Cvd Equipment Corporation · NASDAQ:CVV
Cvd Equipment — Investor Presentation (December 2023)
19 slides from Cvd Equipment's investor presentation, Dec 12, 2023
Slide 1: Investor Presentation
enabling tomorrow’s technologies™ Investor Presentation December 12th, 2023 NASDAQ: CVV © 2023 CVD Equipment Corporation | All rights reserved
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains “forward-looking statements”, within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, as amended, that are based on management’s expectations, estimates, projections, and assumptions. Words such a
Slide 3: About CVD Equipment Corporation
About CVD Equipment Corporation We leverage 40+ years of company We design, develop, and manufacture process equipment solutions for production, R&D and experience in providing industry pilot applications leading chemical vapor deposition and thermal process systems Our products include a complete a
Slide 4: CVD Equipment Corporation
CVD Equipment Corporation CVDE designs and manufacturers a broad range of chemical vapor deposition, thermal processing and physical vapor transport equipment to High Power Electronics, Energy Storage, Aerospace & Defense and Industrial Materials markets CVDE’s Value Proposition: • 40+ Years Providi
Slide 5: CVD Equipment Corporation At a Glance
CVD Equipment Corporation At a Glance Investment Highlights Key Markets High-Growth Emerging Legacy Uniquely positioned to address massive high-growth Silicon Carbide (SiC) market driven by global EV adoption For the power electronics market we provide reliable and precise equipment and solution
Slide 6: CVD's Transformation
CVD’s Transformation 1.0 Creation and Validation 2.0 Transformation 3.0 Industry Leader Founded to Focus on Designing and Strategically Repositioning to Serve Established Leader with Growing Market Share Manufacturing Key Process Equipment Solutions High-Growth Markets • 40+ years of developing deep
Slide 7: Financial and Operational Snapshot
Financial and Operational Snapshot • 2021 Revenue: $16.4 million / 2022 Revenue: $25.8 million / TTM 9/30/23 Revenue: $27.2 million • Cash and cash equivalents at 9/30/23: $14.3 million • Debt outstanding at 9/30/23: $0.4 million equipment loan • Two facilities in New York: Central Islip – Headquart
Slide 8: Market Overview
Market Overview © 2023 CVD Equipment Corporation | All rights reserved 8 enabling tomorrow’s technologies™
Slide 9: Our Targeted Markets: Focused on SiC High-Growth Market
Our Targeted Markets: Focused on SiC High-Growth Market High-Growth Emerging Legacy High Power Electronics EV Battery Materials/ Aerospace & Defense, Silicon Carbide (SiC) Energy Storage Industrial Materials Electric vehicles are driving demand for Demand from OEMs for Ceramic Matrix Silicon Carbide
Slide 10: Multi-Market Growth Opportunity, 2024 Focus on SiC High Growth
Multi-Market Growth Opportunity, 2024 Focus on SiC High Growth Global SiC device market for 2024 is projected at $5.3B, reaching $22B by 2030 with CAGR of 27%(1) SiC Power Electronics in EVs accelerating the demand for SiC material. To meet the estimated SiC wafer demand, annual wafer supply is expe
Slide 11: Product and Technology
Product and Technology © 2023 CVD Equipment Corporation | All rights reserved 11 enabling tomorrow’s technologies™
Slide 12: High Growth CVD SiC Wafer Production for High Power Electronics
High Growth CVD SiC Wafer Production for High Power Electronics End-User Process Solutions Key CVD Strengths Applications EV Charging PVT 150 mm SiC Crystal Growth System (2022) Temperature, Pressure and Overall Process Control EV Motor Power Conversion PVT 200 mm SiC Crystal Process Uniformity and
Slide 13: State-of-the-Art Equipment Addressing SiC Wafer High-Growth Market
State-of-the-Art Equipment Addressing SiC Wafer High-Growth Market PVT-150™ SiC Crystal Growth System CRYSTAL launched in 2022, PVT-200™ launched in 2023 Crucible Crystal Bulk GROWTH Charging Growth Annealing Crystal STEPS PVT 150™ SiC Epi Single Wafer System planned launch 2024 2022: Launched PVT15
Slide 14: Crystal Growth- Physical Vapor Transport Systems
Crystal Growth- Physical Vapor Transport Systems PVT150™ / PVT200™ Go To Market Launch • PVT R&D System: 2011 • PVT150™ launched & installed 30 systems – 2022/2023 • PVT200™ launched – 2023 Q3 Differentiating Features and Options • Robust Production System with Enhanced Process Controls - Temperatur
Slide 15: Legacy CVD/CVI for Aerospace & Defense and Industrial Markets
Legacy CVD/CVI for Aerospace & Defense and Industrial Markets End-User Process Solutions Key CVD Strengths Applications CMC Engine Production Bond Coat CVD/CVI Furnace Process Components Systems Chamber: 62” ID / 77” H Hypersonics R&D and Production Precise temperature control CVI Furnace up to 1600
Slide 16: Vertically Integrated Manufacturing - Built in the USA
Vertically Integrated Manufacturing - Built in the USA Applications Lab Manufacturing Quartzware SDC® Gas Storage & New materials, coatings and processing CVD has expanded its internal Our quartzware manufacturing facility can Chemical Delivery Systems techniques through CVD’s Application manufactur
Slide 17: CVD Focus & Investment To Support The Market Growth Opportunity
CVD Focus & Investment To Support The Market Growth Opportunity Five Point Initiative 1 2 3 4 5 Grow market share Expand manufacturing Diversify Innovation of new Build out Application through increased capacity and capability manufacturing products including Lab for Process investment in sales with
Slide 18: Seasoned Executive Team
Seasoned Executive Team Manny Lakios Richard Catalano Max Shatalov Jeff Brogan Warren Cheesman President & Chief Executive Officer Vice President & Chief Financial Vice President of Engineering & Vice President of Sales & Marketing Vice President of Manufacturing Officer Technology Operations • Appo
Slide 19: Thank You
Thank You PVT200™ - Physical Vapor Transport System © 2023 CVD Equipment Corporation | All rights reserved 19 enabling tomorrow’s technologies™
CVD Equipment — Investor Presentation (December 2023) on 6ix