PKC Group Plc

April 26, 2012 1

PKC Group Briefly

• PKC Group Plc operates in two core business segments: wiring systems and electronics • • PKC designs and manufactures electrical distribution systems, wire & cables, wiring components and electronics The Group’s products and services are delivered mainly to the commercial vehicle, automotive and electronics industries • Global footprint and headquartered in Helsinki, Finland • The Group’s net sales amounted to EUR 550.2 million in 2011 • • 21,895 employees globally at the end of Q4/2011, rented employees included PKC Group Plc is listed in NASDAQ OMX Helsinki Ltd.

• www.pkcgroup.com

Growth Through Focused Investments

 PK Cables listed in the Helsinki Stock Exchange  Acquisition of Estonian production  Operations started in China  Acquisition of MAN WH production in Poland  Acquisition of SEGU in Germany, Poland and Ukraine

1997 1998 2000 2002 2003 2005 2006 2007 2008 2009 2010 2011

  Brazilian factory was opened Acquisition of electronics business  Acquisition of Russian production  Acquisition of Electro Canada in Canada, the USA and Mexico  Acquisition of AEES in North America, Brazil and Ireland EUR million 600 500 400 300 200 100 0 66.6

1997 83.6

1998 1999 2000

Net Sales Development over Time

113.9

128.6

125.1

134.3

146.0

2001 2002 2003 177.7

198.8

228.9

2004 2005 2006 288.6

311.7

2007 2008 201.8

2009 316.1

2010 550.2

2011 3

PKC locations today

North America

Acuna, Mexico (M) Dallas, Texas Green Valley, Arizona Farmington Hills, Michigan Jeffersontown, Kentucky Juarez, Mexico (M) Kirkland, Washington Monterey, Mexico Nogales, Mexico (M) Piedras Negras, Mexico (M) Portland, Oregon San Antonio, Texas Torreon, Mexico (M) Traverse City, Michigan (M)

South America

Curitiba, Brazil (M) Itajuba, Brazil (M) São Bento do Sul, Brazil (M) Sao Paolo, Brazil

Europe

Barchfeld, Germany (M) Dundalk, Ireland (M) Haapsalu, Estonia (M) Keila, Estonia (M) Helsinki, Finland, (HQ) Kempele, Finland Kostomuksha, Russia (M) Mukachewo, Ukraine (M) Raahe, Finland (M) Sosnowiec, Poland (M) Starachowice, Poland (M)

Asia

Suzhou, China (M) Wiring systems business Electronics business (M) Manufacturing

PKC is committed to global partnership; we will evolve this global footprint to be where our key customers need us.

PKC Truck Market Share

North America Europe South America Total Truck Market Share NA/SA/Europe PKC Group is a Leading Supplier to the Medium/Heavy Truck Markets

Source: Truck Statistics: J.D. Power Automotive Forecasting, Q3 2011, ACT Forecasting September 2011, Note: Europe comprised of EU27 + Efta

- PKC - Others

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Wiring Systems Business

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Wiring Systems Business Overview

• Develops, designs and manufactures complex and customized electrical distribution systems, components and wires & cables • Most of the customers are operating in the commercial vehicle and automotive industries • Service concept comprises cost efficiency contract manufacturing, professional product development, sourcing and design services • Factories are certified in accordance with requirements of the ISO 9001 and ISO/TS16949 quality and ISO 14001 environmental standards • Factories in Brazil, China, Estonia, Germany, Ireland, Mexico, Poland, Russia, Ukraine and the USA

Wiring Systems Product Offering Electrical Distribution Systems (EDS)

• Designs and manufactures electrical distribution systems for the commercial vehicle, light & specialty vehicles, recreational products and various other equipment •

Components

Manufactures plastic components and connectors, junction boxes and various power distribution centres •

Wire & cables

Manufactures wires and cables for PKC’s products in North America 8

Electrical Distribution Systems, EDS

• Leading, global electrical distribution systems supplier for heavy trucks • Manufactures electrical distribution systems also for light vehicles, buses, recreational vehicles as well as construction, forestry and agricultural equipment • Full service capabilities from design to final functional testing • Strong experience on high volumes JIT deliveries with customized product variations • Manufacturing of water tight and heat resistant engine and other wiring systems and injection moulding of connectors and grommets • Factories in Brazil, China, Estonia, Germany, Mexico, Poland, Russia and Ukraine Batch harnesses Engine harnesses ABS cable Chassis harnesses Instrument harnesses

Key Customer Segments

• Trucks & Buses • Light vehicles • Engines • Recreational Products • Agricultural, Forestry and Construction Equipment 10

Electronics Business

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Electronics Business

• ODM services - Total solution including design, sourcing, prototyping, manufacturing, testing, logistics and after sales services • R&D partner and contract manufacturer in industrial, commercial vehicle and “Green Business” electronics • • High-quality, experienced and flexible partner with excellent customer service and short lead times Innovative and proactive design and product development services in Finland and China • Factories in Finland, China and Russia • Factories are certified in accordance with requirements of the ISO 9001 and ISO/TS16949 quality and ISO 14001 environmental standards

Products and Industrial Segments

Products

• Power supply units • Electronics control units • Vehicle electronics • Testing equipment • Electronics service devices • Vehicle computers • Security products

Industrial Segments

• Industrial electronics • Telecommunication • Commercial vehicles • Energy • Security 13

PKC Service Concept

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PKC Group’s Strengths

• • • • • • Global geographic footprint with majority of manufacturing in low cost countries High-quality, flexible and professional partner with world class services Extensive product and service portfolio covering the entire product life-cycle Long-term and close customer relationships Excellent technology know-how and strong knowledge of the business Skilled and committed personnel

PKC Group in Russia

Operating in Russia

• PKC Group has been operating in Russia for 20 years – In Kostomuksha • OOO AEK, wiring harnesses (since 1992) • OOO Elektrokos, electronics (since 2002) • OOO PKC Group Northwest, wiring harnesses (since 2008) • Two operating models in Russia – production under a refining license – Production and direct deliveries in Russia market

Operating model

• Operations in Russia have been based on production under a refining license – Materials are imported from Europe using a specific customs regime – All deliveries outside Russia • The company manufactures products for customers operating in Russia – Materials can be imported or procured locally in Russia – Enables fast deliveries

Productional Strengths in Russia

• Efficient operation models and modern equipment • Processes according to certified quality standards • PKC has long experience in operating in Russia • Close co-operation with the customer – Shared product development early in the concept and quotation phase – Joint cost-reduction ventures • Flexible proto-type deliveries on short notice • Strong project management • One of the biggest employers of women in the Karelia Republic area

Logistic Strengths in Russia

• Strong competence on delivery arrangements and operation of logistics systems – Skilled in-house inbound organisation – Effective component sourcing services from Group’s global sourcing organisation • Personnel with fluent language skills and outstanding know-how on customs procedures in Russia, Estonia, and Finland • Expertise on exports of final products from Russia – Electronic customs clearance in use •

Strong experience shows as flexible, fast, and reliable service

Factories

Kostomuksha Wiring Harness Factory

• About 1,000 employees • Total area of 17,600 m ² • Strengths – New state-of-the-art facilities – 20 years’ experience in wiring harness manufacturing in Russia – Full-scale manufacturing

KOSTOMUKSHA ST PETERSBURG MOSCOW

Kostomuksha Electronics Factory

• • • Approx. 200 employees Total area of 4,000 m ² – Strengths Modern production premises – Close co-operation and shared resources with wiring harness factory in Kostomuksha – – – High-speed modern SMD lines Long experience in EMS services Production according to international environment requirements

Summary

• Long experience in operating in Russia • A reliable, available, flexible, and high-quality partner • Long-term partnerships with world class customers • • • • Knowledge of demanding conditions, from arctic to tropical climates Local availability globally Ability to deliver wiring harnesses and electronics A financially solid company – capability for future investments • Highly motivated personnel

Thank you!

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