Investor Presentaiton
GGlobaltruck at Glance
Leading Russian Full Truck Load ("FTL") trucking group[1]
Top player in a Blue-Chip customer segment
Contribution to Transportation Revenue 1H 2018
2
Other METRO
3% 5%
Other Logistics
3%
FM>LOGISTIC 1%
11%
In Urals, Siberia and
Far East[2]
#2 in Russia[2]
DB SCHENKER1%
XPOLogistics1%
Other E-Commerce
3%
& Parcel 4%
CDEK 2%
14%
22%
DPD
12%
Modern fleet and infrastructure as of 2018 year end
22%
1,363
Trucks with an average
age of 2.6 years
1,481
Trailers (tents and
refrigerators)
6
Certified service
centers
Track record of growth
Revenue CAGR 2015 - 1H 2018
14.9%
Notes: [1] MegaResearch data for 2016 (by average fleet size).
[2] Excluding captive truck fleet.
GTD 5%
ПЭК 9%
GGlobaltruck
IKEA
3% O'KEY
2% Detsky MIR
2% X5RETAILGROUP
2% OBI
1% MATHHT
1%
3% Other Retail
2%
KATPEH
2%
PROTEK
20%
2%
Unilever
19%
2% Henkel
2%
MAKFA
1%
FERRERO
1% ROCHER
1% P&G
Nestle
7%
Procter & Gamble
Other Consumer
Other MIB 13%
2%
2%
UMMC
RMK 1% 1%
EEVRAZ
M
Retail Consumer
E-commerce & Parcel
Key financials for 1H 2018
Manufacturing, Industry and Bulk
Logistics
Other
Revenue
3,593 RUB mln
EBITDA
549 RUB mln
Net debt/ LTM EBITDA
2.64x
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