Global Manufacturing
Trends
Keith D. Nosbusch
Chairman and CEO
Automation Fair - 2009
Copyright © 2009 Rockwell Automation, Inc. All rights reserved.

Today’s Agenda
• Rockwell Automation Business Update
• Global Economic Outlook
• Manufacturing and Technology Trends
• Next Cycle Growth Accelerators
• Summary
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 2

Rockwell Automation Today
• Fiscal 2009 Sales: ~$4.3B
– ~50% outside the US
• Two Operating Segments
– Architecture & Software Leading global provider of
Leading global provider of
– Control Products & Solutions
industrial power, control
industrial power, control
• Employees: ~19,000 and information solutions
and information solutions
• Serving customers in
80+ countries
• Trading Symbol: ROK
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 3

Segments
Architecture & Software ~ 40% of total revenues
Logix Family Visualization and Industrial Motion Sensing Safety
Information Software Networks
Products
Control Products & Solutions ~ 60% of total revenues
Industrial Smart Motor Variable
Motor Control Drive System
Control Controllers Frequency Services
Centers Systems Integration
Products Drives
Products Solutions & Services
Customer-driven, comprehensive portfolio of products, solutions & services
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 4

Long-Term Growth and Performance Strategy
Revenue
Sustained secular, organic growth
Sustained secular, organic growth
-- Expanded served market
Expanded served market
-- Target highest growth markets
Target highest growth markets
-- Acquisitions as catalysts
Acquisitions as catalysts
Generate 3-4% annual cost
Generate 3-4% annual cost Deploy human and financial
Deploy human and financial
productivity & maintain operating
productivity & maintain operating resources to highest-ROIC
resources to highest-ROIC
leverage
leverage opportunities
opportunities
Reinvestment Intellectual Capital
Continued investment in technology leadership & market expansion
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Macroeconomic Drivers and Outlook
Real GDP Industrial Production
Y/Y Change (%) Y/Y Change (%)
Source: Global Insight (October 2009) Source: Global Insight (October 2009)
Nominal Cap Ex - Mfg Global Manufacturing PMI
Index
Y/Y Change (%) >50 Expansion
<50 Contraction
2005 2006 2007 2008 2009F
Note: Regional aggregates compiled by Rockwell Automation based on Global Insight data. Note: Regional aggregates compiled by Rockwell Automation.
Source: Global Insight (August 2009) Source: JPMorgan Chase (World); Global Insight
Worst global recession since WWII, shape of recovery uncertain
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Trend: Optimized Plant & Supply Network
Enterprise Plant-Wide
Business Optimization
Systems
Sustainable
Agile Supply Chain
Production
Factory Distribution
Center
OEMs
Customer
Transformation of IT-connected manufacturing to
optimized plant and supply network
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Optimized Plant & Supply Network:
Agile Supply Chain
Agility
- Speed / flexibility to meet global demand
- Information flow
- Customized products
Inventory Management
- From “push” to “pull”
- Continuous flow of raw material and products
Integration of real-time demand & supply information with manufacturing processes
is a key enabler to agile supply chain optimization
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Optimized Plant & Supply Network:
Plant-Wide Optimization
Design & Commission
- Product & process design
- Time to market Operate
- IT integration
- Cost and productivity
- Flexibility
- Quality
- Business risk management
Maintain & Improve
- Asset lifecycle cost
- Visibility and KPIs
Plant-wide optimization yields highest asset utilization
& productivity at best cost
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Optimized Plant & Supply Network:
Sustainable Production
Safety
- Worker, machine & product safety
- Standards compliance
Environment
- Waste recycling
- Materials content tracking
- Carbon footprint
- Sustainability scorecard
by product
Energy
- Active management of energy
- Smart Grid readiness
Sustainable production is becoming an imperative
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Sustainable Production:
Industrial Energy Management
Generation Transmission Distribution Utilization
Residential/Commercial
Substation
Conventional: Coal, Nuclear,
Oil / Gas, Hydro Smart Grid • Econometric models • Low-cost “embedded” energy sensors
• Communications
Renewable: Solar, Wind
• Integrated control &
• Machine / process level energy energy mgmt.
sensing, measurement, analysis,
optimization, control • Standards for process
Industrial
equipment energy
Transform factories from passive to active energy management
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Optimized Plant & Supply Network:
Technology Trends
Plant-Wide • Combined product-process design
Enterprise
Business Optimization • Advanced process control
Systems • Flexible, modular automation
Agile Supply Chain Sustainability
• Modeling and simulation Factory • Integrated safety solutions
• Secure Ethernet Distribution
• Unified information between plant & enterprise • Smart devices with energy monitoring
Center
• Wireless
• Production optimization to meet real-time • Waste & emissions optimization
global customer demand
OEMs
Customer
Evolution of Integrated Architecture & Logix addresses technology trends to
provide greater value to more customer applications
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Integrated Architecture (IA) & Logix –
Investing to Address Technology Trends
• Integration of multiple control disciplines
– Discrete, Batch, Process, Motion, Motor Control,
and Safety are core disciplines
– Integrating energy as a core discipline
– Expanding advanced process control, integrated Common Software
safety, and applications
• Deliver plant-wide optimization and machine
design productivity
– Improving scalability to serve more OEMs
• Build upon converged, secure Ethernet Logix
– Enterprise connectivity and unified information
• Expand innovative products, services, solutions
– Domain knowledge
– Partners Intelligent Motor Control
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Rockwell Automation Growth Accelerators
Process: Expansion of DCS capabilities, migration of legacy DCS systems
OEMs: Scalable and flexible for multiple machine types
Sustainability: Energy, environment, safety
Safety: Global regulations, productivity, personnel protection
Information: Software for optimization and connectivity
Emerging Markets: China, India, SE Asia, Latin America and emerging EMEA
Integrated Architecture and Logix are the foundation
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Significant Process Wins, FY2009
Consumer Goods Batch chemical process for oral care $2.0M
Life Sciences Solvent recovery unit $3.0M
Life Sciences Regulated environment control system $2.8M
Pulp & Paper Pulp mill, high pressure boiler house $0.7M
Metals Zinc refinery control $1.5M
Chemical Greenfield chlorine / bleach plant $0.4M
Mining Greenfield taconite plant $2.9M
Mining Gold mine & processing plant $1.2M
Power Utility Primary control for 2 x 680 MW units $2.1M
Water Utility Water / waste treatment plant $1.0M
Oil & Gas Gas compressor station $2.2M
Oil & Gas Gas treatment plant $1.4M
Ongoing success in hybrid and heavy industries,
growing success in continuous applications
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Process Success Story
K2 Pure Solutions selects PlantPAx for
implementing Safer Technology to manufacture
bleach and related products
– A multimillion dollar opportunity per site, with a number of sites
planned over the coming years
– Key market drivers for K2 Pure are: speed to market, maximizing
uptime, and minimizing risk
– Rockwell Automation differentiators that allow K2 Pure to address
their goals were: platform scalability, plant-wide control, plant
asset management , MES Integration, and the value of our
channel network
Demonstrates the value of PlantPAx combined with
power and instrumentation integration
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Delivering Solutions to OEMs
Converting, Material
Process Mfg. /Assembly Energy Packaging
Print, Web Handling
Resource-based Manufacturing Balance of Plant Case Packing Converting Conveyor Systems
W/WW Metal Compressors Tray Forming Paper, Paperboard, Cranes
Power Gen Rubber Skids Pack & Unpack Tissue AGV
Oil & Gas Plastics Fans Closing & Sealing Film Extrusion
Mining Mining, Aggregate, Pumps Sorting Systems
Pulp & Paper Cement Fill, Form & Seal Printing Sorters
Chemical Glass Blister, Skin, Vacuum Package &
Commercial Storage Systems
Consumer Facing Alternative Energy Labeling & Coding Carousels
Food/Bev Assembly Solar Product Identification Web processing ASRS Systems
Life Science Automotive Wind Misc Web Handling
HPC Tire Geothermal
Palletizing Airport & Postal
Other Solar Biomass
Feed, Orient, Place Textiles Systems
Electronic
Wrapping Natural & synthetic Sorters & Pushers
General
fiber
Upstream (Make) Downstream (Convert and Package)
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Sustainable Production
• Energy
– Optimize usage through process improvements and
conservation
– Assist with energy recovery
– Renewable energy alternatives
– Smart Grid readiness
• Environment
– Recovery and recycling
– Raw material reduction and process optimization
– Emissions monitoring and optimization
– Responsible product and package design
• Safety
– Worker and machine safety
– Community and process safety
– Product and brand integrity
Cleaner, safer, more energy efficient
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Sustainable Production -
Machine and Process Safety
2009 Machine Safety Market Leaders
Vendor Market Share
Rockwell Automation #1
OMRON #2
Siemens #3
SICK #4
Pilz #5
2008 Process Safety Market Leaders
Vendor Market Share
Invensys / Triconex #1
Rockwell Automation #2
Honeywell #3
ABB #4
Hima #5
* Source ARC Machine Safety (2009) & Process Safety (2008) Market Studies
Rockwell Automation – The World Leader in the $3.5B Safety Market
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Alternative Energy Success Story
Rockwell chosen to upgrade control system at
one of the most complex integrated water and
hydro-electric power facilities in the world
– $12M order will allow the collection of real-time operational
information and integration with existing systems, a critical aspect
of the upgrade and purchase decision
– Rockwell Automation control system collects operational data
from the plant condition monitoring system, enabling the
facility to increase efficiency by capturing unused capacity
– Rockwell Automation control system seamlessly interfaces with
SCADA system, allowing real-time decision making and control
– All upgraded-to-date units are approaching “five nines” standard
of control reliability, availability, and forced outage rates
RA control system seamlessly integrates with existing I/O and SCADA system
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 20

Rockwell Automation View of Software
Automation Software
– Primarily configuration and visualization software Enterprise Systems
– Sold with hardware Automotive Life Sciences CPG Biofuels CMM Chemical
Information Software Operations & Manufacturing Intelligence
Information Software
– Software solutions for optimization, predictive
control, production management and enterprise-
wide intelligence Realtime Compliance & Sustainability
– Vertical industry specific solutions to solve Model Control & Optimization
business problems with proven ROI
Services / Common Data Model
Unique Customer Value
– Logix is the data server
Automation Software
– Comprehensive suite of Operations Management
capabilities – discrete, batch & continuous
– Unique enablers – common data model, 3rd
FactoryTalk services PARTIES
– Industry experience and domain expertise
– Global presence and infrastructure
•Optimizing customer operations through better utilization of plant floor data
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Information Success Story
F. Hoffmann-La Roche selected FactoryTalk®
Pharma Suite solution for material tracking at
its chemical production sites
– The software will provide comprehensive material tracking,
tracing and pre-weighing, while also providing real-time
visibility of the shop-floor inventory and production status
– The Rockwell Automation industry specific approach and
experience in the industry was key in Roche’s decision to use
FT Pharma Suite
– The software will interface with the existing shop floor
systems, including SAP, OSI PI and warehouse management
– The new system assists Roche in remaining at the forefront of
the pharmaceutical manufacturing industry by being able to
respond even more quickly to the changing global business
environment
Leading MES platform tailored to a specific industry
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Globalization – Emerging Markets
• Importance of emerging markets
– Automation growth rates will be 50% higher than
those of developed economies
– Growing consumer economies will drive
manufacturing investment
– Energy utilization will drive sustainability investments
• Why Rockwell is well-positioned
– Maintained our investments in the downturn
– Strengthened our position with OEM’s
– Added delivery capability
– Increased local manufacturing/engineering capability
– Expanded channel competency
Goal: 60% of revenue outside of U.S. by 2013
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 23

Summary
• Focused on Our Customers’ Success
– Addressing major manufacturing trends: plant-wide
optimization, agile supply chain, sustainable production
– Expanding global footprint / presence and application
expertise in emerging markets to support our customers Enterprise
Business
Plant-Wide
Optimization
Systems
• Driving Technology Leadership and Innovation
– Integrated Architecture & Logix Agile Supply Chain
Sustainable
Production
– Intelligent Motor Control
Factory Distribution
Center
– Industry domain knowledge, services and solutions OEMs
Customer
• Financial Strength
– Capability and commitment to invest and innovate the
best products, solutions, and services for industrial
automation
Well positioned to leverage manufacturing and technology trends
and deliver superior value to our customers
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 24

2009 Automation Fair Addresses Customer Drivers
For Plant & Supply Network Optimization
Smart, Safe, Sustainable Manufacturing
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What’s New at Automation Fair 2009
• An industrial energy management “greenprint” that helps manufacturers take an “inside-
out” approach to energy management
• Portfolio of integrated motion solutions over EtherNet/IP
• New series of servers and workstations for building a process automation system
• Vertical industry approach to our information strategy and launch of FactoryTalk
VantagePoint EMI and FactoryTalk Historian Machine Edition
• Completed the integration of our safe-speed core technology into four product offerings
• Dozens of additional new products including an extension to the safety light curtain line,
a new safety controller for mid-range applications, a new managed switch, two new
ControlLogix controllers, servo motors and drives and much more
• Hundreds of offerings from the exhibitors within the Rockwell Automation
PartnerNetwork
• Hundreds of workshops, technical sessions, industry forums and hands-on labs
Copyright © 2009 Rockwell Automation, Inc. All rights reserved. 26

Enjoy the Show!
Copyright © 2009 Rockwell Automation, Inc. All rights reserved.