Novanta Inc. · NASDAQ:NOVT
Novanta — GSI Lumonics — Investor Presentation (August 2003)
20 slides from Novanta's investor presentation, Aug 20, 2003
Slide 1: GSI Lumonics
Gsi Lumonics August 19 2003 geugel scagnnine Bea as 3 . iar
Slide 2: Safe Harbor
Safe Harbor Certain statements in this news release may constitute forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 (the Reform Act), Section 27A of the United States Securities Act of 1933 and Section 21E of the United States Securi
Slide 3: Segments (First 6 months of 2003)
Segments (First 6 months of 2003)
Slide 4: Global Sales Reach (First 6 months of 2003)
Global Sales Reach (First 6 months of 2003) Chart reflects site of system installation as opposed to location of originating purchase.
Slide 5: Some Customers
Some Customers Agfa Analog Devices Delphi Elpida Honda Honeywell IBM Kodak Maxim Medtronic NEC Philips Medical Powerchip Semiconductor Samsung Solectron Sumitomo Texas Instruments
Slide 6: Growth Opportunities
Growth Opportunities Acquisition & Market - Components - Lasers Market Growth - Laser Systems
Slide 7: Applications
Applications Light Automotive & Industrial Electronics & Components Medical Devices Aerospace Scientific & Research Sensing & Spectroscopy Package Coding Optical Scanners l l l l l l l GMAX Subsystems l l l Encoders l l l Thermal Printers l Precision Optics l
Slide 8: Competition
Competition Optical Scanners Excel, ScanLab Rotary Optical Encoders BEI, Renco Linear Encoders Renishaw, Heidenhain
Slide 9: Sales (US$ Millions)
Sales -- (US$ Millions)* * These sales include reductions for elimination of sales between segments.
Slide 10: Applications
Applications Light Automotive & Industrial Electronics & Components Medical Devices Aerospace Scientific & Research Sensing & Spectroscopy JK Series Nd:YAG l l l l Spectron(r) Series Nd:YAG l l l l l Spectron(r) Series DPSS l l l l Spectron(r) Series CO2 l l LaserMark(r) CO2 l l IMPACT(tm) CO2 l l l
Slide 11: Competition
Competition Lasag Lee Laser Rofin Sinar Spectra Physics Trumpf
Slide 12: Sales (US$ Millions)
Sales -- (US$ Millions) 12.0, a ¢ 67 79 - 70 60 = | | | | Q2'01 a3 01 a4'01 O12 ‘adnx as '92 “A402 Gis 2209 Qe a
Slide 13: Applications
Applications Semiconductor Memory IC Fabrication Semiconductor Analog and Power Control IC Fabrication Electronics Wireless Applications Passive Components Fabrication Semiconductor General IC Fabrication Printed Circuit Board Assembly Inspection Memory Repair l Wafer Trimming l Wafer Marking l l Ci
Slide 14: Competition
Competition ESI Rofin Sinar EO Technics
Slide 15: Laser Systems Sales (US$ Millions)
Laser, Systems Sales -- (US$ Millions) Q3'02 42 Q1'03 G2 ‘na ‘eae
Slide 16: Financial (US$ Millions): Consolidated Sales, Net Earnings
Financial -- (US$ Millions) Consolidated Sales Net Earnings
Slide 17: Target Business Model
2Q 2003 100 % 35 % 8.4 % 28.9 % 3.1 % 4.6 % - -10 % Target Sales Gross Margin % R&D % SG&A % Amortization of Purchased Intangibles Restructuring and other Operating (Loss) 100 % 46 % 10 % 20 % 1 % 15 % Target Business Model
Slide 18: Selected Balance Sheet (June 2003)
Cash & Investments ? $122.6 US million Total Assets ? $294 US million NBV ? $252 US million Selected Balance Sheet (June 2003)
Slide 19: Growth Strategy
Growth Strategy Technology Products Market Niches Internal & Acquisitions Two new acquisitions Precision motion control - DRC Encoder Laser - Spectron
Slide 20: www.gsilumonics.com/investors
www.gsilumonics.com/investors