1. 15th October, 2003 GfK Group Non-Food Tracking Title of the presentation Speaker’s name 1st European Domestic Appliances Conference Matilde Soregaroli Client Service Director GfK MS Italia and PME MDA MDA Markets – Last Trends and Evolutions 1st European Domestic Appliances Conference

2. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 2 AUSTRIA BELGIUM GERMANY SPAIN FRANCE UK ITALY NETHERLAND PORTUGAL SWEDEN Households (mio) Sales Value (mio) € MDA TOTAL* WESTERN COUNTRIES 25.983,0143.702 MARKET TREND ** -0,3 value * WM – DW – REFR – FREEZ – COOKING - TD +1,4 quantity ** 1 Semester 2003 vs 2002 Year Ending

3. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 3 Househoulds % INDEX QUANTITY Pt A S B NL E I F GB D 17.026.5 16.7 15.5 9.1 11690 101 87 137 4.8 3.0 2.9 2.3 95 87 72 89 103 117 102 98 105 82 MDA TOTAL WESTERN COUNTRIES 105 97 103 86 112 INDEX VALUE Year Ending

4. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 4 CZECH REP. SLOVAK REP. HUNGARY POLAND Households (mio) Sales Value (mio) € 1.459,122.685 MARKET TREND ** +1 value MDA TOTAL* EASTERN COUNTRIES * WM – DW – REFR – COOKING +11,3 quantity Year Ending ** 1 Semester 2003 vs 2002

5. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 5 PL CZ SR H Househoulds % INDEX QUANTITY INDEX VALUE MDA TOTAL EASTERN COUNTRIES 101 88 78 122 96 110 84 112 58.3 17.6 8.1 16.0 Year Ending

6. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 6 Washing Machines

7. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 7 AUSTRIA BELGIUM GERMANY SPAIN FRANCE UK ITALY NETHERLAND PORTUGAL SWEDEN 2001 20022003 Value*+15%+6% -3 Q.ty*+6%+11+10 WASHING MACHINES WESTERN COUNTRIES Households (mio) Sales Value mio € 143,702 6.352,8 Year Ending

8. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 8 NL E I F GB D 17.0 26.5 16.7 15.5 9.1 4.8 12187 104 90 141 100 113 101 107 72 112 131 WASHING MACHINES WESTERN COUNTRIES Househoulds % INDEX QUANTITY INDEX VALUE Year Ending

9. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 9 WASHING MACHINES - ESTIMATION OF REPLACEMENT WESTERN COUNTRIES BDAIPtNLFGBE 14,7 12,8 12,3 12,2 11,1 10,7 9,2 7,9 Year Ending

10. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 10 34 25 3 10 11 19 21 24 19 96 Up to 400 rpm 900-1000 rpm 1100-1200 rpm 1200-1400 rpm >1400 rpm Others Price € +/- % 227-5 391-14 456-7 563-12 702-12 WASHING MACHINES FULL AUTO FRONT WESTERN COUNTRIES 2000 2003 * 1 Semester 2003 vs 2002

11. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 11 2 9 27 26 8 28 2003 UK 76 19 -3 -24 3 2 22 32 28 2 14 2003 D 27 -2 3 -35 -5 900-1000 1000-1100 1100-1200 1200-1400 >1400 Up to 900 WASHING MACHINES FULL AUTO FRONT WESTERN COUNTRIES RPM * 1 Semester 2003 vs 2002

12. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 12 WASHING MACHINES FULL AUTO FRONT WESTERN COUNTRIES 31 7 14 29 19 I 4 32 8 -19 2003 up to 400 500-600 700-800 900-1000 Others RPM 9 5 18 16 36 16 Up to 400 400-800 800-900 900-1000 1100-1200 Others 80 26 37 1 RPM 2003 E * 1 Semester 2003 vs 2002

13. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 13 WASHING MACHINES FULL AUTO FRONT Western Countries - IMPORTANCE OF >5 KG * 1 Semester 2003 vs 2002 32 13 26 67 62 17 10 20002003 4,1 - 4,5 4,6 - 5,0 kg >5 Kg Others +109 % +7 % +2 % +109 +7 +2 32 13 26 67 62 17 10 2000 2003 4,1 - 4,5 4,6 - 5,0 kg >5 Kg Others 42 39 28 18 16 10 8 6 UKEFPTINLBAD

14. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 14 CZECH REP. SLOVAK REP. HUNGARY POLAND 2001 20022003 Value*+14,7%+6,2%-3,4% Q.ty*+6%+11%+10% Households (mio) Sales Value (mio) € 5.324,622.685 WASHING MACHINES EASTERN COUNTRIES Year Ending * 1 Semester 2003 vs 2002

15. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 15 PL CZ SR H WASHING MACHINES EASTERN COUNTRIES Househoulds % INDEX QUANTITY INDEX VALUE 94 118 96 102 101 92 90 111 58,3 17,6 8,1 16,0 Year Ending

16. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 16 WASHING MACHINES - ESTIMATION OF REPLACEMENT EASTERN COUNTRIES 15,6 15,2 14,0 11,9 SRCZPLH Year Ending

17. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 17 Sales Units % 70 30 FULLAUTO WM FRONT FULLAUTO WM TOP 2003 200120022003 (-6) (-1)1 Quantity Value 16 5 5 WASHING MACHINES EASTERN COUNTRIES Trend FullAuto Top * 1 Semester 2003 vs 2002

18. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 18 CZCZ PL H 37 25 55 FA WM Front 63 75 45 FA WM Top WASHING MACHINES EASTERN COUNTRIES + 17 + 25 + 13 * 1 Semester 2003 vs 2002

19. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 19 18 20 5 18 59 47 17 15 2000 2003 4,1 - 4,5 4,6 - 5,0 kg >5 Kg Up to 4 kg 29 15 9 PLHCZ +200 % +34 % +18 % 2002 2003 2001 Mkt growth+12%+13% +8% WASHING MACHINES FULL AUTO FRONT Eastern Countries - IMPORTANCE OF >5 KG * 1 Semester 2003 vs 2002

20. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 20 Cooling

21. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 21 AUSTRIA BELGIUM GERMANY SPAIN FRANCE UK ITALY NETHERLAND PORTUGAL SWEDEN COOLING WESTERN COUNTRIES Households (mio) Sales Value mio € 6.150,1143.702 2001 2002 2003 2003vs2000 Value* +8% - +3% +11 Q.ty* +7% -1% +4% +11 Year Ending * 1 Semester 2003 vs 2002

22. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 22 SPAIN ITALY FRANCE GERMANY UK COOLING WESTERN COUNTRIES Househoulds % INDEX QUANTITY INDEX VALUE 17.0 26.5 16.7 15.5 9.1 118 82 101 99 132 101 80 103 111 137 Year Ending

23. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 23 446 D 433 F 465 GB 373 I 517 Total 469 E Price € per Country Price € per Segment 1 D 81-90 cm1 D +90 cm2D-FR Top2D-FR Btm 446 267 521 401 561 Total COOLING WESTERN COUNTRIES * 1 Semester 2003 vs 2002

24. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 24 Sales Units % © by GfK MS, www.gfkms.com - Italy - SDA-MDA Dept. Total GB 95 5 F 88 12 I 67 33 E 98 2 FS BI 76 24 78 22 2000 2003 55 45 D 2003 COOLING WESTERN COUNTRIES * 1 Semester 2003 vs 2002

25. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 25 1 DOOR 81-90 cm 1 DOOR +90 cm 2 DOORS Fzr TOP 2 DOORS Fzr BOTTOM OTHERS 3 4 28 31 26 27 12 11 31 27 20002003 Total GB D F I E 8 3 44 42 21 20 35 48 9 17 40 50 39 6 12 23 5 3 35 47 13 9 6 2003 1 COOLING WESTERN COUNTRIES * 1 Semester 2003 vs 2002

26. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 26 COOLING - ESTIMATION OF REPLACEMENT WESTERN COUNTRIES BDAI Pt NL F GBE 13,0 12,4 12,0 11,3 10,8 10,6 10,5 9,0 8,1 Year Ending

27. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 27 31 4 6 4 11 49 11 10 11 40 Frost Free Freezer Bottom 486 €738 €720 €742 €646 € Frost Free Others Frost Free Others 2 D.RS Fzr TOP 2 D.RS Fzr BTM 588 € 355 € 568 € 511 € COOLING – FrostFree Segment WESTERN COUNTRIES 7 10 16 30 GBDFIE 20002003 * 1 Semester 2003 vs 2002

28. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 28 18 7 NLFD A+ A C B Others A 39 54 48 30 18 11 NL DGBFIE COOLING – Energy Efficiency Classes WESTERN COUNTRIES 3 34 * 1 Semester 2003 vs 2002

29. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 29 CZECH REP. SLOVAK REP. HUNGARY POLAND Households (mio) Sales Value (mio) € 569,122.685 COOLING EASTERN COUNTRIES Year Ending * 1 Semester 2003 vs 2002 2001 20022003 Value*-1,5%+15% +16,2% Q.ty* +7%+7,1%+3,2%

30. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 30 PL CZ SR H COOLING EASTERN COUNTRIES Househoulds % INDEX QUANTITY INDEX VALUE 58.3 17.6 8.1 16.0 101 92 73 120 98 109 76 110 Year Ending

31. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 31 17,6 14,0 12,7 10,6 SRCZPLH COOLING - ESTIMATION OF REPLACEMENT EASTERN COUNTRIES Year Ending

32. 15th October, 2003 GfK Group 1st European Domestic Appliances Conference Non-Food Tracking 32 28 54 12 6 A C B OTHERS 11 15 SR PL CZ H 11 COOLING – Energy Efficiency Classes EASTERN COUNTRIES A * 1 Semester 2003 vs 2002