NSG Group (Pilkington) and the Solar Energy Sector

St. Helens Chamber, April 2011

Overview

• NSG Group Overview

• NSG Group’s Solar Energy Business and Strategy

• Solar Energy technologies and our solar energy product range

• The role of St. Helens

NSG Group - Historical Background

NSG• 1918 - established as America

Japan Sheet Glass Co., Ltd • 1931 - changed company name to

Nippon Sheet Glass Co., Ltd. • 1950 - listed on Tokyo Stock

Exchange• 1990 - invested in Libbey-

Owens-Ford Co • 2000 - initial investment in

Pilkington

• 2006 - acquired all outstanding equity of Pilkington plc

Acquisition of Pilkington plc in 2006

Pilkington•1826 - established in St. Helens as a partnership•1849 - converted to private company, Pilkington Brothers•1959 - invented the Float Process•1970 - listed on London Stock Exchange as Pilkington plc

•2006 - acquired by NSG (through NSG UK Enterprises Ltd)

NSG Group Today • A global glass leader – operating under the Pilkington brand in

Building Products and Automotive.

• Consolidated net sales of ¥ 588,394 billion for FY ended 31 March 2010

• Principal operations in 29 countries, with sales in approximately 130 countries

• Ownership/interests in 49 float lines worldwide

• Approximately 28,500 permanent employees globally

• Leading supplier of high value-added building glass

• Global Automotive customer base

• Strong position in glass for solar energy applications

• Leading player in lenses for multi-function printers

A global leader of scale in Flat Glass

NSG Group Strategy

Solar Energy is one of the Group’s key strategic objectives

Solar Energy Business Vision

• To be the number one, specialist, global supplier to the Solar Energy sector offering full glass solutions. – Full sector participation; photovoltaics,

concentrators, water heaters– Superior technical performance to competitors

products– Preferred glass supplier status– Global approach

Solar Energy Technologies

Solar Thermal Collectors

- Pilkington Optiwhite™- Pilkington Sunplus™

Sun Heat

- Pilkington Optiwhite™- NSG TEC™

Sun Electricity

Thin Film PhotovoltaicsCrystalline Silicon Photovoltaics

- Pilkington Sunplus™

Sun Electricity

- Pilkington Optiwhite™

- Pilkington Optiwhite™

Concentrated Solar Power

Sun Heat Electricity

-

5

10

15

20

25

30

35

40

2008 2009 2010 2011 2012 2013 2014

GW

NSG Group Forecast ProdMar-11

EPIA Policy Driven SenarioMay-10

EPIA Moderate SenarioMay-10

First Solar Feb-11

Barclays Capital Feb-11

iSuppli Aug-10

SolarBuzz Dec-10

Auriga Jun-10

NSG Group Forecast InstallMar-11

Rapidly Expanding Global Market Demand..

1 GW = 1 glass plant output (approx.)

7 lines

30 lines

Global Solar Production Facilities

St. Helens is a Global Hub for Solar Manufacturing

Thin Film Photovoltaic Technology

• Advanced high technology transparent and conductive coatings on low iron glass

Manufactured at Greengate and shipped all over the world

On-Line Coating Process

Float Bath

Annealing Lehr

Molten Tin

Batch mixing

Inspection

ｶﾞﾗｽ

CVD Coaters

Molten Tin

3.3m

Crystalline Silicon Photovoltaic Technologyc-Si Module

(laminate of interconnectedsilicon wafer cell)

Off-the-shelf Single cell(on silicon wafer)

Mono crystalline

Poly crystalline

Manufactured at Watson Street Works and shipped to Europe

2 Surface Types Matt-Matt MM or Solalite-Matt SM

Low Iron Products - Sunplus

Low Iron Rolled Glass Manufacture

Summary

• Solar Energy is an exciting and rapidly growing sector for high technology, glass products; both coated and rolled

• The Solar Energy sector is one of NSG Group’s key strategic focus

• St. Helens is one of the Group’s global hubs for the manufacture of Solar glass products