Financial presentation

February 2014

1

Riber – February 2014 2

Contents

Profile

Strategy

Outlook

Stock market data

Profile

Riber – February 2014 4

RIBER in brief

World leader for dedicated semiconductor alloy production and complex

material deposition systems

MBE (Molecular Beam Epitaxy) systems

Equipment for producing CIGS solar cells, OLED

screens and new-generation microprocessors

High-performance solutions for microelectronics, nanoelectronics and

photonics

Quicker microprocessors and memory

Low-consumption and high-intensity lighting

Fine sensors (luminosity, magnetism, molecular structure, etc.)

AsGa on silicon for photonic applications

Major technological expertise, recognized by the market's leading players

4

initial business

diversification

Riber – February 2014

RF components for

telephony and

telecommunications

Lasers and diodes

for fiber-optic

Instrumentation

and lighting

Sensors for night

vision and

various detectors

Solar cells

MBE:

presence upstream from the value chain

Substrate

or wafer

Source

materials

Epiwafers Processed

epiwafers

Electronic

devices

Final

applications

RF electronics

Sensors

Optoelectronics

Epitaxy

systems

5

Riber – February 2014

Molecular beam epitaxy (MBE) machines

Service contracts, MBE cells and spare parts

Material deposition industrial tools and

effusion cells

Integrated leading-edge industrial firm

6

• Cells and accessories

• Technical and scientific support

• Technical support on request for

system upgrades

• Curative and preventative

maintenance service

Development around three product lines

72% of 2013 revenues 1% of 2013 revenues27% of 2013 revenues

MBE cells

Selenium deposition tools for

producing solar panels

OLED cells

MBE business: 99% of 2013 revenues

Riber – February 2014

Diversified growth

7

Change in revenues since 2008

(€M)

2008 2009 2010 2011 2012 2013

Research machines Production machines After-sales services and MBE cells OLED Solar

19.317.3

20.7

29.027.4

23.5

Riber – February 2014 88

Global base of leading clients

Industrial firms

from electronics,

new energies and

lighting sectors

(~40% of business)

University laboratories

and research centers

(~60% of business)

Riber – February 2014

Balanced geographical markets

9

Breakdown of installed base of Riber MBE systems

32%

34%

35%

Production site

Commercial subsidiaries

Sales office

Agents

Riber – February 2014

Balanced geographical mix

10

Breakdown of revenues by region

Europe Asia Americas

95% of sales for export

42%

42%

16%

at 31 december 2012

27.4 M€

31%

45%

24%

at 31 december 2013

23.5 M€

Riber – February 2014

Development of profitability

-1.0

0.4

1.8

4.3

1.9

-5%

2%

9%

15%

7%

-7%

-2%

3%

8%

13%

-2,0

-1,0

0,0

1,0

2,0

3,0

4,0

5,0

2008 2009 2010 2011 2012

Net income Net margin rate

11

Change in net income since 2008

(€M)

Riber – February 2014

35.0

Sound balance sheet

12

Fixed assets

Financial assets

Inventories

Cash and

cash equivalents

Assets Liabilities

(at June 30, 2013 - €M)

Work-in-progress

Trade receivables

Other current assets

Shareholders' equity

Non-current provisions

Trade payables

Other operating liabilities

Client advances

Strategy

Riber – February 2014

Challenges for the

electronics and energy markets

Increased needs for energy, mobility and data exchanges

Search for greater efficiency with reduced environmental impacts

Riber, unique technological expertise to meet current and future market challenges

14

Riber – February 2014 15

2015 growth strategy: €40 M in revenues

Further strengthening the MBE Systems range

New applications

Clusters and instrumentation

Developing the Services / Cells business

Stronger sales drive

Rationalization of the range of MBE cells

Establishing a presence on New Markets

Solar: CIGS

Flat screens: OLED

Harnessing new OEM MBE system concepts

Release of new “SEMI” standard machines

New markets:

€10 M

€10 M

€20 MMBE:

€30 M

Riber – February 2014

MBE: differentiated market segments

Production:

Cyclical market

Annual growth of around 3% between 2013 and 2016 for our clients

Consolidation of players and surplus production capacity in 2012

R&D:

Relatively stable market, with 16% growth forecast between 2013 and 2016

Riber number 1, with a market share of 55%

Geographical diversification

16

-30%

-20%

-10%

0%

10%

20%

30%

40%

50%

Annual growth rate (AsGa)

0

5

10

15

20

25

30

35

200

4

200

5

200

6

200

7

200

8

200

9

201

0

201

1

201

2

201

3

201

4

201

5

201

6R&D MBE market

(number of systems per year)

Source: Analysys

Riber – February 2014

New markets:

diversification as an OEM manufacturer

17

High-

vacuum

Su

bstr

ate

siz

e

Vacuum

Co

ati

ng

~10,0

00 c

m²

700

cm²

Mic

ro

ele

ctr

on

ics

~1 c

m²RIBER MBE

system

OEM

Thin Film - Photovoltaic

Screen - OLED

Light - OLED

TV - OLED

Riber – February 2014

Meeting industrial

energy efficiency challenges

Producing energy

Storing energy

Smart energy

18

Thin film OLED lighting Thin film OLED TV

Thin film OLED mobile Thin film battery Thin film solar cells

Riber – February 2014

Thin-film technology,

at the heart of the energy revolution

19

Thin film stacking

Mass production

High productivity

Vacuum evaporation

Linear sources

Riber's know-how

OLED (Mobile – TV – Lighting)

Solar cells

Battery (Li-S)

Riber – February 2014

Products tailored to expectations

Riber – February 2014

OLED

strong market growth

OLED display market

21

Two major players on the OLED

screen market: Samsung and LG

Chinese players developing

rapidly

Technological obstacles:

Cost price: AI use

Gen 8 consistency (TV)

Screen reliability & stability

First “reasonably-priced” TVs in

2014

Riber has developed a full range

of cells

Riber Korea set up in 2013

Riber – February 2014 22

OLED

emergence of high-potential activities

Strategic target of €10 M achieved in 2011

OLED: extremely cyclical market First wave of investments completed with Riber cells

Second wave expected from 2014

Riber: a model for each use

Major R&D investments to accompany the market's growth

Creation of a subsidiary in South Korea

OLED production units

Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Samsung SMD A1 & A2 In operation – Riber cells installed

SMD A2E In operation – Riber cells installed + Korean cells

SD V1 - Gen 6

SD A3 - Gen 6

LG LG M2 Phase 1 - Gen 8 In operation – YAS cells (LG capital)

LG M2 Phase 2 - Gen 8

LG M2 Phase 3 - Gen 8

Source : Displaysearch

2012 2013 2014 2015

Riber – February 2014

Photovoltaic

a still immature market

23

Concentrators

(MBE)

CIGS (OEM)

Riber – February 2014

Photovoltaic

a strategic market for RiberRiber present on two flagship technologies:

Concentrators (MBE)

CIGS (OEM)

Global demand doubling every 2-3 years

Massive overcapacity in terms of supply on "traditional" silicon technologies

Riber maintaining its objectives for growth

Sustained R&D drive:

New production system

Full range of low and high-temperature linear cells

24

Outlook

Riber – February 2014

Order book at end-December

10.1 10.2

4.0

1.7 1.3

2.8

0.2 0.2

0.1

dec-12 juin-13 dec-13

26

12.0

Systems Components and

after-sales serviceCells

(€M)

7.0

11.7

Riber – February 2014

2013 Outlook

Positive net income

27

Stock market data

Riber – February 2014 2929

Change in the share price

Market capitalization: €42 M (€2.18 per share at Feb 25, 2014)

Source: NYSE-Euronext

Riber – February 2014

Breakdown of shareholders

Listed on NYSE-EURONEXT Paris

since 2000

Part of the CAC Small, CAC Mid &

Small, CAC Technology and CAC T.

HARD. & EQ indices

ISIN: FR0000075954

Reuters: RIBE.PA

Bloomberg: RIB FP

Certification by OSEO-ANVAR, the

dedicated French innovation agency,

renewed in July 2012, enabling it to

qualify for French innovation mutual

funds (FCPI)

30

Float

41.0%

NG Investments and

Noël Goutard

28.9%

ISA Finances, Socodol

and Mr and Mrs Raboutet

15.0%

Ormylia SAS and

Jacques Kielwasser

15.1%

ShareholdingPublic NYSE-Euronext information