Investor Presentaiton
2
Over 2/3 of Revenue from High Growth Retail, Consumer and E-
Commerce
G-Globaltruck
Diverse End Market Exposure Ensures Business Resilience and Participation in Key Growth Trends
Direct exposure to strong retail growth trajectory...
Retail Chain Stores by Region[1]
(# in k)
... and benefit from expanding e-Commerce sector
Russian e-Commerce Market
(RUB bn)
3.9
1H2018 Revenue[2]
2,041
CAGR 29.2%
3.1
1.1
Retail &
Consumer
E-Commerce
& Parcel
CAGR 14.2%
1,855
1,672
2.5
0.6
22%
1,479
0.4
1,286
1.8
42%
1.4
0.3
3,582
RUB bn
1,099
920
IN
2.8
2.5
2.1
1.5
1.2
2013
2014
2015
■ Urals ■ Siberia
2016
2017
1H 2017 Transportation Revenue[3]
2016
2017E 2018E 2019E 2020E 2021E 2022E
1H 2018 Transportation Revenue[3]
OCDEK
2,849
RUB mln
13%
OCDEK
DPD
CTD
DPD
CTD
ПЭК
22%
3,256
RUB mln
Source: Company information (customer breakdown by industry), public company disclosure of Magnit, X5 Retail, Dixi, Lenta (retail chain stores by region).
Notes: [1] Based on stores of Magnit, X5 Retail, Dixy and Lenta.
[2] Revenue from transportation and freight forwarding only
[3] Revenue excluding revenue from forwarding and other revenue
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