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Investor Presentaiton

Wine business TELIANI VALLEY INCOME STATEMENT INCOME STATEMENT CAGR GEL thousands; unless otherwise noted 1H20 1H21 Change FY18 FY19 FY20 '18-20 Revenue 15,082 23,621 56.6% 29,352 42,150 49,553 29.9% of which, revenue from local sales 1,264 2,526 99.8% 7,041 7,584 3,342 -31.1% of which, revenue from exports 13,818 21,095 52.7% 19,436 31,667 44,001 50.5% of which, revenue from grape revaluation NMF 2,875 2,899 2,210 -12.3% COGS (9,596) (12,940) 34.8% (15,310) (23,355) (28,163) 35.6% Gross Profit 5,486 10,681 94.7% 14,042 18,795 21,390 23.4% Gross Profit Margin 36.4% 45.2% 8.8 ppts 47.8% 44.6% 43.2% -4.7 ppts Salaries and other employee benefits (2,024) (3,296) 62.8% (2,878) (4,767) (5,799) 41.9% Sales and marketing expenses (265) (269) 1.5% (399) (916) (530) 15.3% General and administrative expenses (1,144) (1,128) -1.4% (2,184) (2,563) (2,360) 4.0% Distribution expenses (666) (587) -11.9% (1,254) (1,408) (1,475) 8.5% Other operating expenses (106) (107) 0.9% (176) (410) (179) 0.8% EBITDA 1,281 5,294 313% 7,151 8,731 11,047 24.3% EBITDA margin 8.5% 22.4% 13.9 ppts 24.4% 20.7% 22.3% -2.1 ppts Depreciation and amortization (2,289) (2,269) -0.9% (1,435) (3,490) (4,536) 77.8% Net interest income/expense (1,854) (1,731) -6.6% (2,872) (3,882) (5,276) 35.5% Net foreign currency gain (loss) (2,726) 2,824 NMF (2,139) 67 (7,364) 85.5% Net non-recurring items 437 NMF (796) (410) (6) 91.3% Net profit/(loss) before income tax (5,588) 4,555 NMF (91) 1,016 (6,135) NMF Net profit/(loss) (5,588) 4,555 NMF (91) 1,016 (6,135) NMF GEORGIA CAPITAL 91
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