Investor Presentaiton

Polish Operations Q4 Polish GMV grew by 14.0% for Q4 2022 despite retail sales slowing by 6.4pp1 GMV² PLN bn 16.7% 12.8% 16.0% 21.4% 14.0% 12.7 12.1 12.0 10.8 14.4 • LTM GMV³ was PLN 49.4bn, up 15.9% YoY and advancing by nearly PLN 1.8bn QoQ Some YoY slow-down visible over November and December as anticipated GMV growth driven by increase in both ASP4 and transactions, with AOV5 continuing to trend upwards despite some trading- down by consumers eBilet contributed 0.5pp to Q4 YoY growth rate, driven by strong demand for big events tickets Smart! price changes having minimal impact on spend and churn despite 23% of subscriptions already migrated to new pricing in Q4 2022 Q4 2021 Q1 Q2 Q3 Q4 2022 2022 2022 2022 YoY 1. Retail sales growth reported by the Central Statistical Office (GUS) down from 21.9% YoY in September 2022 to 15.5% YoY in December 2022 2. GMV of Allegro Polish Operations: Allegro.pl marketplace and eBilet 3. LTM in the last twelve months 4. Average Selling Price 5. Average Order Value 14

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