Novanta Inc. · NASDAQ:NOVT
Novanta — GSI Lumonics — Investor Presentation (November 2002)
27 slides from Novanta's investor presentation, Nov 12, 2002
Slide 1: GSi Lumonics
GSi Lumonics eo . ip ee. =
Slide 2: Safe Harbor
To the extent this presentation discusses financial projections, information or expectations about GSI Lumonics Inc., products or markets, or otherwise makes statements about the future, such statements are forward looking and are subject to a number of risks and uncertainties that could cause actua
Slide 3: What Do We Offer?
Advanced laser-based manufacturing tools Precision components for laser technology What Do We Offer?
Slide 4: Manufacturing Facilities and Sales and Service Offices
© Manutacturing Facilities © Sales and Service Offices =
Slide 5: Where Are Our Growth Opportunities?
Where Are Our Growth Opportunities? Systems Technology Drivers Materials (copper interconnects) Process (wafers) Functionality (miniaturization) Market Drivers - Computers (memory) - Automotive safety & control (mixed signal) - Wireless (PCBs) Components Market Drivers - Instrumentation - Medical di
Slide 6: Where Are We Now?
Where Are We Now? (Last 12 months)
Slide 7: Global Sales Reach
Global Sales Reach (Last 12 Months)
Slide 8: Why GSI Lumonics?
Why GSI Lumonics? Unique technologies that meet demanding customer performance needs Applications-specific software Core competencies laser development laser/material interaction laser position and control high volume & high quality manufacturing of custom designed subassemblies precision optics Glo
Slide 9: Adding Value Where It Counts
R&D memory repair 1 - 3 years wafer marking 1 - 3 years embedded trim 2 - 5 years integrated block optics 2 - 5 years 3rd generation Nd:YAG Lasers 1 - 5 years Intellectual property initiatives. 107 patents, 66 patents pending and over the past 24 months 54 patent applications submitted Worldwide cus
Slide 10: Financial Summary
i Corporate Overview — Financial Summary
Slide 11: Key Financial Statistics
Key Financial Statistics -- (US$ Millions) Consolidated Sales Net Earnings
Slide 12: Target Business Model
CY2001/PF 100 % 36 % 10 % 30 % 2 % (6)% Target Sales Gross Margin % R&D % SG&A % Amortization of Purchased Intangibles Operating Income 100 % 46 % 10 % 20 % 1 % 15 % Target Business Model
Slide 13: Selected Balance Sheet (September 2002)
Cash ? $150 US million Total Assets ? $314 US million NBV ? $262 US million Selected Balance Sheet (September 2002)
Slide 14: A Quick Review
A Quick Review Well-capitalized Improving gross margins New products - memory repair wafer marking embedded trim integrated block optics 3rd generation Nd:YAG Lasers
Slide 15: Systems Products
Systems Products GSiLumonics
Slide 16: Business Situation - System Products
Cyclical market Poised for growth Well-positioned wafer marking 75% market share memory repair technology change mixed signal trimming 90% market share solder inspection 20% market share component/circuit trim 30% market share embedded trim emerging application Business Situation - System Products
Slide 17: Systems Products Sales
Systems Pr e Sales -- (US$ Millions) 56.7 | | ator 201 olala 301 a2 202 302 eo al GSiLumonics
Slide 18: Wafer Marking (Front-end)
Wafer Marking (Front -end)
Slide 19: Wafer Marking (CSP)
Systems Products Wafer Marking (CSP) { GsiLumonics
Slide 20: Memory Repair
Systems Products Memory Repair { GsiLumonics
Slide 21: Components Products
Slide 22: Business Situation - Component Products
Enabling technologies Diversified markets Business Situation - Component Products scanners 45% market share precision optics specialized markets lasers specialized markets medical printers 80% market share scan heads 50% market share Applications: Products: materials processing vision displays measu
Slide 23: Component Products Sales
Sales -- (US$ Millions)
Slide 24: Real-time Critical Care
Real-time Critical Care
Slide 25: Industrial Lasers
Industrial Lasers Laser Welding Laser Drilling Laser Cutting
Slide 26: Why Invest in GSI Lumonics?
Why Invest in GSI Lumonics? Well-capitalized Improving growing gross margins New products
Slide 27: www.gsilumonics.com/investors
www.gsilumonics.com/investors