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Investor Presentaiton

Revival of external trade (2/2) Overall Ukraine concluded 19 FTAs with 46 countries 2001 FTA with Macedonia 2008 Ukraine entered WTO FTA with EFTA 2012 countries FTA with Montenegro 2013 FTA with CIS countries DCFTA with Comments Most of Ukraine's export is attributable to agricultural products (c.44%), ferrous and non-ferrous metals (c.25%) as well as mineral products (c.12%), while machinery and equipment (c.31%), chemicals (c.21%) and mineral products (c.20%) are the main import goods Previously established trade connections and free-trade agreements are supporting double-digit growth of export, even though the export prices deteriorated recently (terms of trade index reached c.99 points in November 2021) As of Jan-Nov 2021, the share of EU in the Ukrainian export structure reached 36.7%, with Poland (USD 4.9bn), Italy (USD 3.1bn), and Germany (USD 2.7bn) being the main trading destinations 11m 2021 y-o-y increase in export of goods by countries² Italy / +181.8% USD 3.1bn Turkey / +170.5% USD 3.6bn USA/+163.5% the EU 2017 FTA with Canada USD 1.4bn FTA with 2020 Israel, United Kingdom India / +118.6% Ukraine's exports and imports breakdown¹ in 12m 2021 Exports Imports 1%2% 4% 5% 4% 5% 11% 6% 6% 21% 44% 2% 12% 25% ■ Agricultural products ■Mineral products Timber and wood products ■Industrial goods Source National Bank of Ukraine 135.0 Czech Rep. / +180.5% USD 1.3bn 120.0 Poland / +164.5% USD 4.9bn 105.0 Germany / +142.4% USD 2.7bn 90.0 Romania / +146.3% USD 1.4bn Notes 1 2 USD 2.0bn Source State Statistics Service of Ukraine Export and import of goods breakdown Only countries, exports of goods to which in 11m 2021 surpassed 2.0% of total Ukraine's export of goods were included February 2022 31% 20% ■ Ferrrous and nonferrous metals Machinery and equipment ■ Chemicals ■ Other (incl. informal trade) Ukraine's Terms of trade index лил Feb-18 May-18 Aug-18 Nov-18 Feb-19 May-19 Aug-19 Nov-19 Source State Statistics Service of Ukraine Feb-20 May-20 Aug-20 Nov-20 Feb-21 May-21 Aug-21 Nov-21 98.6 ERME 10
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