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Pre-InterCo Financials¹ ($B) Overall GMV Pre Inter-Co Growth (%) MTU (Million) Growth (%) GMV per MTU ($) Growth (%) Adjusted Net Revenue - Pre Inter-Co Growth (%) Contribution Profit - Pre Inter-Co % of GMV EBITDA - Pre Interco, Pre Regional Costs % of GMV Deliveries GMV Pre Inter-Co Growth (%) Adjusted Net Revenue - Pre Inter-Co Growth (%) Take Rate (%) Contribution Profit - Pre Inter-Co % of GMV EBITDA - Pre Interco % of GMV 2018A 7.4 23 324 0.5 (0.7) (9%) (0.8) (11%) 0.6 0.04 6% (0.1) (24%) (0.2) (28%) Actuals 2019A 16.4 121% 29 27% 563 74% 1.2 138% (1.2) (8%) (1.6) (10%) 2.9 396% 0.2 589% 8% (0.7) (25%) (0.8) (29%) 2020A 17.6 7% 25 (16%) 719 28% 1.7 47% 0.1 1% (0.2) (1%) 5.5 86% 0.8 227% 15% (0.2) (3%) (0.3) (5%) 2021E 22.8 29% 29 20% 777 8% 2.5 44% 0.5 2% 0.2 1% 7.5 38% 1.2 46% 15% 0.0 0% (0.0) (0%) Projections 2022E 31.5 38% 36 23% 872 12% 3.4 39% 1.0 3% 0.6 2% 10.6 42% 1.6 39% 15% 0.2 2% 0.1 1% 2023E 42.0 33% 43 19% 979 12% 4.7 37% 1.7 4% 1.3 3% 14.7 38% 2.2 38% 15% 0.4 3% 0.3 2% Note: 1. The "Pre-Interco" data set forth in this section does not reflect elimination of intra-group transactions, which means this data includes earnings and other amounts from transactions between entities within the group that are eliminated upon consolidation. Such data differs materially from the corresponding figures post-elimination of intra-group transactions. See page 45-47 for a reconciliation. Investors should not place under reliance on such data. 59
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