1. N ew R ussia G rowth Private Equity Advisors Landscape and Evolution of Private Equity in Russia Andrey Dobrynin Managing Partner June 2010
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3. Russian macro picture Source: RTS Source: State Statistics Committee Source: State Statistics Committee Source: Central Bank of Russia
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6. What happened to PE investments? % of bad loans to total portfolio of Russian banks Broad-band Internet subscribers, m Source: NRG estimates Source: State Statistics Committee Source: PWC, NRG estimates Source: State Statistics Committee
7. NRG Private Equity Portfolio: Case study Ufanet: sales & EBITDA, $ m (internet provider) Genser: sales & EBITDA, $ m (car dealer) Source: company data Source: company data Source: company data Source: company data Begemot: sales & EBITDA, $ m (toy retail chain) Umnitsa: sales & EBITDA, $ m (baby food)