13
*Excluding Dividends, Interest on Capital and variations of
Prepaid Expenses and Capital (4Q12 and 1Q13 are adjusted with
R$ 71.3 of anticipated settlement in Accounts Payable)
13
452.6
72.5
418.1
4Q13
2012
2013
14. Net income
R$ 232.3 mln in Net Income
R$ mln
62.2
65.8
232.3
57.4
52.9
224.3
46.8
4Q12
14
1Q13
2Q13
3Q13
4Q13
2012
2013
15. Thank you!
Contact IR Team
+55 11 5105-1847
invest@pontosmultiplus.com.br
www.pontosmultiplus.com.br/ir
Ronald Domingues
Ivan Bonfanti
Filipe Scalco
Fernanda Camiña
