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Investor Presentaiton

Polish Operations Q4 and FY 2022 key results: Polish Operations¹ GMV Active Buyers² GMV per Active Buyer³ PLN 14,443m Q4'22 +14.0% YoY 14.1m Q4'22 +4.2% YoY PLN 3,515 Q4'22 +11.3% YoY PLN 49,389m FY'22 +15.9% YoY Take Rate4 10.91% Q4'22 +1.06pp YoY 10.82% FY'22 +0.59pp YoY Revenue PLN 2,025m Q4'22 +26.5% YoY PLN 6,645m FY'22 +24.1% YoY Adjusted EBITDA PLN 708m Q4'22 +41.2% YoY PLN 2,309m FY'22 +11.6% YoY Adj. EBITDA / GMV margin 4.90% Q4'22 +0.94pp YoY 4.68% FY'22 -0.18pp YoY Cash Conversion5 81.8% Q4'22 +11.81pp YoY 71.3% FY'22 -8.99pp YoY 1. The sum of "Allegro", "Ceneo" and "Other" reportable segments 2. Active Buyer represents, as of the end of a period, each unique email address connected with a buyer that has made at least one purchase on any of Allegro.pl, Allegrolokalnie.pl or eBilet.pl in the last twelve months (LTM) 3. Represents LTM GMV divided by the number of Active Buyers as of the end of a period 4. Defined as 3P Marketplace Revenue / (GMV - 1P GMV) 5. Defined as (Adjusted EBITDA - Capex)/ Adjusted EBITDA | 12
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