Portfolio Overview & Capital Allocation slide image

Portfolio Overview & Capital Allocation

Private investment stage portfolio companies INTERNALY VALUED RENEWABLE ENERGY BUSINESS VALUATION OVERVIEW VALUE DEVELOPMENT OVERVIEW | 4Q20 (GEL MILLION) Change q-o-q +2.4% NMF +4.2% 478 11 489 210 (279) EQUITY FAIR VALUE COMPOSITION AT 31-DEC-20 (GEL MILLION) 41 Total value 210 Enterprise value Increase in EV 30-Sep-20 VALUATION HIGHLIGHTS Enterprise value 31-Dec-20 169 Net debt Equity value 31-Dec-20 ■Operational assets Pipeline projects GEL million, unless noted otherwise 31-Dec-20 30-Sep-20 Change 31-Dec-19 Change Valuation method Multiples² Multiples² NMF Cost² NMF Enterprise value 489 478 11 NMF NMF EBITDA1 27.3 26.5 0.8 NMF NMF Selected EV/EBITDA multiple 9.7x 9.7x NMF NMF NMF Investments at cost (EV) 224.63 221.6 3.0 NMF NMF Net debt (279.4) Equity value 209.9 (277.2) 201.5 2.2 NMF NMF 8.4 106.7 NMF Georgia Capital PLC | 1) Run-rate and LTM EBITDA was used for the calculation purposes for different assets. 2) Renewable Energy was valued internally. The valuation method used was market approach (multiples) cross checked with income approach (DCF) in 2020 and cost in 2019. 3) Investments at cost at 31-Dec-20 include: Mestiachala and pipeline projects. GEORGIA CAPITAL eslagv 63
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