Coherent Corp. · NYSE:COHR

Coherent — II-VI — Investor Presentation (August 2014)

10 slides from Coherent's investor presentation, Aug 7, 2014

  1. Slide 1: A Global Leader in Engineered Materials & Opto-Electronic Components

    www.ii-vi.com NASDAQ: IIVI A Global Leader in Engineered Materials & Opto-Electronic Components Exhibit 99.1

  2. Slide 2: Markets

    Markets Optical Communication 22% Industrial 46% Military 20% Worldwide 56% USA 44% Photonics 32% Performance Products 36% 4% 4% 4% Geography Segments Headquartered in Saxonburg, PA 35 locations in 14 countries consecutive decades of profitability and counting Laser Solutions 36%

  3. Slide 3: Year Growth Trend

    Year Growth Trend Fiscal Year Revenues ($M) Fiscal Year Cash Flow from Operations ($M) Organic Growth + Timely Acquisitions = Strong Financial Results $187 $224 $225 $316 $292 $345 $503 $536 $558 $683 $19 $41 $45 $46 $49 $72 $73 $88 $108 $95 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2005 200

  4. Slide 4: Laser Solutions Segment Strategy

    Revenue TAM Share FY14 FY13 $254M $218M $885M 29% Expand into high power semi-conductor laser markets Leverage global footprint, world class quality and market leadership Vertical integration of key technologies Customer focused integrated solutions Laser Solutions Segment Strategy

  5. Slide 5: Photonics Segment Strategy

    Revenue TAM Share FY14 FY13 $217M $141M $2.0B 11% Serve worldwide optical communication markets Expand competitive advantage with world class quality and customer service Increase profitability through vertical integration and low-cost global manufacturing Targeted RD&E investments that drive new pr

  6. Slide 6: Performance Products Segment Strategy

    Revenue TAM Share FY14 FY13 $213M $192M $2.1M 10% Drive innovations in differentiated and unique market segments Target new markets where II-VI technology enables growth and new functionality Leverage vertical integration for cost and performance Performance Products Segment Strategy — Free Standing

  7. Slide 7: [EV [Lincorporatea

    [EV [Lincorporatea Laser Solutions Photonics Performance Products Qmava fofin Finisar Google KU Yencor ® Mf tee eat ‘Fujitsu a OWSU—nraictixcenn@® — ThermoFisher Honeywell @SUMiToMo ELECTRIC @ conerent. @ LG Nd ciena @xHitacHt ~—Ciafineon i ae @ @BD 7] Abbott & bEM4

  8. Slide 8: TEV [corporates

    TEV [corporates Laser Solutions Photonics Performance Products

  9. Slide 9: Profitability, Expectation & Liquidity

    Expectations Cash & Liquidity Profitability, Expectation & Liquidity Margin History Gross Margin EBITDA Operating Margin FY15 FY16 33%-38% 37%-40% 15%-18% 19%-21% 7%-10% 9%-12% Cash & Equivalents Cash Flow from Operations Long-Term Debt (Including current portion) Shareholders' Equity FY14 FY13 $175

  10. Slide 10: www.ii-vi.com I

    www.ii-vi.com I NASDAQ: IIVI

II-VI — Investor Presentation (August 2014) on 6ix