Samruk-Kazyna National Welfare Fund Investment opportunities

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Samruk-Kazyna National Welfare Fund Investment openings July 2010

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Samruk-Kazyna Overview National Welfare Fund merges enter state resources in more than 400 backup organizations Key player of the modern and advancement program Effective instrument in usage of the Anti-emergency program: essential part in adjustment of budgetary division by method for direct cooperation in 4 biggest business banks of the nation essential part in adjustment of the land showcase coordinate support of the little and medium size organizations oversees contract renegotiate program Main destinations Achieving reasonable development of state economy Promoting modernization and broadening of state economy Increasing the viability of the holding and the greater part of its partners Promoting and executing huge scale speculation ventures 2

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Samruk-Kazyna Main resources

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Oil & Gas Overview Oil and gas segment – 30% of Kazakhstan' s GDP Proved oil saves - 6.5 bn tons Gas saves – 7 trillion cubic meters (3.9% of world saves) The generation of oil in Kazakhstan has expanded by 52% (2002-2009) while the creation of gas has expanded by 37% in a similar period Samruk-Kazyna support in the area KazMunayGas - vertically incorporated national oil and gas organization Development points of view Production development because of field advancements (Kashagan, Khvalynskoye, Block N and so on.) Transport foundation improvement – dispatch of Trans-Caspian Transportation System, "Kazakhstan-China" pipeline's augmentation, development of " Beineu-Shymkent " gas pipeline, Aktau port's improvement Development of nearby refinery limits up to 17 mln tons/handling overhauling Development of petrochemical branch Investment opportunities* Atyrau Oil Refinery - Oil profound preparing Complex development ($1.1 bn) Pavlodar Oil Refinery ($1 bn) Construction of petrochemical plant in Atyrau ($6.3 bn) *More data about speculation ventures – in add

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Power Current patterns Considerable hole in power supply between vitality exorbitant northern districts of Kazakhstan and vitality subordinate southern areas of the nation Local creation limits are devalued by right around 70% Competitive preferred standpoint Access to minimal effort fuel because of substantial neighborhood stores of coal, oil and gas Opportunity to create renewable vitality assets Development viewpoints Construction of 6 new warm power plants (coal or atomic) until 2030 Construction of new hydropower plants Samruk-Kazyna investment in the segment Samruk - Energy - works real power plants in Kazakhstan KEGOC - works the national power matrix, claims and works all principle and interregional transmission lines and ace substations the nation over Investment openings Balkhash warm power station ($2.4 bn) Electricity utilization in Kazakhstan (conjecture), bn kWth 2009 2024 138 125 98 Pessimistic 78,4 Basic +25% +60% +76% Optimistic

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Transportation & Telecommunications Overview Strategic topographical area High reliance of the economy on transport framework Samruk-Kazyna interest in the segment Kazakhstan Temir Zholy - national organization, syndication rail route administrator Air Astana - driving local aircraft Kazakhtelecom - real player on the media transmission advertise Investment openings Production of traveler rail bearers ($60 mln) Construction of the rail route Zhetygen – Korgas (fringe with China) ($1.1 bn ) Construction of the rail line Uzen – outskirt with Turkmenistan ($433 mln) Freight turnover in Kazakhstan, bn tkm Passenger turnover in Kazakhstan bn pkm

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Metals & Mining Overview Large saves of Uranium, Lead, Zinc, Gold, Coal 2008: generation of ferrous metals - $4.5 bn creation of valuable and non-ferrous metals – $ 4.4 bn Share of metals and mining segment altogether mechanical generation of Kazakhstan – 20% Objective – creation of high esteem included items Samruk-Kazyna investment in the segment Tauken-Samruk - national mining organization Kazatomprom - national atomic organization, actualizes the business advancement program of Kazakhstan went for formation of a vertically coordinated complex of atomic fuel cycle Investment openings Upgrade of cast iron plant ($457 mln) Steel rails creation ($309 mln) Polycrystalline creation ($388 mln)

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Chemicals Resources Kazakhstan is eleventh on the planet in mineral generation Second biggest demonstrated supplies of sulfuric corrosive on the planet Kazakhstan has 1/3 of demonstrated phosphorite saves in CIS and more than 5% of world stores Current patterns Growing interest for composts in Russia and China Annual chemicals creation grew 2,6 times in 2004-2008 years duration Local organizations deliver phosphorus, sodium bichromate, phosphoric manures, nitric manures, chromic mixes, plastics, tires, general mechanical elastic merchandise There is a capability of items enhancement (natural and nonorganic compound items, exceptional chemicals) Samruk-Kazyna investment in the segment United Chemical Company - solidifies state resources in synthetic segment Investment openings Mineral composts – Kok-Dzhon ($1.9 bn) Construction of phosphorite composts plant ($600 mln) Sulphuric Acid creation ($65 mln)

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Pharmaceuticals Current patterns Market measure – around $900 mln Growing nearby utilization – 20% normal yearly development Local generation is developing, yet covers just 10% of local market 90% of devoured pharmaceuticals are foreign Samruk-Kazyna investment in the segment SK Pharmacy - national medication and restorative hardware dispersion organization Key focal points Growth of residential creation Transparency in government buys Demand for enhanced nature of items Investment openings Construction of pharmaceuticals plant in Astana and extension of generation in Shymkent ($81 mln) National solution and medicinal gear circulation organization ($80 mln) 9

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Annex Investment ventures 10

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List of activities for potential speculators 11

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Atyrau Oil Refinery Oil profound preparing Complex development Background Total venture cost: $1.1 bn Capital structure: value - $1 mln, obligation - $1,099 mln Implementation period: 2011 - 201 4 Key venture preferences High esteem included creation: Increase in handling profundity up to 82% Production of high-octane refined items High environmental benchmarks: Euro - V Domestic piece of the overall industry's expansion for high-octane oil items Manpower: development – 2507, upkeep - 391 Investment Opportunities Debt financing 12

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Pavlodar Oil Refinery Background Reconstruction and modernisation of Pavlodar Oil Refinery to build yearly creation ability to: engine fuel – 2 million tons stream fuel – 132 thousand tons diesel fuel – 2 million tons fuel oil – 252 thousand tons Total venture cost: $1 bn Implementation period: 20 11-201 3 Key venture favorable circumstances High esteem included generation Production of high-octane refined items High biological gauges: Euro - III, IV Domestic piece of the overall industry's expansion for high-octane oil items Manpower: development – 3100 Investment Opportunities Debt financing 13

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Petrochemical plant in Atyrau Background Construction of a petrochemical plant with yearly creation limit: 1 arrange: polypropylene 800 thsd tons 2 organize: polyethylene 450 thsd tons Total venture cost: $6.3 bn Capital structure: 27% value, 73% obligation Implementation period: 2009-2012 Key venture focal points High esteem included generation High gainfulness edges (more than half EBITDA, more than 20% net pay edge) Manpower: development – 12000, support – 800 Investment Opportunities Debt financing Equity 14

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Balkhash warm power station Background Construction of one 1320 MWt module is under thought Possible further augmentation up to 4000 MWt Total venture cost: $2 .4 bn Capital structure: value 30% , obligation 70% Implementation period: 2010 – 201 4 Key venture focal points Meet the interest for power in Almaty district Low generation costs Investment openings Debt financing

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Rail Passenger Carriers Background Production of rail traveler transporters Total venture cost: $60 mln Quantity: 150 units for each year Implementation period: 2010-2012 Key venture focal points Creation of transporter gathering line to take care of the developing demand in traveler bearers on the household showcase Investment Opportunities Debt financing 16

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Construction of the rail line Zhetygen - Korgas Background Construction of a railroad associating Almaty district with the Chinese outskirt in Korgas Total length – 293 km Passenger and cargo transportation Total venture cost: $1.1 bn Capital structure: 45,8% value, 54,2% obligation Implementation period: 2009-2012 Key venture focal points Strategic foundation concession extend Risks imparted to open powers Investment Opportunities Debt financing (45%) 17

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Construction of the rail route Uzen – outskirt with Turkmenistan Background Construction of the new rail route street close Caspian ocean (Uzen-Gyzylgaya-Bereket-Etrek-Gorgan) with further connection with Russian railroad arrange Total length – 670 km, Kazakhstan' s part – 138,5 km Passenger and cargo transportation Total venture cost: $433 mln Capital structure: 47,2% value, 52,8% obligation Implementation period: 2009-2012 Key venture focal points Strategic foundation concession extend Risks imparted to open powers Investment Opportunities Debt financing (31%) 18

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Cast press plant Background Construction of metallurgy plant SBS Steel for creation of cast iron in Aktobe area 500 thsd huge amounts of granulated iron every year Total venture cost : $ 457 mln Implementation period : 20 10 – 2012 Key focal points Strengthening send out capability of Kazakhstan Production of top notch ir

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