Expanding leadership position into new services Martin Frey,

CEO Blocket.se

Bullet-textslide Header, max two lines

Text:

Click on ’Increase Indent’

for changing Bullet-level

To get back,

click on ’Decrease Indent’

Turn off ’CLASSIFICED’ via

1. ’Insert’ / ’Header & Footer’

2. Deactivate by clicking off the

Footer Checkbox

3. Check ’Apply to All’

2

Expanding leadership position into new services

Sweden’s #1 market place for cars and goods –

across all channels!

Taking market share in Jobs and Real Estate

Growing market share in display advertising and

other B2B revenues

1

2

3

3

7 out of 10 Swedes have bought or sold something on Blocket

4

2012 Value of advertised goods = 9% Swedish GDP

313 billion SEK

9% of the Swedish GDP!

313

0

50

100

150

200

250

300

350

2007 2008 2009 2010 2011 2012

5

Blocket’s positive impact on the environment is

impressive!

Source: IVL, Svenska Miljöinstitutet

6

#2 Webb 3.3 M Uvs

#2 Mobile apps 1 M UVvs

#4 Mobile site 0.7 M Uvs

Source: KIA-index week 38

We reach 5 million Uvs per week in all channels

7

Strong mobile growth is driving total traffic

0

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

300,000,000

350,000,000

400,000,000

450,000,000

500,000,00020

11v01

20

11 v

05

20

11 v

09

20

11 v

13

20

11 v

17

20

11 v

21

20

11 v

25

20

11 v

29

20

11 v

33

20

11 v

37

20

11 v

41

20

11 v

45

20

11 v

49

20

12 v

01

20

12 v

05

20

12 v

09

20

12 v

13

20

12 v

17

20

12 v

21

20

12 v

25

20

12 v

29

20

12 v

33

20

12 v

37

20

12 v

41

20

12 v

45

20

12 v

49

20

13 v

01

20

13 v

05

20

13 v

09

20

13 v

13

20

13 v

17

20

13 v

21

20

13 v

25

20

13 v

29

20

13 v

33

Pageviews - Mobile vs. Desktop

Total (403 M)

Mobile (218 M)

Desktop (172 M)

8 INVESTOR DAY 2013

#1 market share in goods and cars, with significant opportunities in jobs and real estate

• #1 in traffic and

monetization

• 4x larger revenues

than Tradera.com

(Auction site owned

by eBay)

• #1 in privately sold

cars.

• 641.000 private car

ads on Blocket 2012

• Approximately 95%

of all car dealers in

Sweden advertise

on Blocket (and

BytBil)*

• Blocket Job

launched in 2011

• #3 in terms of

traffic and ads

• Focus on building

traffic, ad volume

and changing the

• brand perception

• Market leader in

private sales and

rentals

• Hemnet.se clear

number #1 among

real estate agents

• Initiative towards

real estate agents

launched in 2011 –

40 % market share

achieved

Goods Cars Jobs Real estate

* Source: BytbIl, September 2013

9 INVESTOR DAY 2013

Clear #1 market share in cars

• ~95 % of Swedish car dealer advertising on Blocket

• ~95 % of privately owned cars sold on Blocket

• Volumes are directly correlated with new cars sold in Sweden

New cars sold in Sweden -7% YTD* correlating with -7% volume decrease in car ads on Blocket YTD

* According to Bil Sweden: The Swedish organization for

manufacturers and importers of vehicles

10 INVESTOR DAY 2013

Blocket Job

11 INVESTOR DAY 2013

Investing for the long term and leadership positioning on the job market

105% of Monster

0

50,000

100,000

150,000

200,000

250,000

300,000

2013-362013-292013-222013-152013-82013-12012-462012-392012-322012-252012-182012-112012-4

Unique visitors per week Jan 2012- Aug 2013

Blocket Jobb

Monster

Careerbuilder

Metrojobb

Stepstone

12 INVESTOR DAY 2013

Blocket Real Estate

13 INVESTOR DAY 2013

40% of all real estate agents’ properties are now advertised on Blocket – from ~0% in 2011

Market share

8 of 10 real estate chains advertise their properties on Blocket

Successful in metropolitan areas, e.g. market share in Stockholm 55% and Malmö 85%

Traffic

#2 with 650 000 unique visitors/week

Hemnet has 1.2 – 1.5 million uniques/week

Visitors per week increased 54% YOY

Ad views per week increased 94 % YOY

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

Market share Blocket Real Estate

40%

272,549

473,727

0

100,000

200,000

300,000

400,000

500,000

600,000

Jan Mar Jun Sep Dec

Traffic Realtor ads

2012 2013

14 INVESTOR DAY 2013

Significant revenue opportunity in moving property ad spend from print to online

Print advertising represents 94% of real estate agents total media spend

Big interest among real estate agents in switching to online alternatives

Print, 2012: 1 500 MSEK (gross) Online, 2012: 80 MSEK (Hemnet and Blocket)

15 INVESTOR DAY 2013

Growing market share in display advertising and other B2B revenues

17 % Growth in revenues from professional classifieds Jan – Sep 2013 vs. 2012

New pricing and extensive product improvements launched 30th of September

21 % growth in Display Jan – Sep 2013 vs. 2012 (Total)

Product improvements, improved pricing and organization is under development

16 INVESTOR DAY 2013

Investing in top talent to support continuing growth

2013:

#5 in GPTW, Sweden

#11 GPTW in Europe

12/2010 12/2011 12/2012 12/2013

45

62

93

136

17 INVESTOR DAY 2013

Revenues in SEK, Million

774

54%

0%

20%

40%

60%

80%

100%

0

200

400

600

800

1,000

2005 2006 2007 2008 2009 2010 2011 2012

Revenues EBITDA

Note: Blocket+Bytbil

18 INVESTOR DAY 2013

Bullet-textslide Header, max two lines

Text:

Click on ’Increase Indent’

for changing Bullet-level

To get back,

click on ’Decrease Indent’

Turn off ’CLASSIFICED’ via

1. ’Insert’ / ’Header & Footer’

2. Deactivate by clicking off the

Footer Checkbox

3. Check ’Apply to All’

19

Expanding leadership position into new services

Sweden’s #1 market place for cars and goods –

across all channels!

Taking market share in Jobs and Real Estate

Growing market share in display advertising and

other B2B revenues

1

2

3