Financial Data and Key Metrics Changes - Revenue rose by 25% year over year to $45.6 million, demonstrating resilience in the core business [6][26] - Loss before income tax narrowed to $16.3 million, a 28% decrease year over year [6][33] - Cash burn significantly reduced to $12.4 million, driven by higher revenue and disciplined execution [6][15] Business Line Data and Key Metrics Changes - Physical goods orders increased by 18% year over year, with GMV up 10% excluding exits from South Africa and Tunisia [5][6] - Excluding corporate sales, physical goods GMV grew by 24%, indicating strong underlying consumer demand [5][6] - Revenue from first-party sales surged by 47% year over year, driven by strong demand from key international brands [26][28] Market Data and Key Metrics Changes - Nigeria saw physical goods orders rise by 25% year over year, with GMV up 36% [19] - Kenya experienced a 38% increase in physical goods orders, with GMV up 31% [19] - Egypt showed a decline in physical goods orders by 6% year over year, but GMV excluding corporate sales grew by 6% [21] Company Strategy and Development Direction - The company is focused on scaling physical goods e-commerce while reducing emphasis on JumiaPay app transactions [8] - Strategic initiatives include enhancing logistics reliability, expanding into underserved regions, and improving customer acquisition and retention [16][24] - The company aims to achieve profitability by 2027, with a focus on operational efficiency and cost reduction [6][25] Management's Comments on Operating Environment and Future Outlook - Management noted stable macroeconomic conditions and improved customer value propositions as key drivers for growth [43][44] - The company is optimistic about accelerating GMV growth in the second half of the year, supported by improved marketing strategies [12][39] - Management expressed confidence in achieving revised financial guidance for 2025, driven by strong operational execution [37][39] Other Important Information - The company has reduced overall headcount by 5% since the beginning of the year, reinforcing cost management efforts [13] - Jumia's anniversary campaign contributed significantly to order growth, with over 38,500 sellers participating [16] - The logistics platform, Jumia Delivery, is now operational in multiple countries, targeting social commerce vendors and individuals [22][63] Q&A Session Summary Question: What is driving the July acceleration in growth? - Management indicated that the acceleration is primarily driven by improvements in customer value propositions and a renewed focus on online marketing channels [42][43] Question: How is the company planning for inventory and cash use during the holiday season? - The company plans to build inventory starting in early October, with expectations of manageable working capital volatility [48] Question: What is the potential for growth in underserved areas? - Management believes there is significant untapped potential in secondary cities, with ongoing plans for expansion [50][52] Question: How is the company addressing supply from international suppliers? - The company anticipates increased attention from Chinese manufacturers due to tariff changes, which should enhance supply security [54][56] Question: What are the margins like for the Jumia Delivery service? - The delivery service is expected to be profitable from the outset, with competitive pricing strategies in place [61][67] Question: What is the outlook for Ivory Coast's growth? - Management noted that growth in Ivory Coast is slower due to market maturity and a deliberate focus on profitability over rapid growth [96][98]

Presentation Q2 2025 Results Presentation August 7, 2025 Company Disclaimer IMPORTANT NOTICE This presentation includes forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations, are forward-looking statements. These statements represent our opinions, expectations, beliefs, in ...

Presentation Q1 2025 Results Presentation May 8, 2025 Company Disclaimer IMPORTANT NOTICE This presentation includes forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations, are forward-looking statements. These statements represent our opinions, expectations, beliefs, inten ...