Renewable Energy Business Overview slide image

Renewable Energy Business Overview

Private large portfolio companies EXTERNALLY VALUED WATER UTILITY BUSINESS OVERVIEW (CONT'D) GEORGIA CAPITAL OPERATING HIGHLIGHTS REVENUE HIGHLIGHTS Total 119 127 135 149 163 131 38 60 99 152 Energy 3Q21 9M21 EBITDA 2015-2019: +54% +91.9% + 54.0% Electricity sales (KWh million) 32.2 Change (y-o-y) +121.9% 106.7 +139.6% Average electricity sales price (tetri/kWh) 11.6 10.5 GEL million 20 9 10 9 10 14 6 + 58.2% 5 GEL million 95 83 73 69 62 97 63 + 94.6% 140 143 5 138 110 117 125 125 2 Change (y-o-y) -6.1% -17.3% 94 94 50 40 21 55 36 Self-produced electricity consumption 48.9 137.9 2015 2016 2017 2018 2019 2020 3Q20 3Q21 9M20 9M21 2015 2016 2017 2018 2019 2020 3Q20 3Q21 9M20 9M21 Change (y-o-y) +1.1% Electricity generation (KWh million) 81.1 +2.8% 244.6 Water supply revenue Energy revenue OPERATING AND INVESTING CASH FLOW SELF-PRODUCED ELECTRICITY CONSUMPTION Change (y-o-y) +29.0% +36.8% FCF 17 (2) (58) (66) 17 4 7 30 (1) 29 125 105 2015-2020: -45.2% Water Utility 3Q21 9M21 Water sales (million m³) 37.9 109.0 Change (y-o-y) -13.4% -13.2% New Connections 1,132 2,898 Change (y-o-y) -11.8% +7.0% GEL million 35 52 62 59 76 60 47 5256 3432 69 42 40 35 34 17 12 9 2015 2016 2017 2018 2019 2020 3Q20 3Q21 9M20 9M21 Cash-flow used in investing activities1 Cash-flow from operating activities 2 Georgia Capital PLC 1. Cash flow used in investing activities includes Capital expenditures. 2. Cash flow used in operating activities includes Maintenance capex. kWh million + 1.1% + 2.8% 319 256 239 193 174 175 134 138 48 49 2015 2016 2017 2018 2019 2020 3Q20 3Q21 9M20 9M21 66
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