DiDi | IPO Presentation Deck | 34 slides

DiDi · 2021-06
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 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON
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Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
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Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
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Competition 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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Team 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Slide inventory

34
every slide · same image gating as the playbook
01
Slide 1
Features the Didi logo integrated into an aerial highway photograph.front_matter
02
Includes issuer, ticker, pricing range, offering size, over-allotment, IOIs, lock-up, use of proceeds, and bookrunners.analyze_data
04
The slide uses a split layout with a large circular crop for the image, common in modern pitch decks.inspire_vision
05
The slide uses a timeline chart to illustrate growth milestones and a list of metrics to demonstrate scale.show_traction
Open slide detailBeat · Problem
06
Uses a 2D matrix layout (distance vs price) to demonstrate product breadth.present_solution
Open slide detailBeat · Solution
07
The slide uses a growth curve to show market penetration and the evolution of mobility services.inspire_vision
08
Uses a magnifying glass graphic to emphasize the cost advantage of shared mobility in China.argue_timing
Open slide detailLoop · Why Now
09
The slide uses a mix of macro-economic indicators and specific user preference data to justify the growth thesis.argue_timing
Open slide detailLoop · Why Now
10
The chart uses a combination of bar heights and growth arrows to illustrate market expansion.size_opportunity
Open slide detailBeat · Market Size
11
The slide uses a hub-and-spoke diagram to illustrate four strategic pillars centered around the company mission.present_solution
12
The slide uses a seesaw metaphor to illustrate competitive advantage. Bottom section shows growth in transaction frequency.compare_peers
Open slide detailBeat · Competition
13
The slide uses a dual-flywheel model to explain the company's competitive advantage.present_framework
14
Uses a stacked bar chart to decompose cost components (depreciation, energy, insurance/maintenance, parking/tickets, driver take, platform take).compare_peers
15
Includes navigation breadcrumbs at the top right.present_solution
16
The slide uses a combination of a process timeline (left) and a hub-and-spoke ecosystem diagram (right).present_framework
Open slide detailLoop · Quick Win Big Bet
17
Includes a world map highlighting operational regions and market position callouts.size_opportunity
Open slide detailLoop · Quick Win Big Bet
18
The chart uses dashed vertical lines to annotate COVID-19 impact periods in Q1 and Q2 2020.show_traction
19
The slide uses a structured table format to compare financial performance across segments.analyze_data
20
Includes specific notes on VAT reduction impact and definitions of platform sales.analyze_data
21
The table breaks down GTV into Platform Sales and Adjusted EBITA, showing improvements in margins from 2020 to 1Q2021.analyze_data
22
Includes a specific callout for COVID-19 impact and LatAm currency depreciation affecting 2020/2021 data.show_traction
23
The slide uses callout boxes to highlight specific financial metrics for certain business lines.analyze_data
24
The slide uses a stacked bar chart for expense trends and a pie chart for cash allocation.analyze_data
25
The Chinese characters in the center (认韧真真) represent the company's core values, which are translated into English around them.other
Open slide detailBeat · Team
26
The slide uses a grid layout to present five distinct impact areas with supporting metrics.summarize
27
The slide uses a growth curve to represent the transition from current state to 2040E.plan_implementation
29
Data is presented in RMB Bn. The table is split into three distinct business segments.analyze_data
30
The slide uses a hub-and-spoke model to show how centralized technology empowers local city operations.present_framework
31
Includes a breakdown of daily transactions by service type in Chengdu.illustrate_case
32
The chart breaks down revenue deductions and operating costs to arrive at Adjusted EBITA.analyze_data
33
The chart breaks down GTV into driver/partner earnings, incentives, and other costs to arrive at Revenue, then subtracts operating expenses to reach Adjusted EBanalyze_data