Comet Holding Ag · SIX:COTN

Comet — Investor Day (November 2011)

32 slides from Comet's investor day presentation, Nov 29, 2011

1. Slide 1: Investor Day 2011 – Innovation & Customization

   November 29, 2011 Investor Day 2011 „Innovation & Customization“ Ronald Fehlmann CEO COMET Group Technology with Passion COMET Investor Day 2011 Agenda Vormittag Zeit Thema Referent 10.00 Begrüssung R. Fehlmann Einführung: Innovation & Customization at COMET Group CEO 10.20 Differenzierung durch inn

2. Slide 2: Agenda Nachmittag

   COMET Investor Day 2011 Agenda Nachmittag Zeit Thema Referent 13.30 Kooperation als Brennstoff für Innovationen Charles Flükiger Head of Industrial X-Ray 13.45 Innovative Electron Beam Technology for Aseptic Laurence Mott Packaging Applications Vice President D&E Q&A Packaging Solutions AB Tetra Pac

3. Slide 3: Characteristics of innovation at COMET

   COMET Investor Day 2011 Innovation at the COMET Group Characteristics of innovation at COMET Cross-departmental Efficient network organization Informal and almost paperless Consciously “chaotic” but target-oriented Technology with Passion 29.11.2011 | 5 COMET Investor Day 2011 Product Development at

4. Slide 4: Product Development and Customizing Products at COMET

   COMET Investor Day 2011 Product Development at the COMET Group Characteristics of development at COMET Department specific Disciplined Entrepreneurial • design to cost • short cycle time • strong adherence to delivery dates Technology with Passion 29.11.2011 | 7 COMET Investor Day 2011 Customizing P

5. Slide 5: Customer cycle time and examples of technology push

   COMET Investor Day 2011 Product Development at the COMET Group What defines the customer cycle time?  How disruptive is the technology?  To what extent does the technology trigger customer internal changes?  How normative is the market environment?  What is the market culture?  How integrated i

6. Slide 6: Customizing Technology: collaboration model

   COMET Investor Day 2011 Customizing Technology at the COMET Group Collaboration model: From customer idea to joint solution Product Benefits Drivers Customer idea  Process Product improvement Joint Development Process  Cost reduction  Environmental benefit COMET Technology 2 – 5 years Market Pull

7. Slide 7: Examples for Market Pull; COMET Group Key Facts

   COMET Investor Day 2011 Examples for „Market Pull“ Technology Vision / Need e-beam Sterilization without chemicals High Frequency / 450 mm wafer size High Voltage Laminography 3 D images of planar surfaces Technology with Passion 29.11.2011 | 13 COMET Investor Day 2011 COMET Group – Key Facts  Abou

8. Slide 8: Special Guest Speakers; COMET Group Executive Team

   COMET Investor Day 2011 A warm Welcome to our Special Guest Speakers Benjamin Henkel MTU Aero Engines, Germany’s leading Stv. Prozessbevoll- supplier of aero engine sub-systems and mächtigter für Röntgen modules with exhaustive experience und CT, MTU Aero regarding fully automated CT inspection of E

9. Slide 9: Differentiation: Added Value through Innovative Customer Solutions

   COMET Investor Day 2011 Agenda Vormittag Zeit Thema Referent 10.20 Differenzierung durch innovative Kundenlösungen Dr. Joseph Kosanetzky Head of Division Systems 10.35 Vollautomatische CT-Prüfung von Turbinenschaufeln Benjamin Henkel Q&A Stv. Prozessbevoll-mächtigter für Röntgen und CT MTU Aero Engi

10. Slide 10: Market Trends and Drivers for Automation

    COMET Investor Day 2011 The YXLON World: A Broad Range of Markets & Products Adequate solutions for different needs X-ray inspection X-ray inspection Portable X-ray Microfocus X-ray and CT systems and CT systems systems and X-ray systems and for testing of for testing of based pipe Micro-CT systems

11. Slide 11: Benefits of Automated X-Ray Inspection

    COMET Investor Day 2011 Benefits of Automated X-Ray Inspection Quantitative results Operator independent results / >98% allow for implemen- tation of parts specific elimination of High(est) up-time end-customer human factor (standard > 95% specification up to > 98%) Full integration into Reduction o

12. Slide 12: Some typical Examples

    COMET Investor Day 2011 Some typical Examples Automated Wheel Inspection System Robot based System for high throughput inspection of general castings Automated Tire Inspection System Automated CT System Technology with Passion 29.11.2011 | 23 COMET Investor Day 2011 Cast Inspection Automatic Defect

13. Slide 13: Wheel and Tire Inspection

    COMET Investor Day 2011 Wheel Inspection Automatic Defect Recognition (ADR) Innovation • Unique manipulation concept • Unique ADR detection algorithms • Lowest false reject & highest detection rates • Full integration into customer IT network -> process feedback loop Main area of usage: Casting / fo

14. Slide 14: CT Inspection Automated Feature Extraction

    COMET Investor Day 2011 CT Inspection Automated Feature Extraction Innovation • Best 2D CT slices due to dedicated LDA (line detector) • CT system adapted to customer application • Special ADR algorithms tailored to application and customer specification Wall Thickness Measurements Technology with P

15. Slide 15: Agenda Vormittag and Nachmittag

    COMET Investor Day 2011 Agenda Vormittag Zeit Thema Referent 10.20 Differenzierung durch innovative Kundenlösungen Dr. Joseph Kosanetzky Head of Division Systems 10.35 Vollautomatische CT-Prüfung von Turbinenschaufeln Benjamin Henkel Q&A MTU Aero Engines GmbH Zerstörungsfreie Prüfverfahren (TAFP) 11

16. Slide 16: Cooperation that fuels Innovation

    Industrial X-Ray (Modules & Components) Cooperation that fuels Innovation Charles Flükiger Head of Business Unit Industrial X-Ray Technology with Passion COMET Investor Day 2011 Cooperation that fuels Innovation Shared vision Cultural fit Trust and respect Full transparency Complementary skills Tech

17. Slide 17: Macro-Trends and Micro-Trends

    COMET Investor Day 2011 Macro-Trends Efficient use of resources Environment Process control Safer World Economical Technology with Passion November 29, 2011 | 33 COMET Investor Day 2011 Micro-Trends From To Stand-alone operation In-line operation Statistical Control of simple Control of all parts re

18. Slide 18: Push Approach and Pull Approach

    COMET Investor Day 2011 Product finds Market (Push Approach) Macro Trends Micro Trends Innovation & Product Customization Market Introduction Benefit Development System Integration Application Development Yield improvement Development of Software Development Field Test Ensure safety High Energy X-Ra

19. Slide 19: Cooperation Model Tetra Pak COMET

    COMET Investor Day 2011 Cooperation Model Tetra Pak COMET Global Concern Mid Size Company Profile privately owned Swiss Stock Exchange Sales (MCHF / 2010) 9`980 M€ 217 MCHF Employees 21`800 720 Industrial X-Ray Core application Food packaging (liquid) Plasma Control How to succeed in this unbalanced

20. Slide 20: Cooperation Model: IP, Open Books, Free Access

    COMET Investor Day 2011 Cooperation Model IP-Model Open Books Liquid Food All others Applications Partner  pays 100% - owns 100%  IP-defend responsibility  Exclusive rights for liquid food Comet  Royalty-Free license to IP Partner outside Tetra Pak core  full cost transparence applications  Ex

21. Slide 21: COMET & Tetra Pak

    COMET Investor Day 2011 Cooperation Model IP-Model Open Books Free Access Liquid Food All others Applications Partner  pays 100% - owns 100%  IP-defend responsibility  Exclusive rights for liquid food To all resources:  Specialists Comet  Research Labs  Royalty-Free license to IP Partner  Leg

22. Slide 22: The customer perspective; Agenda Nachmittag

    COMET Investor Day 2011 Cooperation that fuels Innovation The customer perspective … … will be presented by Laurence Mott Vice President D&E Packaging Technology Tetra Pak Technology with Passion COMET Investor Day 2011 Agenda Nachmittag Zeit Thema Referent 13.30 Kooperation als Brennstoff für Innov

23. Slide 23: Future through Global Innovation Management

    Plasma Control Technologies (Modules & Components) Future through Global Innovation Management Michael Kammerer Head Plasma Control Technologies Technology with Passion COMET Investor Day 2011 Semicon - A fast Moving Technological World Global Trends in the Semicon Industry: 100mm Increase output In

24. Slide 24: COMET is at the Forefront of this Development

    COMET Investor Day 2011 Semicon - A fast Moving Technological World 100mm 200mm 300mm 450mm Structures of memory chips are decreasing over time 10my 1my 350nm 130nm 90nm 65nm 45nm 32nm 22nm 16nm 11nm 1971 1985 1995 2000 2002 2006 2008 2010 2012 ca. 2013 ca. 2015 Technology with Passion 29.11.2011 |

25. Slide 25: Local Presence close to Customers; Key Success Factors

    COMET Investor Day 2011 Fast Technological Cycles needs Local Presence close to Customers for an efficient Customization Process Customized products Customers Match boxes for wafer Tool kit of standardized Product and IP - vacuum capacitors - Customization Match boxes Development - generators for so

26. Slide 26: Worldwide established R&D / Engineering Organization

    COMET Investor Day 2011 Worldwide established R&D / Engineering Organization Customization thanks to our organizational structure with 4 Competence Centers Stolberg (D) Competence Centre Design of Generatores Standardization , Modification Shanghai (CN) Engineering & Apps* Flamatt (CH) RF Matchboxes

27. Slide 27: Asia – Customer Support; Europe – Standardization and Modification

    COMET Investor Day 2011 Asia – Customer Support & Engineering  Application & Technical Engineering  Assembly RF matchboxes since 2009/10 (5 production lines for customized matchboxes)  Customer Support Important Customers Technology with Passion 29.11.2011 | 53 COMET Investor Day 2011 Europe – St

28. Slide 28: Stolberg: Competence Center for Generators; PCT R&D Partner

    COMET Investor Day 2011 Stolberg: Competence Center for the Design of Generators  Recognized expert for demanding RF power generators with profound knowledge and experience  Fully fledged production line and R&D for RF generators  Access to the RF power supply market Technology with Passion 29.11

29. Slide 29: Success of our Global Innovation Management

    COMET Investor Day 2011 Success of our Global Innovation Management  Two of the big three OEMs in Sillicon Valley have been fully penetrated with BTS on all systems for the advanced 300mm technology.  Biggest OEM still further potential to penetrate  Matchboxes used for all processes: Etch, Depos

30. Slide 30: Same Process Approach for Further Emerging Markets

    COMET Investor Day 2011 The same Process Approach is valid for further Emerging Markets Solar LCD Flatpanel Display LED Technology with Passion 29.11.2011 | 59 COMET Investor Day 2011 More about global Trends with Potential for Development … … will be presented by Dr. Mike Cooke Chief Technology Off

31. Slide 31: Performance Outlook 2011

    COMET Investor Day 2011 Agenda Nachmittag Zeit Thema Referent 13.30 Kooperation als Brennstoff für Innovationen Charles Flükiger Head of Industrial X-Ray 13.45 Innovative Electron Beam Technology for Aseptic Laurence Mott Packaging Applications Vice President D&E Q&A Packaging Solutions AB Tetra Pac

32. Slide 32: Corporate Communication Calendar; Thank you

    COMET Investor Day 2011 Corporate Communication Calendar  March 15, 2012 Publication of results 2011  April 18, 2012 Shareholders Meeting 2012  For more details on business development, financial data or reports please refer to http://www.comet-group.com Technology with Passion 29.11.2011 | 63 ©

COMET Holding — Investor Day (November 2011) on 6ix