Ferrotec Corporation · TSE:6890

Ferrotec — FY2008 Earnings Presentation

28 slides from Ferrotec's earnings presentation, June 2008

1. Slide 1: 2008年3月期 決算説明会資料

   2008 3 2008 6 2 6890 http://www.ferrotec.co.jp/ 2007 1 12 2007 4 2008 3 2008 3 2008 5 23

2. Slide 2: 2008/3 and 2009/3 overview

   Fenso lec 2008/3 2009/3 366 400 av S

3. Slide 3: Net sales results and forecast

   21,105 23,946 36,625 40,000 09/3 ( 37.8% 14.0% 48.3%

4. Slide 4: Quarterly results

   ‡ ( 7,070 8,701 9,710 9,458 8,780 10,520 EB-

5. Slide 5: FPD segment

   Fenso lec . 08/3 FPD 2. 09/3 FPD

6. Slide 6: Segment results 2007/3-2008/3

   Fenso lec 2007/3 2008/3 Cpe

7. Slide 7: ull

   Fenso lec ull Th

8. Slide 8: Segment results 2007/3-2008/3

   Fenso lec 2007/3 2008/3 53.0 72.1 |

9. Slide 9: Quarterly results

   ‡ ( 2,235 3,051 2,769 2,839 2,450 3,151

10. Slide 10: Segment results and forecast

    Fenso lec . 08/3 2. 09/3 SUV

11. Slide 11: 2007/3 vs 2008/3

    Fenso lec 2007/3 2008/3

12. Slide 12: 2008

    Fenso lec 2008 3 HP

13. Slide 13: CMS segment results and forecast

    ( 11,459 11,847 15,100 . 08/3 CMS CMS CMS . 09/3 5,427 6,420 7,370 7,730 CMS CMS CMS

14. Slide 14: Segment figures and forecast

    ( 3,267 4,638 10,200 2. 09/3 5,835 2,134 2,504 4,365

15. Slide 15: Fenso lec

    Fenso lec

16. Slide 16: Fenso lec

    Fenso lec

17. Slide 17: Fenso lec

    Fenso lec

18. Slide 18: FREY

    Fenso lec FREY vYUAY rSRaIP 1500°C os ~ 7323) rm ne [——— ws 4 H, BH, SiH, “ RR Y aay ABA

19. Slide 19: MWp

    Fenso lec

20. Slide 20: 08/3 and 09/3 forecast

    08/3. 09/3 Faro iec (

21. Slide 21: Results trend

    59/3 Feno 1ec

22. Slide 22: 03/3-09/3 trend

    03/3-09/3 Ferro lec

23. Slide 23: CMS

    Fenso lec ON CMS hit ff

24. Slide 24: ( 1999 09/3 1996 1987

    ( 1999 56 09/3 400 1996 36 1987 24

25. Slide 25: 2006 2005 2001 1999

    Fenso lec 2006 2005 2001 1999

26. Slide 26: ( 99.7% 2008 2,892 2,672 1,170 2,191 1,741 1,573 1,254 1,297 1,241 1,164 1,070

    19 ( 99.7% 2008 3 2,892 2,672 1,170 2,191 1,741 1,573 1,254 1,297 1,241 1,164 1,070 1,079 885 701 639 677 542 425 69 -136 -186 -101 -73 -251 -353 -477 -639 -936 -953 -1,219 -1,164 -1,293 -1,396 -1,329 -1,465 -2,275 -2,212 -2,312

27. Slide 27: Fenso lec

    Fenso lec

28. Slide 28: M&A history

    M&A M&A 2008 5 2008 3 90% 2008 9 2007 12 CMC . 2007 KSMC Ferrotec Korea Co., Ltd. 2006 11 2 (12 2006 9 2005 12 Ceramics 2005 7 NORD 2005 5 KSM 2004 10 Advanced Fluid Systems 2004 7 2003 10 2002 7 2002 2 CMS 2002 2

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