Investment and Regulation In Microfinance. Frankfurt, Germany July 11, 2011

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Investment and Regulation In Microfinance Frankfurt, Germany July 11, 2011

Started in the mid nineties Microfinance in Georgia Stimulates income to make clients sustainable rather than direct poverty alleviation 55 registered MFIs, including 6 institutions having profile at MIX Market which conducts real micro-lending and demonstrates some extent of social responsibility For the beginning of 2011: USD 129 million Loan Portfolio; USD 174 million Total Assets; More than 90,000 active clients Market Share - up to 3.6% of total financial market

Georgian Financial Market Financial Institutions 2007 2008 2009 2010 Commercial Banks 18 20 19 19 Non-Bank MFIs 15 27 38 49 Credit Unions 24 18 18 18 Insurance Companies 15 13 14 16 Credit Portfolio (USD) 2007 2008 2009 2010 Commercial Banks 2,883,475,682 3,595,008,900 3,076,604,656 3,531,535,082 Non-Bank MFIs 35,719,055 67,598,198 77,179,625 129,473,299 Credit Unions 605,496 824,764 910,397 884,629 TOTAL PORTFOLIO $2,919,800,234 $3,663,431,862 $3,154,694,678 $3,661,893,010

Microfinance Regulation in Georgia The legal status of all non-bank MFIs in Georgia is regulated by the Law on Microfinance Organizations adopted on the 18 July 2006 The Law defines a microfinance organization as a legal entity in the form of limited liability company or joint stock company, registered on the basis of its application to the National Bank of Georgia The Law defines the notion and amount of micro credit: the maximum loan amount per borrower should not exceed 50,000 Georgian Lari (about $ 30,000) Clause 4/3 explicitly prohibits microfinance organizations from taking deposits from physical or legal persons The Law regulates the audit, record-keeping and reporting obligations of microfinance organizations

Permitted activities for MFIs Providing micro loans to legal and physical persons, including consumer, pawn shop, mortgage, non-collateralized, group and other loans (credits); Investment into government and public financial papers; Money transfers; Acting as an agent for an insurance company; Consulting work related to micro lending activities; Receiving loans (credits) from resident and non-resident legal or physical entities; Hold shares in other legal entities which should not exceed 15% of microfinance organization s statutory capital; Other financial services contemplated by the legislation of Georgia, including micro-leasing, factoring, currency exchange transactions, issuance, sale and other transactions related to notes and bonds.

Non-Bank Microfinance Sector $180.000.000 $160.000.000 $140.000.000 $120.000.000 $100.000.000 $80.000.000 Total Assets Loan Portfolio Equity $60.000.000 $40.000.000 $20.000.000 $0 2007 2008 2009 2010

MFI Market Share - 2010 Credit Portfolio 40,3% 25,7% Credo Finca Crystal 19,3% Lazika 2,5% 6,0% 6,2% Alliance Other (50)

JSC MFO CRYSAL 1995 - Establishment as a local NGO focusing on IDPs (CHCA) 1998 - Starting micro-lending activities 2004 - Instituted as Crystal Fund (independent MFI) 2007 - Transformation into commercial MFI (JSC MFO Crystal) 2011 - Credit Portfolio: USD 9 million; Active Clients: 8,500; 15 offices.

JSC MFO CRYSAL The Mission of Crystal is to offer a wide range of high quality financial services to micro and small entrepreneurs throughout Georgia Our Vision is to become a leading microfinance institution in Georgia known for quality of service, its innovative business model, a cohesive corporate philosophy, a focus on regional development and a commitment to social responsibility Core Values of Crystal: - Responsibility - Transparency - Accessibility - Partnership - Professionalism

Financial Services Micro Loans; Remittances, Currency Exchange, Communal Payments Loans to micro-entrepreneurs and farmers Loans for existing businesses and start-ups Loan size: $ 100 - $ 10,000 (max. up to $ 30,000) Interest rates: 20% - 36% Maturity: 4-36 months No collateral for loans up to $ 5,000 Focus on regions: 95% of portfolio is located outside Tbilisi 42% - rural clients; 49% - female Access to GEL financing for agro businesses clients

$9.000.000 Loan Portfolio Growth $8.000.000 $7.000.000 $6.000.000 $5.000.000 $4.000.000 $3.000.000 $2.000.000 $1.000.000 $0 2004 2005 2006 2007 2008 2009 2010

Important Facts First Georgian MFI receiving commercial credit (2003) First Georgian MFI conducting Credit Rating (2003) First Georgian MFI conducting Social Rating (2010) First Georgian NGO transforming into commercial MFI (2007) Silver prize in Mix Market for Social Performance Reporting Winner in Smart Campaign - Plain Language Loan Contract 90% of portfolio growth in 2010

Financial Sources EBRD IFAD DWM / SNS Institutional Fund MicroVest Oikocredit Incofin / Rural Impulse Fund Symbiotics / Finethic Microfinance CSA / Dual Return Fund ResponsAbility SICAV Micro Credit Enterprises TBC Bank Deutsche Bank Cordaid Blue Orchard Oxfam/Novib Fund

Debt Funding $8.000.000 $7.000.000 $6.000.000 $5.000.000 $4.000.000 $3.000.000 $2.000.000 $1.000.000 $0 2005 2006 2007 2008 2009 2010

Statistics INDICATORS 2010 2009 2008 2007 Loan Portfolio $ 8,084,772 $ 4,269,662 $ 4,135,751 $ 4,704,022 Total Assets $ 9,172,050 $ 5,592,366 $4,701,912 $ 5,165,816 Average Loan Size $ 1,461 $ 1,441 $ 1,230 $ 812 Portfolio at risk (>30) 0.34% 2.59% 1.79% 0.40% Write-offs 1.8% 4.6% 0.2% 1.3% Operational Self-Sufficiency 134% 118% 129% 123% Profit Margin 23% 18% 21% 19% Portfolio yield 44% 46% 48% 41% ROA 8.1% 4.1% 8.1% 5.2% ROE 34.7% 16% 35.4% 22.5% Financial Cost Ratio 8.1% 5.9% 7.9% 8.1% Debt / Equity ratio 3.62 2.87 2.63 4.06 # of Active Clients 7,511 4,534 4,104 6,365 % of Female Clients 50% 51% 49% 48% # of total Personnel 100 85 70 58 # of total branches/outlets 15 14 13 12

Restriction of taking deposits Limited maximum loan size Challenges and Obstacles Not recognizing Loan loss reserve as expense item Does not differentiate classical MFIs from pawnshop and purely commercial financial institutions Unstable political environment (Country risk) Conflict zones High Inflation (14%) Unstable Local Currency Lack of business experience Limited Market

THANK YOU! Prepared by: Malkhaz Dzadzua, CEO #72 Tamar Mepe St. Kutaisi, 4600 Georgia Tel: (+995 431) 25 33 43 Fax: (+995 431) 24 59 93 Mobile :+995 57 462 865 www.crystal.ge