Slide 1: Jefferies Field Trip - Investor Presentation
Bruker Corporation (NASDAQ: BRKR) Jefferies Field Trip - Investor Presentation August 8, 2011 Frank Laukien, President & CEO Stacey Desrochers, Treasurer & IRO
Slide 2: Safe Harbor Statement
© Copyright 2011 Bruker Corporation. 2 Bruker Corporation Safe Harbor Statement Any statements contained in this presentation that do not describe historical facts may constitute forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Any forward-l
Slide 3: Bruker Overview: Core Competencies and Differentiators
© Copyright 2011 Bruker Corporation. 3 Premier Brand with Leading Market Share in Key Markets High-Performance Life-Science & Materials Research Tools Focused Company with Diverse Customer Base, Fast Organic Growth Experienced & Empowered Management Teams Focus on Science, Customer Collaborations an
Slide 4: Global Company with Diversified Markets
© Copyright 2011 Bruker Corporation. 4 Bruker Overview Global Company with Diversified Markets Other R&D and Production Sites Sales, Applications & Service Offices US and European (DE, CH, FR, NL) Major R&D and Production Sites Headquarters Key Markets: Life Science & Clinical Research Pharma & Biot
Slide 5: Financial Goals for Q3-2011 and FY2011
© Copyright 2011 Bruker Corporation. 5 Bruker Corporation Bruker BioSpin Bruker MAT Bruker Scientific Instruments Segment (BSI) Bruker Energy & Supercon Technologies (BEST) Bruker Daltonics Bruker Optics Financial Goals for Q3-2011 and FY2011 – Updated 8/8/11 June 30, 2011: Bruker’s backlog (written
Slide 6: Analysis of BSI Segment 2010A Revenue
© Copyright 2011 Bruker Corporation. 6 Analysis of BSI Segment 2010A Revenue: Revenue FY2010A: ~$1.2 Billion mix will shift towards applied/industrial in FY2011E with ~$300M revenue jump to >$1.5B for BSI segment Revenue by Customers Revenue by Geography of Customer Location Revenue by Product INNOV
Slide 7: FY 2010 Financial Achievements
© Copyright 2011 Bruker Corporation. 7 Bruker Corporation as of December 31, 2010 FY 2010 Financial Achievements Bruker Corp. FY 2010 FY 2009 Change/Comment Revenue: $1,304.9M $1,114.5M FX Adj. +18% Adjusted EPS: $0.72 $0.47 +53% BSI Segment FY 2010 FY 2009 Change Revenue: $1,225M $1,063M FX Adj. +1
Slide 8: H1-2011 Financial Achievements
© Copyright 2011 Bruker Corporation. 8 Bruker Corporation as of June 30, 2011 H1-2011 Financial Achievements Bruker Corp. H1 FY11 H1 FY10 Change/Comment Revenue: $758.2M $578.6M FX Adj. +24% Adjusted EPS: $0.34 $0.27 +26% Bookings: new record n.a. up >50% y-o-y BSI Segment H1 FY11 H1 FY10 Change Rev
Slide 9: Prudent and Disciplined Acquisitions: Varian Product Lines
© Copyright 2011 Bruker Corporation. 9 Prudent and Disciplined Acquisitions May 2010: Acquisition of 3 Varian Product Lines Divested by Agilent Former Varian Inc. product lines acquired by Bruker form Chemical & Applied Markets (CAM) Division: ICP-MS business Lab GC instruments business GC-QQQ-MS bu
Slide 10: CAM Division: Update on Factory Relocations and SAP transfer
© Copyright 2011 Bruker Corporation. 10 Chemical & Applied Markets (CAM) Division: Update on Factory Relocations and SAP transfer January 2011: Lab GC Factory Completed move in Netherlands from ex-Varian facility to new Bruker factory April 2011: GC-QQQ-MS Factory Completed move from ex-Varian facil
Slide 11: Prudent and Disciplined Acquisitions: AFM/SOM Businesses
© Copyright 2011 Bruker Corporation. 11 Prudent and Disciplined Acquisitions October 2010: Acquisition of Market-Leading AFM/SOM Businesses for $230.4M Acquired Former Veeco Scientific Instruments to form Bruker Nano Surfaces (BNS) Division: Atomic Force Microscopy (AFM) Research AFM systems for mat
Slide 12: New Product Introduction: Bruker Optics TANGO System
© Copyright 2011 Bruker Corporation. 12 New Product Introduction: August 2011 Bruker Optics INNOVATION WITH INTEGRITY New TANGO System for Rapid FT-NIR Identification and Quantitation of Constituents in Food, Feed, Chemical and Pharma Applications TANGO – an innovative stand-alone FT-NIR (Fourier Tr
Slide 13: New Product Introduction: CaptiveSpray Ion Source
© Copyright 2011 Bruker Corporation. 13 New Product Introduction: June 2011 Bruker Daltonics INNOVATION WITH INTEGRITY Bruker Significantly Enhances LC-MS System Capabilities for Proteomics Studies with the CaptiveSpray nano/capillary Ion Source CaptiveSpray™- true plug-and-play ESI source design th
Slide 14: New Product Introduction: maXis UHR-TOF Platform
© Copyright 2011 Bruker Corporation. 14 New Product Introduction: June 2011 Bruker Daltonics Bruker Dramatically Expands MS Performance and Application Boundaries with Major Innovations in the maxis™ UHR-TOF Platform maXis 4G – Premium system uniquely combining all desired high performance attribute
Slide 15: News: minispec mq-one XL Seed Analyzer
© Copyright 2011 Bruker Corporation. 15 News: May 2011 Bruker Optics The minispec mq-one XL Seed Analyzer combines the advantages of large sample volume and high sensitivity in a compact, single-unit system. Application: The precise quantification of oil and moisture in large seeds. The minispec is
Slide 16: New Product Introduction: D8 QUEST and D8 VENTURE
16 © Copyright 2011 Bruker Corporation. New Product Introduction: May 2011 Bruker MAT The D8 QUEST™: compact, economical, high-performance, single X-ray source configuration for chemical crystallography The D8 VENTURE™ provides the platform for all dual wavelength combinations for chemical and biolo
Slide 17: News: Co-Marketing Agreement with Siemens for MALDI Biotyper
17 © Copyright 2011 Bruker Corporation. 17 News: May 2011 Bruker Daltonics MALDI Biotyper provides a very fast, accurate, and cost effective method for microbial identification to meet the demands of diverse microbiology laboratories Bruker’s microbial ID technology, combined with Siemens’ direct MI
Slide 18: New Product Introduction: Dimension FastScan AFM
18 © Copyright 2011 Bruker Corporation. 18 New Product Introduction: May 2011 Bruker Nano Surfaces Dimension FastScan, World’s Fastest High-Resolution AFM New ‘Gold Standard’ in AFM Provides Fastest Scanning at High Resolution and Amazingly Short Time to Data Breakthrough in imaging speed without sa
Slide 19: Closed Acquisition of Nano-UHPLC Provider Michrom
20 April 1, 2011: Closed Acquisition of Nano-UHPLC Provider Michrom Bruker acquired Michrom Bioresources which provides CaptiveSpray ion sources and nano-UHPLC technology to complement Bruker’s mass spectrometry (MS) products for proteomcis Michom is a supplier of high-performance nanoflow UHPLC ins
Slide 20: Fast Growth & High Margin Opportunities: MALDI Biotyper
21 © Copyright 2011 Bruker Corporation. 21 Fast Growth & High Margin Opportunities: MALDI Biotyper for Microorganism ID Faster time-to-result, better specificity, lower consumables cost molecular identification of bacteria, fungi and yeasts Becoming new standard for routine clinical ID in microbiolo
Slide 21: Fast Growth & High Margin Opportunities: CBRNE Detection
22 © Copyright 2011 Bruker Corporation. 22 Fast Growth & High Margin Opportunities: CBRNE Detection for Homeland Security/Defense August 5, 2011: US Navy delivery order for 40 IPDS systems (IMS-based CWA/TIC detectors) for >$4 million Next-Gen IMS explosives detection - launch planned in 2011 NEW: D
Slide 22: Bruker Energy & Supercon Technologies (BEST)
23 © Copyright 2011 Bruker Corporation. 23 Bruker Energy & Supercon Technologies (BEST) Superconducting Materials and Devices BEST focuses on emerging renewable energy, energy infrastructure and established healthcare, industrial and “big science” research markets INNOVATION WITH INTEGRITY BEST 2010
Slide 23: Diversified Superconductivity-Enabled Tools for Attractive Growth Markets
24 Diversified Superconductivity-Enabled Tools for Attractive Growth Markets >$20B market >$4B market Energy Technology APPLICATIONS $1B market Fundamental & Applied Research Medical & Analytical Instrumentation Current Feeds Synchroton & X-ray Instrumentation Fusion High Energy Physics Magnetic Ene
Slide 24: Bruker Investment Opportunity
25 Bruker Investment Opportunity Attractive Diversified End Markets Premier brand for high-performance life-science and analytical instruments Superior innovation and growth record, expanding market shares Excellent bookings and backlog momentum Significant Profitable Growth Prospects Best-in-class
Slide 25: www.bruker.com
26 www.bruker.com © Copyright 2011 Bruker Corporation. INNOVATION WITH INTEGRITY