Dupont Photomasks — Merger or Acquisition (October 2004)
16 slides from Dupont Photomasks's merger presentation, Oct 5, 2004
Slide 1: DuPont Photomasks, Inc. – The World's Premier Photomask Company
TOPPAN WH DuPont Photomasks, Inc. The World’s Premier Photomask Company October 5, 2004
Slide 2: The World's Premier Photomask Company
TOPPAN cca DuPont Photomasks, Inc. The World’s Premier Photomask Company + DuPont Photomasks’ signed a definitive agreement with Toppan Printing for Toppan to acquire all outstanding shares of DuPont Photomasks for US$27 per share (approximately $650 million*) + Transaction: + will benefit sharehold
Slide 3: Transaction Rationale
TOPPAN om _ _ DuPont Photomasks, Ine. Transaction Rationale + With customer needs diversifying and industry technology advancing rapidly, now is the optimal time to join forces with a global technology leader + DuPont Photomasks’ and Toppan group's global photomask business strategies are consistent
Slide 4: When transaction is completed
TOPPAN cca DuPont Photomasks, Inc. The World’s Premier Photomask Company + When transaction is completed: + DuPont Photomasks will become a wholly-owned subsidiary of Toppan and be renamed Toppan Photomasks, Inc. + Akihiro Nagata (also a Senior Managing Director and Head of the Electronics Division
Slide 5: Toppan and DuPont Photomasks - an Ideal Fit
TOPPAN cca DuPont Photomasks, Inc. Toppan and DuPont Photomasks - an Ideal Fit + Little overlap in customer base or manufacturing locations * combined presence throughout the world will result in a company that is poised to meet the demands of an increasingly global customer base + In combination, w
Slide 6: About Toppan Printing
TOPPAN About Toppan Printing One of Japan's largest companies and one of the world’s leading printing companies A multi-national conglomerate with annual revenue in excess of US$11 billion Eight diverse business fields + security cards + commercial printing + publications printing * e-business + pac
Slide 7: About Toppan's Photomask Business
TOPPAN cca DuPont Photomasks, Inc. About Toppan’s Photomask Business * One of the world’s largest and most-respected photomask suppliers + Aglobal technology leader + Three facilities: + Asaka, Japan + Shiga, Japan + Toppan Chungwa Electronics (TCE) joint venture in Taoyuan, Taiwan + Strategic custo
Slide 8: Toppan's Photomask Business: Strong Customer Base in Japan and Asia
TOPPAN am Toppan’s Photomask Business 7" Strong Customer Base in Japan and Asia Y Mar. Sales* JPY32.5bn Europe (US$295mn) ~0% USA 13% Japan 59% Asia 28% * Sales of photomasks for LSI only. Note : Assumes USS1=JPY 110. 8 Sowce Taper
Slide 9: About DuPont Photomasks: Globally Diverse Customer Base
TOPPAN Cry About DuPont Photomasks 7" ™""*"" Globally Diverse Customer Base FY June 2004 Sales US$354mn JPY38.9bn hunix prasad UMC PHILIPS Note - Assumes USS1=JPY 110,
Slide 10: Together, The Industry's Most Extensive Manufacturing Network
TOPPAN Qi Together, The Industry's DuPont Photomasks, Ine Most Extensive Manufacturing Network + Accelerate R&D with Asaka and Dresden, the two most advanced technology development centers in the new network + Swift transfer of technology to manufacturing bases around the world [ Customer-focused gl
Slide 11: Synergies Through Integration
TOPPAN Corti Synergies Through Integration Effective use of technology development resources + Meet complex customer needs + Create optimal production network through optimal resource allocation with complementary facilities + Accelerate industry leading R&D + Provide timely products with a variety
Slide 12: How Will This Affect DuPont Photomasks?
TOPPAN cca DuPont Photomasks, Inc. How Will This Affect DuPont Photomasks? + After closing, we will continue to operate our company as a distinct business, in close coordination with Toppan’s other photomask operations + Asa wholly-owned subsidiary of Toppan: + we will leverage technology, global pr
Slide 13: In the Short-term...
TOPPAN cca DuPont Photomasks, Inc. In the Short-term... + We will seek regulatory and shareholders approvals + During this time: + we will operate our businesses separately + in wrdance with applicable laws, all communications with Tc in must be cleared through Jim Boeckman, our General Counsel + Du
Slide 14: Forward-Looking Statements
TOPPAN am DuPont Photomasks, Inc. Forward-Looking Statements This document contains forward-looking statements that involve risks and uncertainties concerning Toppan’s proposed acquisition of DuPont Photomasks and the benefits of the pending acquisition. Actual events or results may differ materiall
Slide 15: Additional Information About the Merger and Where to Find It
TOPPAN am DuPont Photomasks, Inc. Additional Information About the Merger and Where to Find It + DuPont Photomasks will file a proxy statement and other documents regarding the proposed merger described in this document with the SEC. DUPONT PHOTOMASKS' STOCKHOLDERS ARE URGED TO READ THE PROXY STATEM
Slide 16: Searchable text section of graphics
Searchable text section of graphics shown above [ LOG O] [LOGO] The World’s Premier Photomask Company October 5, 2004 • DuP ont Photomasks’ signed a definitive agreement with Toppan Printing for Toppan to acquire all outstanding shares of DuPont Photomasks for US$27 per share (approximately $650 mil
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