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Investor Presentaiton

MOL GROUP REFINERY AND PETCHEM MARGINS BRENT-BASED MOL GROUP REFINERY MARGIN¹ (USD/bbl) PETROCHEMICALS MARGIN (EUR/t, old)² AA 22,0 20,0 18,0 16,0 14,0 12,0 1000 800 600 400 200 Jan 10,0 8,0 Jul Aug Sep Oct 2022 Nov Dec -2021 Feb Mar Apr May Jun 2016-2022 range OLD NEW VARIABLE PETROCHEMICALS MARGIN (EUR/t)³ 6,0 4,0 600 2,0 400 0,0 200 -2,0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 2 3 4 5 6 7 2016-2021 range original 2021 2022 -2023 -2022 OLD 2022 NEW 8 9 10 11 12 2023 NEW IMPLIED YIELDS IMPLIED YIELDS AND FEEDSTOCK 8.9% 5.2% 8.6% 5.1% 129.5% 11.5% 18.3% 10.6% 17.6% 100.0% MOL Group refinery margin Complex refinery Polypropylene Naphtha Propylene HDPE 37.3% 9.8% margin (MOL+SN) 11.3% LDPE 117.5% Ethylene 25.5% Benzene 46.3% 46.8% Butadiene 16.0% 8.3% Gas and chemicals Naphtha Motor gasoline Middle distillate Own consumption and loss (1) Based on weighted Solomon refinery yields, contains cost of purchased energy (2) From January 2016 we use MOL Group Petrochemical Margin figures instead of Integrated Petrochemical Margin (3) From January 2023 we use Variable MOL Group Petrochemical Margin which incorporates energy costs and CO2 quotas with higher weights Black product+VGO 7.6% 5.3% Output 12.0% Input MOLGROUP | 75
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