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Inside information

18-07-2008  

Estimation of selected operating data of the UNIPETROL Group for the second quarter 2008

UNIPETROL’s Management Board (“UNIPETROL”) hereby announces its estimates of the selected financial and operational data of UNIPETROL Capital Group for the second quarter 2008.

Macroeconomic data unit 2Q 07 3Q 07 4Q 07 1Q 08 2Q 08 Q/Q Y/Y
Average Brent crude oil price USD/b 68.76 74.75 88.46 96.72 121.19 25.3% 76.3%
Average Ural crude oil price USD/b 65.04 71.98 85.42 93.36 117.47 25.8% 80.6%
URAL/Brent differential USD/b 3.72 2.77 3.04 3.36 3.72 10.7% 0%
UNIPETROL model refining margin1 USD/b 10.66 6.85 7.63 6.84 11.65 70.3% 9.3%
UNIPETROL model petrochemical olefin margin2 EU​​R/t 376.02 354.33 278.11 324.24 279.87 -13.7% -25.6%
UNIPETROL model petrochemical polyolefin margin3 EUR/t 355.15 355.25 323.07 279.59 242.02 -13.4% -31.9%
CZK/EUR4 CZK 28.26 27.92 26.82 25.56 24.82 -3% -12.2%
CZK/USD4 CZK 20.97 20.33 18.51 17.05 15.88 -7% -24.3%

1) UNIPETROL model refining margin = revenues from products sold (95.5% Products = Premium Unleaded 23.4%, Regular Unleaded 15.5%, Jet/Kerosene 8.3%, Diesel 33.3%, 1% Sulphur Fuel Oil 12.9%, Propane 1.5%, Butane 0.3%, Sulphur 0.4%) minus costs (100% input = Brent Dated);; products prices according to quotations.
2) UNIPETROL model petrochemical olefin margin = revenues from products sold (100% Products = 50% Ethylene + 50% Benzene) minus costs (100% Naphtha); products prices according to quotations.
3) UNIPETROL model petrochemical polyolefin margin = revenues from products sold (100% Products = 60% HDPE + 40% Polypropylene) minus costs (100% input = 60% Ethylene + 40% Propylene); products prices according to quotations.
4) Quarterly average foreign exchange rates in accordance to the Czech National Bank.

Source: ICIS, PLATTS, FERTWEEK, THOMSONREUTERS

Operating data:

Sales in UNIPETROL Group unit 2Q 07 3Q 07 4Q 07 1Q 08 2Q 08 Q/Q Y/Y
Petrochemicals volume: of which th t 412 342 251 407 422 3.7% 2.4%
- ethylene​ th t 51* 32 23 38 43 13.2% -15.7%
- benzene th t 52* 41 18 43 50 16.3% -3.8%
- polyethylene th t 69 70 58 73 95 30.1% 37.7%
- polypropylene th t 52 48 36 49 55 12.2% 5.8%

 

Operating data:

Sales in UNIPETROL Group unit 2Q 07 3Q 07 4Q 07 1Q 08 2Q 08 Q/Q Y/Y
Motor fuels wholesale th t 745 676 631 665 753 13.2% 1.1%
Retail sales​ th t 129 132 128 114 129 13.2% 0%
Petrochemical sales th t 412 342 251 407 422 3.7% 3.7%

* Kaucuk (Synthos) as external in 2Q 2007 for comparison reasons

Source: UNIPETROL data and estimates

 

Management Board statement regarding preliminary operating and macroeconomic data for the second quarter 2008: “Further grow of crude oil prices continued impacting UNIPETROL results in both refining and petrochemical segments. The performance of our petrochemical segment (mainly benzene, ethylene and polyolefins) suffered by low margins and ongoing strengthening of CZK versus EUR in the second quarter 2008.”

UNIPETROL Management Board estimates that reported EBIT of UNIPETROL Group in the second quarter 2008 is likely to be at the comparable level as the EBIT reported by UNIPETROL Group in the first quarter 2008.

All information published in this report is an estimate and the values may differ from the values which are to be published on 13 August 2008 in UNIPETROL consolidated financial statements and/or presentation for the second quarter 2008.

In Prague, 18 July 2008

Management Board of UNIPETROL

Reg. Announc. No. 018/2008

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