2Q FY2010 Analyst & Media Briefing

- Riverstone Holdings Limited -

5 August 2010

Disclaimer

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2

Agenda

Overview of Riverstone

Our Competitive Strengths

Our Track Record

1H FY10 Update

Earnings Drivers and Outlook

3

What We Do

Riverstone is

a leading manufacturer of

High-Tech Cleanroom

and

Healthcare Gloves

OUR VISIONTo stay as the global leader in the manufacturing

of Cleanroom and Healthcare consumables

4

Products

• Other cleanroom

consumables

•Face pouches

•Hoods,Caps

•Jumpsuits

•Shoe covers

•Critical task wipes

•Swabs

Manufactured

Products

Source

& Market

Products

• Nitrile gloves

• Natural rubber gloves

• Other cleanroom

consumables

•Finger cots

•Packaging materials

•Facemasks

Riverstone

– An Integrated Cleanroom Supplier -

5

Our Market Position

RS

Cleanroom

Gloves

Riverstone is the company that focuses on

High-tech cleanroom gloves

Heathcare

Gloves

Industrial

Gloves

6

Our Market Position

Heathcare

Gloves

Profit

Margin

Cleanroom

Gloves

Profit

Margin

Riverstone is the company that focuses on

High-tech cleanroom gloves7

Our Manufacturing Facilities

Integrated manufacturing

operations

Malaysia (3), Thailand (1), China (1)

Internationally NEBB certified

class 10 & class 100 cleanroom

facilities

ISO 9000 and ISO 1400 certification

Annual Capacity as at 30 Jun 2010

1.2 billion gloves

More than 600 million pieces of finger

cots

More than 1,500 tonnes of cleanroom

packaging materials

Over 40 million pieces of face masks

Malaysia Plant in Bukit Beruntung,Selangor

China Plant

Thailand Plant

8

Product Mix

Product Revenue

contribution

Remark

Cleanroom Gloves 79.0% 1. Cleanroom glove

- Nitrile 12.5%

- Latex

- PVC 40%

- Cotton

2. Market Value = USD 1 billion

Healthcare Gloves 14.8% Annual global consumption – 145

billion pieces

Annual growth rate: 8-10%

Current RS production – 0.2% of

global consumption. Room to grow.

Other CR

consumables

6.2% Good potential to grow with new

facilities

Esp. Cleanroom packaging bags

9

The Industries We Serve In Cleanroom

High-Tech Electronics Manufacturing

Hard Disk Drives

Semiconductors

LCD

External Storage Devices

Consumer Electronic Devices

Medical Devices Manufacturing

Automobile

Pharmaceutical

Aerospace

Laboratory and Research

* 79% of our Business:

10

Riverstone’s Niche In Healthcare Gloves

Highly customised segments in the healthcare industry, for example:

Procedure gloves - for superior barrier protection,

High-risk gloves - for better protection in carrying out high risk, harzardous

tasks,

Hand specific gloves – for providing more comfort and better fitting,

Dental gloves – higher priced products and

Accelerator-free gloves - to minimise type IV allergic reaction.

* 14% of our Business

11

We Are Different

Riverstone Other Gloves Manufacturers

Cleanroom Gloves

Highly customized Mass Volume Standardized Products

Higher Barrier of Entry

1)3 processes

2)Qualification processes take long time

3)Spec depends on functionality

Comparatively Lower Barrier of Entry

1) 1 process

Own Brand and Deal mainly Directly With End Users Mainly OEM

High-Tech Value Added To Products

(we provide ESD and contamination solution for our customers)

Innovative product development to meet customers’ requirements (meet customer

product life cycle requirement)

Flexible Production Lines To Meet Changing Demands

Sterile Gloves For Cleanroom and Pharmaceutical Manufacturing Applications

Healthcare Gloves

Premium gloves - Accelerator-Free Gloves

- Procedure Gloves

- Hand Specific Gloves

- Sterile product.

12

Network of

international sales

offices:

Singapore

Malaysia

Thailand

Philippines

PRC

US

Exported to :

Europe

Mexico

US

Canada

Singapore

Malaysia

Indonesia

Thailand

Philippines

Vietnam

PRC, Hong Kong

Japan

Korea

Taiwan

India

Europe

Asia

USA

Our products are exported worldwide

13

Our Competitive

Strengths

14

• Flexible manufacturing facilities

• Customisation is a key strength

Manufacturing Flexibility and

Products

Customization

• Sell direct to end-users of cleanroomgloves (mainly) - quick response time; good rapport, obtain earlier information on new product requirements

• Collaborate with customers on R&D and new products development

Strong Relationships

with Customers

Our Competitive Strengths

15

• Pioneered nitrile gloves manufacturing in Malaysia

• Dedicated 20-men R&D team to develop customised solutions

Strong R&D Capabilities

• Integrated manufacturing facilities

• ISO9001:2000 and ISO 14001:2004 certified

• Advanced lab testing facilities certified by customers

High Quality Control and Production Standards

Our Competitive Strengths

Financial Performance

2Q 2010 and 1H 2010

2nd Qtr 2010 Performance

Y/E 31 Dec

2Q 2009

(RM 000)

2Q 2010

(RM 000)% Increase

Revenue 37,731 53,994 43.1%

Qty of glove (pcs) million 202 308 52.4%

Gross Profit 11,200 15,662 39.8%

Profit before Tax 7,281 10,987 50.9%

Net Profit 6,761 9,696 43.4%

Gross Profit Margin 29.7% 29.0%

Net Profit Margin 17.9% 18.0%

Raw Mat (Nitrile) 40%

Raw Mat (NR Latex) 62%

Product Mix 74.0% (Nitrile) 83.7% (Nitrile)

26.0% (NR) 16.3% (NR)

Cleanroom 81.0% 76.2%

Healthcare 19.0% 23.8%

* Based of 309.5 million of ordinary shares

1st Half 2010 Performance

Y/E 31 Dec

1H 2009

(RM 000)

1H 2010

(RM 000)% Increase

Revenue 63,529 106,80768.1%

(Medical glove)

Qty of glove (pcs) million 328 612 86.6%

Gross Profit 16,207 32,133 98.3%

Profit before Tax 9,389 22,618 140.9%

Net Profit 8,585 20,184 135.1%

Gross Profit Margin 25.5% 30.1%

Net Profit Margin 13.5% 18.9%

Raw Mat (Nitrile) 34.00%

Raw Mat (NR Latex) 62.00%

Product Mix 74% (Nitrile) 84% (Nitrile)

26% (NR) 16% (NR)

Cleanroom 88.3% 75.2%

Healthcare 11.7% 24.8%

Behind the 1H FY10 Performance

Net Profit (in RM millions)

Sales of Cleanroom gloves up 43% driven by continued recovery in demand

for HDDs and semiconductors. Also gained market share in Japan, Korea

and U.S markets.

Sales of Healthcare gloves up 256% as production of healthcare only started

in late 1Q 2009. Higher value added to customers who need customised

solutions.

Revenue (in RM millions)

20

Steady Margins

Net Profit MarginGP Margin

30.1% 18.9%

21

Healthy Balance Sheet

As at 30 Jun 2010(RM m)

As at 31 Dec 2009(RM m)

Current Assets 104.9 103.8

Current Liabilities 22.9 18.7

Total Assets 208.5 195.6

Total Liabilities 28.1 24.2

Shareholders Equity 180.4 171.4

Gearing 0.3% 0.5%

Cash and Cash Equivalents 44.1 47.2

We believe in paying dividends!

2006 2007 2008 2009 2010

Dividend Per Share (sen) 2.6 3.3 3.5 5.3 2.2(interim)

Earnings Drivers and

Outlook

Earnings Drivers

Cleanroom Glove Sector

Continued growth in HDD and semiconductor industries(e.g: car

navigator, game console, entertainment) driven by higher business

and personal spending on IT and expansion plans

Continuous Market Presence Expansion into Semiconductors

Industry (Japan, Korea, Taiwan)

Gaining Market Share in Pharmaceutical Industry

Healthcare Glove Sector

Market Niche in Medical Gloves

- offers smaller volume but highly customised solutions

- gained market recognition in short period of time

Earnings Drivers

601720

780900

1100

1350

1850

500

700

900

1100

1300

1500

1700

1900

2100

2005 2006 2007 2008 2009 2010f 2011f

• Production Expansion Plan on Track at average 35% p.a.- Line 1 at new Taiping plant operational on 15 Aug 2010

- Line 2 ready by early Sep 2010

• Possible acquisitions of other smaller glove manufacturers

Annual Production capacity in millions of gloves

RIVERSTONE HOLDINGS LIMITED

Thank YouInvestor Relations & Media Contact:

Juliet Ang, NRA Capital

Tel: 6236 6895 Email: juliet.ang@nracapital.com

Hu Junli, NRA Cpital

Tel: 6236 6894 Email: junli.hu@nracapital.com