Investor Presentation – Advanced Energy

Advanced Energy · Feb 1, 2015 · 18 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

Diversified Product Line Focus February 2015 PROPRIETARY & CONFIDENTIAL
Advanced Energy Snapshot Precision power conversion and control Centralized manufacturing in Shenzhen Distributed R&D centers in key customer locations WW Powerful distribution, service, support Cash of 128M as of December 31,…
POWERHOUSE of Operational Excellence DRIVING Margin Expansion Revenue Growth Cash Generation & Utilization GENERATING EPS Growth PROPRIETARY & CONFIDENTIAL 4
Powerhouse of Operational Excellence CUSTOMER COMMITMENT FOCUS TO QUALITY DRIVE TO LOWEST COST OPERATIONAL FAST PRODUCT FLEXIBILITY DEVELOPMENT PROPRIETARY & CONFIDENTIAL 5
Efficient Business Model Littlehampton Belecke BEND Ronkonkoma FORT COLLINS METZINGEN VILLAZ-SAINT-PIERRE Distributed SAN JOSE PUNE SEOUL R&D SHENZHEN Centralized Manufacturing Facility in Shenzhen Distribution Channels…
Strong Financial Performance Significantly Lower Cost Structure* Powerful Cumulative Cash Flow from Ops ( in millions) 83 ( in millions) 232.2 214.4 75 204.2 157.1 163.9 57 122.2 121.7 112.2 119.4 103.7 76.2 30 46.1…
Growth through Diversification Track record of execution Powerful, low-cost manufacturing and development model Revised compensation programs Strong cash generation enabled 5 acquisitions since 2012 Leverage AE manufacturing model…
New RF Products Driving Semi Expansion Advanced Pulsed RF Technology New Semiconductor Products PARAMOUNT NAVIGATOR II New Applications Geographic Design Wins (Etch, Penetration Deposition) (Japan, Korea) PROPRIETARY &…
Growing Semiconductor Market Presence Strong Execution with Top Global Customers Driving Revenue Growth and Share Gain Market leader in RF & DC Power Sub-systems with Y/Y share gains (VLSI April 2014) Share gain momentum continues…
Diversified Growth Engines APPLICATION OFFERINGS/OPPORTUNITIES 1 in DC Power Solutions Proven advantages of Ascent DMS Bi-Polar THIN FILM DC drive design wins POWER SUPPLIES Trusted partner of leading OEMS in FPD, touch panel, web…
Flagship Inverter Products 1000NX UTILITY INVERTER 3-PHASE STRING INVERTER Maximizes harvest Localized & low-cost versions Grid integration flexibility Utility code compliance Reduces BOS costs Larger kW ranges 12
Worldwide Geographic Presence PROPRIETARY & CONFIDENTIAL 2014 Advanced Energy 13
Diversified Growth Strategy Strengthen position as technology leader Expand market presence in semiconductors Enter new applications (i.e. Industrial) Penetrate existing and new geographies Diversify growth engines Utilize cash…
Actions Over Last 4 Years Acquired UltraVolt Group Q2 14 Acquired HiTek Power Group Q1 14 Acquired Power Control Modules Q1 14 Ongoing Tax Rate Improvement Q4 13 Moved Supply Chain to Shenzhen Q313 Eliminated Bend Manufacturing…
Executing on Strategic Objectives Non-GAAP* EPS growth 600% since Q4 2011 Generated 232M in cash from operations since Q4 2011 Deploying cash to drive EPS growth 5 Acquisitions Hard coating thin film technology 3-phase string…
Diversification Driving EPS Growth High Industrial Voltage (Hard Coating, Revenue PCM) Environmental (Abatement) Revenue Product Costs Inverters Revenue Product Costs Support Costs Industrial Gen. Mgt. Power Revenue Product…
Strong Non-GAAP* EPS Performance 0.67 0.53 0.50 0.43 0.42 0.38 0.35 0.29 0.27 0.24 0.23 0.16 0.08 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4* 2011 2012 2013 2014 Strong growth in non-GAAP* EPS since Q4 2011…
THANK YOU PROPRIETARY & CONFIDENTIAL

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