Investor Presentaiton

Consumption pattern evolution Index (Jan. 2007 = 100 100) 95.6 95.5 89.9 86.1 E JTi NOV 2008 JAN 2009 MAR 2009 MAY 2009 JUL 2009 SEP 2009 NOV 2009 JAN 2010 MAR 2010 MAY 2010 JUL 2010 After the severe contraction of 2009, we are observing a return of the historical pattern of higher consumption during summertime 50 50 JAN 2007 MAR 2007 MAY 2007 JUL 2007 SEP 2007 NOV 2007 JAN 2008 MAR 2008 MAY 2008 JUL 2008 SEP 2008 Off-take data, although only available with 6 months' delay, shows a Q1 market contraction of 7%, less than the 11% reported by A.C. Nielsen Source: A.C. Nielsen, July '10 data 13

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