Omni-channel Growth and Financial Performance slide image

Omni-channel Growth and Financial Performance

detsky mir Roll-out of regional DCs to boost availability of next-day delivery Next-day coverage within 500km area from DCs Saint-Petersburg Moscow Ekaterinburg Kazan Rostov Federal DCs Novosibirsk Regional DCs New Federal Distribution Center in Ekaterinburg ☑Launched in Feb 2022 RUB 3.5bn Total Capex 2.4m SKUS 64k m² storage area 80% next-day delivery coverage of 20.5m population Distribution centers overview Growing availability of next-day delivery Distribution center Space, k sq.m SKUs, m Population coverage, m Federal and Regional DCs Coverage as % of Russia population, (%) 71.0 Moscow (Bekasovo 1 and 2) 2.4 48.3 63.0 84% 84% Rostov (1) 5.5 0.2 15.9 68% 37% 37% Kazan 8.0 0.2 14.9 21% Novosibirsk 10.0 0.2 14.4 33% Ekaterinburg 63.0 2.4 20.5 47% 47% 47% Saint-Petersburg (2) 33% 10.0 0.2 9.5 Federal DC (3) 2.4 Total 230.5 Sources: Company data 2020 2021 2022E 2023E 123.5 Federal DCs (2.4m SKUs) Regional DCs (0.2m SKUs) 18 Notes: (1) Planned expansion to 7k sq.m in 2022; (2) Planned to open in Q1 2022; (3) Planned to open in 2024
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