1. - 1 - The Automotive Industry in the C.I.S. Countries 2013 - Presentation by Per-Olof Egli - 4th April 2013 P-O Egli Egli C.I.S. Consulting Phone: +46 (0) 708 23 03 53 Email: per-olof@eglicisconsulting.se P-O Egli ISEA – Industry Senior Advisors Phone: +46 (0) 708 23 03 53 Per-olof.egli@isea-sweden.com

2. - 2 - Production of passenger cars in Russia

3. - 3 - Some figures for 2012 Passenger cars – production in Russia Total vehicle production 20122 235 870 Compared to 2011+ 12,3% Passenger cars1 975 310 Compared to 2011+ 13,3% Russian makes640 130 - 3,3% Foreign makes1 335 180 +23,4%

4. - 4 - Some figures for 2012 Passenger cars – sales in Russia Passenger cars2 889 500 Compared to 2011+ 110,5% Russian makes613 800 Market share 201221,3% Market share 201124,2% Foreign makes (made in Russia)1 048 800 Market share 201244,3% Market share 201140,1% Imports983 000 Market share 201235,4% Market share 201134,0%

5. - 5 - Possible new OEM’s 2013-15 Sollers-Bussan(Toyota), Vladivostok Ford-Sollers, Elabuga, Naberezhnye Chelny Subaru, ? Honda, ? Fiat/Jeep, St. Petersburg/Taganrog

6. - 6 - Production of Trucks in Russia

7. - 7 - Some figures for 2012 Trucks – production in Russia Total production 2012204 780 Compared to 2011+ 0,1% Russian makes173 740 - 3,7% Foreign makes31 040 + 28,9%

8. - 8 - Some figures for 2012 Trucks – sales in Russia Total sales 2012357 700 Compared to 2011+ 8,8% Russian makes160 380 Market share 201244,8% Market share 201149,2% Foreign makes(made in Russia)28 780 Market share 20128,0% Market share 20116,5% Import150 440 Market share 201242,1% Market share 201139,4%

9. - 9 - Possible new truck OEM’s 2013-15 MAN, St. Petersburg Bell, Verkhnij Ufalei - ?

10. - 10 - Buses

11. - 11 - Some figures for 2012 Buses (including minvans) – production in Russia Total production 201256 310 Compared to 2011+ 30,0% Russian makes46 390 + 37,9% Foreign makes9 920 + 2,6%

12. - 12 - Some figures for 2012 Buses (including minivans) – sales in Russia Total sales 201268 176 Compared to 2011+ 12,4% Minivans Market share (of total buses) 201257,9% Market share 201156,5% Russian makes42 505 Market share 201262,3% Market share 201155,9% Foreign makes (made in Russia)10 153 Market share 201214,9% Market share 201116,8% Import12 349 Market share 201218,1% Market share 201121,6%

13. - 13 - Construction equipment

14. - 14 - Possible new Construction Equipment OEM’s 2013-15 Hitachi, Tver Volvo Construction Equipment, Kaluga

15. - 15 - Production in the C.I.S. Countries

16. - 16 - Vehicle Production in Belarus

17. - 17 - Vehicle Production in Ukraine

18. - 18 - Sales prognosis for 2013 - Russia Rolf Pessimistic3 010 000 (+1,5%)Passenger Cars Optimistic3 190 000 (+7,4%) LCV± 0 Trucks2013 started with a drop – many think it will continue BusesSochi will need buses – GAZ the big player Some facts from 1st Qtr Slight drop in sales of Russian makes domestically (AvtoVAZ & GM AvtoVAZ) Increase in production and exports (AvtoVAZ) Truck sales down

19. - 19 - Some odd facts ”Cortege” is under way – construction of presidential car and models for the administrations First ”serial supplier” named for Yo-mobile – ”Gastank- Sweden”

20. - 20 - Thank you for your attention