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Investor Presentaiton

Coverage by population Georgian utility market overview Largely privatized utility sector with high barriers to entry ■ Utilities sector represents ~3% of total economic output in Georgia and is constantly growing at a sustainable rate (CAGR 8.3% in 2006 - 2016) Bulk of sector players are natural monopolies and the barriers to entry are high Large part of the industry is privatized, except for the fraction of WSS utilities and irrigation Reforms are in progress in utilities sector to approximate the sector with EU energy regulations in accordance to Georgia's undertaking under the Association Agreement with the EU ■ Georgian National Energy and Water Supply Regulatory Commission (GNERC) is an independent body that regulates the utilities market ■ GNERC is independent from the Government of Georgia and has no direct supervision from any state authorities and its independence is guaranteed by a legally mandated, self-sufficient revenue stream from the regulation fees paid by utility market participants (0.3% of the utility revenues) The sector is regulated by the set of laws, by-laws and government decrees on tariff setting, utilities (water, electricity, natural gas) market rules, grid / network codes, legislation on licensing, resource extraction and environmental accountability GGU - only profitable player on Georgia's WSS market 63.4% 70.1% ■ 36.6% Water ■GGU - State Electricity (privatized) GEORGIA CAPITAL 29.9% ■ Telasi (Tbilisi) ■ Energo-Pro (regions) 7.0% 29.9% Natural Gas (privatized) KazTransGas (Tbilisi) ■ Socar Group ■ Other Largely depreciated water and sanitation infrastructure with average water losses at c. 70% (4-5 times higher than in western Europe) Average collection rates from households in Georgia - c. 50% GGU's average collection rates - around 96% Water utilities other than GGU heavily subsidized by state 63.1% c. 47% of the population serviced on the municipal level with bad service quality, frequent interruptions and poor coverage Page 44
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