Investor Presentaiton

Current Trends Favour Large Players Client Impact of Regulatory Changes Russian Transportation Companies by Fleet Size Platon (Electronic Toll Collection System) Tax Requirements Automatic Weight Control (AWC) Growing blue-chip client requirements Freight Forwarders % of Truck Operators # of Trucks 97.7% Outsourced Fleet Asset-Based Transportation Companies Key FTL Competitors 69,000 54,000 12,000 2.2% 0.1% No Trucks 1 - 50 Trucks 50 300 Trucks >300 Trucks 84% Freight Forwarders Small Players Medium Players Leaders X (do not qualify) Source: Company information, MegaResearch (Russian transportation companies by fleet size) as of 1H 2017. Notes: [1] Captive trucking fleet of Magnit retail chain. GGlobaltruck Commentary [1] МАГНИТ 9% 3% 2%G 1% Globaltruck Delko 1% Platon puts pressure on smaller companies who are constrained in passing such costs to customers Increasing tax compliance and transparency requirements, e.g. more stringent VAT administration Introduction of AWC system as additional cost factor for smaller companies with less stringent weight rules compliance International blue-chip clients are becoming more demanding with increasing requirements for faster delivery, better accounting and tax standards 17

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