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Investor Presentaiton

U.S.$ mln 2Q 2014 vs 1Q 2014 Revenue by Division Revenue 1,200 5% 1,000 800 600 -1% 981 1,030 400 200 U.S.$/tonne Revenue per Tonne* 3% 1,800 -3% 1,500 12% 1,200 900 1,665 1,713 1,565 1,350 1,308 1,401 600 7% 418 415 300 67 71 0 Russia America Europe ■ 1Q2014 ■ 2Q2014 0 Russia America Europe ■ 1Q2014 ■ 2Q2014 Revenue for the Russian division increased mainly as a result of the growth in welded pipe volumes and especially in LDP sales. Revenue for the American division decreased primarily due to lower seamless and welded pipe sales, which was partially compensated by higher pricing and favorable sales mix. Revenue for the European division increased as a result of higher steel billet sales. Source: Consolidated IFRS Financial Statements, TMK data NNote: * Revenue /tonne for the Russian and American divisions is calculated as total revenue divided by pipe sales. Revenue for the European division is calculated as total revenue divided by (pipe+billet sales) Russian division revenue per tonne decreased QoQ due to unfavorable mix of welded pipe. ■ American division revenue per tonne increased QoQ due to more favorable sales mix in seamless and welded pipe. European division revenue per tonne increased QoQ due to favorable sales mix and positive effect of currency translation. CCertain monetary amountsppercentages and other figures included in this presentation are subject to rounding adjustments. Totals therefore do not always add up to exact arithmetic sums. 22 TMK
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