NAZARANSEAugust 30, 2022

Nazara Technologies Limited

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Key numbers — 26 extracted
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and the natural world. Available on iOS and Android mobile devices in addition to Mac and PC computers, the game features world building and multiplayer games in a closely moderated social play space and
150 million
n access in the app and through the AJ Academy website § Wildworks mobile apps have attracted over 150 million players in the past. WildWorks revenues1 were $13.8 million in CY21 and $5.8 million in H1CY22, and
13.8 million
ildworks mobile apps have attracted over 150 million players in the past. WildWorks revenues1 were $13.8 million in CY21 and $5.8 million in H1CY22, and EBITDA1 were $3.1 million in CY21 and $1.6 million in H1CY2
5.8 million
attracted over 150 million players in the past. WildWorks revenues1 were $13.8 million in CY21 and $5.8 million in H1CY22, and EBITDA1 were $3.1 million in CY21 and $1.6 million in H1CY22 App Rating: 4.32 (69K
3.1 million
past. WildWorks revenues1 were $13.8 million in CY21 and $5.8 million in H1CY22, and EBITDA1 were $3.1 million in CY21 and $1.6 million in H1CY22 App Rating: 4.32 (69K ratings) 4 star: 12% 5 Star: 70% 3 st
1.6 million
1 were $13.8 million in CY21 and $5.8 million in H1CY22, and EBITDA1 were $3.1 million in CY21 and $1.6 million in H1CY22 App Rating: 4.32 (69K ratings) 4 star: 12% 5 Star: 70% 3 star and below: 18% Execu
12%
TDA1 were $3.1 million in CY21 and $1.6 million in H1CY22 App Rating: 4.32 (69K ratings) 4 star: 12% 5 Star: 70% 3 star and below: 18% Executive Team • 25 year games industry veteran • Serial Ent
70%
1 million in CY21 and $1.6 million in H1CY22 App Rating: 4.32 (69K ratings) 4 star: 12% 5 Star: 70% 3 star and below: 18% Executive Team • 25 year games industry veteran • Serial Entrepreneur • F
18%
.6 million in H1CY22 App Rating: 4.32 (69K ratings) 4 star: 12% 5 Star: 70% 3 star and below: 18% Executive Team • 25 year games industry veteran • Serial Entrepreneur • Founder & CEO, Cobalt Int
22.8%
nity Director Financials1 Key Metrics CY21 A H1 CY22 A Revenue EBITDA EBITDA % $13.8 $3.1 22.8% $5.8 $1.6 27.9% Note : 1 Based on carved out unaudited financials, shared by the company 2 Wi
27.9%
ncials1 Key Metrics CY21 A H1 CY22 A Revenue EBITDA EBITDA % $13.8 $3.1 22.8% $5.8 $1.6 27.9% Note : 1 Based on carved out unaudited financials, shared by the company 2 Wildworks: 50%+ organ
50%
1.6 27.9% Note : 1 Based on carved out unaudited financials, shared by the company 2 Wildworks: 50%+ organic subscribers and strong unit economics Unit Economics Investment Rationale Key Metrics
Speaking time
Additional management team
1
Invigorate Core Business
1
Investor Relations Advisors
1
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Opening remarks
Additional management team
Austin Beck: VP of Technology Pat Carver: Product Director Carter Pham: Community Director Financials1 Key Metrics CY21 A H1 CY22 A Revenue EBITDA EBITDA % $13.8 $3.1 22.8% $5.8 $1.6 27.9% Note : 1 Based on carved out unaudited financials, shared by the company 2 Wildworks: 50%+ organic subscribers and strong unit economics Unit Economics Investment Rationale Key Metrics Q1CY21 Q2CY21 Q3CY21 Q4CY21 Q1CY22 Q2CY22 • WildWorks enables Nazara to solidify leadership position in the gamified learning space for kids Customers1 % Organic (based on installs) 126,581 119,555 109,438 102,419 100,541 93,916 • 57% 37% 44% 59% 52% 70% Marketing Spend (mn) $272,128 $542,048 $482,778 $256,035 $282,027 $178,726 The 8-12 player demographic of Animal Jam builds on the success of Kiddopia early learning product for kids 2-7, extending reach with families while maintaining focus on high quality educational content Cost per Acquisition ARPU2 Churn 24 month LTV2/CAC $38 $7.0 14% 1.4x $31 $7.6 13% 1.8x $40 $7
Invigorate Core Business
• • • • Increase user acquisition spend to drive subscriber growth Leverage the learning from Kiddopia business to optimize acquisition investment Accelerate production of content updates Increase geographic reach through partnerships in APAC & LatAm Brand Partnerships to drive further growth • Wildworks has successfully partnered with Ryan’s World, #1 grossing YouTube channel in the world • Negotiating opportunities for similar partnerships with emerging kid influencers to create new revenue streams Note: 1. Customers includes subscribers as well customers of In App Purchases. Q2 Subscribers as of 31st May 2022. 2. ARPU includes revenue from subscription, In App purchases and advertisement 3 Contact Us
Investor Relations Advisors
Nazara Technologies Limited CIN: L72900MH1999PLC122970 Ms. Anupriya Sinha Das Head of Corporate Development investors@nazara.com www.nazara.com Strategic Growth Advisors Private Limited CIN: U74140MH2010PTC204285 Rahul Agarwal / Ami Parekh rahul.agarwal@sgapl.net / ami.parekh@sgapl.net +91 982143 8864 / +91 80824 66052 www.sgapl.net 4
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