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Investor Presentaiton

TMK FY Consolidated Results Snapshot Revenue US$ mln 6.000 5 000 4000 3 000 6 009 4 127 4 394 3 338 2 000 1.000 0 2014 2015 2016 2017 Volumes and realised prices Average USD/RUB rate (a) 37.97 60.66 66.90 58.35 Average US$1,464 US$1,078 US$970 US$1,181 revenue/ tonne US$1,085 US$921 US$796 US$1,075 5 000 4 402 3 871 3 781 4 000 3 458 1 842 3.000 1 461 1 113 1 046 2000 2560 1 000 2 410 2 412 2 668 0 2014 2015 2016 2017 Seamless ■Welded Thousand tonnes Adjusted EBITDA (b) 16% 16% 18% 800 14% 14% 700 15% 600 12% US$ mln 500 400 829 9% 651 300 605 530 6% 200 3% 100 0 0% 2014 2015 2016 2017 Source: TMK data Note: Adj. EBITDA margin, % Net profit 200 սլա $ՏՈ 166 100 30 0 (100) (200) (217) (368) (300) 2014 2015 2016 2017 Adjusted EBITDA margin, % (a) Average nominal USD/RUB exchange rate as published by the Central Bank of Russia. (b) Adjusted EBITDA represents profit/(loss) for the period excluding finance costs and finance income, income tax (benefit)/expense, depreciation and amortisation, foreign exchange (gain)/loss, impairment/ (reversal of impairment) of non-current assets, movements in allowances and provisions (except for provisions for bonuses), (gain)/loss on disposal of property, plant and equipment, (gain)/loss on changes in fair value of financial instruments, share of (profit)/loss of associates and other non-cash, non-recurring and unusual items 36
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