Deliveroo Investor Event Presentation Deck

We target ad revenue >2% of GTV in 2026 New ad formats Increased ad load Increased ROAS >>> pricing Advertiser penetration New verticals New formats and channels tailored to advertiser needs Using science to increase ads shown, without compromising user experience Driving ROAS and partner experience to enable increased pricing Increasing advertiser adoption and budget penetration across segments New advertising spaces as we continue to grow verticals (eg Retail) 74

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