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Investor Presentaiton

En+ GROUP BUSINESS REVIEW Assets overview En+ Group Annual Report 2021 STRATEGIC REPORT CORPORATE GOVERNANCE FINANCIAL STATEMENTS Taishet aluminium smelter was opened in December 2021 to produce aluminium 428.5 kt per year Projects BEMO project The Boguchany (BEMO) project involves the construction of the 3,000 MW Boguchany HPP (average annual electricity output: 17.6 billion kWh) and the Boguchany Aluminium Smelter capable of producing 600 kt of metal per annum in the Krasnoyarsk Territory in Siberia. The construction of the Boguchany Aluminium Smelter is divided into two stages (each stage with capacity for 298 kt of aluminium per annum). The first part of the first stage (149 kt of aluminium per annum, 168 pots) was launched in 2015, and the second part of the first stage was launched in March 2019. In May 2019, the first stage of the smelter reached its design capacity. In 2021, 292 kt of aluminium and alloys was produced, which is 2 kt more than in 2020. The second stage of the Boguchany Aluminium Smelter is to be considered with a strategic partner, RusHydro, subject to the state of the market and the availability of project financing. Boguchany HPP is the fourth step in the Angara Hydroelectric Power Chain, the largest hydropower plant project ever completed in Russia. Construction of the power plant was suspended in Soviet times due to the lack of financing, but was resumed in May 2006 by RUSAL and RusHydro, after they jointly agreed to complete it. The project's 79-metre-high and 2,587-metre-long composite gravity, rock-fill dam was completed at the end of 2011, and nine 333 MW hydropower units of the Boguchany HPP commenced operation between 2012 and 2014. The total installed capacity of all nine hydro units in operation amounts to 2,997 MW. The hydropower plant started the commercial supply of electricity to the wholesale electricity and capacity market on 1 December 2012. In 2021, the hydropower plant produced and delivered 17.238 TWh to the wholesale electricity and capacity market, which is 2.3%, or 0.4 TWh lower than in 2020. Taishet Construction of the Taishet aluminium smelter in Taishet, in the Irkutsk Region (Eastern Siberia), was started in 2006. Due to unfavourable market conditions, RUSAL decided to suspend the project in 2009. After the economic recovery and improvement in market conditions in 2016, the Board of Directors of RUSAL decided to resume the construction of LC-1 (first series) of the Taishet smelter and approved the start of preliminary work. Actual construction of the Taishet Aluminium Smelter resumed in 2017. LC-1 (first series) has a design production capacity of 352 pots, or 428.5 ktpa. Electricity consumption by LC-1 (first series) amounts to 6,370 million kWh. On 16 December 2021, the first electrolyzers were put into trial operation. ALUMINIUM SMELTERS Bratsk aluminium smelter Krasnoyarsk aluminium smelter Sayanogorsk aluminium smelter Novokuznetsk aluminium smelter Khakas aluminium smelter Irkutsk aluminium smelter Taishet Aluminium Smelter¹ Kandalaksha aluminium smelter Volgograd aluminium smelter KUBAL ALSCON² Location Installed 2020 capacity production 2021 production Capacity utilisation rate Russia (Irkutsk Region). Russia (Krasnoyarsk Territory) Russia (Republic of Khakassia) Russia (Kemerovo Region) Russia (Republic of Khakassia) Russia (Irkutsk Region) Russia (Irkutsk Region) Russia (Murmansk Region) Russia (Volgograd Region) Sweden Nigeria 1,009 ktpa 1,019 ktpa 542 ktpa 215 ktpa 1,004 kt 1,020 kt 529 kt 1,009 kt 1,019 kt 100% 100% 536 kt 99% 215 kt 215 kt 100% 297 ktpa 308 kt 303 kt 102% 422 ktpa 428.5 ktpa 422 kt 424 kt 100% 0% 76 ktpa 70 kt 63 kt 69 ktpa 128 ktpa 70 kt 117 kt 70 kt 83% 102% 124 kt 97% 0% Russia (Krasnoyarsk Territory) 298 ktpa 290 kt 292 kt 98% Russia (Krasnoyarsk Territory) Russia (Sverdlovsk Region) Russia (Sverdlovsk Region) Russia (Leningrad Region) Guinea Australia Italy Ireland Nikolaev Alumina Refinery BAUXITE MINES Jamaica Ukraine 1,069 ktpa 1,030 ktpa 900 ktpa 265 ktpa 650 ktpa 3,950 ktpa 1,085 ktpa 1,990 ktpa 1,210 ktpa 1,759 ktpa 900 kt 907 kt 85% 990 kt 977 kt 95% 916 kt 917 kt 102% 67 kt 253 kt 95% 439 kt 414 kt 64% 740 kt 742 kt 94% 0% 1,883 kt 523 kt 1,725 kt 1,878 kt 94% 448 kt 37% 1,769 kt 101% Boguchany aluminium smelter³ ALUMINA REFINERIES Achinsk Alumina Refinery Bogoslovsk Alumina Refinery Urals Alumina Refinery PGLZ Alumina Refinery Friguia Alumina Refinery Queensland Alumina Ltd.4 Eurallumina Aughinish Alumina Refinery Windalco Timan Bauxite North Urals Bauxite Mine Compagnie des Bauxites de Kindia Friguia Bauxite and Alumina Complex Guinea Bauxite Company of Guyana Inc. 5 Guyana Russia (Republic of Komi) Russia (Sverdlovsk Region) Guinea 3,300 ktpa 3,000 ktpa 3,500 ktpa 2,100 ktpa Windalco Jamaica Bauxite Company of Dian-Dian Guinea 1,700 ktpa 4,000 ktpa 3,000 ktpa 3,310 kt 2,260 kt 2,941 kt 1,423 kt 81 kt 1,752 kt 3,071 kt 3,405 kt 103% 2,274 kt 2,652 kt 76% 76% 1,544 kt 74% O kt 0% 1,863 kt 3,293 kt 47% 110% 36 1. 2 3. 4. Pro-rata share of capacity and production attributable to RUSAL. 5. Pre-operation verifications and testing began in December 2021. Alscon aluminium production is mothballed. A 50/50 joint venture of RUSAL and RusHydro. Capacity and production volumes of the BEMO project are not included to the Company's consolidated operating data. Mothballed in February 2020. Taishet aluminium smelter APPENDICES 37 54
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