Leboncoin.fr

Number 1 in French online classifiedsOlivier Aizac, CEO Leboncoin.fr

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Leboncoin.fr : what is this ?

2

To get back,

What is Leboncoin.fr?

A free generalistclassifieds website

Blocket.se French littlesister launched in April 2006

The #1 online player

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39,5 % reach in French

internet population

More than 18 million ads

online

6 billion page views per

month

#1 position in Cars, Real

Estate and Goods

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Leboncoin.fr is the biggest market place in France

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Page Views per Month, Google Ad Planner

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1 000 000 000

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7 000 000 000

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Leboncoin.fr eBay.fr

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The clear #1 player in cars

812 981

271 768

102 217 98 155 97 993 93 003 89 163 87 658 66 900 57 823 38 887 25 170

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5

Number of cars in the database – Autobiz, Dec 2011

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73 000

368 000

1 188 000

1 979 000

2 756 000

3 469 000

0

500 000

1 000 000

1 500 000

2 000 000

2 500 000

3 000 000

3 500 000

4 000 000

12/2006 12/2007 12/2008 12/2009 12/2010 12/2011

CAGR

116%

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Steady growth over 6 years

+404% +39%+67%+223% +26%

UIP / day – monthly average

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39 000 000 000

10 000 000 000

6 400 000 000

6 400 000 000

3 600 000 000

1 700 000 000

1 300 000 000

1 300 000 000

1 200 000 000

1 100 000 000

facebook.com

orange.fr

live.com

leboncoin.fr

youtube.com

sfr.fr

msn.com

yahoo.com

free.fr

pole-emploi.fr

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Leboncoin.fr is in the top 5 websites in FranceGoogle DoubleClick Adplanner – January 2012

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One of Schibsted’s most important growth drivers

47 %

61 %

70 %

0 %

20 %

40 %

60 %

80 %

100 %

0

20

40

60

80

100

2009 2010 2011

Revenue EBITDA margin

76% revenue

growth Y/Y in

2011 Mill

ion E

UR

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Most recognised brand for online classifieds in France

Top of Mind Unaided Aided

40,0 %

21,4 %

1,6 %

2,2 %

0,4 %

0,2 %

5,4 %

Leboncoin.fr

Ebay

Priceminister

Paruvendu

Topannonces

Vivastreet

Annoncesjaunes

Logicimmo

Olx

Segloger

59,2 %

45,0 %

8,4 %

7,0 %

3,6 %

4,4 %

0,0 %

0,2 %

85,8 %

83,4 %

64,0 %

78,2 %

51,2 %

29,2 %

29,6 %

25,2 %

32,8 %

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High media awareness : More than 2000 press clippings in 2011

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The 2nd most searched word on google.fr

How did we gethere?

To get back,

A true child of the Schibsted roll out strategy

Launched in April 2006

French little sister of

Blocket.se

50/50 Joint Venture

Between Schibsted and Spir

Communication

Schibsted acquired Spir’s

shares in November 2010

Valuing the company at EUR

400 million (100% basis)

13

To get back,

Why do 14 million French spendtheir spare time on leboncoin?

12 years of experience

A millennium in Internet

history

Easy

Immediate result in a single

click

Proximity

Search is done by region on

a map, everybody knows

where he lives

Simple

Placing an ad only takes a

few minutes. No subscription,

few criteria, no payment

Quality

Ads are checked and

validated before going live.

No duplicate ads, no Nigerian

letters, no forbidden content.

Visibility

Navigation is more window

shopping than search

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To get back,

A long-term business model

A real focus on user experience

Online classifieds is a

competitive market

Agile and pragmatic business

models

Adapt to the competition and

environment

Technical competence and

autonomy

The site is constantly tuned to

market needs

Entrepreneurial spirit

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From a start-up to full-service company

Focus on product teams

over the first years

Build up local sales

team and F&A

In-source national sales

team and strengthen all

departments41heads

12/2010

12/2011

88

12/2012

145

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Focus on diversifying revenues

Local advertising

Insertion fees

National advertising

B2B services

B2C services

Partnerships

Business is growing through many revenues lines

To get back,

Mobile – a fast rolling train

iPhone app launched in

December 2011

Already 1,3 million

downloads

Developments on Android

is next step

Clear direction to improve

user experience and

simplicity of use

Clear target:

Get same position on

mobile as on the web