Ferrotec Corporation · TSE:6890

Ferrotec — FY2001 Earnings Presentation

32 slides from Ferrotec's earnings presentation, March 2001

1. Slide 1: 2001年3月期 本決算説明会

   6890 2001/3 http://www.ferrotec.co.jp/ 01 3 01 3 31 1

2. Slide 2: Ferrotec Corporation

   2001 3 ? Ferrotec Corporation ? 1980 1996 10 ? 56 M.S. ? 37 51 12,862,287 ? 9.33 6.3 6.11 5.83 4.66% ? ? 1980 1987 MBO) 1988 1992 1996 IPO) 1999 Ferro fluidics Corporation TOB , 2001 2001 2

3. Slide 3: Group companies

   6 5 100 100 92 100 Ferrofluidics Corp. 100 Ferrotec America Corp Ferrofluidics Gmbh ( Ferrofluidics Ltd Ferrofulidics S.R.L S.A 100 100 100 100 Ferrofluidics Corporation: 100 R&D 3

4. Slide 4: ROE and shares outstanding

   01/3 99/11 Ferro fjuidics Corp 98/7 ROE 16.6% ROE 4.4 9,055 9,085 9,100 12,670 12,862 4

5. Slide 5: ? ? 2.3 ? 3.6

   ? ? 2.3 ? 3.6 5

6. Slide 6: 2001 P/L

   2001 P/L 01 3 1,645 720 6

7. Slide 7: 2001/3 2001/3

   2001/3 2001/3 7

8. Slide 8: 2001/3 2001/3 2000/3 2000/3

   2001/3 2001/3 2000/3 2000/3 8

9. Slide 9: Ferrofluidics Corporation

   Ferrofluidics Corporation 9

10. Slide 10: BS, CF

    2001 BS, CF // 10

11. Slide 11: ROE

    2002 3 3.4 3.4 186 18.5 11 85 9.8 2002 3 88 6 3.2 25.5 ROE:3.2 11

12. Slide 12: 12

    12

13. Slide 13: WSTS semiconductor market

    ? 2001 35 -40 2002 5 ? 15% 01 ? ? 13 WSTS(World Semiconductor Trade Statistics)

14. Slide 14: HDD market

    2001 HDD ? 23,000K ? 3.5 144,000K ? 2.5 30,000K 197,000K 64,500K 33 HDD203,500K / 65,900K 14

15. Slide 15: ? ? ? ? ? ? ? ? ? ?

    ? ? ? ? ? ? ? ? ? ? 15

16. Slide 16: CM, ISO certifications, M&A

    CM S 33 // 33 // 98/7 ISO9002 ISO9002 ISO14001 ISO14001 M&A M&A 99/11 2001/1 01/4 16

17. Slide 17: 2001

    2001 2001 17

18. Slide 18: ? ? ? 9002 14001 ? ? ? ? /

    ? ? ? 9002 14001 ? ? ? ? / 18

19. Slide 19: ? ? ? ?

    ? ? 100 ? ? 1 20 19

20. Slide 20: CMS

    CMS ? 01/9 ? 01/11 ? 01/11 20

21. Slide 21: ? ? ? ?

    ? ? ? ? 21

22. Slide 22: M&A

    M&A ? ? ? ? ? ? 100% 22

23. Slide 23: 23

    23

24. Slide 24: HDD product mix

    ? 100 2000 6400 30 2.5inch Note-Pc 2% 3.5 inch 5400rpmDesk-Top 13% 3.5 inch 7200rpmDesk-Top 75% 92 ,10000 100 24

25. Slide 25: Ferro fluidics)

    ? 90 ? ? ? ? ? Ferro fluidics) ? ? 25

26. Slide 26: AeA

    10-15 A [a / AeA | ae Ae LL FHO=FABHC HARE RED 8 IED LFS 44 -KosS aD aTHLASFC a HSEET ee |\PORKISI4— SULEEE SSCRR REESE ein PuayoD vskl _ Et Recs ie (DNASE Pate REDEC [Poy A seen ogg ete ois faut Bags

27. Slide 27: ? ?

    ? 98 7 ? 27

28. Slide 28: ? ? ? 2001/1 2000 2001 1997 1985 ?

    ? ? ? 2001/1 2000 11 2001 1 1997 1985 ? 28

29. Slide 29: SSS SNe

    SSS SNe Goggacdko in 29

30. Slide 30: 30

    30

31. Slide 31: 15

    15 31

32. Slide 32: CMS

    ? ? CMS ? 01 3 01 3 31 32

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