©2013 Novelis Inc.

Welcome to Novelis

The World Leader in Aluminum Rolling and Recycling

Andy McKee March 24, 2015

©2013 Novelis Inc.

Novelis’ Footprint

Global

North America

Revenues*

Employees

FRP Shipments*

$9.8 Billion

10,900

2,985 kt

*Fiscal Year 2014 Results

3,000

$3.1 Billion

958 kt

©2013 Novelis Inc.

14%

9%

60% Hydro

Other Furuk/SLM/TAA

Chinalco, 2%

Constellium

Alcoa

Aleris

Total 100% = 22 million tons Top 6 = 40%

Novelis #1 Rolled Products Supplier Worldwide

World Leader in Rolled Aluminum

Source: Novelis estimates, 2014 data

Global FRP Production

4% 4% 4%

3%

©2013 Novelis Inc.

Social Environment Economy

Novelis’ Sustainable Approach

Novelis’ Commitment to a Sustainable Future

PAST

FUTURE

Source:  Novelis  Industry  Analysis  

CAGR  

~20%  Automo.ve  

Industrial  Products  /  Electronics  

~4-­‐5%  

~6%  

~4%  Foil  &  Other  

Can  

0!

5!

10!

15!

20!

25!

30!

2012! 2015! 2020!

~5%  

M  tons  

6

Large Difference in Growth Rates Per Product Segment Expected

7

-3% Europe

9.4% +670m

The world’s population will grow by 9.4% or 668 Million people

between 2012 and 2020

Africa 19%

11% The Americas

37% Africa

0% Australia/ Oceania

Source: United Nations, World Population Prospects, 2012 Edition

55% Asia

Key Growth Drivers – Global Population Growth 2012-2020

§  By 2020, 77% of the world’s population will live in Asia and Africa

§  India’s growth is expected to be 20% vs. only 7% in China

§  Less than 25% will live in the Americas, Europe, and Australia together

Novelis will increase its current use of recycled aluminium from

to 80% 33% by 2020

Our Focus on Recycling

To date, Novelis has reached a recycled aluminum content rate

of 46%

9

Growing Beyond the Can Scrap Market 2020

77.16 Billion Lbs.

Cast Scrap

Can Scrap

Wrought Scrap

11.0

31.3

34.3

2012 49.16 Billion Lbs.

8.2

20.5 20.5

Cast Scrap Wrought Scrap

Can Scrap

Diversifying Our Sources of Supply

10

FY11 FY14 FY20

Other

Auto Process

Class

UBC

Use materials that others cannot

3000

2500

2000

1500

1000

500

0

kT

©2013 Novelis Inc.

Leading the Way with Automotive

©2013 Novelis Inc.

Beverage Packaging

©2013 Novelis Inc.

A Material Advantage

©2013 Novelis Inc.

Novelis is Driving Sustainable Growth

• Raising public awareness of the importance of recycling

• Increasing our scrap inputs

• Investing in increased recycling capabilities

• Partnering with customers to develop new recycle-friendly products

Follow us at:

facebook.com/NovelisInc

twitter.com/Novelis

linkedin.com/company/Novelis