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Investor Presentaiton

Key takeaways Deliveries outpace approved construction programme Deliveries increased by 57% y-o-y, including successful expansion into Moscow with the milestone first stage of Emerald Hills delivered on schedule ■ Total deliveries for the year ended 31 December 2011 equalled 328 thousand sqm Solid progress on sales For the year ended 31 December 2011, new contract sales increased 27% year-on-year (y-o-y) to 270,012 sqm and 30% y-o-y to RUR 18,306 mn ■ Sales growth supported by continued recovery in consumer activity Significant launches of sales on new projects ■ Pre-sales launched for five new buildings in 4Q 2011, representing 251,232 sqm of NSA ■ Expected cash collections from newly-launched sales equivalent of up to c. US$ 566 mn Strong balance sheet position to benefit from higher quality deal flow ■ US$ 446 mn in cash and cash equivalents and c. US$ 326 mn of mid- to long-term debt ■ We believe Etalon is well positioned to acquire more high-quality projects in order to create additional value for our shareholders. 2 Etalon Group 2 29
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