Slide 1: Investor Presentation August 2010
fax Investor Presentation August 2010 Ome aeo ke a Se hy
Slide 2: Forward-Looking Statements
Colfax Forward-Looking Statements Coltax Corporation statement: 9 statement: within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements Colfax’s plans, objectives, pectatt i ‘current facts. Forward- to diffe
Slide 3: Company Overview
Colfax Company Overview Colfax. Corporation _— Diverse end markets Global reach with leading brands Xs Problem solvers for critical fluid-handling applications PY ity Balanced growth approach: acquisitions and organic Colfax Business System Committed to becoming a multi-platform business ==™@ == ine
Slide 4: Company history and background
COM sxcervan —— * Founded in 1995 "Equity capital provided by Mitch and Steve Rales, founders of Danaher (NYSE: DHR) * Targeted global industrial companies with strong brands * 13 acquisitions, 5 divestitures * Exclusively focused on fluid-handling industry = Proven, experienced management team * Be
Slide 5: End Market and Geographic Diversity
Colfax End Market and Geographic Diversity Coax Corporation Blue Chip Cus 3) SIEMENS GENERAL DYNAMICS S mers x @ AHYUNDAI Diverse end markets and customer base we A, ae a alle me Sp: en
Slide 6: Broad Product Portfolio Focused on Customer Applications
Colfax Broad Product Portfolio Focused on Customer Applications Coltax Corporation ve Cavity Pumps
Slide 7: Colfax Strategy - Fluid Handling
Coifax Strategy - Fluid Handling Nie Bicpoalion Differentiation through responsive VOC-aligned Sua, solutions and services for the most critical fluid-handling applic:
Slide 8: Strategic Priorities
Colfax Strategic Priorities Colfax Copeoation * Intensify the application of CBS tools (EMEAA focus) * Align into a global functional organizational structure * Utilize Voice of the Customer process to drive differentiated product development " Grow Asia [ Enhancing he foundation fr sustained growth
Slide 9: Continue to Pursue Strategic Acquisitions
fax i Si siti cotta Continue to Pursue Strategic Acquisitions Colfax Corporation Acquisition Criteria: Strong brand name recognition Leading market position Global reach and manufacturing Differentiated product technology / highly engineered solutions ‘Complementary end market / geographic focus Att
Slide 10: Intensify Application of CBS
Colfax Intensify Application of CBS Coltax Corporation = Align with the customer "Think and act breakthrough e immersion * Execute a unified PD (Policy Deployment) = Execute point-of-impact action plans CBS — People, Planning, Process & Performance ]
Slide 11: Oil & Gas
Colfax Oil & Gas Cotfax Corporation Colfax 2009 Sales Spt plications: Crude oil gathering, pipeline services; unloading and Toading; rotating equipment lubrication; lube oil purification Brands: Allweiler, Houttuin, Imo, LSC, Tuschaco, Warren Market Trends + Long-term demand for ol projected to incr
Slide 12: Defense
Colfax Defense Cotfex Corporation Colfax 2009 Sales Spt ‘Applications: Fuel ol transfer, ol transport water and wastewater handing, teething Brands: Allveller, Fakmount, Imo, Imo AB, Portland Valve, Warren Market Trends. + Recent growth in Navy funding * Focus on automation ‘+ Moderization and expan
Slide 13: General Industrial
Colfax General Industrial Colfax Corporation ‘Applications: Chemical processing, machinery lubrication; hydraulic Severs; pulp and paper processing, food and beverage processing Brands: Allweiler, Fairmount, Houtuin, Imo, Tushaco, Warren, Zenith Market Trends. * Demand driven by long-term capital in
Slide 14: Commercial Marine
Colfax ‘Commercial Marine Coax Corporation Applications: Fuel ol ransfer, cl transport water and wastewater handing Brands: Alleiler, Houttuin, Imo AB Market Trends. + Long-term increase in global trade + Aging fleet and increased enviconmental regulations + Approximately 10,000 ships on order Conti
Slide 15: Power Generation
Gila wewecsieass —— Colfax 2009 Sales Spt ‘Applications: Fuel unloading transfer, Burner and injection; rotating ‘equipment lubrication, hydroelectric hydraulics Brands: Allweiler, mo, Tushaco, Warren Market Trends. + Worldwide demand for electricity expected to double by 2030 + Majorty of growth in
Slide 16: Aftermarket Sales & Service
fax i cotta Aftermarket Sales & Service Colfax Corporation Colfax 2009 Aftermarket Sales Market Trends. + Significant aftermarket demand for replacement products, emacet * Tendency for customers to replace “ike for Ike" products Our Strategy * Leverage large installed base + Expand service center ne
Slide 17: Asbestos claims update
CEHAK sores update * Claims arise from purchased components previously included in our products Corporation * Significant solvent insurance coverage * Bad faith lawsuit against insurance carriers increases costs in process * Estimated annual liability and related defense costs of $4 million before p
Slide 18: Financial Overview
Coltax Corporation Financial Overview
Slide 19: Strong Financial Control
Coltax Corporation Colfax ‘Strong Financial Cont "Strong balance sheet * Debt of $88 million, principal payments of $9 million in 2010, matures in 2013 = Cash = $63 million + $136 milion available on revolver *Strong cash flow + LTM Adjusted EBITDA of $73 milion + Working capital to sales 19% *Capit
Slide 20: Financial Performance Overview 2006-2009
Colfax Financial Performance Overview ~ 2006-2009 Coltax Corporation Revenue ‘Adjusted Operating income) $709 s° $000 100 200 109 4900 “eo 100 20 © 0 =" a SS ee ren a $000 00 $200 ‘200 100 cy 0 200 S10 ‘0 °
Slide 21: Financial Performance Overview - Current Quarter
Colfax Financial Performance Overview ~ Current Quarter Revenue’ ‘Adjusted Operating Income") ‘300 0 0 $200 20 100 a 50 Py ry ‘022009 a22010 ‘22009 c22010 - 00 peal s200 bes $20 0 $200 310 ° 100 (222009 a22010 a femmes a ee so
Slide 22: Income Statement Summary
Colfax Income Statement Summary Cotas Coporaton a ‘fad es) a ta conn a een oe se" bh sangeet . = - yay : be Loar a a eae ce femtiuonmee, ga ae Sg cx sett ns Sone sows 69 en Mpaterumawicmise 18 Some Os ak = = - ae gg ee ae me Se x
Slide 23: Statement of Cash Flows Summary
Colfax Statement of Cash Flows Summary Coltax Corporation Cag work cap an src bis “otal Operating Active op exeninnes oer epee of bors ‘Total Financing Activ crea in ooh as epi of pod Cashend of period Sis Months Ends rn co uo 22 ee
Slide 24: Aligning Assets and Resources to Drive Best-of-Class Results
Colfax Aligning Assets and Resources to Drive Best-of-Class Results Cotfax Corporation Perform a thorough assessment of the business + Build the best team Establish the strategic vital few and focus on them Initiate a global functional organizational structure aligned with our customers + Intensify
Slide 25: Investment Highlights
Colfax Investment Highlights SE pocdon Strong portfolio of brands, products and solutions Diverse end markets and geographies Strong to fund itiatives and acquisitions Commitment to build the best team CBS intensity and potential Our values Goting signed to dive poten gow ]
Slide 26: Appendix
Coltax Corporation Appendix
Slide 27: Disclaimer
Colfax Disclaimer Colfax Coporation (eseptn cat ot TOA)
Slide 28: Non-GAAP Reconciliation
Colfax Non-GAAP Reconciliation Caffax Corporation: ‘Ajested Operating lncome mt soma stots s 9se Rosnctunngan thr rea charge var . . Modiateoss stot ‘olan a Dacdgnecoae (Ones posh ne hort tt
Slide 29: Non-GAAP Reconciliation
Colfax Non-GAAP Reconciliation Caffax Corporation: Ac cme a Atari She Ate opty ong
Slide 30: Non-GAAP Reconciliation
Coifak Non-GAAP Reconciliation Coltax Corporation ‘jel STDS arg