Presentation June 2011
WHO WE ARE
Minha Vida’s entrepreneurs were the founding partners of 4 Brazilian leading portals
Leading auto portal
in 2002
Sold to ABN Amro
Leading online
weight loss program
Incorporated by
Minha Vida
Largest online health
and wellness group
in Brazil
Actual brazilian
leading auto portal
Partnership with
Itaú
80
70
60
50
40
30
20
Millions of Internet Users
10
(brazil)
0
1995
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
BRAZILIAN ECONOMY
Brazil is the 9th largest economy by GDP in PPP terms and is expected to become the 7th by 2020
Rank
Country
GDP (l$ million)
1
United States
2
China
9.711.244
3
Japan
4.267.492
4
India
3.912.991
5
Germany
2.861.117
6
Russia
2.211.755
7
United Kingdom
2.183.277
8
France
2.154.399
9
Brazil
2.138.888
10
Italy
1.767.120
14.802.081
The world's ninth highest gross domestic product (GDP - US$ 2,138 trillion)
measured by purchasing power parity (PPP, 2010)
Source: Euromonitor International from IMF, International Financial Statistics and World Economic Outlook/UN/national
statistics
HEALTH AND WELLNESS MARKET
Life expectancy increased by
3 years in just a decade
(73.1 years)
3rd largest beauty
market in the world
(US$ 14,69 billion)
Source: ABIHPEC
2nd country in the world in
number of gyms
Source: IHRSA e Revista Fitness Brasil
Source: IBGE
INTERNET INDUSTRY
Internet users in the BRIC countries will more than double to 1,2 billion by 2015
9
650
41
1
384
20
15
237
18
211 223 238
23
81
2009
Penetration (%)
2015 E
Penetration (%)
36
68
2
20
155
137
49
1
2
10
26
44
76
88
93
101
China
India
Brazil
Russia
United States
Japan
28
7
33
31
70
74
47
19
74
55
73
81
2006
2009
2015 E
Compound annual growth (%)
Sources: Ministry of Industry and Information Technology; iResearch; Internet World Stats; Economist Intelligence Unit; BCG analysis.
Note: An internet user is defined as someone aged 2 years or older who went online in the past 30 days; penetration is the number of internet users divided
by the population.
OUR MISSION
“Give people access to health and wellness
information through the web in order them to
have better lives”
MINHA VIDA
Largest brazilian online health and wellness group
REACH
Internet Users
74 million Internet users in Brazil
Health Reach
86% of those search for health and
wellness information
Minha Vida has 69% of this market
Fonte: Bupa Health research 2010 and Google Analytics
26.4 MM internert users searching for health and wellness information from Sep to Nov
2009
17,2MM of users Minha Vida had at that time period.
USERS’ PROFILE
8 million
Unique users/month*
40 million
23%
77%
women
men
pageviews/month*
69%
category reach/month*
11.000.000+
Registered users
Fonte: *Google Analytics, BD Minha Vida
80%
18 -45 years old
OUR STRENGHTS
1. 2.
New community model
Largest health and
wellness content
Based on goals, our community brings
engagement and stickiness helping
people track their health objectives.
With more than 200 health
professionals writing for us,
we became the largest
“library” of the segment
Exclusive relationship
with our database
Our strong CRM is based on what our user
has as a goal and how can we help him
Partnership with institutions
Strong partnerships with health institutions
help us building a reliable content
4. 3.
MAKING DIFFERENCE
130K
106K
kilos lost
Hours of exercise
40K
Years of life
expectancy
BUILDING A BUSINESS
86% of Brazilian internet users
searched for health information
online in 2010
More than half of the adult
population in Brazil are overweight
Largest Brazilian health and wellness portal
Online diet program and one of the most
important weight loss brands in Brazil
Advertising model
Subscription model
69% reach in the health and wellness
online market
8 MM of unique users/month
12 MM registered users
220% growth in the last 2 years
160.000 people subscribed to the
program
85% women
More than 12.000 active blogs
BUILDING A BUSINESS
Minha Vida has been experiencing ~85% CAGR for the last 2 years and expect to reach R$XX
MM in revenues in 2011 with YY% EBITDA
2005
2006
2007
2008
Diet
Sources: In 000 R$
Advertising
2009
2010
2011
Others
16
WHAT´S THE NEXT STEP ???
After covering weight loss and wellness, is time to enter in the health market, providing
deep health information to he user and linking him to the segment stakeholders.
Advertising model
User
Market
Listing model
User
Doctors
Public Company
U$3.2Bi market cap
Start up
U$40MM in funding
CHALLENGES
Team
In order to develop the best health product to our users, we have to build a
experienced and entrepreneurial team of doctors, product, content and technology
experts
Content
This huge gap in the Brazilian market comes from a lack of good and reliable health
content. To deliver it, we have to translate and adapt a great amount of content from
American libraries
Sales People
A strong and vast sales team is necessary to get to a good share of the 300K+ doctors in
Brazil who receive more than 180MM appointments**
Acquisition
We have already identify a perfect acquisition of a doctor listing site with great
entrepreneurs.
FORECAST 2011-2017
INCOME STATEMENT (R$ '000)
2008
2009
Gross Revenues
% Growth
Nutritional
Fitness
Wellness
Health
XXXX
XXXX
XXXX
XXXX
XXXX
X%
X%
X%
X%
Taxes
% Gross Revenues
Net Revenues
% Growth
COGS
% Growth
Expenses
EBITDA
EBITDA Margin
Capex and Intangible
Final Cash flow
(XX)
(XX)
X%
XXXX
(XX)
(XX)
X%
2011
(XX)
X%
2012
(XX)
2014
2015
2016
2017
CAGR
2008-10
CAGR
2010-17
XXXX
X%
XXXX
XXXX
XXXX
XXXX
X%
X%
X%
X%
50%
50%
(XX)
(XX)
50%
50%
(XX)
XXXX
X%
XXXX
XXXX
XXXX
XXXX
X%
X%
X%
X%
50%
50%
(XX)
(XX)
(XX)
50%
50%
X%
(XX)
X%
X%
X%
X%
(XX)
XXXX
XXXX
XXXX
XXXX
X%
X%
X%
X%
(XX)
X%
(XX)
X%
(XX)
X%
2013
X%
X%
(XXX)
2010
(XX)
X%
X%
(XX)
X%
X%
(XX)
X%
X%
(XXX)
(XXX)
(XXX)
(XXX)
(XXX)
(XXX)
(XXX)
(XXX)
(XXX)
50%
50%
XXXX XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
XXXX
50%
50%
X%
X%
X%
X%
(XX)
XXX
X%
(XX)
XXX
X%
(XX)
XXX
X%
(XX)
XXX
X%
(XX)
XXX
X%
(XX)
XXX
X%
(XX)
XXX
Use of Proceeds ('000) - US$XX
2,8%
8,8%
17,5%
20,9%
49,9%
Company acquisition
2012
Content Development
Marketing Expenses
Health Sales Team COGS
Human Resources Expenses
Thank You
Daniel Wjuniski
daniel@minhavida.com.br