Materion (MTRN) 8-K Regulation FD Disclosure

Investor Presentation

May 2012

Materion Corporation

Exhibit 99.1

Forward-Looking Statements

These slides contain (and the accompanying oral discussion will contain) “forward-looking

statements”

within the meaning of the Private Securities Litigation Reform Act of 1995.

These statements involve known and unknown risks, uncertainties and other factors that

could cause the actual results of the Company to differ materially from the results

expressed or implied by these statements, including health issues, litigation and

regulation relating to our business, our ability to achieve and/or maintain profitability,

significant cyclical fluctuations in our customers’

businesses, competitive substitutes for

our products, risks associated with our international operations, including foreign

currency rate fluctuations, energy costs and the availability and prices of raw materials,

the timing and ability to achieve further efficiencies and synergies resulting from our

name change and product line alignment under the Materion name and brand, and other

factors disclosed in periodic reports filed with the Securities and Exchange Commission.

Consequently these forward-looking statements should be regarded as the Company’s

current plans, estimates and beliefs. 

The Company does not undertake and specifically declines any obligation to publicly

release the results of any revisions to these forward-looking statements that may be

made to reflect any future events or circumstances after the date of such statements or to

reflect the occurrence of anticipated or unanticipated events.

2

M A T E R I O N  T O D A Y :

New Name, Same Impressive Performance

3

12%*

CAGR

Sales

growth

(2005 –

2011)

19%

CAGR

Operating profit

growth

(2005 –

2011)

Successful

Repositioning

of company

*Excluding pass-through metal

T H E S I S

Positioned to Deliver Long-Term, Sustainable Growth

4

The Repositioning of Materion

Prior to 2002

2002 –

2010

2011 +

Metals and

mining focus

Repositioning

Sustained

growth

5

Successful Repositioning –

Snapshot

6

2002

2011

Revenues

$373M

$1.5B

Revenue % in

Advanced Materials

47%

76%

Sales per employee

(thousands)

$200

$506

Debt-to-Debt-Plus-Equity

43%

17%

Working capital *

% of sales

41%

23%

Cyclicality

High

Lower

Growth

Low

Higher

* A/R, Inventory & A/P

Operating Businesses are Well-Positioned and Growing

7

Business

End Markets

(Examples)

Products

(Examples)

Advanced Materials

•

Wireless

•

LED

•

Optical Coatings

•

Medical

•

Alternative Energy

•

Defense & Science

•

PVD Targets

•

Optical / Medical Coatings

•

Electronic Packaging

•

Inorganic Powders

76% of revenues

Integrated Metals

•

Wireless

•

Oil & Gas

•

Aerospace

•

Heavy Equipment

•

Defense & Science

•

Electronic Connectors

•

Directional Drilling Components

•

Optical Structures

•

Bushings and Bearings

24% of revenues

Unique

Global

Positions

–

Advanced

Materials

•

Only Fully Integrated Producer of Beryllium and

Beryllium Alloys in the World

–

Over 75 years of reserves at Utah

8

Leading Global

Position

•

Unique Copper-Nickel-Tin Material ToughMet®

–

Multiple advanced applications growing at over 30%

annually

•

Precision Optical Coatings –

Visible to Infrared

Bandwith

–

“Go To”

Supplier for defense, thermal imaging, space

and medical applications

•

High Purity Gold Products for Semiconductor

Fabrication (Wireless & LED)

–

Offering “full metal management”

capabilities

•

Blood Analysis Test Coatings for Medical Diagnosis

8

T H E S I S

Positioned to Deliver Long-Term, Sustainable Growth

9

High Value-Added Business Model

10

1.

Identify high growth

secular markets

2.

Target the fastest growing

niches of those markets

3.

Expand with

innovative

products

4.

Add synergistic

acquisitions

5.

Ensure

financial

discipline

1. Identify High Growth Secular Markets

11

Market

Q1 2012

% of Value-

added Sales

2012

Trends

Key Drivers

Consumer Electronics

21%

•

Smartphone growth

•

Tablet computers & LEDs

•

Miniaturization

Industrial Components &

Commercial Aerospace

20%

•

New airplane builds & retrofits

•

Increasing air travel

•

Heavy equipment builds

Defense & Science

14%

•

DoD & foreign military budgets

•

Demand for communications satellites

•

High performance optical devices

Automotive Electronics

9%

•

Increasing global car production

•

HEV/EV lithium ion battery components

•

Engine control & electronic systems

Energy

8%

•

Directional drilling

•

Rig counts

•

Solar, batteries & smart grid devices

Medical

7%

•

Glucose testing

•

Blood analysis test coating for medical diagnosis

•

Diagnostics equipment

Telecommunications

Infrastructure

6%

•

Global 3G/4G builds

•

Base stations

•

Undersea fiber-optics expansion

Positioned in Diverse Set of High-Growth Markets

12

Growth

Entered multiple leading-edge growth markets since 2002

Defense

Commercial Aerospace

Medical

Devices

Disk Drives

Optics

Telecom

Infrastructure

LED’s

Alternative

Energy

LCD

Space /

Science

Notebooks

Cellular phones

(smartphones),

Tablet computers

Heavy

Equipment

12

High Operating Margins

Operating

Profit %

Operating Profit % of

Value-Added

(1)

Advanced Materials

3 –

5%

16 –

18%

Integrated Metals

6 -

8%

8 –

10%

Company

3 –

5%

10 –

12%

13

Removing High Value Metals Clarifies True Margins

2011

(1) Value added sales excludes metal pass-through

A Global Platform

Operations in US

and 11 Countries

Significant International Sales*

Q1 2012

38%

14

•

Customers in >50 countries

•

Expanded presence in Asia

*Percentage of value added sales

2. Target High Growth, Leading-Edge Markets

15

Reportable Segments

ADVANCED MATERIAL

TECHNOLOGIES

PERFORMANCE

ALLOYS

BERYLLIUM &

COMPOSITES

TECHNICAL

MATERIALS

Key Markets

Precious, Non-precious,

Specialty Metal and Inorganic

Materials; Electronic Packages

and Components

Bulk and Strip Form Products

and Beryllium Hydroxide

Beryllium and Beryllia Ceramic

Products

Specialty Strip Metal

Products

CONSUMER

ELECTRONICS

DEFENSE & SCIENCE

INDUSTRIAL

COMPONENTS &

COMM. AEROSPACE

TELECOM

INFRASTRUCTURE

AUTOMOTIVE

ELECTRONICS

ENERGY

MEDICAL

Value Added Sales:  Materion

Q1 2012

16

Strategy in Action: Outgrowing Growth Markets

Growth of Materion

Oil and Gas Sales vs. Market

Growth of Materion

Aerospace Sales vs Market

17

0

100

200

300

400

500

600

700

0

100

200

300

400

500

Materion Sales

Materion Sales

Global Rig Count

Aircraft Delivered

+512%

+85%

+349%

+80%

3. Continually Develop Innovative Products

•

Customer-centric product development

•

Active research programs

•

New product areas include

–

LEDs

–

Medical

–

Commercial Optics

–

Computer Hard Drives

–

Alternative Energy

–

Science

–

Commercial Aerospace

–

Hybrid & Electric Vehicles

–

Wireless

18

New Product and Technology Development

Advanced Material Technologies

Materials

–

Optics Coating Materials and Large Format Components

–

Thin Film Electrodes (medical diagnostics)

–

Expanded

refining/chamber

services

–

Compliment

to

Thin

Film

Materials

&

Coating businesses

–

Nanotechnology Materials

–

Materials for High Brightness LEDs

–

Specialty Inorganic Compounds (Solar, Security)

–

Precious

Metal

Materials

–

rod,

bar,

sheet,

slugs,

etc.

–

Global Refining and Metal Recovery and Management Services

–

Ultra high purity Precious Metals for medical and semiconductor applications

–

Next generation magnetic data storage thin film head materials

19

New Product and Technology Development

Advanced Material Technologies

Coatings

–

Precision Optical Thin Film Coatings (specialty filters)

–

Large format Thin Film Materials for large area coatings (Energy, Solar)

–

Solar Panel Thin Film, Concentrator Materials and Barrier Film Coatings

Packaging

–

Optical package for New Photonics applications

–

RF packages for the latest transistor technology (3G and 4G infrastructure)

–

MEMS and Photovoltaic Packaging Materials

20

New Product and Technology Development

Performance Alloys

–

ToughMet®

Alloy for High Volume Bearing Applications

–

BrushForm 158 for Voice Coil Motor (VCM) applications

–

Materion R270 Strip

Beryllium and Composites

–

Nearer net shape fabrication (hot isostatic pressing)

–

Truextent™

speaker diaphragms

–

Investment Casting

–

Amorphous Metals

–

SupremEX™

Aluminum Metal Matrix Composites

Technical Materials

–

Hybrid & Electric Vehicle Battery Components

–

Power Electronics

–

Smart Grid Meters

–

Compuater Hard Drives (Duel Stage Activation)

–

Medical Applications

21

4. A Strong Record of Synergistic Acquisitions

Add complementary

products / technology

Expand market

position

Accretive in

year 1

OMC –

shield kit cleaning

TFT –

thin film coatings

CERAC –

inorganic chemicals

Techni-Met –

thin film coatings

Barr –

thin film coatings

Academy –

precious metals

EIS Optics –

thin film coatings

TBD

AMC –

metal matrix composites

TBD

22

Added over $440M to sales and approximately 30% of company profit in 2011

Acquisitions  2005-2012 –

Impact

2006

2012 (F)

Synergistic Acquisitions

Case Study of Growing a Niche Business

–

Optical Filters and Medical Coatings

(Pro-Forma Revenues)

23

•

Positioned in $1.2B+ market growing  

at 11% annually

•

Markets served include: defense,

aerospace, medical, energy,

semiconductor, telecommunications,

lighting and astronomy

•

The recent acquisition of EIS Optics

continues to expand our global  

footprint in Asia

$9M

$165M

Barr

(2009)

Barr

(2009)

Techni-

Met

(2008)

Techni-

Met

(2008)

TFT

TFT

EIS Optics

(2011)

EIS Optics

(2011)

23

5. Ensure Financial Discipline

24

Resources to

finance organic

growth and

acquisitions

while returning

cash to

shareholders

T H E S I S

Positioned to Deliver Long-Term, Sustainable Growth

25

Continuing to Execute Three Point Strategy

26

1

Grow and diversify revenue base

2

Expand margins

3

Improve fixed and

working capital utilization

Increasing Shareholder Value

Financial Goals Next 3-5 Years

Past 3-5 Years

Next 3-5 years

Revenue growth –

organic

12%

>10%

Acquisitions

$35M -

$40M

Per year

$50 -

$100M

Per Year

Margins (OP % VA)

10% -

14%

14% -

18%

Working capital % sales

23% -

25%

<20%

Debt-to-Debt-Plus-Equity

16% -

18%

<30%

ROIC (pre-tax)

9% -

12%

>20%

27

27

S T R A T E G Y  # 1 :  G R O W T H

Expand and Diversify Revenue Base

•

Targeting expansion in growth markets including:

–

smart mobile devices, 3G / 4G, commercial aerospace, oil & gas, alternative

energy, optics, LED / LCD

•

Ongoing global expansion

–

Asia

•

Strategic acquisition

fast accretion

–

Technology

–

Global reach

28

S T R A T E G Y  # 2 :  M A R G I N S

Expand Margins –

Key Drivers

29

1

Lean Sigma

operating

efficiency

2

Higher value

added products

3

Cost

reductions

Margin

Today

10 -

12%

Target

Margin

14 -

18%

(OP % VA)

S

T

R

A

T

E

G

Y

#

3

:

C

A

P

I

T

A

L

E

F

F

I

C

I

E

N

C

Y

Improve Fixed and Working Capital Efficiency

30

Lean Sigma

•

Cycle time reduction

•

Yield improvement

•

On-time shipments

Based on 2012 projected sales, each 5% of working capital efficiency = $50M of cash

Improve Working Capital

Efficiency

Working capital % of sales

2012 Outlook and Guidance

Revenues

(Billions)

EPS

31

$1.5-$1.6

$1.95-$2.10

I N  S U M M A R Y

Why Invest in Materion Corporation

32

Positioning

A leader in high-growth markets

Performance

Strong performance record

Growth

Executing three point strategy

•

Global player, strong secular market drivers

•

Sustainable long-term growth

•

Proven business model

•

Target, capture niche, then expand

•

Clear financial goals, performance

continuing to improve

Appendix

Value Added Sales:  By Segment

A-1

Q1 2012

Value-Added Sales: Advanced Material Technologies

A-2

Value-Added Sales: Performance Alloys

A-3

Q1 2012

Value-Added Sales: Beryllium and Composites

A-4

Value-Added Sales: Technical Materials

A-5

I/O Connector Contacts

Battery Contacts

Internal Antenna Contacts

Grounding Clips

and Audio Jacks

Micro Mezzanine

Connectors for

LCD Screen

Internal Electronics and LED

•

Thin Film Materials –

Power

amplifiers, LED, SAW and BAW

devices, filters, and ICs

•

Hermetic Solutions for SAW

•

Refining / Recycling

•

Precision Parts Cleaning

Other Smart Phone Applications:

•

Circuit Board and IC Inspection

•

RoHS Compliance Assurance

•

Cellular Infrastructure with High Power RF

Packaging

Internal Electronics

•

Precursor materials for GaAs

wafer production

Applications: Smart Phones

A-6

Avionics/Electrical

Systems

Airframe Structure

Landing Gear

Attachments

Engine and Pylon

Attachments

Flight Control

Mechanisms

Horizontal Stabilizer &

Rudder Attachments

Hydraulic Systems

Fuel Systems

Wing Attachments

Doors & Hatches

Landing Gear

Components

Flight Attendant

Jumpseat Spring

Safety Slide

Mechanism

Other Aerospace Applications:

•

Baggage Inspection

•

Nondestructive Evaluation (Cracked

Component Detection)

A-7

Applications: Aerospace

Under Water Wellhead Equipment

Directional Drilling

Equipment

MWD, LWD, MPT Systems

Drill Bits

Structural Rig

Components

Wellhead Control Equipment

Other Oil & Gas Applications:

•

Artificial Lift Equipment

•

Elemental Analysis

•

Down Hole X-Ray Inspection

ROV’s, blow out preventers, hydraulic

actuators, control fluid couplings

Applications: Oil & Gas

A-8

Technology: Amorphous Silicon

(a-Si, tandem and multi-junction) 

Thin Film (PVD) Materials

Silicon based photovoltaic cells

Front and back contact layers

TCO Transparent Conductive Oxide layers

Technology: Cadmium Telluride

(CdTe)

Thin Film (PVD)  Materials

Cadmium based solar cell architecture. N and

P type Cadmium Semiconductor materials

TCO Transparent Conductive Oxide layers

Front and Back-contact layers

Technology: Copper

Indium Gallium Selenide

(CIGS)

Thin Film (PVD) Materials

as well as Powders for

Printing CIGS applications

Copper Indium Gallium

Selenide thin film and screen

printing applications for flexible

and rigid solar cells.

Technology: Concentrator Photovoltaic

(CPV)

Thin Film (PVD) Materials

Solar technology based on concentrating  Solar

rays into a semiconductor device via large lens.

Anti-Reflection Coating Materials

Precious metal contact materials

Micro Electronic Packaging Products:

Bonding Ribbon -

Au & Ag

Lead-free Solders

Metalized Ceramic  Substrates

Technology: Flexible Solar Cells /

Building Integrated Photovoltaic:

Thin Film Services:

Solar cells built in flexible substrates to

accommodate applications such as roofing tiles

or defense.

Technology: Crystalline

Silicon (Si)

Interconnect Materials

Front and backplane systems for

high efficiency designs.

Applications: Solar Energy

A-9

Cardiac Rhythm Management

•

Electronic Interconnects/Components

•

Niobium/Titanium Electron Beam Weld

Insulin Pump

•

EMI Shielding and Grounding

•

Electrical Terminals in Connectors

Seizure Control

•

Thin Film Deposition Implantable

Electrode –

Parkinson's disease

(R&D)

External Glucose Analysis

•

Subcutaneous sensors for glucose measurement

Subcutaneous Glucose Analysis

•

Thin Film Coatings –

Electrode Monitoring device

Radiation Therapy –

Neutron Reflectors

X-Ray Mammography

Other Medical Applications:

•

DNA Sequencing Optics

•

CT Scan

•

Diagnostic X-Rays

•

Advanced Drug Delivery Components

•

Diagnostic Electronic Components

•

Anesthesia Monitoring Components

•

Operating Instruments

Applications: Medical

A-10

Applications: Telecommunications Infrastructure

Base Stations

•

Coaxial Connectors

•

High Power Amplifiers

Local Area Networks

•

Shielding

•

Modular Jacks

•

PCB Sockets

•

Processor Sockets

Other Telecommunications Infrastructure

Applications

•

Undersea Repeater Housings

A-11

Lithium Ion Battery

Interconnects

Battery Management

Resistors

Electronic Power

Steering Modules

ABS Leadframes

Engine Efficiency Oxygen

Sensors

Mirror & Windshield Electronic

Connections

Air Bag Sensors

Lamp Socket Connectors

Auto Dimming Mirror

Connectors

Hybrid Vehicle Motor &

Module Connectors

Window and Door

Switches

Fuel Pump and Fuel      

Level Sensors

Battery 

Terminals

Engine Ignition and

Control Modules

Battery & Relay Control

Modules

Turn Signal and Emergency   

Flasher Relays

On Board       

Telematics

Applications: Automotive Electronics

A-12

Night Vision Optics

Speed Control Optics

Camera Optics

Applications: Defense

•

Infrared Sensors for Fighter

Jet and UAV Optical

Targeting

•

Electronic Packaging for

Defense Avionics, Radar

and Electronic

Countermeasure Systems

•

Structural and Electronic

Components for Satellites

•

X-ray Windows in Security

Imaging Systems

•

Laser Protection Optical

Coatings

•

Night Vision System Optics

A-13