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Investor Presentaiton

FCF calculation RUB mln Comprehensive income 2013 2014 2015 1H14 2H14 1H15 2H15 6,664 8,369 5,429 927 7,442 2,193 3,236 Adjustment for: Depreciation 343 417 406 204 213 213 193 Loss/(gain) on disposal of PP&E (15) (52) (65) (46) (6) 20 (85) Impairment loss on investment property 280 215 60 220 166 49 Impairment loss on inventory 466 514 85 381 30 484 Loss on disposal of subsidiaries Finance income, net (337) (1,164) (1,182) (149) (1,015) (405) (777) Income tax expense 1,833 2,026 2,002 302 1,724 795 1,207 Income tax paid (907) (1,645) (2,146) (742) (903) (1,605) (541) Interest paid (1,724) (1,588) (2,516) (683) (Increase)/Decrease in working capital (6,903) (6,598) (8,470) 944 (Increase)/Decrease in invested capital (416) (587) (181) (312) FCF (1,462) (76) (5,994) 590 (905) (1,180) (1,336) (7,542) (4,845) (3,625) (275) (66) (115) (666) (4,684) (1,310) (Increase)/Decrease in working capital based on CF 2013 2014 2015 1H14 2H14 1H15 2H15 statement + Change in inventories Change in accounts receivable Change in accounts payable (7,837) (6,890) (8,255) (6,763) (5,080) (1,427) (3,958) (2,093) 4,880 1,184 2,369 (127) (2,418) (5,837) 666 (366) (3,592) 10,135 8,951 (1,461) 3,830 Change in provisions 1,109 594 1,315 (324) 918 (600) 1,915 Change in other current assets 25 (59) 59 (11) (48) 59 Working capital change (6,903) (6,598) (8,470) 944 (7,542) (4,845) (3,625) + (Increase)/Decrease in invested capital based on CF 2013 2014 2015 1H14 2H14 1H15 2H15 statement Acquisition of PP&E (431) (653) (369) (364) (289) (95) (274) Proceeds from disposal of non-current assets 15 66 188 52 14 29 159 Invested capital change (416) (587) (181) (312) (275) (66) (115) ā†’ Etalon Group Operating Landbank Results Valuation Financial Results Selected Appendix Projects 47
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