Company Profile2011

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DisclaimerOpto Circuits (India) Ltd.

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Company Overview Opto Circuits (India) Ltd.

Established in 1992, headquartered in Bengaluru, Karnataka, India, presence in an evolving knowledge intensive medical technology industry

Develops, manufactures and markets medical equipment and consumables (non invasive) and interventional devices (invasive)

Leader in cardiac and vital signs monitoring, emergency cardiac care, vascular treatments and sensing technologies

168 patents and 53 pending patent applications

USFDA listed and CE marked products

Markets – more than 100 countries; predominant in North America, Europe and BRIC

200 Best under a Billion

(2008, 2009)

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Our Product Portfolio Opto Circuits (India) Ltd.

Noninvasive

• Patient monitors

– Oximeters, vital signs, cardiology, respiratory and anesthesia care

• Defibrillation (AEDs)

• PAD Diagnostics

• Consumables

Invasive

• Cardiac

– Bare metal stents

– Coated stents and balloons

• Peripheral coated balloons

• Replacement implants

• Catheters

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Opto Circuits (India) Ltd.

Quinton®

Burdick®

Powerheart®

Pyramis®

HeartCentrix®

CareCenter MD™

nCompass®

nGenuity®

eTraq™

eQuality™

eVision™

PoetIQ®

MediChek®

Revo

Dior®

Magical®

Genius Magic®

Genius Taxcor®

Freeway®

Amadeus Supercross®

eMagic™

eFlex™

Our Product Brands

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Opto Circuits (India) Ltd. Our Target Customers

Emergency Svc; Hospitals

Primary Care Physicians

Specialty Practices

Surgery Centres

Catheterization Labs

Cardiac Rehabilitation

Veterinary Facilities

Community Centres

Government Centres &

Offices

Schools & Athletics

Nursing Homes; Clinics;

Offices

Military & Veteran Clinics

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Opto Circuits (India) Ltd. OEM Portfolio

Reusable and Disposable sensors

(Consumables)

Water Traps for Gas

Benches (Consumables)

9100 CO2 Module (Anesthesia module)

We started in 1992 as OEM suppliers for pulse oximetry sensors.

Today, we white-label many consumables, chief of which are:

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Opto Circuits (India) Ltd. Facilities

R&D:

USA: Wisconsin

Washington

California

Germany: Bonn

India: Bengaluru

Manufacturing:

USA: Wisconsin

- Deerfield

- Waukesha

Rhode Island

India: Bengaluru

Chennai

Vizag

Kolkata

Parwanoo

Malaysia: Johor

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Vital Signs Monitoring

Portable Multi-Parameter Monitor

Opto Circuits (India) Ltd.

Single-Parameter Monitor

Multi-Parameter Modular Monitor

1. The Future of the Patient Monitoring Market to 2015,Global Markets, September 20092. The Associated Chambers of Commerce and Industry of India, Paper on Healthcare Services, March 2010

Current Global value: $7Bn

2015: $8Bn+

CAGR: 3%

Growth Drivers:• Technological advances• Aging population• Infrastructure in emerging markets

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Anesthesia MonitoringOpto Circuits (India) Ltd.

1. Anesthesia Devices – A Global Market Overview, Industry Experts, May 2010

Multi-Parameter Monitor with Gas Bench

Anesthesia module

Current Global value: $4.8Bn

2016: $7.3Bn+

CAGR: 7%

Growth Drivers:• Growing safety awareness• Technology enhancements • Government regulation

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Peripheral Vascular EquipmentOpto Circuits (India) Ltd.

PAD Diagnosis Monitor

PAD Diagnosis System

1. US Peripheral Vascular device Market, iData Research, May 20102. India PAD Statistics, The Sage Group, November 2009

Current Global Value: $180Mn

2016: $300Mn

CAGR: 8%

Growth Drivers:• Peripheral Arterial Disease (PAD) awareness• New detection technologies

PAD Statistics• US: 10 mn with lower-limb PAD, <20% diagnosed by a

physician.1

• India: 20 mn PAD and critical limb ischemia are significantly underestimated.2

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External Defibrillation MarketOpto Circuits (India) Ltd.

Current Global Value:$600 Mn1

2016: $842 MnCAGR: 7%1

Growth Drivers:• Broadening awareness of the incidence of sudden cardiac

arrest• Increasing government legislation promoting or requiring

external defibrillator installation• Developing opportunity for emerging markets penetration

1. Frost & Sullivan, 2003, 2009 and company estimates

Automated and semi-automated External Defibrillators

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Cardiac Monitoring DevicesOpto Circuits (India) Ltd.

ECG System

Current Global Value: $635 Mn1

2016: $754 MnCAGR: 3.5%

Growth Drivers:• Broadening global incidence of cardiac disease• Increasing acceptance of remote and continuous

monitoring technologies• Developing opportunity for emerging markets

penetration1

1. Frost & Sullivan, June 2008, 2010

Stress Testing Systems

Holter Monitoring Systems

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Stress Test & Diagnostic Workstation

Coronary Stent MarketOpto Circuits (India) Ltd.

1 Global Coronary Stents Equipment Pipeline Analysis, Opportunity Assessment and Market Forecasts to 2016,Global Data, June 2010

Current Global Value: $5.4Bn1

2016: $6.5BnCAGR: 2.5%

Growth Drivers:• Dramatic rise in cardiovascular disease• Acceptance of minimally invasive procedures• Infrastructure expansion

Stainless Steel Drug-Eluting Stent

Cobalt Chromium Bare Metal Stent

Combination Device –Bare Metal Stent & Drug-Eluting Balloon

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Drug-Eluting Balloons (DEB)Opto Circuits (India) Ltd.

Drug-Eluting Balloon for Coronary use

Drug-Eluting Balloon for

Peripheral use

1. Company Estimates2. Global Drug-eluting Balloons Pipeline Analysis, Opportunity Assessments and Market

forecasts to 2016, Global Industry Analysts, Inc., April 2010

Current Global Value: ~$0.8Bn1

2016: $1.3 BnCAGR: 7%

• Germany is currently the largest market2

• India growth rate = 8.1%; Australia = 7.9%2

• DEB cost effectiveness vs. DES to drive growth2

Growth Drivers:• Minimally invasive alternative to bypass surgery• Reduction in cost and safer than DES• Aging population

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20102008200720062001 2002 20042002

Monitoring Division

of Palco Labs, USA

Thermometer

Division

Unilever, India

N S Remedies

India

Devon & Ormed,

India

CSI, USA

Altron

Industries, India

Eurocor GMBH,

GermanyAdvanced Micronic

Devices, India

Acquisitions

USA

Opto Circuits (India) Ltd.

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India

Consolidated Financial SummaryOpto Circuits (India) Ltd.

Segment Mix (% to Sales)

FY11 Geographic Mix (% to Sales)

16

73% 74%

25% 23%2% 3%

0%

20%

40%

60%

80%

100%

120%

2011 2010

Medical Equipment Interventional Devices

Others

61.30%9.31%

11.34%

18.06%

US Europe Asia ROW

40%

8%

52%

Europe Latin America ROW

Medical Equipment Interventional Devices

Year-ended USD Mn. USD Mn.

March 31st 2011 2010

Sales 352 239

EBITDA 106 80

PAT 82 59

EBITDA/Sales(%) 30% 33%

PAT/Sales(%) 23% 24%

EPS (Rs.) 19.70 13.95

Dividend (%) 45 40

As on March 31st 2011 2010

Net Block 98 60

Net Worth 306 232

Capital Employed 513 287

Note: FY2011 and FY2010 Profit & Loss and Balance Sheet figures are not comparable as

the performance of the three acquisitions that were made in FY2011 has been consolidated

with that year’s figures.

Chairman & Managing Director

Vinod Ramnani

Executive Director

Usha Ramnani

Promoter Directors

Jayesh Patel

Thomas Dietiker

Promoters and Shareholding

As on June 30, 2011

Opto Circuits (India) Ltd.

17

28%

40%

32%

Promoters Institutions Others

# 83, Electronics City, Bengaluru - 560 100, Karnataka, IndiaPhone : +91 80 28521040/ 41/ 42 | Fax : +91 80 2852 1094

E-Mail: ir@optoindia.com | Web: www.optocircuits.com

Opto Circuits (India) Ltd.