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Investor Presentaiton

TMK 9M 2018 vs. 9M 2017 Summary Financial Highlights Sales were up YoY across all divisions Revenue increased YoY, driven by improved results at all three divisions Thousand tonnes 7% YoY 3,000 2,400 1,800 2,798 2,987 1,200 600 0 9M2017 9M2018 US$ mln 4,000 20% YoY 3,000 2,000 3,835 3,191 1,000 0 9M2017 9M2018 Adjusted EBITDA increased YoY, driven by a stronger performance at all three divisions. Part of the increase was offset by a negative currency translation effect at the Russian division Net profit decreased YoY, due to a loss on disposal of subsidiaries recorded in 3Q 2018 17% YoY 600 18% 14% 500 14% 15% 400 12% սլա $ՏՈ 522 300 9% 444 200 100 0 do do do 6% 3% 0% 9M2017 9M2018 Source: TMK data EBITDA margin, % 40 40 US$ mln 50 40 54 50 30 20 20 46 -57% YoY 10 20 0 9M2017 9M2018
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