Grab Investor Day Presentation Deck
Supplemental Information
Operating Metrics. The operating metrics used in this
Presentation have the following definitions.
Gross Merchandise Value (GMV) represents the sum of
the total dollar value of transactions from Grab's services,
including any applicable taxes, tips, tolls and fees, over
the period of measurement. GMV is a metric by which
Grab understands, evaluates and manages its business,
and Grab's management believes is necessary for
investors to understand and evaluate its business. GMV
provides useful information to investors as it represents
the amount of a consumer's spend that is being directed
through Grab's platform. This metric enables Grab and
investors to understand, evaluate and compare the total
amount of customer spending that is being directed
through its platform over a period of time. Grab presents
GMV as a metric to understand and compare, and to
enable investors to understand and compare, Grab's
aggregate operating results, which captures significant
trends in its business over time.
Monthly Transacting User (MTUS) is defined as the
monthly transacting users, which is an operating metric
defined as the monthly number of unique users who
transact via Grab's products, where transact means to
have successfully paid for any of Grab's products. MTUs
is a metric by which Grab understands, evaluates and
manages its business, and Grab's management believes is
necessary for investors to understand and evaluate its
business.
Commission Rate represents the total dollar value paid to
Grab in the form of commissions and fees from each
transaction, without any adjustments for incentives paid
to driver- and merchant-partners or promotions to
end-users, as a percentage of GMV, over the period of
measurement.
Partner incentives represents the dollar value of
incentives granted to driver- and merchant-partners.
The incentives granted to driver- and merchant-partners
include base incentives and excess incentives, with base
incentives being the amount of incentives paid to driver-
and merchant-partners up to the amount of commissions
and fees earned by Grab from those driver- and
merchant-partners, and excess incentives being the
amount of payments made to driver- and
merchant-partners that exceed the amount of
commissions and fees earned by Grab from those driver-
and merchant-partners.
Consumer incentives represents the dollar value of
discounts and promotions offered to consumers. Partner
incentives and consumer incentives are metrics by which
we understand, evaluate and manage our business, and
we believe are necessary for investors to understand and
evaluate our business. We believe these metrics capture
significant trends in our business over time.
Industry and Market Data. This Presentation also contains
information, estimates and other statistical data derived
from third-party sources (including Euromonitor),
including research, surveys or studies, some of which are
preliminary drafts, conducted by third parties, information
provided by customers and/or industry or general
publications. Such information involves a number of
assumptions and limitations and due to the nature of the
techniques and methodologies used in market research,
and as such neither Grab nor the third-party sources
(including Euromonitor) can guarantee the accuracy of
such information. You are cautioned not to give undue
weight on such estimates. Grab has not independently
verified such third-party information, and make no
representation as to the accuracy of, such third-party
information.
Trademarks and Trade Names. This Presentation contains
trademarks, service marks and trade names of third
parties, which are the property of their respective
owners.
Rounding of Numbers. Discrepancies between totals and
sums of the amounts listed are due to rounding. Certain
amounts and percentages have been rounded;
consequently, certain figures may add up to be more or
less than the total amount and certain percentages may
add up to be more or less than 100% due to rounding. In
particular and without limitation, amounts contained in
this Presentation have been rounded for the convenience
of the audience. In addition, period-on-period percentage
changes with respect to our IFRS and non-IFRS measures
and operating metrics have been calculated using actual
figures derived from our internal accounting records and
not the rounded numbers contained in this Presentation,
and as a result, such percentages may differ from those
calculated based on the numbers contained in this
Presentation.
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