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Investor Presentaiton

En+ GROUP En+ Group Annual Report 2021 STRATEGIC REPORT CORPORATE GOVERNANCE FINANCIAL STATEMENTS APPENDICES BUSINESS MODEL THE POWER OF OUR INTEGRATED AND SUSTAINABLE BUSINESS En+ Group benefits from its unique base of tightly-integrated assets that results in a fully integrated and highly self-sufficient green business model. A substantial degree of vertical integration provides the Group with significant advantages and additional sources of growth. INPUTS Assets We have a total installed electricity capacity of 19.4 GW (15.1 GW from low-carbon hydropower generation and 4.3 GW from thermal power). Our aluminium production capacity is 4.2 mtpa. Research and development The Company performs vast research and development activities to introduce environmentally friendly technologies into production cycles to save resources and reduce costs. Raw materials Bauxite production capacity of 20.6 mtpa and alumina production capacity of 10.7 mtpa. The Group is c.77% self- sufficient in bauxites and nephelines. More than 98% of aluminium production energy needs are met by hydro and other carbon-free power sources. People We have c.90,000 employees across over 60 sites in 12 countries, and are considered one of the largest employers in Russia. Financial Strong and resilient cash flow with industry-leading EBITDA margins. 26.25% Strategic investment in Norilsk Nickel (USD 12.4 bn) Read more at p. 41 POWER SEGMENT Coal Water 5 hydropower plants coal production in 2021 Hydropower 17.7 TWh of electricity production in 2021 14.4 mt 16 combined heat and power plants Thermal power 12.7 TWh of electricity production in 2021 28.5 mn Gcal of heat production in 2021 + Electricity transmission and distribution +41,000 km 50.5 TWh of power lines in our networks of electricity distributed Electricity trading and retail - Capturing additional margin - Direct access to consumers 20.3 TWh sales in 2021 - USD 1,525 mn electricity - USD 465 mn heat Hydropower from the Power segment is used to refine raw materials and produce aluminium by the Metals segment in Siberia. More than 98% of aluminium production energy needs are met by carbon-free power sources. METALS SEGMENT Bauxite 15.0 mt production in 2021 Alumina 8.3 m production in 2021 Nepheline 4.4 mt production in 2021 >100% % self-sufficiency in alumina Primary aluminium production 3.8 m production in 20212 OUTPUTS Social The Group remained focused on ensuring the health and safety of its employees, maintaining stable operations and providing support to the regions of operations. The Lost Time Injury Frequency Rate of the Group showed a reduction compared to 2021 due to successful prevention of group injury cases. C. USD 55m mn total social investments and charitable projects in 2021 Environmental In 2021, En+ Group announced ambitious decarbonisation targets and disclosed the detailed roadmap of initiatives that will enable the Group to reduce its greenhouse gas emissions by at least 30% by 2030, and to be net zero by 2050. 11% reduction in GHG emissions at smelter in 2021 compared to 20141 Sales volumes 3.9 mt aluminium sales 2.0 mt VAP sales - USD 9,966 mn primary aluminium and alloys - USD 610 mn alumina - USD 515 mn semi-finished products and foil Read more at p. 32 Financial Reflecting the improved pricing environment, adjusted EBITDA increased to USD 3,992 million from USD 1,861 million, driven by a 45.4% y-o-y increase in London Metal Exchange aluminium prices, as well as an increase in electricity production y-o-y of 10.0%. EBITDA margin reached 28.3% compared to 18.0% in 2020. USD 14.1 bn revenue 26 A commitment to high international standards of corporate governance and social responsibility underpins our business model and strategy. Including Onda HPP. Preliminary data, being verified as part of En+ Group 2021 Sustainability report preparation. Excluding Boguchany Aluminium Smelter (BOAZ), a joint 50/50 project of RUSAL and RusHydro. 27 22
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