E-COMMERCE 2014 TRENDS

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE MOSCOW, JUNE 4-5, 2015

About RMG partners

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE – MOSCOW, JUNE 4-5, 2015 2

I. Active member of NAIMA

II. Investment partner of the Moscow Seed Fund

Main sectors of interest :

IT and telecom New materials Clean technologies, energy efficiency Medicine Microelectronics, measuring equipment

III Russia’s exclusive member of the M&A WORLDWIDE network

Direct and Venture Investments

M&A

- SELL-SIDE

- BUY-SIDE

- MARKET ENTRY

FINANCING

- EQUITY & DEBT FINANCING- FUNDRIASING FOR PE/VC FUNDS

IPO

- PUBLIC LISTING

- PRIVATE PLACEMENT

DIRECT INVESTIMENTS

- GROWTH CAPITAL FOR HI-TECH COMPANIES

MIDCAP FOCUS

Services Overview

About NAIMA

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE – MOSCOW, JUNE 4-5, 2015 3

NAIMA – National Alternative Investment Management Association, a non-profit partnership representing alternative investment firms and service providers committed to the growth of long-term capital in Russia

NAIMA was set up in 2012 by leading PE and VC funds in Russia with the support of international law and consulting firms, and in close cooperation with international industry partners and associations.

The objectives of the association are as follows:

draw the attention of Russian institutional investors (pension funds, banks, insurance companies and development institutions) to the direct investment market;

promote the Russian direct investment market internationally and ensure appropriate positioning for Russia among other emerging markets;

create a more favorable legal environment for capital raising, deal structuring and project management by funds registered in Russia and other jurisdictions;

establish professional standards of corporate governance, reporting and compliance for responsible investment, support for professional training and the creation of a certification system for specialists in alternative investments.

OUR MEMBERS:

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE – MOSCOW, JUNE 4-5, 2015 4

GLOBAL E-COMMMERCE MARKET

Market was $ 1 552 bn (2013), showing 23.6% YOY growth

Global B2C E-Commerce forecasted at $ 2 251 bn by 2016

Growth rates are forecasted to slow down to 10% by 2018

The Asia-Pacific region is forecasted to be the fastest growing B2C E-Commerce market worldwide (with key players such as Alibaba, JD.com, Tencent etc)

Cross-border online shopping is growing at a fast pace

Source: http://www.marketwatch.com/story/global-b2c-e-commerce-and-online-payment-market-2014-2015-02-16; http://www.ecommerce-europe.eu/press/2014/global-e-commerce-grew-by-23.6-to-1552-billion-in-2013

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE – MOSCOW, JUNE 4-5, 2015 5

RUSSIAN E-COMMMERCE MARKET

On-line sales of material goods reached RUB 560 bn in 2014 with an annual growth rate of 41%

CAGR over the period 2010-2014 is 32.8%

RUB 85.1 bn was spent on cross-border on-line purchases

According to East-West Digital News average annual paycheck increased to RUB 20 000

The most popular goods bought online are Electronics and appliances, clothes and footwear, and computers

E-commerce giant Alibaba has opened an office in Russia

Source: InSales; http://www.cnews.ru/top/2015/02/05/2015_g_stanet_perelomnym_dlya_rossiyskogo_ecommerce_592461

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE – MOSCOW, JUNE 4-5, 2015 6

RUSSIAN E-COMMMERCE MARKET

RUSSIAN E-COMMERCE MARKET IS FORECASTED TO SHOW A LOWER GROWTH RATES OVER THE NEXT COMING YEARS:

Poor macroeconomic conditions Problems with logistics

GROWTH IS ANTICIPATED TO BE PROVIDED BY:

The expansion to regions Consolidation via M&A in the to obtain operational synergies

EDAYS INTERNATIONAL E-COMMERCE CONFERENCE – MOSCOW, JUNE 4-5, 2015 7

MAJOR DEALS

DATE PROJECT INVESTOR DEAL VALUE, $ MLN

September 2014 Anatoliy Goncharov 40

July 2014 MAMAMAGAZIN Group of companies USF 30

October 2014 Djambolat Tedeev 20

June 2014 Naspers 18.8

RUSSIA

Source: Russian Venture Capital Market Overview 2014

Let’s keep in touch!

• Phone: +7 (495) 668 1300• Email: ad@rmg-partners.ru• Address: 21 Trubnaya Street,

127051 Moscow, Russia

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