Analyst day Russia & CIS Thermal Power. Philippe Cochet 15/03/2012

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1 Analyst day Russia & CIS Thermal Power Philippe Cochet 15/03/2012

2 Agenda Introduction Presence in Russia & CIS Strategy for Russia & CIS 2

3 Thermal Power offering Plants Gas Steam Nuclear Combined cycle plant Coal/Oil steam plant Nuclear conventional island Automation & control Installed base service operations & maintenance 3

4 Thermal Power offering Components Gas Steam Nuclear Gas turbine Turbogenerator Boiler Arabelle steam turbine Heat recovery steam generator (HRSG) Steam turbine Carbon Capture System (CCS) Air Quality Control System (AQCS) Emergency diesel generator Automation & control Installed base service operations & maintenance 4

5 Agenda Introduction Presence in Russia & CIS Strategy for Russia & CIS 5

6 Thermal Power presence in Russia Russia region Strategy to develop positions in Highest Thermal Power region order intake yoy growth FY12 order intake to be above 600M* Thermal Power headcount > 300** 2 main sites in Moscow & St. Petersburg Gas Nuclear Steam Installed base *Including Baltic project **Including AAEM JV 6

7 Thermal Power & Russian partners MoU s Alstom Atomenergomash JV Several MoU s signed in 2010 & 2011 with main Russian power players to strengthen Alstom position A long term fruitful partnership 7

8 Key references Gas Moscow TPP 26 KA26-2 (420MW, turnkey) Mosenergo - FY07 Minsk (Belarus) 1xGT13E2 MinskEnergo FY09 Yerevan (Armenia) 1xGT13E2 SG FY08 Molzhaninovka 1xGT13E2 RESAD - FY11 Shimal (Azerbaijan) 2xGT8C2 - FY01 Hrazdan (Armenia) 1xGT13E2 Gasprom FY09 Novogorkovskaya 2xGT13E2 / KES - FY12 Nizhneturinskaya 2xGT13E2 KES - FY12 Akademicheskaya 1xGT13E2 KES - FY12 Ural region 2 x CHP units 2x [GT13E2+HRSG+ST] Fortum FY11 Alstom Thermal Power gaining market share 8

9 Key references Nuclear Kaliningrad 2x 1200 MW VVER Turbine island Rosatom/NIAEP via AAEM (JV AEM/Alstom) FY12 VVER TOE - FY12: Contract for the design of the next generation nuclear conventional island - via AAEM (JV AEM/Alstom) Leningrad II unit 1 Emergency diesel generator FY11 Baltic: first time participation of a foreign supplier in Russian nuclear power plant 9

10 Key references Steam (AQCS) Cherepetskaya GRES Novel Integrated Desulfurisation (NID) OGK-3 FY10 Ekibastuz GRES 1 (KZ) 2 x Electrostatic precipitator (ESP) FY12 Sovetskaya 2 x Electrostatic precipitator (ESP) Gavan TEC - FY12 Reftinskaya Fabric filter Enel-OGK-5 - FY12 Astana TES (KZ) 5 x Electrostatic precipitator (ESP) + Novel Integrated Desulfurisation (NID) FY12 Thermal Power 2011 market leader in Air Quality Control Systems 10

11 Key references Installed base Moscow TPP 26 LTSA GT26 Mosenergo/Gazprom FY07 Reftinskaya Frame agreement for spare parts Enel-OGK-5 FY12 Nizhnekamsk GE GT Frame 5x3 LTPA NKNH- FY11 Kemerovo Retrofit ST (MHI) Sibur FY11 Chernobyl NPP (Ukraine) Site security system NPP FY 11 Burstyn (Ukraine) Steam turbine retrofit Zahidenergo FY09 Krasnoyarsk Retrofit Generator (TVV-165) OGK-6/Gazprom FY11 Successful entry in installed base service 11

12 Agenda Introduction Presence in Russia & CIS Strategy for Russia & CIS 12

13 Approach for Gas Strategy Continue to leverage existing partnerships Increase regional R&D and project management Grow presence in Central Asia Development Market size 4.5 GW per year Promote localised offers for GT26 Continue to leverage GT13E2 differentiators to keep leading market share Develop repowering offer 13

14 Approach for Steam Strategy Keep leadership position in AQCS (Air Quality Control System) Development Capture emerging de-sox market Serve industry needs: pulp & paper, iron & steel Prepare for the steam plant market rebound by 2014 Localisation of key components 14

15 Approach for Nuclear Strategy Build on existing strong partnership with Rosatom Set up the AAEM manufacturing site Develop an offering for Russian nuclear steam turbine retrofit Development Market size +1 GW per year Capture upcoming nuclear projects in the region Expand to export market Gain market share in EDG (Emergency Diesel Generator) 15

16 Approach for installed base & Automation Market size 2B per year Strategy Build on signed MoUs to develop regional strategic partnerships Development Secure servicing of our own GT fleet Develop offering for other OEM equipment (ST, GT ) Automation: take advantage of the increasing modernisation market Develop an adapted solution 16

17 Thermal Power ambition for Russia & CIS Gain position in Installed Base Keep our leadership position in Gas, Nuclear & AQCS 17

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