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Investor Presentaiton

Deleveraging and Capex Plan Group wide $1.1bn capex programme over next 3 years with circa $800m on expansion and circa $300mln on maintenance capex 840 US$mln TMK 2008 445 395 402 387 314 2009 2010 2011 2012 2013E Source: TMK data Focus of capex programme has been seamless pipes and facility modernisation in Russia and US 15 Key Production Facilities mln tonnes 12 2.50 • 5 EAFs • 7 Continuous Casters • 11 Hot-Rolled Seamless Mills 2.09 ■Threading ■ Heat Treatment • 6 3.46 ■ Welded pipe 0.77 ■Seamless pipe • 0.73 CO ■Steelmaking • 1.78 2.98 • 2.03 3 3.70 2.37 0 2004 2014 pro-forma Source: TMK data 76 Cold-Rolled Seamless Mills 29 Welded Rolling Mills 37 Heat-Treatment Lines 48 Threading Lines 10 Coating Lines R&D Centres Ten manufacturing plants are ISO 14001:2004 certified and are audited annually All plants are certified with OHSAS 18001:2007 (Occupational Safety and Health Management System) 24
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