Slide 1: Half Year Results March 2007
OM Brig Mes March 2007 < G Ee Moves & -) oe “ =» Adrian Di Marco
Slide 2: Welu| Perpetua)
Welu| Perpetua) Suita Ene ee euDAHOOULUOS | i i sesnoy aiemyos jsebie] seieuisny JO suD os Aueduwioo palsy Ajoygqnd xsy do, «= Ssiawo}sno sofew 009 — ZNY Ul SuoHeoldde asudiajua jo sayjddns soley)» wopbuly peur Ajjuece SJOWW Puke BISY ‘puejes7 MAN ‘elesjsny Ul 9ousSseldg ss Burey 9 Auedoly euOABojou
Slide 3: Summary, Analysis, 2007 Half Year Results
3 Rruasioneres J cechnologyone * Summary « Analysis 2007 Half Year Results 1 Serauninnniind
Slide 4: felu| perseuue]
felu| perseuue] L SS on 2 auchbojouyos3 Li paunoul se pasuadxa Ayn} qey = ONUBASY JO %/ | Sjuesaidas - %14 dn ‘yooOZ$ dn ‘wg'9¢ Gey «= 9ININJ Sl Ul JSBAUI O} PenuijUuo. AUedWOy «= %Gze dn ‘we ecd Gey Bulpnjoxe sesuedxy «= (%/Z SA MZ) SUJUOW PZ O} Z|} JO} BYes Xe] JOMO] Huinuluod josdxy = %Ev An ‘weE
Slide 5: 7eiu| pomeune5 |
7eiu| pomeune5 | 7 ei eu BAH OUYOS: | — SJUBLUISBAU! LIB} LOYS SepNnjaul ysey, %G/ St JedA |jNj 10} INOAed JoHse] pyeog == %6 dn sjuso ZG" | 0} peseasoul puapiaiq pesuadxs Ajjnj Grey je — slinses Jo Aoueuedsues | (180A jsSe] %E SA) %E :ANbajAqgeq = (sue9A Maj 1x9U 10} BuloBuo) od pue sdoyde; uo Adlj
Slide 6: yoiu)| Peetu
yoiu)| Peetu Lo %E Zo ort est psepueys - sjueo sdq SV gro 691 Sve UONESIPOWY dig S}JU39 Sy %Sd 920 691 Sve peyoday sjus9 Sd3 KEV L002 080s L82'L pepodey IvdN LE 692% Beal L6v'6 XBL B10]8g Wold (%9) (Ly) ee9 26S A@WODU| 1$8281U] 18N SE oe’? S6s'9 s06'8 Lida Yv6L 26 (Zh) Se x3YHO4 YAS BOr bSS 6S9 uoqe
Slide 7: vie aU) Pesuue5
vie aU) Pesuue5 dees ja, Nomi hb N NH OM o@ o 2 BS & RB S&S 8 oS 6G SB BBBBSBSBSEES PESEEEE EEE SET ELESEE SSEEREEEES _ -~ 2S Qe v ¢ r . x wage Sy age Se Bye ~ ~ 7 N + <_< XO] 181ge Ljold leh jusu givasay ene aay punodwod winuue Jed %GzZ ‘WOld ON = punodwoo winuue sad %Ezg ‘V8 = punodwod winuue Jed
Slide 8: felu| perseuue]
felu| perseuue] L SS a auchbojouyos3 Li sudo Bulsixe WoO peyesauab SenudsAds INO JO %OG = %Q UMOP ‘WES JO SNUBAD SBDIAIAS JOSlOIg «= %9ze An ‘wg'6$ JO SBdIAIaS HulljNnsuoyD » %p| dn ‘wgOl$ JO See} so0uso!| |enuUy = WOE dn ‘W714 JO ssQwo}sno Huljsixy — See} sousd] elu] « %9G dn ‘wWZ'OL$ JO SIBWOJSND
Slide 9: Tiel) pepeuuos
Tiel) pepeuuos pajoedxe se 400/$ JO SSO] WN Jeai \se| poled SWeS UI JUSLULIBAOB Jo B]OUM ON «= jyey puooes Ul pejoadxs JUSWSAOIJGUU! — Jey JSUl] Ul UGABYeoug PUR|esZ MON = ALZLG JO SSO| paynqijUuOd elsheyey| = (WGL°L$ UMOp) %68 UMOP UOIINQIjUOD Woud ‘suone}oedxe MOjag PeuOJJed uoIHes OIOeY BISY (9SS
Slide 10: Wei] pepmeulc) |
Wei] pepmeulc) | BAB OUUCS | 8 eu Sn JO} SININ} Sy} ul FeHUS}oOd jUBOYIUBIS a %G UMOP *(Y9BE$ O}) HGEG UMOP |]OJARd/HH # %9E UMOP ‘(4BBEF 01) HZZZH UMOP uleYD Ajddng = JOUIW AJSAIE]SJ [IHS SIUNOWY ow Ayybys umop saouaar yjosAed/HH pue uleyd Ajddng = pejoedxe yyey puocoes Buds = yey PUddaS OjUl peddl
Slide 11: Se BIGAM GH Re
Se BIGAM GH Re SONS AY | SJessy/SHIOM ‘sousbhije]u] Ssoulsng ‘uleyDA|ddns ‘OIA dg /HH ‘eIsAejeyW ‘WM Wo JelUs}od aunjny pesieosuy «= JJEY PUddEs UI pe}oedxe UOIINIJUOD JBBuOAS — J/EY ISI} Ul YEOM UO!NGIUOD PUR|eS7Z MON «= suoljeyoadxs MO}Sq IIIS ING ‘AyjenuUeIsgns psAocjdu! POUBWOLEd UOIBAY [eyUusyD
Slide 12: Significant Achievements Last 6 Months
Months IX ts Last S ievemen t Ach ignifican S J cechnologyone 3 Rruasioneres 1 Serauninnniind
Slide 13: Momentum for CI Series
Al < | series Momentum for Ci technologyane bruegirneses ce 0 1 Serauninnniind
Slide 14: Heuu| poreuuo)
Heuu| poreuuo) L BAB OULOSS | eu ABojouyos} Jo uolesipowwod Buinunuod sbessag] 0} YWIOMOWPI « Buel yonpoisd pepus}xe Jno JO} .xOq dy] JO No, UONBIHe]UIdeeq - "QJ wWaysks BulLiodas suo ‘eyep |e JO MAIA SUO ‘MO]P JOM auo ‘Uobo] auo ‘Jaseyep duo ‘Saye JO JaS SUO ‘ade|GyJOM SU — ,WaISAS SUD, « ‘O18 SSDI
Slide 15: WpelU| peeuuo)
WpelU| peeuuo) B | a OH AHO RY sea MJ 1X9U BU} JBAO UOI}ISOd BudJjs Be USN Sjng = 800¢ Ale8/700Z 4180 AjanissasBoud — Buney 9 Awedold » 8002 Ale98/7002 480 Ajanissasbod — |JOJAeg/HH «= Z00Z 19A0 AjanissasBboud — juswuabeuey JUspNIS «= Z00Z 48A0 AjanissasBosd — ureuyd Ajddns «= MOU d9jQeIIEAR — SJASS
Slide 16: Strong New Business
technologyane bruegirneses ce 0 ths: t = Ppsiiiiite — ey oO | = Strong New Business 1 Serauninnniind
Slide 17: Poot -
Poot - requ) SS a auchbojouyos3 Li SJOWWOSND MOU % — UOITEONpy JeUBIH SolNUsBE MOU G — JUSLULIBAOD [BJBPe4 PUR BTelS S|IOUNOD MEU / — JUBWIUJ@AO‘ [e007 « SIBLUOISND MOU OZ — [BIOIOWWOD |eJOUay = ‘S]OyJELW 8109 UNO Ul Aj|HuUOIS POWIOWSY = S|B9P MSU JO %GG peuuiduspun syeioueul4j SuQABojouyos| «= yey
Slide 18: Suite’
Suite’ eu BAO OUUOS: [SPO JONPOJY pel}eiepe 4 Meu — sseUIsng siy] MOJ6 oO] AGayeNS « sajes JOU — UO!epPIOSUOD puke LOORISITeES 19WO]SND sem Jey SIy] SNO04 = ouney Aug ueboq + jounog yBnosoqfey JOUNDD auluS Wasepneeg - :PaUBis S]OBNUOD MON «= OUAed/HH ywoib Buoys Buinuijuod 40} wee] siy}] dn pedwey «
Slide 19: Suita Ene ee
uh Suita Ene ee euDAHOOULUOS | i i poreuuo) [SPO JONPOJY peyesaps+ MoU — SSaUIsnNg siyj MOJB oO} ABalTel]IS = Huds uoNSedwod ‘pajuswbey joey = OUNOD ailys BluIpeD - lounoy Aug joodear] jlounoy AUD ISeOD pjoy - jlounog yBnologhueyy « Jayepn ACuny winginor) }lounoyd Gilys Ysesepnesgd -« }ouNdd AjID IS
Slide 20: poreuuo)
poreuuo) ‘LB MSN UI Sndo} peseasou] = poppe jyelS MOU — [OVW UO SNdO] peseasOU] » BIOJOIA Ul JOBBEUBLU SEIS MON = soUeWOLEd UOIHSs [e1JUSD Ul JUSLUDAOJGLUI JUBIDIIUBIS = Buinujuos winjuswow Buoys » DIUYOSJAJOd PUB|YON + Asusalupy) OBeIO « SYIOWOA « pueog Buloey puejee7 MeN - Auuy uoyeajes « :paUuBls
Slide 21: Research & Development
AMINE = Research & Development
Slide 22: i OA fe a oy
oe i OA fe a oy OVOULjoOS. JONpPOId jJOuAed/HH NO jo JUSsLUdOJaASp pajeigjaooy JONpoJd sjessy//SYOAA JNO jo JUBLUCO|SASp psye19j900V7 (IWHD) Juswebeuey diysuonejay JOWOISND :JONPOJd MAU B JO} P9}9jAWOd }d9OuU0d JO jOOIg uonajduo0o Buuesu 1OnNpoid sousbhijaju] Ssouisng MEN jam Buio6 sanneniui o1beres
Slide 23: New Federated Product Model
AMINE New Federated Product Model
Slide 24: Ayunyoddo jueoyluBis =
Ayunyoddo jueoyluBis = sajes s Auedwoo ay} BulAlip Ajjuasino syonpojd maj e AUD (sAep Apea — WY) diysuonejay JowoisnD «= juswabeuey] JuepNsS «= Burney 9 Auedoiq «= S]OSSY/SHIOM «= aouebijeju| sseuisng = eyey/ureyo Ajddng «= OuAed/HH » sjeloueul4 «= payeaso MOU sjonpojd Jo suljadid saisua}xy
Slide 25: felu| perseuue]
felu| perseuue] a SS a auchbojouyos3 Li JSpOy| ONpoOJg pslesepe4 MON :yoeoJddy «= Jepow SSoUISsng ajqejeos SO = Bul] UO, SJONpoOJd BOW Bulg 0} S@AjaSiNO UOIISOd «= SJOWWOSND Buljsixd JNO O} ,SNyeA BOW, ppy = gseq Jawojsnd Buimoi6 puke aAisua}xa uno uO asijeyidey «= yonpoid YyOeSe WOd} UO!ING!UOS pou
Slide 26: SuasGojoucees pd
SuasGojoucees pd spnpoid s9uyleg spnpoid po.umboy npoid padojeao oinjng ounjng oAnjng 35w diysuonejoy » “| 4awojsny aousby je WUT] ssoutsng buney 2 2s i
Slide 27: i OA fe a oy
oe i OA fe a oy OVOULjoOS. JouueWW syeUdoudde pue pesnooj, e ul Jonpoid Aq suswoysnd ino uM ebebuy yonpoid Aq s}e6se} pue sj qy oyI0edS yonpoid Aq sisijeloads Ayjsnpuijonpoid pelesipeq yOnNpoJd YOeS JO} BdIAIES pue Ayyeuonouny ul diyssepesy joysew, 0} payeolpeq sjlun ssauisng |ENPIAIPUI SE UBAUIP ,S
Slide 28: elu peseuuG)
elu peseuuG) i Sui OH KoA auchbojouyos3 sdnoi6 Ayjsnpul pue sudwojsno JNO UM UO]OUNTUOD UI ‘padojaAsp sdewpeos JONPOJd «= (HEY pug julodde 0}) souabi|jaju) sseulsng/sjeloueul4 (ID = (Wey sly} payulodde) jjouAed/HH WD « (Jey sly} peyUlodde) JUaWILIBAOX ;eO07] pue ASedolg WD = (Ajsnoiaaid pajulodde) u
Slide 29: poreuuo)
poreuuo) ‘LB Weyoy/ureyo A\ddns = WHO * (6uimoi6) sassy /SYJOAA = :e@pnjoul osye jm Auedwiod dy] JO} SISAUIP ONUSAS OY] SYJUOW tp ON : (mau) souabijajul| Sseuisng (Buimoib) |josAed/HH = (BuimoiB) JUSWUJaAOY e007 /AUSadOld «= ‘apnyjoul ogsyje |jImM Auedwod du] JO} SISALIP SNUSASJ BU] SUJUOW PZ O] Z|
Slide 30: yimos6 anusAss JueoIUBIS
yimos6 anusAss JueoIUBIS JOAYOP [IM yeu] Sdiyusseuyed pue suoiisinboe o1beyeu1s SYPUSPUN 0} JAPOW, |NeMOd & UM SN SOPIADId =
Slide 31: Greater than the sum of the parts
f sechnologyane ‘Greater than the sum of the parts’ ‘aH
Slide 32: Geographical Expansion
2 c 2) = technologyane busines oor 0 = Geographical Expansion 1 Serauninnniind
Slide 33: RIGA QHMITT NY
RIGA QHMITT NY sjouued Jo asn — aoejd ul ABayesIs MeN = 90e]d Ul Wed] }JUBWSHeURLU MON = eIsAejel\| = SN SPJEMO}] BdUeIS SAIssasHGe ue Hulye} sueAejd Jusquindu| = SAIISOd AJSA Byep-0}] yORgpes4 = Buidojensp ouljedid poos «= dnosty BOURUIY OO|Y¥ :Y¥N Ou} Ul SAT] SYS ]SUI4 = wopbuly peu) = lunjuslUOW
Slide 34: yieiu) Pemeeuuc) |
yieiu) Pemeeuuc) | auchbojouyoss | i i SOLO}I9} ONIN] = SdlJO}9} Buldojeaeq «= SO110}149] Bulsixy = saimunyoddo jeoiudes6oa6 jo auljedidq »s
Slide 35: LOV MSN “eHOJIA ‘pueleaZ MAN =
LOV 8 MSN “eHOJIA ‘pueleaZ MAN = ‘Ayeinonsed ‘sjeysew aseyul ul yyMob HBuinuyuoyD «= sjonpojd Bunsixd uno jo uoiesjeUed BseaJou! 0] unBeaq sey INO |JO1 JapOy JONPOJY payessps4 MON) «= sjonpoud jo auljadid Bursixe uo asiyeydey «= DUR|eS7 MON 8 BeuSNy =
Slide 36: 1U) PeeUUCD |
1U) PeeUUCD | Suita Ene ee euDAHOOULUOS | i i S]ONPOJG JBYUN] INO |]O1 — peyesso pesy YOReq, 90UO «= ssaulsng 3y} BulAup suabeueyy Ayjunoy a Ayyenur Aju syeioueul — s}oNpodd Jo Ino {jos payjouuOH = eisy g WopBuly payuy) =
Slide 37: USA, China or India on hold for next years
# USA, China or India = On hold for next 2 years Connected alu!
Slide 38: Outlook
technologyane i Resins Be © nnecied nic 0 Outlook ig
Slide 39: felu| perseuue]
felu| perseuue] a SS a auchbojouyos3 Li MN -e puejee7 MSN ul SeiUNOddDO = BlesISNy ul sea +€ XOU BU] JOAO SaljluNyOddo Jo suljedid Buoys « UOIIN|OS JNO HuljOsjas SeIISUBAIUN GUO Jal] « papseba jjam uolnjos auOABojouyos | ssaiBoid ul uolyepljosuo4y ssoAeid sofewe «= juoswebeuey JUspNS/uONeoNpsz ueubI
Slide 40: poeulo]
poeulo] ‘LB euokAojouuess sseaK M9} }x9U By} Ul Jeadde 0} saijuNwoddo jo suyedid Buoys = 90aid Buissiw, japoyy ONPOJY pajesapa4 MON = BAIEIIUL WWS]SAS SUC, ‘SO8USS ID :PSUONISOM |[aAA_ = SUOINIOS BSHdsJa]Ua, 0} PBesG JO SOQ, WO1} BAD = SIQEYASUI UOHEPOSUOy = suiajshs Aoebs| pjo, Auew — Joye pajuswbe
Slide 41: aueme elep auCABojouyoe| «
aueme elep auCABojouyoe| « .XOQ 84} JO INO, SHON + peyes6eajul Ayinj SJOWOISND JNO JO} UOISOdojd ssoulsng BuljjadwoD = ABojouyoe} |g Jo ,uolesijpowWwod, aHesaA07 « auQAbojouYyde | JO} JONPOJd MSN = (Iq) sousbyjaju; ssoulsng »
Slide 42: MOJ|O} 0] SJONPOJd JaUJO payeaso Peay YORsg, 90UO «=
MOJ|O} 0] SJONPOJd JaUJO payeaso Peay YORsg, 90UO «= peoy yoeagq, Buless0 onssi — psAladdl |JOaM ONPG «= Bl/eujsNy Se SJO}SdWOo awes — S/eIOUBUI4 SI JONPOJd Jsul4 = solunuoddo yeiuelsqns UUM ‘JoyJeW UBITeusny JO ezis sew] +¢ WopBuly peu = Wwopbuly peu) » Jayelw |[eWs e si YOIUM BISAejey SI SNOO} sno
Slide 43: Suns
Suns eu BAB OUUCS | S]@SSy/SHIOM g0uabiI|a]U] SSOUISNG = [OuAe dd /HH JUSWUJ9AOD jeo07/AUedolg «= 10} SONUSADI JUBDIIUBIS Hulpying Uo sndo} — W498} WINIPSyY] = puejee7 MAN ul yMosH BuinuyuoD = LOV 8 MSN Ul JusweAcidu BuinuquOD = saiydei6o96b Jusuno ul saiiunwoddo jo surjedid Buojs = WJ8] WOUS = yyy
Slide 44: jS1U| peaULC]
jS1U| peaULC] auchhojouy an p& sjonpoid sayjyo Aq pamoyjjo} ‘syeroueul — wopbury peliuA jepow JONPOJg pelessps 4 Mau Ag UsAUP sdiyssouUed puke suolisinboy = eJey/uleYyD Ajddng « WHO = :semunyoddo wie} 6u07 =
Slide 45: qeIUL
qeIUL SUHANRDE BIGaigose sep auchbojouyos3 poreuuo) ‘i saiydei60e6 Modu Ul JUSWISSAU] JONPO Jo Saas 19, ajejdwog wee} JusuebeUeW JOIUas 84} pUedX ssoulsng Jno jo Bulyeos ajpuey 0} swa}shs MON ymoi6 esnusAsd YIM Sul Ul $]Jsoo Bulbeueyy = UsASyesIq O} BISARlE|\ WL ye UuleJUOD Sesso] WN SNUBAA JO %/ |
Slide 46: Adrian Di Marco
OM Brig Mes March 2007 < G Ee Moves & -) oe “ =» Adrian Di Marco