Talabat | Investor Event Presentation Deck | 127 slides

Talabat · 2024-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

127
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
other
Open slide detailBeat · Humble Origins
03
introduce_nominees
Open slide detailBeat · Humble Origins
04
front_matter
Open slide detailBeat · Humble Origins
05
transition
Open slide detailBeat · Humble Origins
06
The slide uses a brand-heavy visual approach with a delivery rider in uniform.front_matter
Open slide detailBeat · Humble Origins
07
Includes a map of operations and a flywheel-style diagram of the business model.summarize
Open slide detailBeat · Humble Origins
08
The slide uses a grid-based layout to present three core pillars (Growth, Fundamentals, Profitability) with supporting metrics.summarize
Open slide detailBeat · Humble Origins
09
The chart uses a bar-chart-like structure on a timeline axis to represent GMV growth over time.illustrate_case
Open slide detailBeat · Humble Origins
10
The slide uses a numbered list format to present core business strengths alongside a visual representation of the mobile app interface.summarize
Open slide detailBeat · Humble Origins
11
Uses a concentric circle diagram to show market sizing tiers.size_opportunity
Open slide detailBeat · Early Struggles
12
The slide uses a combination of a table for relative category share and a map for geographic footprint, supported by population and order frequency metrics.size_opportunity
Open slide detailBeat · Early Struggles
13
The slide uses a circular flywheel diagram to show how growth in one segment drives the others.present_framework
Open slide detailBeat · Early Struggles
14
The slide uses a three-column framework to categorize value drivers.present_framework
Open slide detailBeat · Early Struggles
15
The slide uses a stacked bar chart for cohort GMV growth and a line chart for cumulative order frequency per cohort.analyze_data
Open slide detailBeat · Early Struggles
16
The slide uses a bar chart to show growth in active partners from 2019 to 2024.summarize
Open slide detailBeat · Early Struggles
17
Includes rider satisfaction and safety metrics alongside a growth chart.summarize
Open slide detailBeat · Early Struggles
18
The slide uses a horizontal process flow to illustrate the expansion of the user base from food-only to multi-vertical and the subsequent loyalty program.illustrate_case
Open slide detailBeat · Early Struggles
19
The slide uses a side-by-side mobile phone UI metaphor to contrast two business segments.compare_peers
Open slide detailBeat · Early Struggles
20
The slide uses a four-column layout to map specific app interfaces to operational benefits (Personalisation, Logistics Optimisation, Ads/Deal Targeting, Workflosummarize
Open slide detailBeat · Early Struggles
21
The slide uses a grid layout to map strategic initiatives to specific performance metrics and visual proof points.analyze_data
Open slide detailBeat · Rising Success
22
Includes CAGR and YoY growth metrics with specific notes on currency adjustments and cash conversion definitions.analyze_data
Open slide detailBeat · Rising Success
23
The slide uses a visual metaphor of an upward arrow to represent growth.present_solution
Open slide detailBeat · Rising Success
24
Uses a combination of a bar chart for frequency and a bubble chart for market size (TAC vs GMV).size_opportunity
Open slide detailBeat · Rising Success
25
Slide compares two distinct business lines with performance metrics and growth headroom.analyze_data
Open slide detailBeat · Rising Success
26
The slide uses a three-part narrative structure: revenue growth, cost reduction, and product innovation.present_solution
Open slide detailBeat · Rising Success
27
The slide uses a numbered list format to present core investment highlights alongside a visual representation of the mobile app interface.summarize
Open slide detailBeat · Rising Success
28
transition
Open slide detailBeat · Rising Success
29
The slide uses a combination of grouped bar charts and single bar comparisons to highlight economic advantages.quantify_opportunity
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
30
Uses a series of bar charts to highlight regional advantages.establish_context
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
31
Uses concentric circle diagrams to represent market tiers (TAM/TAC/SAC).size_opportunity
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
32
The slide uses a combination of a table for relative market share and a map for geographic footprint, with aggregated population and order frequency metrics.analyze_data
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
33
The slide uses a three-column layout to present market size, penetration, and strategic pillars.summarize
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
34
The slide uses a three-column layout: market size/population data, penetration/order frequency comparisons, and a strategic roadmap.size_opportunity
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
35
transition
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
36
transition
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
37
The slide highlights both the scale of the user base and the increasing revenue per user.analyze_data
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
38
The slide uses a stacked bar chart for GMV cohort multiples and a line chart for cumulative order frequency by cohort.analyze_data
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
39
The slide uses a three-column layout to categorize customer needs.summarize
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
40
Includes screenshots of the Talabat app interface for restaurants and grocery/retail.analyze_data
Open slide detailBeat · Rising SuccessLoop · Mece Breakdown
41
The slide uses a 'before-after' style comparison for two markets, highlighting the gap between current partners and total addressable inventory.size_opportunity
Open slide detailBeat · Rising Success
42
The slide uses a combination of line charts and comparative metric callouts to demonstrate operational efficiency gains.analyze_data
Open slide detailBeat · Rising Success
43
Includes a bar chart showing growth in savings and a mobile app screenshot illustrating the user experience.analyze_data
Open slide detailBeat · Rising Success
44
Includes a comparative funnel chart and several key performance metrics highlighting competitive advantage.summarize
Open slide detailBeat · Rising Success
45
transition
Open slide detailBeat · Rising Success
46
The slide uses a custom segmentation of partners into regional, boutique, global, and grocery/retail categories.analyze_data
Open slide detailBeat · Rising Success
47
The slide uses a three-column layout to map partner needs to specific value propositions and quantitative outcomes.summarize
Open slide detailBeat · Rising Success
48
The slide uses a three-column layout to categorize value drivers: user base, geographic coverage, and ad-tech product features.summarize
Open slide detailBeat · Rising Success
49
The slide uses a table-like structure to map products to performance metrics, paired with a bar chart showing product adoption growth.analyze_data
Open slide detailBeat · Rising Success
50
The slide highlights the growth trajectory of talabat's AdTech business, comparing internal performance against a global peer benchmark.summarize
Open slide detailBeat · Rising Success
51
The slide uses a before-after framing to demonstrate the efficacy of AdTech products on partner performance.illustrate_case
Open slide detailBeat · The BreakthroughLoop · Before After
52
The slide uses a before-after framing to connect strategic levers to a concrete success story.illustrate_case
Open slide detailBeat · The BreakthroughLoop · Before After
53
Slide 53 of a presentation deck.summarize
Open slide detailBeat · The BreakthroughLoop · Before After
54
transition
Open slide detailBeat · The BreakthroughLoop · Before After
55
Slide 55 of a presentation deck.summarize
Open slide detailBeat · The BreakthroughLoop · Before After
56
Uses a three-column layout to categorize rider priorities.diagnose_problem
Open slide detailBeat · The BreakthroughLoop · Before After
57
Uses a three-column structure to connect operational inputs to rider outcomes and payment reliability.summarize
Open slide detailBeat · The BreakthroughLoop · Before After
58
The slide uses a three-column layout to categorize safety efforts into protection, training, and seasonal initiatives.summarize
Open slide detailBeat · The BreakthroughLoop · Before After
59
The slide uses a hub-and-spoke diagram for compliance and a list-based comparison for appreciation.present_solution
Open slide detailBeat · The BreakthroughLoop · Before After
60
transition
Open slide detailBeat · The BreakthroughLoop · Before After
61
Uses a before-after comparison framework to demonstrate the value of cross-selling.quantify_opportunity
Open slide detailBeat · The BreakthroughLoop · Before After
62
Uses a concentric circle diagram to represent market sizing (Total Retail -> TAC -> SAC -> Talabat GMV).size_opportunity
Open slide detailBeat · The BreakthroughLoop · Before After
63
The slide uses a two-tier layout: strategic pillars on top and quantitative outcomes on the bottom.summarize
Open slide detailBeat · The BreakthroughLoop · Before After
64
The slide uses a side-by-side comparison framework presented within smartphone-shaped containers.compare_peers
Open slide detailBeat · The BreakthroughLoop · Before After
65
The slide uses a process flow to map pain points to specific product solutions.present_solution
Open slide detailBeat · The BreakthroughLoop · Before After
66
Includes a visual representation of the mobile app interface for item replacement.illustrate_case
Open slide detailBeat · The BreakthroughLoop · Before After
67
The slide uses a series of mobile app screenshots to illustrate specific functional capabilities.present_solution
Open slide detailBeat · The BreakthroughLoop · Before After
68
Slide 68 of a presentation deck.present_solution
Open slide detailBeat · The BreakthroughLoop · Before After
69
The slide uses a step chart to visualize the impact of two distinct tests on order penetration.illustrate_case
Open slide detailBeat · The BreakthroughLoop · Before After
70
The chart shows a stacked bar (organic vs incremental sales) overlaid with a line graph representing category share.illustrate_case
Open slide detailBeat · The Breakthrough
71
The slide uses a before-after framing to connect past performance to future strategic pillars.present_solution
Open slide detailBeat · The Breakthrough
72
Slide 72 of a presentation deck.summarize
Open slide detailBeat · The Breakthrough
73
transition
Open slide detailBeat · The Breakthrough
74
Includes product features, growth metrics, and a cyclicality chart.analyze_data
Open slide detailBeat · The Breakthrough
75
Includes a visual representation of the mobile app interface and a list of six core value propositions for the card.present_solution
Open slide detailBeat · The Breakthrough
76
transition
Open slide detailBeat · The Breakthrough
77
Slide 77 of a presentation deck.present_solution
Open slide detailBeat · The Breakthrough
78
Uses a before-after-bridge framework to demonstrate the uplift provided by the loyalty program.analyze_data
Open slide detailBeat · The Breakthrough
79
The slide uses a three-part structure to explain the program, its adoption, and its business impact.present_solution
Open slide detailBeat · The Breakthrough
80
transition
Open slide detailBeat · The Breakthrough
81
Uses a before-after framing to illustrate technological evolution.present_framework
Open slide detailBeat · Ultimate Achievement
82
Includes contextual markers for 'Back to school' and 'Ramadan' periods.summarize
Open slide detailBeat · Ultimate Achievement
83
The slide uses a hub-and-spoke style diagram centered on a mobile phone interface.present_framework
Open slide detailBeat · Ultimate Achievement
84
The slide uses a combination of text-based value propositions and visual product screenshots to demonstrate the 'multi-vertical' experience.present_solution
Open slide detailBeat · Ultimate Achievement
85
The slide uses a combination of descriptive text, iconography, and screenshots of the rider app to illustrate the technology ecosystem.present_solution
Open slide detailBeat · Ultimate Achievement
86
The slide uses a central vertical dotted line to separate the 'Advertising tech' value proposition from the 'Partners' and the mobile UI examples.present_solution
Open slide detailBeat · Ultimate Achievement
87
Uses a flywheel/process diagram to illustrate data network effects.present_framework
Open slide detailBeat · Ultimate Achievement
88
Hub-and-spoke diagram showing central tech stack capabilities.present_solution
Open slide detailBeat · Ultimate Achievement
89
The slide uses a map-based visual metaphor to represent a journey or roadmap.plan_implementation
Open slide detailBeat · Ultimate Achievement
90
The slide uses a 'sticky note' visual metaphor to present key organizational metrics.summarize
Open slide detailBeat · Ultimate Achievement
91
transition
Open slide detailBeat · Ultimate Achievement
92
The slide uses a hierarchical structure to show the CEO at the top and functional leads below.introduce_nominees
Open slide detailBeat · Ultimate Achievement
93
Slide 93 of a presentation deck.summarize
Open slide detailBeat · Ultimate Achievement
94
Includes testimonials and specific leadership development statistics.summarize
Open slide detailBeat · Ultimate Achievement
95
Includes UN SDG icons and specific sustainability partnership logos.summarize
Open slide detailBeat · Ultimate Achievement
96
The slide uses a horizontal arrow to represent a spectrum from local to regional engagement.other
Open slide detailBeat · Ultimate Achievement
97
transition
Open slide detailBeat · Ultimate Achievement
98
The slide uses a sequential, upward-trending arrow graphic to imply growth.present_solution
Open slide detailBeat · Ultimate Achievement
99
Uses a comparative framework to contrast Talabat's operating regions against Western countries across three metrics.size_opportunity
Open slide detailBeat · Ultimate Achievement
100
Includes a comparison to China market benchmarks and specific CAGR metrics for customer frequency.quantify_opportunity
Open slide detailBeat · Ultimate Achievement
101
The slide uses a comparative structure to contrast emerging market penetration with mature market growth.size_opportunity
Open slide detailBeat · Ultimate Achievement
102
Uses bubble charts to represent market size and bar charts for customer adoption metrics.size_opportunity
Open slide detailBeat · Ultimate Achievement
103
The slide uses a mix of line charts, metrics, and geographic icons to illustrate product success and expansion potential.summarize
Open slide detailBeat · Ultimate Achievement
104
Includes detailed methodology in footnotes for retention, frequency, and gross profit uplift calculations.summarize
Open slide detailBeat · Ultimate Achievement
105
The slide uses a combination of bar and line charts to demonstrate the efficacy of the AdTech product suite.analyze_data
Open slide detailBeat · Ultimate Achievement
106
The slide uses a three-column structure to detail specific ad technologies, their current penetration/conversion rates, and future development goals.analyze_data
Open slide detailBeat · Ultimate Achievement
107
The slide uses a dual-chart layout to correlate consumer behavior shifts with advertising investment trends.analyze_data
Open slide detailBeat · Ultimate Achievement
108
Uses a before-after-bridge style logic to frame the opportunity.size_opportunity
Open slide detailBeat · Ultimate Achievement
109
transition
Open slide detailBeat · Ultimate Achievement
110
The slide uses a 3x3 grid layout to categorize metrics into three pillars: Strong Growth at Scale, Attractive Fundamentals, and High Profitability.summarize
Open slide detailBeat · Ultimate Achievement
111
The slide uses a split bar chart to compare annual historical data (2021-2023) with half-year data (H1 2023 vs H1 2024).analyze_data
Open slide detailBeat · Ultimate Achievement
112
The slide uses a stacked bar chart to show revenue composition across 2022, 2023, H1 2023, and H1 2024.analyze_data
Open slide detailBeat · Ultimate Achievement
113
Includes YoY growth percentages and margin metrics as % of GMV and % of revenue.analyze_data
Open slide detailBeat · Ultimate Achievement
114
The slide uses a split bar chart to compare annual and half-year performance, highlighting YoY growth percentages and margin improvements.analyze_data
Open slide detailBeat · Ultimate Achievement
115
The table includes both annual (2022, 2023) and half-year (H1 2023, H1 2024) data, with specific callouts for marketing, IT, G&A, and other expenses.analyze_data
Open slide detailBeat · Ultimate Achievement
116
The slide highlights that the only significant non-pegged exposure is Egypt, which accounts for a small portion of revenue and EBITDA.analyze_data
Open slide detailBeat · Ultimate Achievement
117
The slide uses a split-chart format to compare full-year performance against half-year performance.analyze_data
Open slide detailBeat · Ultimate Achievement
118
Includes detailed footnotes defining FCF, Adjusted EBITDA, and specific adjustments.analyze_data
Open slide detailBeat · Ultimate Achievement
119
The slide highlights a net cash position of $60M and total equity of $254M.analyze_data
Open slide detailBeat · Ultimate Achievement
120
The slide includes a disclaimer regarding the nature of the financial guidance and a source citation.analyze_data
Open slide detailBeat · Ultimate Achievement
121
front_matter
Open slide detailBeat · Ultimate Achievement
122
front_matter
Open slide detailBeat · Ultimate Achievement
123
front_matter
Open slide detailBeat · Ultimate Achievement
124
front_matter
Open slide detailBeat · Ultimate Achievement
125
front_matter
Open slide detailBeat · Ultimate Achievement
126
front_matter
Open slide detailBeat · Ultimate Achievement
127
front_matter
Open slide detailBeat · Ultimate Achievement