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DCT GDANSKDEEPWATER GATEWAY TO EASTERNEUROPEJAPAN, DECEMBER 2011

Company Profile

• DCT Gdansk is an infrastructure asset majority owned and managed by Macquarie Group• DCT Gdansk handles import, export and transshipment containers to/from mainline and

feeder vessels, trains, CFS and road transport• DCT Gdansk is an easy accessible port facility connecting Asia, European Union and the

emerging markets of Central and Eastern Europe

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Company Profile (cont.)

• DCT Gdansk is the biggest container terminal in Poland, one of the fastest growing economies in European Union

• In four years of operations, DCT Gdansk has acquired experience and know-how to handle all and every operational challenge

• Our ability to provide top-level service to our current and future customers is being enhanced with the recent additions to our container handling capacity – 2 post-panamax STS and 3 RTG yard cranes

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400

800

1200

1600

2007 2008 2009 2010 2011* 2012*

Thou

. TEU

Market share 2007-2012*

DCT Gdansk market share Polish container market

*estimate

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DCT Gdansk: Resources and Specifications

• 650m of quayline with 2 deepwater berths (16.5m and 13.5m)

• 5 post-panamax STS cranes• 13 RTG yard cranes and all ancillary equipment• Ice free port all year round• Ample reefer container storage capacity• 2 railway sidings of combined lengths of 2 km• Highly qualified, experienced and motivated

work force

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Efficient Rail Operations

• DCT can handle full block trains – up to 618m in length – the maximum allowed to operate on rail tracks in Northern Poland

• Currently, DCT offers 7 operational windows for block trains every 24 hrs

• Top rail operators are calling DCT rail siding with own platforms – PKP Cargo, PCC Intermodal and CTL

• Locomotives are provided by two entities: LOTOS Group (oil refinery located near DCT) and Gdansk Northern Port

• Northern Port marshalling yard is located 2,2 km away from the DCT rail siding

• DCT rail siding productivity – min. 25 moves per hour

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Actuallyhandled

Capacity

Number of block trains per 24 hrs

3.6 7.0

Planning for the Future

DCT Gdansk has ability, available land and full confidence in future businessgrowth to pursue our development plans:

• NAVIS Terminal Operation System – go live Q1 2012• Pomeranian Logistics Centre (PLC) adjacent to our container terminal• Additional deepwater berthing planned in 2015. • New container handling equipment• Extension of container stacking areas• Increase in reefer holding capacity• Rail terminal extension scheme – quadrupling capacity

"TRIPLE E" TERMINAL 2015TERMINAL 

EXPANSION 2020+

BERTH EXPANSION 2015+

PLCRAIL TERMINAL

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Baltic Gateway Location

DCT Gdansk has a unique position at the doorstep of the strongest growth area of Europe

Forecast GDP Growth 2011 (in %):

POLAND 3.5RUSSIA 4.0UKRAINE 4.1BELARUS 6.2SLOVAKIA 3.4LITHUANIA 5.8

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Traditional Shipping Line Patterns to Poland & Baltic Sea

Rail services

Feeder services

Rail service

Domestic rail and truck services

Domestic rail and truck services

• Cost• CO2 emissions• Transit time

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Baltic Revolution: Pattern with Direct Call

Deepsea service Asia to/from Poland

Rail service

Domestic rail and truck services

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BrnoBratislava

• DCT is served by world’s largest container vessels able to utilize 15 500 TEU

• DCT has direct connection with main Asian ports• World’s largest average weekly capacity• Fastest transit time to Gdansk from Shanghai,

only 32 days!• Fastest transit time to St Petersburg – 2 days

Source: Alphaliner Weekly, Volume 2011 Issue 43 and www.maerskline.com

DCT Gdansk: The Only Hub Port in the Baltic Sea

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Best Connectivity – Baltic Sea Region

DCT Gdansk connectivity by sea to the East Baltic Region

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DCT Gdansk – the Best Gateway to Serve Russia

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Moscow

Ust-Luga

DCT Gdansk

St.Petersburg

The seaway and land connections to Russian Capital from the Baltic Gateway

Deepseaapprox. 31 days

DCT Gdańsk

Moscow

St. Petersburg

Feeder2 days

Rail link1 day

Rail linkapprox.2 days

Natural Gateway to Poland and Central Eastern Europe

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DCT Gdansk connectivity by land to main industrial and population centres of Central and Eastern Europe

* 8500TEU for Gdansk

40%

60%

80%

100%

via Rotterdam  via Hamburg  via Gdansk 

6800TEU Vessel * + 500TEU feeder

Deepsea Cost ex Korea Transshipment Stevedoring Typical Feeder Costs

95% 100%

40%

60%

80%

100%

via Rotterdam  via Hamburg  via Gdansk 

10,800 and 12,500TEU Vessels ** + 1000TEU feeder

82%92%

100%

** 12500TEU vessels for Rotterdam and Gdansk and 10800TEU vessels for Hamburg

DCT Gdansk – a Cheaper Trans-shipment Alternative

Source: Ocean Shipping Consultants Ltd "Shipping Cost Study” September 2011

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Comparative Trans-shipment costs for Finish Gulf markets (Euro / FEU)

81%

Go green.. Shorter delivery distances significantly impact on CO₂ emission to environment

Source: Ocean Shipping Consultants Ltd „Shipping Cost Study” August 2011

DCT Gdansk Gateway: Lower Environmental Footprint and Reduced Cost

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100% 100% 100%

41%

71%

46%

Warszawa Poznan Lodz

Reduced CO₂ emission– much shorter

inland delivery distances (CO₂ grams/km)

Hamburg Gdansk

100% 100% 100%

53%

81%

54%

Warszawa Poznan Lodz

Reduced cost - much shorter inland delivery distances

Hamburg Gdansk

100% 98%

81%

96%100%

40%

50%

60%

70%

80%

90%

100%

110%

99%94%

82%

97%100%

Rott. overland Hamburg overland Gdańsk Direct Rott. Feeder overland Hamburg Feeder overland

95% 93%

80%

94%100%

Delivery cost for a Polish import (mid 2011)

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Delivery Cost Korea – Poland (example)

To Warsaw To Poznan To Katowice

Source: Ocean Shipping Consultants Ltd „Shipping Cost Study” September 2011

Gdansk Gateway – Value Addition

• Stuffing / unstuffing of containers

• Cargo consolidation

• Cargo upgrading

• Depot and EMR services

• Warehousing

• Office facilities

• Additional services

(customs and veterinary clearance etc.)

PCL concept means that all services such as..

…will be available without moving the container out of the Gdansk Gateway!16

PCL: Distribution Centre Model

Full import arrives on an

ocean vessel..

..Container is discharged from vessel in DCT and loaded on

IMV..

..which takes it via technical road to the distribution

centre within Logistics Park. In warehouse container is

unstaffed and..

..goods leave Logistics Park

without containers on

regular means of transport..

..container is being loaded on

IMV …

…returned to the depot within

Logistics park and undergoes inspection and

repairs if required

DC

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PCL: Light Manufacturing Model

Full import arrives on an

ocean vessel..

..Container is discharged from vessel in DCT and loaded on

IMV..

..which takes it via technical road to the

factory within Logistics Park.

In factory container is

unstaffed and..

..replaced with assembled devices and

loaded back on IMV..

..which takes it to container yard..

…and further on loaded on feeder vessel and sent

to final destination.

LM

St. Petersburg

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• No container transportation costs

• Reduced container handling charges

• Lower container storage charges in ports

• Container demurrage and detention savings

• Optimized container payload: up to 28 tons

per containers

• Optimized planning and flexibility through

lower transportation and warehousing costs

• Cross dock concept – just in time

Savings, savings, savings…

Port Centric Concept

Regular Distribution

Centre

PCL at DCT Gdansk: Benefits for Japanese Clients

Potential Savings for Japanese Customers

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Direct calls at DCT Gdansk:

• Shorter transit time• Lower freight rates due to deployment of world largest vessels on Asia-Gdansk string• Highest market punctuality and sustainability offered by a shipping market leader co-

operating with DCT – pursuing just in time concept

Port Centric Concept:

• No need to truck the container to the warehouse in the hinterlands• Demurrage and detention savings for extra container use ( approx 30 EUR / day)• Better planning by lowering transportation and warehousing costs• Cross dock concept – just in time

LowestCost Reliability Benefits!

Gdańsk

WarsawToruń

Poznań

Katowice

Wrocław

LysomiceKimoto Poland, Sharp Manufacturing Poland, Orion Electric, Sumika Electronic Materials, Sohbi Craft Poland, U-TEC Poland, Tensho Poland, Suruga Polska, Nissin Logistics, NYK Logistics

Amatsuji Kogo Seisakusho, DAICEL CHEMICAL INDUSTRY, YAGI Poland Factory

Zarow

Bridgestone, Panasonic

TERMAL SYSTEMS POLSKA (DENSO), Kotani Poland, NGK Ceramics Poland, Toyo Seal Poland, MEIKO

Silesia

Hirata SA

FujiSeal

Fujitsu Services, Nidec Motors and Actuators, Tokai Rubber Industries, NYK Logistics

Bank of Tokyo-Mitsubishi UFJ, ORIX, Mitsubishi Corp., Mitsui Corp., Marubeni, Itochu, Toyota, Honda, Suzuki, Kajima, Sony, JUKI, Nikon, Sysmex, Ajinomoto etc

Frigo Logistics

SwidnicaNIFCO POLAND

OstaszewoSharp Manufacturing Poland, Poland Tokai Okaya Manufacturing,

Sanden, TMBECA Poland,

Polkowice

KobierzyceToshiba Television Central Europe Krakow

They Have Already Invested – What About You?

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THANK YOU!

In case of any inquiries please contact:Boris WenzelDCT Gdansk CEOboris.wenzel@dctgdansk.com