Addressed to marketing experts, analysts, directors and managers related to automobile business. From author's group

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2 Addressed to marketing experts, analysts, directors and managers related to automobile business From author's group According to the Association of European Businesses, the sales of passenger cars and LCVs in Russia exceeded the results of the last year by XX% and come up to XXX,XXX cars for the first four months of this year. At that in April Russian car market grew by XX% and as a result XXX,XXX cars were sold in the country. The LADA is a traditional leader in the Russian car market in April AvtoVAZ sold XX,XXX cars that is X% more than last year. The second place and the leadership in the foreign car market belong to Chevrolet, with XX% growth in sales up to XX,XXX cars in April. Hyundai is on the third place with XX,XXX cars sold (+XXX%). Thus, Renault went down to the fourth place XX,XXX cars (+XX%). KIA is on the fifth place this time, having increased its sales by XX% up to XX,XXX cars. TOP-10 best selling cars in April also includes: Toyota (XX,XXX cars, +XX%), Ford (X,XXX cars, +XX%), Nissan (X,XXX cars, +XX%), Daewoo (X,XXX cars, +XX%) and Volkswagen (X,XXX cars, +XX%). The LADA Kalina has been the leader of TOP- 25 best selling models in Russia for three months already, in April XX,XXX cars were sold that is XX% more than a year ago. Despite the fact that sales of this model deceased by X% to XX,XXX cars, the Priora is on the second place. The LADA Classic is still on the third place with XX,XXX cars (-X%). The fourth place belongs to the LADA Samara, which decreased its sales by XX% to X,XXX cars. The Hyundai Solaris, with X,XXX cars sold, has become the best selling foreign car of the month for the first time. The Renault Logan, the leader of four months sold X,XXX cars in April (+XX%), and kept its definite advantage over the Ford Focus, whose sales were X,XXX cars XX% more than a year ago. The LADA 4x4 is still the best selling SUV in Russia, with X,XXX cars sold (+XX%). Than comes the KIA Rio, whose sales grew X.X times up to X,XXX cars. The Daewoo Nexia is the leading imported model with X,XXX cars sold (+XX%). We also offer you the marketing report «AvtoVAZ- Renault-Nissan Alliance: Analysis of activity and prospects for suppliers» as a special review, which would help to look into nuances of new AvtoVAZ supplier network forming. The report explains AvtoVAZ purchasing development strategy, new supplier selection schemes and quality assurance procedures, which would be applied under the new alliance. With regards to all colleagues Sergey Tselikov Director of company «Automotive statistics» Contacts in Togliatti, Russia Phone/fax: +7 (8482) [email protected]

3 monthly review of the russian car market CONTENTS Russian market review russia in april 2011 The main events of the Russian car market The main events of the Russian car market Key economic indexes in the Russia Dynamics of production of cars Dynamics of sales of new cars in Russian Brand structure of the Russian market (PC) Brand structure of the Russian market (LCV) Model structure of the market in april (PC) Model structure of the market in january-april (LCV) Model structure of the market in april Model structure of the market in january-april Regional structure of foreign car sales in Russia Regional structure of foreign brand sales in Russia Regional structure of the foreign car market in april Class and type structure of the market in march Dynamics and structure of import in Russia Structure of foreign car import in Russia in april Sales forecast 2011 Review of the price policy of the main market members Prices for the best selling foreign car models (april, 2011) Prices for the best selling russian car models (april, 2011)

4 The main events of the Russian car market Kaluga plant «PSMA Rus» started the production of new Citroen С4 Citroеn launches new generation of Citroen C4 in the Russian market, the production of which was started in Kaluga plant «PSMA Rus». New Citroеn C4 is equipped by engine VTi 120 as with mechanic, so with automatic transmission. There were provided three levels of configuration for Russian market - Dynamique, Confort and Exclusive. The primary price of car with engine VTi 120 and mechanical gear box in configuration Dynamique will be from XXXXXX Roubles. Citroеn suggests new conditions of purchases financing by program Citroеn Financial Services, it was prepared especially for the launch of new C4... «Yo-mobile» are available for the order Company «Yo-Auto» started the orders acceptance for Russian hybrids «Yo-mobiles» in the special web site. At the present time the vehicles are available in bodies «van», «five-door hatchback» and crossover. The most available vehicle, only a petrol variant with front drive, costs 360 thousand Roubles. The most expensive vehicle is a double-fuel vehicle with a full drive and portable power station (the capacity of XX kilowatt and XXX volt) for the external power supply will be XXX thousand Roubles. As Auto.Lenta.Ru informed, there were ordered XXXX cars. Therewith, the individuals could order only one car and the companies could order several cars. It is specified in the web site of company that the pre-order is not an agreement for the purchase of «Yo-mobile» and it doesn t require the prepayment... «Autoframos» starts the export of Logan and Sandero in Ukraine Moscow plant «Autoframos» starts the production of Renault Logan and Sandero models for the Ukrainian market from May of The sales, which will be started in May, will be implemented through the official dealer network in Ukraine. So, Ukraine will be another country where the Renault cars of Russian production are exported. The export of Renault in Kazakhstan was started in January of 2010 and in Byelorussia - from October of As Renault remarked, the production of models for Ukraine in the plant «Autoframos» will promote the sales volumes increasing and maximum usage of production facilities and also facilities of companies components suppliers. It will permit to increase the scale of versions, which are presented in the Ukrainian market that will permit to meet the requirements of Ukrainian clients. Ukrainian clients will be the owners of petrol version of Russian assembly and concerning the diesel and gas versions they will be still delivered from Romania. The sales of Logan and Sandero were started in Ukraine from 2005 and 2008, respectively... AUTOVAZ presented a new model Lada Granta AUTOVAZ presented a new low-cost model Lada Granta, which costs from XXX thousand Roubles and it will change Lada 2107, saloon car Samara and saloon car Kalina. The new car of AUTOVAZ was developed on the platform of Lada Kalina but it was developed and mastered about XXX original vehicle sets, including the upgraded front and back suspensions and also new engine. It was presumed three power aggregates for Lada Granta cars. The configuration standard includes a X,X L engine (XXHP) and X speed mechanic transmission this combination is used in Lada Kalina cars. There was developed an upgraded 8-valves engine (90HP) with X,X L volume in configuration «norma» and «lux» for Lada Granta, which differs by simplified connecting rod and piston group, low fuel consumption and low level of noises and vibrations. This engine will be added with X speed mechanical transmission. There will be installed together with this engine upgraded cable operated transmission. The XX-valves X,X L engine (XXHP), which is installed in model Lada Priora and some configurations of Lada Kalina, will be offered to consumers as an additional option in configuration «lux»... 5

5 dynamics of production of cars Passenger cars are decreasing growth rate According to ASM-holding, XXX,XXX passenger cars were produced in Russia during the first four months of the year. that is XX.X% more than during the similar period of XXX,XXX cars were assembled in April, that is XX.X% more that a year ago. The decrease in the growth rate is due to the fact that utilization program was put in action in Russia in March 2010 and the enterprises began to increase their production for the first time after the crisis. AvtoVAZ assembled about XX,XXX LADAs in April that is XX% more than a year ago. The Izhavsk car plant manufactured X,XXX cars instead of the planned X,XXX cars. The enterprise explains the nonfulfillment of the plan as a result of shortfall in component supply... XX,XXX trucks were assembled in Russia last month. that is XX% more than a year ago. In April KAMAZ manufactured X,XXX assembly sets that is XX% more than a year ago. Since the beginning of the year the Kama car plant has produced about XX,XXX cars, chassis, assembly sets and repair kits, that is XX% more than a year ago... Trucks 40% more From January to April XX,XXX trucks were produced, that is XX.X% more than for the similar period of Buses «went» down The bus production in Russia has grown by X.X% up to XX,XXX buses for the first four months of We should mention that it is the least positive dynamics as compared to passenger car and truck production. At that in April the bus plants decreased its production volume by XX.X% to X,XXX buses. The decrease in the bus market is explained by the market participants with suspension of regional budget support governmental program. From January to April NefAZ manufactured XXX passenger buses, that is XX.X% more than a year ago. Dynamics of production of passenger cars in russian in

6 Dynamics of sales of new cars in russian Dynamics of sales of passenger cars in on months Dynamics of sales of passenger cars in russian in dynamics of sales of passenger cars in russian in Month Chang.,% 2011 Chang.,% January February March April May June July August September October November December Total Source: data from АЕB, excluding segment LCV 9

7 BRAND STRUCTURE OF THE russian MARKET sales of passenger cars in russia in April (BY brand) LADA, incl UAZ Bogdan GAZ Total Russian Chevrolet Hyundai Renault KIA Toyota Nissan Ford Daewoo Volkswagen Mitsubishi Skoda Opel Suzuki Peugeot Audi Mazda Mercedes BMW Citroen SsangYong Honda Chance Lexus FIAT Lifan Volvo Land Rover Subaru Vortex Great Wall Geely Infiniti Chery Cadillac Porsche Haima SEAT MINI Jaguar Jeep TagAZ Dodge Chrysler Alfa Romeo BYD Hummer SAAB Total foreign cars TOTAL Brand April 2010 April 2011 Share, % Change, % Source: data from АЕB 11

8 model structure of the Russian market Sales of passenger cars in russia in April (by model) Model LADA Kalina LADA Priora LADA 2105/2107 LADA Samara Hyundai Solaris Renault Logan Ford Focus LADA 4x4 KIA Rio Daewoo Nexia Chevrolet Niva Opel Astra Renault Sandero Daewoo Matiz Chevrolet Lacetti Volkswagen Polo Chevrolet Aveo Skoda Octavia A5 Chevrolet Cruze KIA Cee'd Toyota Camry Toyota RAV 4 Toyota Corolla Mitsubishi Outlander XL LADA 2104 Nissan Qashqai Nissan New X-Trail Mitsubishi ASX KIA Sportage KIA New Cerato Peugeot 308 ZAZ Chance Skoda Fabia Suzuki SX4 UAZ Patriot Suzuki Grand Vitara Hyundai Accent Volkswagen Tiguan Mitsubishi Lancer X Renault Fluence Nissan Note Hyundai Elantra NEW Toyota LC Prado Ford Mondeo Nissan Tiida Toyota LC 200 Lifan Solano SsangYong Kyron Honda CR-V Volkswagen Golf Apr. 10 Apr. 11 Chan. Model Apr. 10 Apr. 11 Chan. Toyota Highlander Mazda3 Volkswagen Touareg Nissan Teana New Hyundai Santa Fe FIAT Albea Hyundai ix35 Mazda CX-7 Lexus RX Mazda6 Vortex Tingo Mercedes E-Klasse Hyundai i30 Mitsubishi Pajero Sport Renault Megane Nissan Pathfinder Skoda Yeti UAZ Hunter BMW 1 KIA New Sorento Bogdan 2110 Mitsubishi Pajero - IV KIA Picanto Audi Q5 Opel Zafira KIA Soul Peugeot 3008 FIAT Doblo Panorama Mitsubishi L200-IV Volkswagen Passat CC Opel Corsa Subaru Forester Citroen C4 SsangYong New Actyon Nissan Murano New Nissan Almera Volkswagen Golf Plus Audi A4 Geely MK Ford Kuga Lexus LX Volvo XC90 Land Rover Freelander 2 KIA Venga Audi A6 Mercedes GLK-Klasse Honda Civic Volvo XC60 Opel Antara Great Wall Hover Source: data from АЕB 15

9 Regional structure of foreign car sales in Russia foreign brands sales in russia in April (by regions) Region April 2010, un. Share,% April 2011, un. Share,% Change,% Central Federal District Moscow Voronegh region Tula region Ryazan region Yaroslavl region Tver region Vladimir region Belgorod region Moscow region Lipetsk region Kursk region Kaluga region Bryansk region Tambov region Ivanovo region Orlov region Kostroma region Northwest Federal District St. Petersburg Vologodskiy region Murmansk region Karelia republic Komi republic Kaliningrad region Arkhangelsk region Novgorod region Pskov region South Federal District Krasnodar krai Rostov region Volgograd region Astrakhan region North Caucasus Federal District Stavropolskiy krai Privolzhskiy Federal District Nizhniy Novgrod region Bashkortastan republic Tatarstan republic Samara region Perm region Saratov region Orenburg region Udmurt. republic Penza region Kirov region Ulyanovsk region Mariy El republic Chuvashskaya republic Uralski Federal District Sverdlovsk region Tyumen region Chelyabinsk region Kurgan region Siberian Federal District Kemerovo region Krasnoyarsk krai Novosibirsk region Irkutsk region Altay krai Omsk region Tomsk region Far East Federal District Primorskiy krai Other TOTAL Estimation of АА «AUTOSTAT» based on the data from АЕB, included data on sales of commercial vehicles (Fiat Ducato, Mercedes-Benz Sprinter, Citroen Berlingo, Hyundai Porter and other) 20

10 CLASS AND TYPE STRUCTURE OF THE MARKET structure of the passenger car market by classes Class April 2010 Share, % April 2011 Share, % A B C D E F Coupe/Cabrio/Roadster SUV MPV PickUp Total structure of market of passenger cars by type of body Body type April 2010 Share, % April 2011 Share, % Coupe/Convertible/Roadster Hatchback Minivan/Kompaktven Pickup Sedan SUV Wagon Total the structure of the passenger car market in terms of engine Engine volume April 2010 Share, % April 2011 Share, % To 1 l including From 1 to 1.2 including From 1.2 to 1.4 including From 1.4 to 1.6 including From 1.6 to 1.9 including From 2.0 to 2.5 From 2.5 to 3,0 From 3.0 to 4.0 Over 4.0 Total 22

11 Sales forecast 2011 AUTOSTAT analytic agency prepared the forecasts of the passenger car market development twice a year. The forecast was included in the marketing reports «Russian Passenger Car Market. Results, Trends, Prospects». Our partners and customers considered this subject to be interesting and suggested decreasing the period between the forecasts. The fact of the matter is that for the six months there are a number of new circumstances and events, which are impossible to predict a priori, but affect the market significantly... Lada UAZ Chevrolet Renault KIA Hyundai Toyota Ford Nissan Daewoo VW Mitsubishi Skoda Opel Suzuki Mazda Peugeot Mercedes-Benz Audi BMW Citroen Honda SsangYong Chance Lexus FIAT Lifan Volvo Land Rover Subaru Other TOTAL Sales forecast 2011 Class Share, % 4 мес Share, % 27

12 PRICES FOR CARS in April Prices of cars of foreign brands (rubles) Brand, model April 2011 May 2011 Change, % Audi A1 S3 A3 A3 Cabrio TT A4 A4 Avant A4 Allroad S4 S4 Avant A5 Q5 A6 A6 Avant А8 R8 BMW ActiveHybrid 7 X3 X5 X6 X1 Z4 Cadillac CTS SRX Escalade 2011 Escalade Hybrid 2011 ZAZ Chance Chery Tiggo Kimo QQ6 CrossEastar M11 Chevrolet Aveo Aveo hatchback 3d Aveo hatchback 5d Aveo sedan Captiva Epica Lacetti Lacetti sedan Lacetti hatchback Lacetti wagon min max min max min max 29

13 Address: Noviy pr., 8, office 302 Togliatti, Samara reg., Russia Post address: Togliatti, post box 1461 Phone: +7 (8482) , (499) URL: tos tat.ru about the company The analytic agency «Automotive statistics» (the abbreviation «AUTOSTAT») is functioning on the russian informative market since Until that moment, the leading analysts of the company had prepared and published four annual reference books «Automotive market of Russia». The demand on these editions and their high evaluation by the players of market let marketing studies of the automotive market become the main activity of the new born agency AUTOSTAT. The experience of workers of the agency in the automotive and financial areas, the specialization on the automotive subject helps to create the marketing reports in actual subjects. our clients In course of work of the agency, our reports were bought by over 1000 companies, among them are: manufacturers of cars and automotive components, the leading Russian and foreign consulting agencies, big banks and insurance companies. Here are some of them: PricewaterhouseCoopers, Ernst & Young (CIS) B.V., Boston Consulting Group, Booz Allen Hamilton Inc, Deloitte & Touche CIS, RL Polk Marketing systems, Roland Berger Strategy Consultants, Frost & Sullivan, McKinsey & Company, Mitsui & Co.Ltd, Toyota Motor, Nissan Motor Rus, Volkswagen Group Rus, BMW Rusland Trading, Amtel Vredestein, Continental Tires Rus, Dupont Russia, Varta Buttery GmbH, ZF Trading GmbH, Robert Bosch, BASF, AVTOVAZ, Sollers, GK «SOK», ZAZ SeAZ, «Gazpromrazvitie», «Rossgos - strah», «Ingosstrah», ROSNO, «Ugoria», «Europlan», «Alfabank», bank «Russian standard», MDM and many others. our products The reference book «Automotive market of Russia» is published once a year. There are totals of development of the Russian market for the previous year, different estimations, including financial ones, and forecast of further development of the market. The reference book includes three parts: production, sales and park of automotive technics in Russia. Marketing reports are published monthly. They analyze separate segments of the automotive market. The main method of preparing of reports is information research method. The sources of information are data of the Association of the European Business in Russia, GTK, GIBDD, as well as own database and information, get from companies participants of market. made researches reference book: «Automotive market of Russia » Date of release , format A4, number of pages MARKETING REPORTS: «The foreign cars in Russia results of 2010 and perspectives» Date of release , format A4, number of pages - 84 «Car industry of Russia. Results of 2010 and perspectives» Date of release , format A4, number of pages - 55 «Market of passenger cars results of 2010, tendencies, forecasts» Date of release , format A4, number of pages - 35 «Assembly and localization of foreign cars in Russia -2010» Date of release , format А4, number of pages - 74 «Dealer networks of carmakers in Russia» Date of release , format A4, number of pages «Regional used passenger cars markets 2010» Date of release , format A4, number of pages «Structure and forecast for LCV park in Russia» Date of release , format A4, number of pages - 60 «Automotive statistis. Key figures» Date of release , format A4, number of pages - 21 «Market of passenger cars in Russia. Results of six months of Tendencies and prospects» Date of release , format A4, number of pages - 35 Founder Director Author s group Translation Marketing division Design, pageproofs Spreading Outcome date ООО «Autostat» Sergey Tselikov Sergey Udalov Andrey Toptun Azat Timerkhanov Alexander Chuprov Inga Zayceva Svetlana Kuzmina Evgenia Karpova Vedy Co Violetta Toptun Nataliya Kaligyashkina Elena Almakaeva Address delivery in Russia and abroad 03 june 2011 Orders on acquirement of current and following marketing researches are taken via [email protected], amr@au tos tat.ru, [email protected], [email protected] and phones: +7 (8482) , , +7 (499) It is necessary to put in your order: requisites of your organization, leader`s name and surname or customer`s one including a job title, telephone/fax numbers, full postal address including index. Then you will be given a bill to pay order. Delivery cost is included. No part of the marketing report «Monthly review of the russian car market» may be reproduced, stored in a retrieval system or transmitted in any form or by any means without the written permission of ООО «Autostat». Spreading of information via Internet is forbidden.