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Investor Presentaiton

Accumulated economic buffer to curb Covid-19 crisis (1/2) 2020 GDP in current prices US$ 156bn GDP per capita dynamics, US$ 2017 US$ 2,640 +17% US$ 3,097 2018 +18% Comments In 2020, Ukraine's real GDP has declined by 4.0% which is significantly lower than projected by the government (-4.8%) and the IMF (-7.2%). In Q1 2021, the real GDP has contracted by 2.2% followed by the preliminary growth of 5.4% in Q2 2021 YTD 2021, the key economic sector outputs started to return to upward trend while remaining rather mild. Both agriculture (2.5% y-o-y in Jan-Jul 2021) and industrial production (1.8% y-o-y in Jan-Jul 2021) demonstrate increase while construction index remains relatively unchanged (0.2% y-o-y in Jan-Jul 2021) Despite Covid-19, the private consumption remained strong in Q1 2021 after quick return to growth in Q3 2020, while the fixed capital accumulation remains negative Key economic sectors output growth (y-o-y)¹, % Real GDP growth (y-o-y)², % 3.4% 3.2% 2.4% 2.5% (4.0)% (2.2)% 5.4% 4.0% 3.4% 3.4% 2016 2017 2018 2019 2020 Q1'21 Q2 '21 2021E 2022E 2023E Sources State Statistics Service of Ukraine Component contribution into real GDP growth, % 55% 45% 2019 US$ 35% 3,663 25% 15% +2% 5% (5%) (15%) US$ 3,727 (25%) 2020 (35%) September 2021 Jan Agriculture Construction 7.4% 7.0% 6.3% 5.9% 2.8% 2.5% 1.8% 2.3% 2.0% 3.9% 3.8% 1.2% 1.8% 2.5% 0.2% (0.9)% Private consumption (3.2)% (3.8)% (3.9)% ■Gross fixed capital accumulation Industrial production index (5.9)% Jan-Apr Jan-Jul (7.5)% 2016 2017 2018 2019 Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 2016 Jan-Apr 8 Jan-Jul 2018 2019 Jan-Oct Jan Jan-Apr Jan-Jul Jan-Oct Jan Jan-Jul Jan-Apr Jan-Oct Jan Jan-Apr Jan-Oct 8 Jan-Jul Jan Jan-Apr 8 Jan-Jul 2020 2021 Jan-Oct Jan Source State Statistics Service of Ukraine Source State Statistics Service of Ukraine Notes 1 2 To the corresponding period of the previous year on a cumulative basis 2021-2023 data according to the latest IMF's projections 6
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