Investor Presentation

October 27, 2023

1

OUR HISTORY

€/mln

REVENUES GROWTH

CAGR 2015-2022

66%

116.3

82.5

72.9

65.4

37.4

24.8

3.4

1H2023

2014

2018

2019

2020

2021

2022

2023

Riccardo

First co-

Listing on Stock

Acquisitions of

Acquisition of

Acquisition of

Farmaè Group evolves

Iacometti

marketing

exchange

Sanort and

Amicafarmacia

Farmaeurope

into Talea Group

establishes

initiatives

AIM Market

Valnan

Farmaè

Entry of new product

Launch of Talea Media

Launch of Beautyè

categories (e.g. Pet)

and new logistics hub

Launch of Talea Logistics

and new logistics hub

International

Acquisition of Mood,

Gooimp and Doc Peter

2

LEADER IN ITALY WITH A MULTI-WEB SITE APPROACH FEEDING DATA

FOR MEDIA ACTIVITIES

Consumers Area

Industrial Area

(online + retail)

People First

(services)

3

THE THREE STRATEGIC KEY PILLARS

Our growth strategy in the Consumers and Industrial Area

Needs

(Consumers Area)

Ability to reach the relevant communities, therefore no longer just «consumers» and «customers» but also the expressed and unexpressed needs of Individuals and Companies within the relevant market.

Digital Evolution

(Consumers & Industrial Area)

Ability to evolve business models thanks to digital culture, hence to family brands that are digitally evolved, competitive and close to People and Companies.

In order to accelerate business growth, one needs to build around People and Companies new services and channels to exploit all available skills to generate performance, also in cross-cutting markets, based on digital know-how.

Data Economy

(Industrial Area)

Ability to generate growth and thus prosperity within the relevant markets thanks to Data Analysis, which is the group's strategic value and a prerequisite for thriving in the Data Economy.

4

TALEA GROUP'S MODEL

Consumers Area

TALEA GROUP IS THE UNDISPUTED LEADER ON THE ITALIAN MARKET

In 2022 the turnover online pharmacy market was € ~678 mln**

Jan/Aug 2023 equal to € 517 mln**

17% of market share *

Certified Reviews

373.000

TrustScore comparison

Current TrustScore

Based on 373.000 reviews received

Category average

(Beauty and wellness products store)

Number of days with current TrustScore 12

Reviews received in the last 28 days 2% 2,210

*Source: IQVIA June 2023 without Doc Peter

**Source: IQVIA

Traffic Share leadership

Farmaè + Amicafarmacia + Farmaeurope + Doc Peter

Source: Similarweb

7

TALEA GROWTH ABOVE MARKET AVERAGE IN ALL THE SECTORS

PHARMA

+10,60%*

Jan-Jun 2023 vs Jan-Jun 2022

*Source: IQVIA

+37,50%

FARMAE' +

AMICAFARMACIA +

FARMAEUROPE

BEAUTY

+15,02%*

Jan-Jun 2022 vs Jan-Jun 2023

*Source: NPD

+38%

BEAUTYE'

DESIGN

+18%*

Jan-Jun 2023 vs Jan-Jun 2022

*Source: Report Area Studi Mediobanca

+60%

MOOD

8

A WIDE RANGE OF PRODUCTS MANAGED IN TWO LOGISTIC HUBS

More than 100.000 SKUs in 2022

Baby

Homeopatic

Herbal Remedies

1.42%

2.43%

1.40%

Pet

Orthopedics

3.73%

0.87%

Medical Devices

8.40%

Parapharmaceutical

Vitamins,

6.62%

supplements &

slimming

34.73%

Otc/Sop

11.38%

Beauty & Skincare

29.02%

Almost 8 M of products sold in 1H2023 (+30.9% YoY)

thorugh 1.6 M orders (+ 29% YoY)

•

•

Two automatized logistic hubs to support growth and to improve speed delivery

Tuscany : 5.000 sqm + 1.500 sqm

Piedmont: 13.000 sqm

Up to € 350 mln manageable revenues +30% industrial efficiency

9

INTERNATIONALIZATION PROCESS

1

BUYER PERSONAS

In 2022, an in-depth analysis of people's purchasing propensities in the main European markets (Germany, France, Spain, England, Austria) was started with the consultancy of specialised companies.

A clear identification of the target consumers emerged.

2

CATEGORY

After understanding the different purchasing behaviour for each country, we worked on defining the main supply drivers with our partner industries in order to position ourselves on the platforms with ad hoc views and categories.

3

TECH &

MARKETING

Launch of view sites for each target country with language translation of each engagement content.

Creation of an ad hoc marketing plan with a dedicated budget in order to speed up entry through performance marketing.

4

LOGISTICS

Implementation within the new Supply Chain of flows and procedures aimed at managing the different procurement and delivery logics on the European consumer.

Negotiation with the main international forwarding agents to guarantee the best delivery flows from Italy, always supported by respect for the principles of sustainability.

10

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Disclaimer

FARMAè S.p.A. published this content on 27 October 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 27 October 2023 08:03:38 UTC.