SoftBank Investor Presentation Deck
SVF1
SVF2
DRIVING FUTURE SUCCESS
Strong Product-Market Fit
As of September 30, 2023
Digital Payments
Market in Japan
Total Digital Payments
Transaction Value, 2023¹
$350B+
24%
LATAM
Ratio of Digital Payments
to Total Payments²
2018
36%
2022
80%
Government
Target
P PayPay
Smartphone-powered digital payments
a E
E
10
A
t
ma
PayPay
D
www.
a A
B
↓
45%
5B+
Footnotes:
1. Source: Statista. Digital Payments - Japan.
2. Source: Deutsche Bank. Japan Joins the Journey to a Cashless Society. September 2023.
3. Source: Forbes. Big Tech Makes A Play For Japan's Fragmented Payments Market. February 2023.
4. Source: Statista. Annual total of mobile payments conducted via PayPay from fiscal year 2018 to 2022.
5. Source: Macrotrends. Annual manufacturing output for 2022 through SMEs (90% of the market).
1- Download App
2- Top-up Balance
3- Pay Digitally
PayPay
Market Share, 2022³
# Mobile
Payments, 20224
Raw Material
Market in India
Annual SME Raw
Material Spend in India5
$400B
Indicative Supply Chain
Challenges Faced by SMEs
Offline, Legacy
Infrastructure
Non-standardized
Raw Material Quality
8
Financing
Barriers
STRONG PRODUCT-
MARKET FIT
of business
Tech-enabled platform facilitating raw
material procurement and credit for SMEs
of Business
Top Category
Large Raw
Material
Manufacturers
Select Investments presented herein are solely for illustrative purposes and do not purport to be a complete list of SoftBank Vision Fund 1, SoftBank Vision Fund 2, and SoftBank LatAm Funds Investments. References to Investments included herein should not be construed as a
recommendation of any particular Investment or security. It should not be assumed that Investments made in the future will be comparable in quality or performance to the Investments described herein. Please refer to visionfund.com/portfolio for a more complete list of Investments.
Please refer to latinamericafund.com/portfolio for a complete list of LatAm Funds investments. The metrics regarding select aspects of the company's operations were selected by SBIA on a subjective basis. Such metrics are provided solely for illustrative purposes to demonstrate
elements of the company's business, are incomplete, and are not necessarily indicative of the company's performance or overall operations. There can be no assurance that historical trends will continue throughout the life of SoftBank Vision Fund 1, SoftBank Vision Fund 2, or the
SoftBank LatAm Funds.
of business
Buying Steel for
Construction Purpose?
Digital
Marketplace
27
P
SME
Manufacturers
=SoftBank
Investment AdvisersView entire presentation