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- 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

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- 2 - Production of passenger cars in Russia

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- 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%

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- 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%

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

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- 6 - Production of Trucks in Russia

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- 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%

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- 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%

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

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- 10 - Buses

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- 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%

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- 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%

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- 13 - Construction equipment

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- 14 - Possible new Construction Equipment OEMs 2013-15 Hitachi, Tver Volvo Construction Equipment, Kaluga

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

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- 16 - Vehicle Production in Belarus

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- 17 - Vehicle Production in Ukraine

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- 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

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- 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

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- 20 - Thank you for your attention