Enovis Corporation · NYSE:ENOV

Enovis — Colfax — Investor Presentation (June 2011)

44 slides from Enovis's investor presentation, Jun 1, 2011

  1. Slide 1: Slide 1

  2. Slide 2: Slide 2

  3. Slide 3: A Solid Foundation Is Crucial

    ASOLID FOUNDATION IS CRUCIAL

  4. Slide 4: Building a Foundation for Profitable Growth

    BUILDING A FOUNDATION FOR PROFITABLE GROWTH

  5. Slide 5: Today's Focus

    TODAY’S FOCUS BUILDING A FOUNDATION FOR PROFITABLE GROWTH * Uniqueness + Competitive Strategy * Financial Momentum + The Model

  6. Slide 6: Uniqueness

    Building A Strong Foundation For Profitable Growth =~ UNIQUENESS

  7. Slide 7: Slide 7

  8. Slide 8: Application Expertise

    APPLICATION EXPERTISE 3) (a) PRODUCT nets “a BREADTH

  9. Slide 9: Customer Diversity

    CUSTOMER DIVERSITY BLUE CHIP CUSTOMERS 7 ExonMobil ALLAN Chevron ave ss SIEMENS [Giggeamaend 4 HYUNDAI

  10. Slide 10: Geographic Diversity

    GEOGRAPHIC DIVERSITY © Coss © Unt Ses © Cowal Soshymera © Mateesta Asa © ASsAsraa © Excpe

  11. Slide 11: End-Market Diversity

    END-MARKET DIVERSITY

  12. Slide 12: Global Reach

    GLOBAL REACH

  13. Slide 13: Formula for Growth

    FORMULA FOR GROWTH e e ) af! @ e= ae ORGANIC ACQUISITIONS

  14. Slide 14: People, Planning, Process

    PEOPLE, PLANNING, PROCESS exEQUTE AND PERFORMANCE PONT-OF PRCT TCTION PLANS EXECUTE ‘wire Pouicy ‘DEPLOYMENT ave mmeasion Tank aND Act REAKTHROUGH ‘Lion wir, THE CUSTOMER S

  15. Slide 15: Commitment to Multi-Platform Business

    COMMITMENT TO MULTI-PLATFORM BUSINESS TOMORROW Linked to strong secular trends

  16. Slide 16: Competitive Strategy

    Deoeoa

  17. Slide 17: Strategic Positioning

    STRATEGIC POSITIONING Different Set of Activities Unique Value Propositions

  18. Slide 18: Globalize and rationalize

    1. Globalize and rationalize 2. Streamline customer service processes 3. Implement demand pull and process flow 4, Accelerate growth in systems and services

  19. Slide 19: End-Market Focus

    END-MARKET FOCUS

  20. Slide 20: Oil and Gas Market

    OIL AND GAS MARKET MARKET ‘+ Log-eom demand ol projected eaase + Incresed proportion ot eay a + nereased quot and book actvty CRITICAL APPLICATIONS + Cruel gating, tage an easpert + Rotating equipment ration + ube praton + Matphase and gas compression OUR STRATEGY ‘Srow heavy re rarsteran stage + xp

  21. Slide 21: Commercial Marine

    COMMERCIAL MARINE

  22. Slide 22: Slide 22

  23. Slide 23: Power Generation

    POWER GENERATION MARKET + Worn oman foley epectd tw dube 2150 + Major town evap cuties GRITICAL APPLICATIONS, + Foti vas bec eon + Roan casper etn + Mose tate ‘OUR STRATEGY + Gr Chins na at + satsytane

  24. Slide 24: General Industrial

    GENERAL INDUSTRIAL MARKET ‘+ ona riven by npr capt iestnert + US.Eupe and Asia svengteniag + Developing eons embracing engineered procs and setutons CRITICAL APPLICATIONS + Ghana procassng + Machinery abetion + Heat devas “+ Pup and paper processing OUR STRATEGY Contin expand and vesiy customer base

  25. Slide 25: Financial Momentum

    A Strong Foundation For Profitable Growth ~ FINANCIAL v MOMENTUM

  26. Slide 26: Financial Perspective

    FINANCIAL PERSPECTIVE s nan “+ abo 04 mon principal payments $10 Mion in 2011 mates in 2013 + Gooh = $5 Mon + S118 Mlton aa on rveher Improved 4. Profitable Working Capital * Growth ACQUISITION INVESTMENT 2%

  27. Slide 27: Recent Performance: Revenue

    RECENT PERFORMANCE REVENUE Dal inion 32.2% Growth Qt 2010 ” $200.0M $150.0M $100.0M — $50.0M Vey)

  28. Slide 28: Recent Performance: Adjusted Operating Income

    RECENT PERFORMANCE ADJUSTED OPERATING INCOME" te Dal in ions 57.5% Increase {1 ert gpa rN Ae Z 8

  29. Slide 29: Recent Performance: Orders

    RECENT PERFORMANCE ORDERS 5200 om — tisingbusheses 22.7% Austins om x Tartton 09% ‘alow ma Dalia ions 32.9% 9% Growth Q1 2010 2

  30. Slide 30: Recent Performance

    RECENT PERFORMANCE 400m E $300M | | A s200M , I 100m =| a | oo ee ee ‘ares bee 2.8.0 B= EE som———. Datars in mitlons

  31. Slide 31: 2011 Outlook Summary

    2011 OUTLOOK SUMMARY REVENUE RANGE 2011 Organic Growth 6-88 2014 Tota ‘$645 lin - $670 Mion 2011 Net income Pe Share ‘$0.86 - $0.96 2011 Adjusted Net Income Por Share® S12 S122 OTHER ASSUMPTIONS ‘Asbestos Coverage Litigation $8mition Enemas ‘Asbestos ably & Delense Costs Stion eee Restructuring Cost

  32. Slide 32: The Model

    Building A Strong Foundation For Profitable Growth =~ THE MODELS

  33. Slide 33: Integrate and Immerse; Make Strategic Acquisitions

    a. OM RE INTEGRATE AND ‘MAKE STRATEGIC IMMERSE ACQUISITIONS 3

  34. Slide 34: Slide 34

  35. Slide 35: Appendix

    APPENDIX

  36. Slide 36: Disclaimer

    DISCLAIMER Colfax has provided franca information tat has not been prepared in accordance with GAAP. These non-GAAP ‘nancial measures are projected adjusted net income per share, adusted operating Income, organ sales growth (dectne and organ order growth (decline). Projected adjusted net income per

  37. Slide 37: Historical Performance: Revenue

    HISTORICAL PERFORMANCE REVENUE $700M $525M $350M S175M “er bic! chu 2010 Dal inion

  38. Slide 38: Historical Performance: Adjusted Operating Income

    HISTORICAL PERFORMANCE ADJUSTED OPERATING INCOME" ite Dal inion {ert ope rN aa 38

  39. Slide 39: Historical Performance: Orders

    HISTORICAL PERFORMANCE 2007 A ” ORDERS $700M 525M $350M S175M IM alr inion

  40. Slide 40: Historical Performance: Backlog

    HISTORICAL PERFORMANCE BACKLOG $400M 207 Dal inion

  41. Slide 41: Non-GAAP Reconciliation

    NON-GAAP RECONCILIATION

  42. Slide 42: Non-GAAP Reconciliation

    NON-GAAP RECONCILIATION um em 2

  43. Slide 43: Non-GAAP Reconciliation

    NON-GAAP RECONCILIATION Projeted nt income pe share = fly ied Restucturing ad othe related charges Asbestos coverage igton Asbestos ability and defense oss Prajeted adjusted et income pr share fully ted EPS Range S086 096 0.06 06 on ons 0s sun 12

  44. Slide 44: Slide 44

Colfax — Investor Presentation (June 2011) on 6ix