5. Rocket Internet identifies proven business models that focus on basic needs
Rocket Internet quickly builds companies for these business models using highly standardized and optimized
processes and then scales these companies to a leading position in all its markets.
1. Identify
Continuous monitoring
of customer behavior in
all markets.
2. Build
Functional experts from IT,
SEM, SEO, BI, CRM etc.
build companies from
scratch.
3. Scale
Roll out of companies to
>100 markets and aim to
scale them to #1 positions.
Global
Network of
Companies
How Rocket Internet Is Different
8. The Three Asias
Developed Markets
Australia, Singapore, New Zealand
Indonesia, Philippines, Thailand, Vietnam, Malaysia,
Sri Lanka
Emerging Markets
Pakistan, Bangladesh, Myanmar,
Cambodia, Nepal, Laos
Frontier Markets
Lamudi
focus
9. Emerging Markets
Philippines , Sri Lanka, Thailand, Vietnam,
Indonesia, Malaysia
38%
year-on-year growth
in mobile broadband
penetration*
*wireless connection
to internet including
3G and 4G internet
Population
• 561,825,000 total population
• 176.11% of USA population
• 35-50% smartphone penetration
• 35-75 % internet penetration
• US$ 3,568
GDP per capita
Connectivity
10. Distinct Markets of Asia: Emerging
• Populous markets
• Smartphone penetration
increase from 21 % in 2013 to
44 % in 2018 expected*
• Limited competition
Key attractors
• Infrastructure still developing
• Consumer trust
• On-boarding local talent
Key challenges
GDP annual Growth
(average)
% Mobile Penetration Population Growth
21%
increase in
mobile penetration
2010-2013
5.2%
average increase
2010-2017
(estimated)
62.4mm
more people 2010-
2018
(estimated)
*APAC region excluding China and India
0
20
40
60
80
100
120
140
2007 2010 2013
0
1
2
3
4
5
6
2010 2014 2017
500
520
540
560
580
600
620
2010 2014 2018
11. Frontier Markets
Myanmar, Bangladesh, Nepal, Pakistan, Laos, Cambodia
154%
year-on-year growth
in mobile broadband
penetration*
*wireless connection
to internet including
3G and 4G internet
Population
GDP per capita
• 447,788,000 total population
• 140.36% of USA population
• 1-8% smartphone penetration
• 1-11% internet penetration
• US$ 1,022
Connectivity
12. Distinct Markets of Asia: Frontier
• Populous markets
• Very little competition
• Large verticals still open
Key attractors
• Lack of infrastructure
• Consumer awareness
• On-boarding local talent
Key challenges
GDP annual Growth
(average)
% Mobile Penetration Population Growth
52%
increase in
mobile penetration
2010-2013
6.4%
average increase
2010-2017
(estimated)
76.3mm
more people 2010-
2018
(estimated)
0
20
40
60
80
2007 2010 2013
0
2
4
6
8
2010 2014 2017
380
400
420
440
460
480
500
520
2010 2014 2018
22. We believe that great companies need
great talent
Identify Evaluate
Invest
23. Focus on the basic, then fill in the gaps
1h
Book a flight
to market
15
Hours
Travel to
destination
2 Days
Find an office
1 Week
Recruit team
2 Weeks
Onboard sellers
4 Weeks
Populate site
GO LIVE
Go live
SCALE
Scale
Identify Evaluate Invest
Rocket
Speed
27. High degree of centralization
CENTRAL
LOCAL
Product & IT
Online Marketing
CRM
SEO
Business Intelligence
Operations
Sales
Account Management
PR
HR
Finance
PR
HR
Finance
Employees: 90 Employees: Ø 20 per country
28. Low degree of localization required
25%
Operations
Finance
PR
HR
Account Management
20%
15%
Sales
25%
25%
LOCAL FUNCTIONS DEGREE OF LOCALIZATION
20%
29. How Lamudi wins markets (1/2)
LOCAL
Operations
Sales
Account Management
PR
HR
Finance
CENTRAL
Product & IT
Online Marketing
CRM
SEO
Business Intelligence
PR
HR
Finance
Centralization has allowed Lamudi to develop
a high degree of expertise across all core
supporting functions
Learnings from key processes that are same
across countries has allowed Lamudi to
achieve a high degree of optimisation of those
processes
25%
Operations
Finance
PR
HR
Account
Management
20%
15%
Sales
25%
25%
20%
30. How Lamudi wins markets (2/2)
Expertise
Execution
Strategy
Access to
capital
Product
Above all: focus on the right
topics at the right time
31. Where markets are heading
50%
40%
10%
Market Leader
Second Largest
Player
Other Players
Typical Market Shares in Developed Online RE
Classifieds Markets
Consolidation is demanded by
all stakeholders – and thus
only a matter of time for every
single market