- 1 - The Automotive Industry in the C.I.S. Countries Presentation by Per-Olof Egli - 4th April 2013 P-O Egli Egli C.I.S. Consulting Phone: +46 (0) P-O Egli ISEA – Industry Senior Advisors Phone: +46 (0)

- 2 - Production of passenger cars in Russia

- 3 - Some figures for 2012 Passenger cars – production in Russia Total vehicle production Compared to ,3% Passenger cars Compared to ,3% Russian makes ,3% Foreign makes ,4%

- 4 - Some figures for 2012 Passenger cars – sales in Russia Passenger cars Compared to ,5% Russian makes Market share ,3% Market share ,2% Foreign makes (made in Russia) Market share ,3% Market share ,1% Imports Market share ,4% Market share ,0%

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

- 6 - Production of Trucks in Russia

- 7 - Some figures for 2012 Trucks – production in Russia Total production Compared to ,1% Russian makes ,7% Foreign makes ,9%

- 8 - Some figures for 2012 Trucks – sales in Russia Total sales Compared to ,8% Russian makes Market share ,8% Market share ,2% Foreign makes(made in Russia) Market share 20128,0% Market share 20116,5% Import Market share ,1% Market share ,4%

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

Buses

Some figures for 2012 Buses (including minvans) – production in Russia Total production Compared to ,0% Russian makes ,9% Foreign makes ,6%

Some figures for 2012 Buses (including minivans) – sales in Russia Total sales Compared to ,4% Minivans Market share (of total buses) ,9% Market share ,5% Russian makes Market share ,3% Market share ,9% Foreign makes (made in Russia) Market share ,9% Market share ,8% Import Market share ,1% Market share ,6%

Construction equipment

Possible new Construction Equipment OEM’s Hitachi, Tver Volvo Construction Equipment, Kaluga

Production in the C.I.S. Countries

Vehicle Production in Belarus

Vehicle Production in Ukraine

Sales prognosis for Russia Rolf Pessimistic (+1,5%)Passenger Cars Optimistic (+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

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”

Thank you for your attention