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Investor Presentaiton

2022 completed in line with expectations. Allegro switching policy to provide quarterly outlook Polish Operations Mall Segment³ Group Consolidated 2022 Q2-Q4 2022E Actual Q1'23E 2022E Q2-Q4 2022 Actual 2022 Q1'23E 2022E Actual Q1'23E GMV 15-17% YoY growth 15.9% 13-14% Low single- -2.5% 1-2% YoY YoY growth digit % YoY decline pro-forma 22-24% YoY growth 23.2% 20-21% YoY growth decline4 Revenue 23-26% YoY growth 24.1% 20-22% YoY growth Low single- digit % YoY decline -5.5% 2-4% YoY pro-forma 67-71% YoY growth 68.2% 64-66% YoY growth decline4 Adjusted EBITDA1 10-12% YoY growth 11.6% 20-23% YoY growth PLN 120-160m PLN 157m loss PLN 75-80m loss5 2-6% YoY growth 4.3% 3-6% YoY growth loss CAPEX² PLN 650-700m PLN 662m PLN 100-110m PLN 70-100m PLN 60m PLN 20-30m5 PLN 720-800m PLN 722m PLN 120-140m 1. Adjusted EBITDA defined as EBITDA pre transaction costs, management fees (monitoring fees), stock-based compensation, restructuring costs, and other one-off items 2. Represents cash capex and does not include leased assets (which are presented in balance sheet) 3. GMV and revenue YoY change expectations and actuals for the Mall Segment are calculated on a pro-forma basis 4. Including positive impact from PLN/CZK FX rate changes 5. Including approximately PLN16m start-up losses and PLN10m of capitalized development expenses related to 3P marketplace launch preparation in Czechia | 25
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