Polska Grupa Zbrojeniowa S.A.



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Polska Grupa Zbrojeniowa S.A. Strategic goals and assumptions Polska Grupa Zbrojeniowa S.A. ul. A. Grobickiego 23 26-617 Radom Office in Warsaw ul. Książęca 4 00-498 Warszawa tel. (48) 22 537 77 00 biuro@pgzsa.pl www.pgzsa.pl

Strategic goals and assumptions I. Polska Grupa Zbrojeniowa Polish Armaments Group

About Polish Armaments Group (1) Strong position in the region We are forming one of the largest defence groups in Europe, based on many years experience and acquired competences. Our ambition is to become the leading manufacturer of high-tech military equipment for modern armies worldwide.

About Polish Armaments Group (2) Development of the Polish economy We are building the power of the Polish economy, and as the main business partner in the Polish Army upgrade process we are a major element in the national security system. We concentrate over 30 key companies to offer proven and reliable products to our customers. We develop resources to quickly respond to customer requirements home and abroad.

About Polish Armaments Group (3) Investment and knowledge transfer We invest in the development of the delivered highly innovative solutions and systems for all types of armed forces to ensure high customer satisfaction level, and thereby stable jobs and increased value of the companies. We are going to become a link between business and science, providing continuous transfer of new technologies into the economy.

About Polish Armaments Group (4) Responsibility and trust Our most important values, by which we are guided in business, are responsibility and trust. We support sustainable development, corporate governance, ethical principles and environmentally-friendly technologies. Creativity, innovativeness, quick action, and teamwork are what we find essential in business.

About Polish Armaments Group* (5) approx. PLN 5B annual turnover of PGZ companies over 19K employees in PGZ companies over 30 key companies belonging to PGZ *Data as of the day of completion of the 2nd stage of consolidation

About Polish Armaments Group (6) Openness and dialogue Relations with employees is one of the most precious assets of the group. Dialogue is a priority both for the Management Board of PGZ and for the management boards of all companies belonging to the group.

Strategic goals and assumptions II. Why are we consolidating the Polish defence industry?

Why are we consolidating the Polish defence industry? (1) Development of Polish defence industry The key purpose of the consolidation is to create the conditions for the increased capability of Polish defence companies of competing on international markets by: Creating a cooperation platform between armed forces, scientific teams and the industry integrating the economic, scientific and defence spheres; Being a credible business partner, including a partner for establishing industrial ties with foreign contracting parties.

Why are we consolidating the Polish defence industry? (2) Strategic goal of the consolidation Integration of the Polish defence industry, which gives the capability of competing on international markets of armaments and military equipment in particular on the European market.

Why are we consolidating the Polish defence industry? (3) Challenge Action Participation in the technological upgrade of the Polish Armed Forces as the strategic partner of the Ministry of National Defence, offering products that satisfy the Ministry s demand Consolidation of key assets Manufacturing Services&Repairs Trade Effect Complementary economic structure that is strong in the sector and capable of contending with the increasingly fiercer international competition.

Why are we consolidating the Polish defence industry? (4) Indirect goals of the consolidation and benefits for PGZ companies Increase in manufacturing capacity Increase in defensive capacity Consolidation of R&D facilities Lasting international cooperation Guarantee of increased Polandorientation in the case of purchases as part of the upgrade programme of the Polish Armed Forces Execution of innovative engineering solutions in the field of global defence Development of PGZ companies and stable employment of the personnel

Strategic goals and assumptions III. Business goals

Business goals (1) Short-term goal Mediumterm goal Consolidating the Polish defence industry with the participation of public and private sectors and pursuing a strategy that will coordinate business activities of the acquired companies, modernise them, increase their competitiveness and ensure their rapid development. Achieving the position of an industrial leader in the upgrade of the Polish Army and intelligent specialisation within the following scopes: Air and anti-aircraft defence Unmanned systems Command support and battlefield visualisation Small arms, rocket and artillery weapons Innovative marine technology Achieving the position of an equal partner competitor on the international defence market

Forecasting and recommending Financing and designing Manufacturing and training Upgrading and servicing Utilisation Business goals (2) Long-term goal Full range of services Achieving the position of a strong and competitive international business organisation, which becomes involved in the system of foreign cooperation in the field of military equipment production and R&D project implementation, provides its customers with innovative and comprehensive solutions allowing for the full product or service lifecycle I II III IV V

Effective organisation based on 3 pillars (3) Customers -perceive and understand Customer needs -support the Customer at every stage of product lifecycle -engage Customers in the product creation and improvement processes -build strong partner relations with Contracting Parties Employees -strive for being a desired employer -care for level of employee satisfaction from work and support them in success -search for talents from various industries actively to design and build products, innovative solutions and services for most demanding Customers as a team Investors and Shareholders -goal: be a place of investment of choice -building goodwill responsibly to achieve excellent financial results and provide investors with the expected rate of return on investment -gain and maintain confidence of investors in our financial success, company leadership, employee quality, offered goods and services, management manner and general condition

Strategic goals and assumptions IV. Consolidation diagram and target equity structure

Consolidation diagram (1) Polska Grupa Zbrojeniowa S.A. STAGE I STAGE II Wojskowe Zakłady Motoryzacyjne S.A. Wojskowe Zakłady Inżynieryjne S.A. Wojskowe Zakłady Elektroniczne S.A. Wojskowe Zakłady Łączności Nr 1 S.A. Wojskowe Zakłady Łączności Nr 2 S.A. Wojskowe Zakłady Lotnicze Nr 1 S.A. Wojskowe Zakłady Lotnicze Nr 2 S.A. Wojskowe Zakłady Lotnicze Nr 4 S.A. MS Towarzystwo Funduszy Inwestycyjnych S.A. Stocznia Remontowa NAUTA S.A. Morska Stocznia Remontowa GRYFIA S.A. Energomontaż-Północ Gdynia Sp. z o.o. ENERGOP Sp. z o.o. Bilfinger Mars Offshore Sp. z o.o. Wojskowe Centralne Biuro Konstrukcyjno- Technologiczne S.A. ROSOMAK S.A. Ośrodek Badawczo- Rozwojowy Centrum Techniki Morskiej S.A. Wojskowe Zakłady Uzbrojenia S.A. NANO CARBON Sp. z o.o. Wytwórnia Sprzętu Komunikacyjnego PZL-KALISZ S.A. Fabryka Broni ŁUCZNIK Radom Sp. z o.o. JELCZ Sp. z o.o. Huta Stalowa Wola S.A. MESKO S.A. Przemysłowe Centrum Optyki S.A. Zakłady Mechaniczne BUMAR ŁABĘDY S.A. Ośrodek Badawczo- Rozwojowy Urządzeń Mechanicznych OBRUM Sp. z o.o. PIT-RADWAR S.A. Stomil-Poznań S.A. CENZIN Sp. z o.o. CENREX Sp. z o.o.

Consolidation diagram and target equity structure (1) State Treasury Ministry of Treasury Huta Stalowa Wola S.A. OBR CTMS.A. Ministry of National Defence ROSOMAK S.A. WZL Nr 1 S.A. Stage I Stage II Polska Grupa Zbrojeniowa S.A. Agencja Rozwoju Przemysłu S.A. Polski Holding Obronny sp. z o.o. PIT-RADWAR S.A. MESKO S.A. PCO S.A. ZM Bumar Łabędy S.A. CENREX Sp. z o.o. CENZIN Sp. z o.o. WZMot. S.A. WZInż S.A. JELCZ SP. Z O.O. Huta Stalowa Wola S.A. OBRUM sp. z o.o. Stomil-Poznań S.A. WZE S.A. WZŁ Nr 1 S.A. WSK PZL-Kalisz S.A. FB ŁUCZNIK Radom WZŁ Nr 2 S.A. Nano Carbon sp. z o.o. WCBKT S.A. WZL Nr 2 S.A. WZL Nr 4 S.A. WZU S.A. MS TFI S.A. Grupa MARS ENERGOP SP. Z O.O. MSR GRYFIA S.A. Energomontaż-Północ Gdynia SR Nauta S.A. Bilfnger MARS Offshore

Consolidation diagram and target equity structure (2) Equity structure of Polska Grupa Zbrojeniowa S.A. after completed consolidation process State Treasury 84.08% 100% Polski Holding Obronny sp. z o.o. 15.76% Agencja Rozwoju Przemysłu S.A. ~38% ~25% ~37% Polska Grupa Zbrojeniowa S.A.

Thank you for your attention. Polska Grupa Zbrojeniowa S.A. ul. A. Grobickiego 23 26-617 Radom Office in Warsaw ul. Książęca 4 00-498 Warszawa tel. (48) 22 537 77 00 biuro@pgzsa.pl www.pgzsa.pl