Alibaba Group

Tea House Hangzhou, China

An Unlikely Story…

The Alibaba Story

The beginning was just a dream. . . . .

•  Established in 1999

•  18 founders

•  A “Band of brothers (and sisters)”

•  Big hopes, big dreams

•  Charismatic leader

Alibaba Group: A Time-tested Team

Employees: About 22,000 Offices: Corporate campus in Hangzhou plus more than 60 offices in mainland China, Hong Kong, Taiwan, Korea, India, Silicon Valley and London

1999 2011

Employees: 18 Office: Jack Ma’s Hangzhou apartment

. . . And a decade later, Alibaba Group has become the largest e-commerce company in China and a family of Internet-based businesses

An E-commerce Ecosystem

Third-party online payment platform

Chinese Internet portal

One-stop platform for shopping, socializing and information sharing

B2B marketplaces

Alibaba.com Limited (HK stock code: 1688)

Taobao

Alipay

Alibaba Cloud Computing

China Yahoo!

Data-centric cloud computing services

Alibaba.com

Suppliers

International Marketplace 14.9 million members*

China Marketplace 41.8 million members*

•  Companies of all sizes

•  Entrepreneurs, e-retailers, buying agents, MNCs, etc.

•  Diverse end markets

•  Typically small businesses

•  Ten to a few thousand employees

•  10,500+ product categories in 40+ industries

* Company data as of September 30, 2010

Buyers

To make it easy for small companies to do business anywhere Mission

Japan Marketplace

Alibaba.com is a global leader in business-to-business e-commerce

What Is Alibaba.com?

Alibaba.com Mission and Vision�

Mission To make it easy to do business anywhere (让天下没有难做的生意)

Vision To solve the challenges of small businesses in procurement, sales and marketing, management and financing through information technology.

  Big SME market:

~42 million SMEs in China

~22 million SMEs in the U.S.

~13 million SMEs in India

~4 million in Japan

  Critical to global economy and trade China U.S. Japan India

~ 60% of GDP ~ 50% of GDP ~ 55% of industrial production ~ 17% of GDP

~ 70% of Import/Export Volume ~ 70% of Export Volume ~25% of Export volume ~ 40% of manufacturing

output

~ 80% of employment ~ 70% of employment ~70% of employment ~50% of employment

SMEs: Engine of Growth of Any Economy�

Key Operating Data�

No. of registered users (million) Total registered users

No. of storefronts (million) Total storefronts

No. of paying members Total paying members

578,901

712,867 750,937

Q3'09 Q2'10 Q3'10

6.07

7.81 8.20

Q3'09 Q2'10 Q3'10

45.28

53.44 56.72

Q3'09 Q2'10 Q3'10

A Truly Global Marketplace�

Alibaba.com’s 14.9 million international registered users come from more than 240 different countries and regions

* Company data as of September 30, 2010

Our Business Model =

Membership Subscription

+

VAS

Business Model�

Build – Invest in building our team globally

•  China – Hong Kong

•  Santa Clara, California – U.S.

•  U.K. – London

•  India – Mumbai, Delhi, Chennai, Amenabad

Build Partner Buy

Global Expansion Strategy �

Global Expansion Strategy �

Partner – Associated company and resellers

•  Alibaba Japan (Associated company formed in collaboration with Softbank)

•  Korea: eSang

•  Turkey: The LOGO Group

•  Vietnam: OSB

•  Malaysia: Infodata Group

•  Brazil: Ludatrade

Build Partner Buy

Global Expansion Strategy �

Build Partner Buy

Partner – Government collaboration

•  Korea: KOTRA and SMBA

•  Turkey: IGEME

•  Vietnam: VITIC

•  Taiwan: TAITRA

Export promotion leads to job creation!!

Buy – Strategic acquisitions to accelerate growth

• 

• 

Global Expansion Strategy �

Build Partner Buy

Customer First

Teamwork Embrace Change

Passion

Integrity

Commitment

A Value-based Company