DiDi IPO Presentation Deck
Other Initiatives: Driving Future Upside
Business Line
DiDi
Bike and E-Bike Sharing
Autonomous Driving
Intra-city Freight
Community Group Buying (¹)
Minority Stake in Grab
Notes:
1. Community Group Buying business was deconsolidated from the Group after March 30, 2021
2. Latest as of March 2021, DIDi holds 85.3% equity interest
3. Latest as of October 2020; DiDi holds 70.4% equity interest
4. Latest as of April 2021, DIDi holds 57.6% equity interest
Latest Valuation
US$1.9Bn (2)
US$3.4Bn (3)
US$2.8Bn (4)
US$1.8Bn (5)
and US$3Bn convertible
note from parent
De-SPAC in Progress
202101 Revenue:
RMB0.9Bn
2020 Revenue:
RMB3.2Bn
(18-20 CAGR: 300%)
2020 TAM);
US$3.4Bn
2020 TAM();
US$161Bn
2020 TAM(8):
US$1.8Tn
Overview
Description
Why We Win
Fleet of 5.2MM bikes and 2.0MM e-bikes deployed in 220 cities in China (6)
Financials
Level 4 autonomous driving technology under development with a fleet of over 100
autonomous vehicles
DiDi Total Stake Value > US$9.3Bn (excluding Grab shares) (⁹)
11MM orders completed in 8 cities in the first 6 months of operation
Improve supply chain and the efficiency of logistics on a larger scale
Shared mobility services provider for markets where we do not have a presence
7. China market, Bike and E-Bike Sharing according to CIC, Intra-city Freight according to Research
8. Fresh food and grocery in China market in 2020, according to CIC
9. Including US$38n convertible note for CGB
Summary
3. Latest as of March 2021; DIDI holds 32.8% equity interest and has the right to convert a convertible note into additional equity interests in the Community Group Buying business
6. As of March 31, 2021
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