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H1 2014 RESULTS AND BUSINESS UPDATE

• Strong top line growth of 104% in GMV and margin improvement for Proven Winners

• Rocket Internet’s performance on track and in line with expectations

• foodpanda grew into the Proven Winners category

• “Travel” is a new attractive focus sector for Rocket Internet with TravelBird and

Traveloka added to Emerging Stars

• 7 ventures launched YTD and 3 more models in preparation

• Continued investment in the Rocket Platform to support growth and expansion of

network of companies; in the network of companies now more than 25,000

employees

• LPV increased by EUR 74 m since IPO

Berlin, Germany, 17th November 2014 – During H1 2014, Rocket Internet AG (“Rocket

Internet”, “Rocket”, “the Company”) continued to capitalize on the significant market

opportunity especially in emerging markets through its network of companies, which have

been performing in line with expectations. The Proven Winners companies had an average

weighted GMV1 period-over-period growth2 of 104% in H1 2014. The Emerging Stars

companies grew strongly and achieved a 378% average order growth3 from H1 2013 to H1

2014. Our Proven Winners continue to show strong operating leverage with average EBITDA

margin improvement of 12 percentage points in H1 2014 compared to the full year 2013

EBITDA margins.

Rocket Internet’s emerging markets food ordering platform foodpanda has rapidly expanded

into 29 countries and has achieved leading market positions, among others in India, Russia

and South East Asia. It recorded organic growth in gross transaction volume of 429% in H1

2014 relative to H1 2013. The Company has decided to move foodpanda from Emerging

Stars to Proven Winners, therefore providing investors further disclosure on this exciting high

growth business.

Rocket Internet announces today the launch of Travel as a new focus sector. The travel

sector represents a significant growth opportunity in emerging markets which benefit from a

large and growing middle class with increasing travel needs, coupled with low and rapidly

1 Gross merchandise volume. 2 GMV for all Proven Winners except HelloFresh, for which number of servings was used, weighted by H1 2014 revenues contribution in EUR (converted at average H1 2014 FX rate). 3 Includes “total orders” growth for FabFurnish and Zanui; “total transactions” growth for CupoNation and Paymill; “bookings” growth for Wimdu; for Zencap, Helpling and Lendico, there are no comparison H1 2013 numbers available. TravelBird and Traveloka not yet included.

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growing online travel booking penetration, and attractive margins in packaged travel. Travel

companies TravelBird, focusing on packaged travel, and Traveloka, a leader in the

Indonesian online travel market, have been added to Rocket Internet´s Emerging Stars

category.

The Regional Internet Groups also continue to expand with Africa Internet Group having

launched 7 and Asia Pacific Internet Group 6 new country operations.

The Rocket Internet platform is well on track to start 10 new companies in 2014, 7 of which

have been launched to date and 3 more models are in preparation. Rocket Internet has

continued to build out its platform to support the growth in its network of companies. It now

employs 25,000 people, an increase of c. 4,500 over June 30th 2014, across its network of

companies. Rocket Internet's in-house developed SellerCenter Platform (marketplace tool)

has been rolled out to 7 companies in 46 countries. In addition, we have implemented our

proprietary Campaign Factory Platform (Rocket Internet's customer re-engagement tool) at

20 companies across 36 different countries.

Finally, Rocket Internet increased its Last Portfolio Valuation (“LPV”) by EUR 74 m since the

time of IPO.

Oliver Samwer, Founder and Chief Executive Officer of Rocket Internet commented: „Rocket

Internet has shown a strong performance in the first half of 2014: We are well on track and

our Proven Winners performed in line with our expectations. Our network of companies is

uniquely positioned to capitalize on the growth of Internet commerce in emerging markets. It

is our goal to launch again at least ten new startups in 2015 and continue to invest in our

existing companies, our own proprietary technology, our geographic footprint, our

infrastructure and processes, and our outstanding people around the globe.“

H1 2014 Results Update for Proven Winner companies

All Proven Winner companies report now under IFRS as Westwing and Hellofresh have

moved from German GAAP to IFRS.

GLOBAL FASHION GROUP

The emerging markets online fashion businesses which are being combined in the Global

Fashion Group continue to show significant progress and we are on track to complete the

combination of the businesses by year end. As a result of the merger of all of the fashion

companies, the decision was taken to move the financial year end of Jabong, a fashion

market leader in India, to December. Jabong’s numbers will be reported on this basis going

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forward.

DAFITI

In H1 2014, Dafiti continued to deliver attractive net revenue growth (+38% vs. H1 2013).

This growth was broadly in line with the increase in GMV to BRL 272 m (+31% vs. H1 2013)

and above the increase in number of orders to 1.9 m (+26% vs H1 2013). As of end of June

2014, the number of active customers4 was c.1.8 m.

Gross margin improved to 39% in H1 2014, up 3 percentage points relative to H1 2013 due

to improved purchasing as well as inventory and disciplined supplier management. The

EBITDA loss was lower in absolute terms with BRL 100 m and the EBITDA margin continued

to improve (-38%, up 17 percentage points), also driven by higher marketing efficiency.

LAMODA

H1 2014 was characterized by strong net revenue growth (+112% in comparison to H1

2013). This growth was in line with the increase in GMV to RUB 8.7 bn (+124% in

comparison to H1 2013) and the increase in number of orders to 1.7 m (+103% in

comparison to H1 2013) in H1 2014. As of end of June 2014, the number of active customers

was c. 1.4 m.

In terms of profitability, gross margin was 41%, down 2 percentage points relative to H1

2013. This was driven by an earlier usage of targeted price reductions to achieve higher sell-

out rates and avoid pricing pressure in Q3. EBITDA margin continued to improve by 19

percentage points from -52% to -33%. With RUB 1.3 bn, the absolute EBITDA loss increased

and Lamoda continues to invest in its infrastructure in light of expected future growth.

ZALORA

H1 2014 net revenues of EUR 44 m represented 64% of total 2013 net revenues. GMV in the

first 6 months of 2014 amounted to EUR 56 m (+44% in comparison to H1 2013) and the

number of orders totaled 1.5 m (+61% in comparison to H1 2013) in H1 2014. As of end of

June 2014, the number of active customers was c. 1.2 m.

In terms of profitability, gross margin was slightly lower (32%, down 6 percentage point

relative to FY 2013) in H1 2014 due to disciplined inventory management incl. early use of

discounts. The absolute EBITDA loss amounted to EUR 33 m with EBITDA margin improving

(-76%, up 23 percentage points) relative to FY 2013.

4 Number of customers having made at least one order/transaction within the last 12 months before end of period.

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JABONG

H1 2014 was characterized by continued very strong net revenue growth (+187% in

comparison to H1 2013). This growth was in line with the increase in GMV to INR 5.1 bn

(+195%) and exceeded the growth in number of orders to 3.2 m (+171%) in H1 2014 relative

to H1 2013.

In terms of profitability in H1 2014, the gross margin has trended down to -17%, 4

percentage points lower than in H1 2013 as a result of the decision to continue to invest in

topline growth following the market pressure of higher discounts. The EBITDA loss was with

INR 1.6 bn higher in absolute terms but the EBITDA margin continued to improve

significantly (-48%, up 66 percentage points compared to H1 2013).

NAMSHI

Namshi, a leading online fashion player in the Middle East, has continued to show very

strong growth in the first half of 2014. H1 2014 net revenues amounted to AED 60 m (+210%

in comparison to H1 2013). This growth was in line with the increase in GMV to AED 72 m

(+202%) and exceeded the growth in number of orders to 170 k (+187%) in H1 2014. As of

end of June 2014, the number of active customers was 128 k.

In terms of profitability in H1 2014, the gross margin improved from an already strong base to

52%, up 1 percentage point relative to H1 2013. This effect was mainly due to better

inventory management, less discounts and a higher share of private label. EBITDA loss

decreased in absolute terms to AED 17 m and EBITDA margin improved strongly (-28%, up

97 percentage points compared to H1 2013) mainly as a result of scale effects and higher

marketing efficiency.

GENERAL MERCHANDISE

The financials of the general merchandise companies are characterized by the continuous

transition from an ecommerce model of selling mostly own inventory to a marketplace

focused model selling 3rd party goods. The marketplace model of the Rocket Internet

companies combines the high unit economics and low risk of that model with their strong

logistics and fulfillment expertise.

LAZADA

Lazada, a leading general merchandise player in South East Asia, performed very strongly

and continues to invest in the growth of its differentiated platform.

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Lazada is pursuing the shift to a marketplace driven business model. As marketplace

activities are only partially reflected in the net revenue line (i.e. only the commissions

received by the merchants are recognized in net revenues), management views GMV as the

key metric to judge the topline growth of Lazada.

H1 2014 net revenues of EUR 47 m represent already 83% of total 2013 net revenues. GMV

in the first 6 months amounted to EUR 73 m, up 202% in comparison to H1 2013, and the

number of transactions totaled 1.8 m (+313% in comparison to H1 2013) in H1 2014. As of

end of June 2014, the number of active customers was c. 1.4 m.

Gross margin improved to 9% (up 3 percentage points relative to FY 2013) in H1 2014 also

due to the shift to the marketplace model. Absolute EBITDA loss amounted to EUR 40 m

with EBITDA margin improving to -85%, up 4 percentage points relative to FY 2013. Lazada

has continued to invest strongly in building out its business lines.

LINIO

Linio has also continued its move to a marketplace model. Similar to Lazada, management

believes that the GMV metric best reflects the growth of the business going forward.

Linio recorded H1 2014 net revenues of EUR 21 m while GMV amounted to EUR 33 m, up

80% in comparison to H1 2013. The number of transactions totaled 0.5 m (+170% in

comparison to H1 2013) in H1 2014. As of end of June 2014, the number of active customers

was 0.5 m.

In terms of profitability, gross margin has decreased to 6%, down 4 percentage points

relative to FY 2013, in H1 2014 as a result of traditionally higher discounts in the first 6

months of the year. Absolute EBITDA loss amounted to EUR 19 m with EBITDA margin

down (-90%, down 19 percentage points) relative to FY 2013 reflecting the continued

investment in customer and merchant acquisition.

JUMIA

Jumia has only recently started to move towards a marketplace model. Management expects

GMV to become the most relevant metric to judge topline growth.

H1 2014 net revenues amounted to EUR 21 m which represents already 72% of total 2013

net revenues. GMV totaled EUR 27 m, doubling from H1 2013. The number of transactions

totaled 0.4 m (+150% in comparison to H1 2013) in H1 2014. As of end of June 2014, the

number of active customers was 0.3 m.

Gross margin was slightly lower (13%, down 5 percentage points relative to FY 2013) in H1

2014 as a consequence of a change in product mix. Absolute EBITDA loss amounted to

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EUR 26 m with EBITDA margin slightly down (-127%, down 11 percentage points) relative to

FY 2013. The EBITDA margin is significantly negatively impacted by an increase in share

based compensation expenses. Excluding this item, EBITDA margin would have improved

by 31 percentage points.

HOME & LIVING

HOME24

Home24 expanded its strong market position, benefitting from strong secular tailwinds.

H1 2014 net revenues of EUR 59 m represent already 64% of total 2013 net revenues. GMV

in the first 6 months amounted to EUR 69 m (+43% in comparison to H1 2013) and the

number of orders totaled 0.4 m (+37% in comparison to H1 2013) in H1 2014. As of end of

June 2014, the number of active customers was 0.5 m.

During H1 2014, gross margin has improved to 42% (up 3 percentage points relative to FY

2013) due to scale effects and higher share of direct import sourcing as well as increased

private label sales. As Home 24 continues to invest in strong growth and customer

acquisition, its absolute EBITDA loss amounted to EUR 14 m with EBITDA margin improving

considerably (-24%, up 17 percentage points) relative to FY 2013.

WESTWING

With the move to IFRS, 2013 net revenues and EBITDA loss are now EUR 112 m and EUR

46 m respectively.

H1 2014 net revenues of EUR 76 m represent already 68% of total 2013 net revenues. GMV

in the first 6 months amounted to EUR 85 m (+51% in comparison to H1 2013) and number

of orders totaled 0.9 m (+74% in comparison to H1 2013) in H1 2014. As of end of June

2014, the number of active customers was 0.6 m.

In terms of profitability, gross margin in H1 2014 has improved to 43%, up 3 percentage

points relative to FY 2013 due to scale effects and Westwing’s even closer cooperation with

its network of more than 3,000 suppliers. Westwing continues to invest in the significant

growth potential of its markets. Absolute EBITDA loss amounted to EUR 27 m with EBITDA

margin continuing to improve to -35%, up 6 percentage points relative to FY 2013.

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FOOD & GROCERIES

HELLOFRESH

Across its countries, HelloFresh continues to perform very strongly and H1 2014 net

revenues of EUR 22 m represent already 153% of total 2013 net revenues. Number of

servings delivered in the first 6 months amounted to 3.9 m (+369% in comparison to H1

2013) in H1 2014. The number of active subscribers5 increased to c. 81 k by the end of June

2014.

In terms of profitability, absolute EBITDA loss amounted to EUR 4 m with EBITDA margin

improving considerably (-18%, up 27 percentage points) relative to FY 2013.

FOODPANDA

For a food delivery marketplace, gross transaction volume is the most relevant topline metric

to look at. In H1 2014, gross transaction volume amounted to EUR 9 m, up 429% compared

to the same period in 2013. Pro forma for the acquisition of DeliveryClub, the Russian market

leader, food deliveries worth EUR 27 m were transacted on foodpanda’s platforms during H1

2014. The combined business recorded 1.34 m orders in H1 2014 and its network of partners

included 13.3 k restaurants as of June 30, 2014.

In terms of profitability, foodpanda has generated a gross profit of EUR 1.0 m in H1 2014,

representing a margin of 84%. Absolute EBITDA loss amounted to EUR 11 m.

For a detailed overview of all Proven Winners H1 2014 financials, please see the appendix or

visit our pressroom.

5 Number of people subscribed to services and having ordered at least once during the last three months.

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APPENDIX

GLOBAL FASHION GROUP

DAFITI

Key Financials (BRL m) 2013 H1 2013 H1 2014 Net revenues 419.3 188.8 261.0 Growth % 38.3% Gross profit 143.0 68.7 102.4 Margin % 34.1% 36.4% 39.2% EBITDA1 -205.3 -104.8 -100.2 Margin % -49.0% -55.5% -38.4% Capex2 22.8 9.4 18.5 % of net revenues 5.4% 5.0% 7.1% Net working capital3 -9.9 -23.1 Cash position 193.8 84.9 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (BRL m) 456.7 207.8 271.6 Growth % 30.7% Total orders5 3.30 1.52 1.91 Growth % 25.7% Total customers6 2.36 1.76 2.97 Growth % 68.4% Active customers (LTM)7 1.63 1.41 1.79 Growth % 27.0% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of BRL 208.1 m; H1 2013: loss of BRL 106.3 m; H1 2014: loss of BRL 102.3 m) plus (ii) depreciation of property, plant and equipment (2013: BRL 2.3 m; H1 2013: BRL 1.4 m; H1 2014: BRL 1.9 m) plus (iii) amortization of intangible assets (2013: BRL 0.5 m; H1 2013: BRL 0.2 m; H1 2014: BRL 0.2 m). EBITDA includes share based payment expense that amounted to BRL 4.0 m in 2013, BRL 3.1 m in H1 2013 and BRL 6.0 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: BRL 16.2 m; H1 2013: BRL 9.1 m; H1 2014: BRL 9.6 m) plus (ii) acquisition of intangible assets (2013: BRL 6.6 m; H1 2013: BRL 0.3 m; H1 2014: BRL 8.8 m) (3) Net working capital is calculated as (i) inventories (December 31, 2013: BRL 74.5 m; June 30, 2013: BRL 93.1 m and June 30, 2014: BRL 108.6 m) plus (ii) trade and other receivables (December 31, 2013: BRL 29.1 m; June 30, 2013: BRL 24.7 m and June 30, 2014: 49.7 m) minus (iii) trade and other payables (December 31, 2013: BRL 113.5 m; June 30, 2013: BRL 112.7 m and June 30, 2014: BRL 181.4 m). (4) The total value of “total orders” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies), including value of vouchers. (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period. (6) Number of customers that have made at least one order as defined in “total orders”. (7) Number of customers having made at least one order as defined in “total orders” within the last 12 months before end of period.

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LAMODA

Key Financials (RUB m) 2013 H1 2013 H1 2014 Net revenues 5,150.0 1,795.2 3,802.6 Growth % 111.8% Gross profit 2,038.2 772.4 1,558.9 Margin % 39.6% 43.0% 41.0% EBITDA1 -1,920.9 -941.2 -1,261.3 Margin % -37.3% -52.4% -33.2% Capex2 254.9 98.8 186.2 % of net revenues 4.9% 5.5% 4.9% Net working capital3 -343.7 -280.8 Cash position 2,607.9 1,695.7 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (RUB m) 11,772.6 3,878.9 8,671.8 Growth % 123.6% Total orders5 2.29 0.83 1.68 Growth % 102.7% Total customers6 1.43 0.86 2.00 Growth % 131.6% Active customers (LTM)7 1.09 0.71 1.40 Growth % 98.0% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of RUB 1,982.7 m; H1 2013: loss of RUB 962.8 m; H1 2014: loss of RUB 1,329.7 m) plus (ii) depreciation of property, plant and equipment (2013: RUB 47.0 m; H1 2013: RUB 15.1 m; H1 2014: RUB 58.6 m) plus (iii) amortisation of intangible assets (2013: RUB 14.7 m; H1 2013: RUB 6.5 m; H1 2014: RUB 9.8 m). EBITDA includes share based payment expenses of RUB 37.9 m in 2013, RUB 16.5 m in H1 2013 and RUB 25.3 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: RUB 195.6 m; H1 2013: RUB 71.9 m; H1 2014: RUB 166.9 m) plus (ii) acquisition of intangible assets (2013: RUB 59.3 m; H1 2013: RUB 26.9 m; H1 2014: RUB 19.3 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: RUB 1,084.3 m; June 30, 2014: RUB 1,103.1 m) plus (ii) trade receivables (December 31, 2013: RUB 105.6 m; June 30, 2014: RUB 77.4m) minus (iii) trade and other payables (December 31, 2013: RUB 1,533.6 m; June 30, 2014: RUB 1,461.3 m). (4) The total value of “total orders” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies). (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period. (6) Number of customers that have made at least one order as defined in “total orders”. (7) Number of customers having made at least one order as defined in “total orders” within the last 12 months before end of period.

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ZALORA

Key Financials (EUR m) 2013 H1 2013 H1 2014 Net revenues 68.9 43.9 Gross profit 26.3 14.2 Margin % 38.2% 32.3% EBITDA1 -68.3 -33.5 Margin % -99.0% -76.2% Capex2 1.4 1.0 % of net revenues 2.1% 2.2% Net working capital3 1.0 3.3 Cash position 90.9 96.0 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (EUR m) 84.0 38.5 55.5 Growth % 44.1% Total orders5 2.02 0.93 1.49 Growth % 60.7% Total transactions6 2.05 0.93 1.51 Growth % 61.5% Total customers7 1.33 0.89 1.89 Growth % 113.4% Active customers (LTM) 8 1.02 0.81 1.25 Growth % 52.9% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 69.2 m; H1 2014: loss of EUR 33.9 m) plus (ii) depreciation of property, plant and equipment (2013: EUR 0.6 m; H1 2014: EUR 0.3 m) plus (iii) amortization of intangible assets (2013: EUR 0.3 m; H1 2014: EUR 0.2 m). EBITDA includes share based payment expense that amounted to EUR 6.9 m in 2013 and EUR 4.7 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 0.8 m; H1 2014: EUR 0.9 m) plus (ii) acquisition of intangible assets (2013: EUR 0.7 m; H1 2014: EUR 0.1 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 10.6 m; June 30, 2014: EUR 14.2 m) plus (ii) trade and other receivables (December 31, 2013: EUR 2.1 m; June 30, 2014: EUR 3.0 m) plus (iii) prepaid expenses (December 31, 2013: EUR 1.5 m; June 30, 2014: EUR 1.4 m) minus (iv) trade and other liabilities (December 31, 2013: EUR 13.3 m; June 30, 2014: EUR 15.3). (4) The total value of “total transactions” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies), including value of vouchers and coupons. (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce excluding marketplace). (6) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce and marketplace). (7) Number of customers that have made at least one transaction as defined in “total transactions”. (8) Number of customers having made at least one transaction as defined in “total transactions” within the last 12 months before end of period.

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JABONG

Key Financials (INR m) FYE Mar 2014 H1 CY 2013 H1 CY 2014 Net revenues 4,385.7 1,133.0 3,246.5 Growth % 186.5% Gross profit -447.1 -155.4 -568.1 Margin % -10.2% -13.7% -17.5% EBITDA1 -2,491.5 -1,294.4 -1,572.9 Margin % -56.8% -114.2% -48.4% Capex2 266.3 34.1 214.9 % of net revenues 6.1% 3.0% 6.6% Net working capital3 504.8 331.8 Cash position 7,775.1 7,028.4 Key Performance Indicators (m) CY 2013 H1 CY 2013 H1 CY 2014 GMV4 (INR m) 5,113.7 1,726.3 5,094.8 Growth % 195.1% Total orders5 3.37 1.18 3.20 Growth % 170.7% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) loss from operations (twelve-month period ended March 31, 2014: loss of INR 2,573.7 m; six-month period ended June 30, 2013: loss of INR 1,333.8 m; six-month period ended June 30, 2014: INR 1,630.4 m) plus (ii) depreciation and amortization (twelve-month period ended March 31, 2014: INR 82.2 m; six-month period ended June 30, 2013: INR 39.3 m; six-month period ended June 30, 2014: INR 57.5 m). EBITDA includes share-based payment transaction expense that amounted to INR 65.7 m in the twelve-month period ended March 31, 2014, INR 90.6 m in the six-month period ended June 30, 2013 and INR 23.5 m in the six-month period ended June 30, 2014. (2) Capital expenditures are calculated as purchase of long lived assets that amounted to INR 266.3 m in twelve-month period ended March 31, 2014, INR 34.1 m in six-month period ended June 30, 2013 and INR 214.9 m in six-month period ended June 30, 2014. (3) Net working capital is calculated as (i) inventories (March 31, 2014: INR 1,365.9 m; June 30, 2014: INR 1,235.7 m) plus (ii) trade and other receivables (March 31, 2014: INR 532.5 m; June 30, 2014: INR 577.4 m) plus (iii) prepayments and other assets (March 31, 2014: INR 43.9 m; June 30, 2014: INR 185.6 m) minus (iv) trade and other payables (March 31, 2014: INR 1,437.5 m; June 30, 2014: INR 1,666.9 m). (4) The total value of “total orders” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies), including value of vouchers and coupons. (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce excluding marketplace).

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NAMSHI

Key Financials (AED m) 2013 H1 2013 H1 2014 Net revenues 53.2 19.3 59.8 Growth % 210.1% Gross profit 24.3 9.9 31.4 Margin % 45.7% 51.2% 52.4% EBITDA1 -49.3 -24.2 -16.8 Margin % -92.7% -125.2% -28.1% Capex2 2.7 1.8 2.0 % of net revenues 5.1% 9.3% 3.4% Net working capital3 -0.2 0.1 Cash position 17.9 26.6 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (AED m) 62.9 24.0 72.3 Growth % 201.7% Total orders5 0.15 0.06 0.17 Growth % 187.2% Total customers6 0.11 0.07 0.18 Growth % 174.2% Active customers (LTM)7 0.08 0.06 0.13 Growth % 124.9% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of AED 50.1 m; H1 2013: loss of AED 24.4 m; H1 2014: loss of AED 17.5 m) plus (ii) depreciation of property and equipment (2013: AED 0.6 m; H1 2013: AED 0.2 m; H1 2014: AED 0.6 m) plus (iii) amortization of intangible assets (2013: AED 0.2 m; H1 2013: AED 0.04 m; H1 2014: AED 0.1 m). EBITDA includes expense arising from equity-settled share-based payment transactions that amounted to AED 12.2 m in 2013, AED 6.3 m in H1 2013 and AED 4.9 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: AED 2.2 m; H1 2013: AED 1.5 m; H1 2014: AED 1.9 m) plus (ii) acquisition of intangible assets (2013: AED 0.5 m; H1 2013: AED 0.3 m; H1 2014: AED 0.2 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: AED 6.9 m; June 30, 2014: AED 13.7 m) plus (ii) trade and other receivables (December 31, 2013: AED 7.7 m; June 30, 2014: AED 15.9 m) minus (iii) trade and other payables (December 31, 2013: AED 14.7 m; June 30, 2014: AED 29.5 m). (4) The total value of “total orders” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies), including value of vouchers. (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period. (6) Number of customers that have made at least one order as defined in “total orders”. (7) Number of customers having made at least one order as defined in “total orders” within the last 12 months before end of period.

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GENERAL MERCHANDISE

LAZADA

Key Financials (EUR m)1 2013 H1 2013 H1 2014 Net revenues 56.8 47.3 Gross profit 3.7 4.3 Margin % 6.4% 9.2% EBITDA2 -50.7 -40.0 Margin % -89.1% -84.7% Capex3 1.0 2.1 % of net revenues 1.7% 4.5% Net working capital4 -5.3 -6.9 Cash position 182.6 204.9 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV5 (EUR m) 65.2 24.2 73.0 Growth % 201.8% Total orders6 1.24 0.44 1.36 Growth % 207.2% Total transactions7 1.29 0.45 1.84 Growth % 312.9% Total customers8 0.87 0.41 1.76 Growth % 327.9% Active customers (LTM)9 0.77 0.40 1.41 Growth % 250.6% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) Lazada switched reporting currency to USD. For comparability reasons, H1 2014 key financials have been converted to Euro using a EUR/USD rate of 1.3645. (2) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 51.3 m; H1 2014: loss of EUR 40.5 m) plus (ii) depreciation of property, plant and equipment (2013: EUR 0.5 m; H1 2014: EUR 0.3 m) plus (iii) amortization of intangible assets (2013: EUR 0.1 m; H1 2014: EUR 0.1 m). EBITDA includes share based payment expense that amounted to EUR 6.5 m in 2013 and EUR 2.4 m in H1 2014. (3) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 0.6 m; H1 2014: EUR 1.5 m) plus (ii) acquisition of intangible assets (2013: EUR 0.4 m; H1 2014: EUR 0.6 m). (4) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 5.7 m; June 30, 2014: EUR 11.8 m) plus (ii) trade and other receivables (December 31, 2013: EUR 2.1 m; June 30, 2014: 4.8 m) plus (iii) prepaid expenses (December 31, 2013: EUR 0.3 m; June 30, 2014: EUR 0.7 m) minus (iv) trade and other payables (December 31, 2013: EUR 13.4 m; June 30, 2014: EUR 24.1 m). (5) The total value of “total transactions” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies). (6) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce excluding marketplace). (7) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce and marketplace). (8) Number of customers that have made at least one transaction as defined in “total transactions”. (9) Number of customers having made at least one transaction as defined in “total transactions” within the last 12 months before end of period.

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LINIO

Key Financials (EUR m) 2013 H1 2013 H1 2014 Net revenues 47.9 21.4 Gross profit 4.7 1.3 Margin % 9.7% 6.2% EBITDA1 -34.1 -19.3 Margin % -71.1% -90.3% Capex2 1.5 0.3 % of net revenues 3.1% 1.2% Net working capital3 -4.0 -6.6 Cash position 21.1 76.3 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (EUR m) 52.3 18.6 33.4 Growth % 79.8% Total orders5 0.56 0.18 0.40 Growth % 125.1% Total transactions6 0.57 0.18 0.48 Growth % 169.7% Total customers7 0.34 0.15 0.56 Growth % 285.7% Active customers (LTM)8 0.32 0.14 0.46 Growth % 222.6% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 34.5 m; H1 2014: loss of EUR 19.6 m) plus (ii) depreciation of property, plant and equipment (2013: EUR 0.4 m; H1 2014: EUR 0.2 m) plus (iii) amortization of intangible assets (2013: EUR 0.05 m; H1 2014: EUR 0.02 m). EBITDA includes share based payment expense that amounted to EUR 4.5 m in 2013 and EUR 1.9 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 1.4 m; H1 2014: EUR 0.2 m) plus (ii) acquisition of intangible assets (2013: EUR 0.1 m; H1 2014: EUR 0.04 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 5.0 m; June 30, 2014: EUR 3.8 m) plus (ii) trade and other receivables (December 31, 2013: EUR 1.6 m; June 30, 2014: EUR 2.1 m) minus (iii) trade and other payables (December 31, 2013: EUR 10.7 m; June 30, 2014: EUR 12.5 m). (4) The total value of “total transactions” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies). (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce excluding marketplace). (6) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce and marketplace). (7) Number of customers that have made at least one transaction as defined in “total transactions”. (8) Number of customers having made at least one transaction as defined in “total transactions” within the last 12 months before end of period.

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JUMIA

Key Financials (EUR m) 2013 H1 2013 H1 2014 Net revenues 29.0 20.8 Gross profit 5.4 2.8 Margin % 18.7% 13.3% EBITDA1 -33.6 -26.3 Margin % -116.1% -126.7% Capex2 1.2 1.0 % of net revenues 4.3% 4.9% Net working capital3 -2.0 5.9 Cash position 11.2 6.9 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (EUR m) 33.1 13.4 26.6 Growth % 98.5% Total orders5 0.46 0.17 0.37 Growth % 115.3% Total transactions6 0.46 0.17 0.43 Growth % 149.5% Total customers7 0.23 0.12 0.36 Growth % 192.7% Active customers (LTM)8 0.20 0.12 0.27 Growth % 130.5% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 34.1 m; H1 2014: loss of EUR 26.5 m) plus (ii) depreciation and impairment of property, plant and equipment (2013: EUR 0.4 m; H1 2014: EUR 0.2 m) plus (iii) amortization and impairment of intangible assets of (2013: EUR 0.03 m; H1 2014: EUR 0 m). EBITDA includes share based payment expense that amounted to EUR 3.1 m in 2013 and EUR 10.9 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 1.1 m; H1 2014: EUR 1.0 m) plus (ii) acquisition of intangible assets (2013: EUR 0.1 m; H1 2014: EUR 0 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013:EUR 3.9 m; June 30, 2014: EUR 4.6 m) plus (ii) trade and other receivables (December 31, 2013: EUR 4.7 m; June 30, 2014: EUR 10.9 m) minus (iii) trade and other payables (December 31, 2013: EUR 10.6 m; June 30, 2014: EUR 9.7 m). (4) The total value of “total transactions” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies). (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce excluding marketplace). (6) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period (e-commerce and marketplace). (7) Number of customers that have made at least one transaction as defined in “total transactions”. (8) Number of customers having made at least one transaction as defined in “total transactions” within the last 12 months before end of period.

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HOME & LIVING

HOME24

Key Financials (EUR m) 2013 H1 2013 H1 2014 Net revenues 92.8 59.4 Gross profit 36.2 24.7 Margin % 39.0% 41.6% EBITDA1 -37.9 -14.4 Margin % -40.9% -24.2% Capex2 2.8 1.4 % of net revenues 3.0% 2.4% Net working capital3 -4.3 -5.4 Cash position 34.0 29.4 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (EUR m) 97.8 48.5 69.1 Growth % 42.6% Total orders5 0.54 0.27 0.37 Growth % 37.1% Total customers6 0.69 0.49 0.96 Growth % 95.5% Active customers (LTM)7 0.44 0.37 0.51 Growth % 38.0% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 40.2 m; H1 2014: loss of EUR 17.0 m) plus (ii) depreciation of property, plant and equipment (2013: EUR 0.4 m; H1 2014: EUR 0.1 m) plus (iii) amortization of intangible assets (2013: EUR 1.9 m; H1 2014: EUR 2.5 m). EBITDA includes share based compensation expense that amounted to EUR 6.4 m in 2013 and EUR 2.2 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 0.4 m; H1 2014: EUR 0.2 m) plus (ii) acquisition of intangible assets (2013: EUR 2.4 m; H1 2014: EUR 1.2 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 7.0 m; June 30, 2014: EUR 9.1 m) plus (ii) trade and other financial receivables (December 31, 2013: EUR 4.2 m; June 30, 2014: EUR 9.2 m) minus (iii) trade and other payables (December 31, 2013: EUR 15.5 m; June 30, 2014: EUR 23.7 m). (4) The total value of “total orders” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies). (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected and returned orders), i.e., total number of orders shipped in the period. (6) Number of customers that have made at least one order as defined in “total orders”. (7) Number of customers having made at least one order as defined in “total orders” within the last 12 months before end of period.

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WESTWING

Key Financials (EUR m) 2013 H1 2013 H1 2014 Net revenues 112.0 76.1 Gross profit 45.3 32.7 Margin % 40.4% 43.0% EBITDA1 -46.4 -26.9 Margin % -41.4% -35.3% Capex2 1.3 1.2 % of net revenues 1.2% 1.5% Net working capital3 -5.3 -3.3 Cash position 29.8 41.7 Key Performance Indicators (m) 2013 H1 2013 H1 2014 GMV4 (EUR m) 118.2 56.2 85.0 Growth % 51.3% Total orders5 1.16 0.53 0.92 Growth % 74.0% Total customers6 0.58 0.41 0.83 Growth % 103.8% Active customers (LTM)7 0.45 0.36 0.58 Growth % 61.8% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 47.7 m; H1 2014: loss of EUR 27.7 m) plus (ii) depreciation and amortization (2013: EUR 1.4 m; H1 2014: EUR 0.8 m). EBITDA includes share based compensation expense that amounted to EUR 9.7 m in 2013 and EUR 4.3 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 1.1 m; H1 2014: EUR 0.7 m) plus (ii) acquisition of intangible assets (2013: EUR 0.3 m; H1 2014: EUR 0.5 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 5.6 m; June 30, 2014: EUR 9.2 m) plus (ii) trade and other financial receivables (December 31, 2013: EUR 8.2 m; June 30, 2014: EUR 12.4 m) minus (iii) trade and other payables (December 31, 2013: EUR 15.6 m; June 30, 2014: EUR 16.8 m) minus (iv) advance payments received (December 31, 2013: EUR 3.5 m; June 30, 2014: EUR 8.1m). (4) The total value of “total orders” sold in period, excluding taxes and shipping costs (taxes and shipping costs excluded for comparison reasons between countries and companies). (5) Total number of valid (i.e., not failed or declined) orders starting the fulfillment process less cancelled orders (before rejected & returned), i.e., total numbers of orders shipped in the period. (6) Number of customers that have made at least one order as defined in “total orders”. (7) Number of customers having made at least one order as defined in “total orders” within the last 12 months before end of period.

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FOOD & GROCERIES

HELLOFRESH

Key Financials (EUR m) 2013 H1 2013 H1 2014 Net revenues 14.6 22.3 EBITDA1 -6.6 -4.0 Margin % -45.3% -17.8% Capex2 0.04 0.04 % of net revenues 0.3% 0.2% Net working capital3 -1.7 -3.6 Cash position 3.8 27.9 Key Performance Indicators (m) 2013 H1 2013 H1 2014 Servings delivered4 2.37 0.84 3.94 Growth % 368.6% Active subscribers (last 3 months, in k)5 33.5 19.2 81.1 Growth % 322.6% Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) EBIT (2013: loss of EUR 6.9 m; H1 2014: loss of EUR 4.0 m) plus (ii) depreciation and amortization (2013: EUR 0.3 m; H1 2014: EUR 0.1 m). EBITDA includes share based compensation expense that amounted to EUR 1.3 m in 2013 and EUR 1.6 m in H1 2014. (2) Capital expenditures reflect purchases of property, plant and equipment. (3) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 0.1 m; June 30, 2014: EUR 0.4 m) plus (ii) trade and other financial receivables (December 31, 2013: EUR 0.3 m; June 30, 2014: EUR 1.2 m) plus (iii) prepaid expenses (December 31, 2013: EUR 0.03 m; June 30, 2014: EUR 0.4 m) minus (iv) trade and other payables (December 31, 2013: EUR 2.1 m; June 30, 2014: EUR 5.3 m) minus (iv) advance payments received (December 31, 2013: EUR 0.1 m; June 30, 2014: EUR 0.4m). (4) Number of all servings/meals sold and shipped to customers in period. (5) Number of people subscribed to services and having ordered at least once during the last three months.

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FOODPANDA

Key Financials (EUR m) 2013 H1 2013 H1 2014 H1 2014

(incl. DC)7 Net revenues 0.7 1.2 Gross profit 0.7 1.0 Margin % 93.0% 84.4% EBITDA1 -13.3 -10.8 Margin % N/M N/M Capex2 0.4 26.1 % of net revenues N/M N/M Net working capital3 0.04 1.7 Cash position 8.7 11.7

Key Performance Indicators (m) 2013 H1 2013 H1 2014 H1 2014

(incl. DC)7 Gross transaction volume4 (EUR m) 5.8 1.7 8.8 27.1 Growth % 428.7% N/A Total orders5 0.42 0.12 0.64 1.34 Growth % 418.4% N/A Available restaurants6 (k) 6.9 3.2 12.0 13.3 Growth % 275.1% N/A Source: Unaudited consolidated financial statements based on IFRS and company records. Notes: (1) EBITDA is calculated as (i) operating profit or loss (2013: loss of EUR 13.4 m; H1 2014: loss of EUR 10.8 m) plus (ii) depreciation and amortization (2013: EUR 0.1 m; H1 2014: EUR 0.1 m). EBITDA includes share based compensation expense that amounted to EUR 1.3 m in 2013 and EUR 1.8 m in H1 2014. (2) Capital expenditures are calculated as (i) purchase of property, plant and equipment (2013: EUR 0.1 m; H1 2014: EUR 0.2m) plus (ii) acquisition of intangible assets (2013: EUR 0.3 m; H1 2014: EUR 25.9 m). (3) Net working capital is calculated as (i) inventories (December 31, 2013: EUR 0.2 m; June 30, 2014: EUR 0.3 m) plus (ii) trade and other financial receivables (December 31, 2013: EUR 1.9 m; June 30, 2014: EUR 4.6 m) minus (iii) trade and other payables (December 31, 2013: EUR 2.0 m; June 30, 2014: EUR 3.2 m). (4) The total value of “total orders” sold in period, including commission, delivery and service fees, excluding taxes. (5) Total number of orders booked and delivered. (6) Total number of restaurants available to customers at end of period (excluding restaurants foodpanda has discontinued business with). (7) Represents pro-forma figures (Delivery Club transaction closed in June 2014).

Ends

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Media Contact:

Andreas Winiarski, Senior Vice President Global Communications

T: +49 30 300 13 18 68

E: andreas.winiarski@rocket-internet.com

About Rocket Internet

Rocket's mission is to become the world’s largest Internet platform outside of the United

States and China. Rocket identifies and builds proven Internet business models and

transfers them to new, underserved or untapped markets where it seeks to scale them into

market leading online companies. Rocket is focused on proven online business models that

satisfy basic consumer needs across three sectors: eCommerce, marketplaces and financial

technology. Rocket was founded in 2007 and now has more than 25,000 employees across

its network of companies, which operate in more than 100 countries on five continents.

Disclaimer:

This document is being presented solely for informational purposes and should not be

treated as giving investment advice. It is not intended to be (and should not be used as) the

sole basis of any analysis or other evaluation. All and any evaluations or assessments stated

herein represent our personal opinions. We advise you that some of the information is based

on statements by third persons, and that no representation or warranty, expressed or

implied, is made as to, and no reliance should be place on, the fairness, accuracy,

completeness or correctness of this information or opinions contained herein.

This presentation contains certain forward-looking statements relating to the business,

financial performance and results of Rocket Internet AG, its subsidiaries and its participations

(collectively, “Rocket”) and/or the industry in which Rocket operates. Forward-looking

statements concern future circumstances and results and other statements that are not

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expressions. The forward-looking statements contained in this presentation, including

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opinions and forecasts which are uncertain and subject to risks. Actual events may differ

significantly from any anticipated development due to a number of factors, including without

limitation, changes in general economic conditions, in particular economic conditions in the

markets in which Rocket operates, changes affecting interest rate levels, changes in

competition levels, changes in laws and regulations, environmental damages, the potential

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impact of legal proceedings and actions and Rocket’s ability to achieve operational synergies

from acquisitions. Rocket does not guarantee that the assumptions underlying the forward-

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