Pro-pac Packaging Ltd · ASX:PPG

Pro-pac Packaging — Investor Presentation (September 2012)

14 slides from Pro-pac Packaging's investor presentation, Sep 10, 2012

1. Slide 1: Pro-Pac Packaging Ltd Perth Presentation

   For personal use only Pro-Pac Packaging Ltd 10th September 2012 Pro-Pac Perth Presentation

2. Slide 2: Agenda

   Agenda For personal use only Pro-Pac Packaging (PPG)  Who are we and what do we do  What is our unique value proposition and differentiation  Low risk profile  Growth opportunities and outlook • Financial performance  Current shareholding 2

3. Slide 3: Who are we?

   Who are we? For personal use only Who we are and what we do :  Established since 1987  Highly diversified packaging and related products  Supply products across every industrial segment  Entrepreneurial culture with many ex business owners rather than corporate  Essentially a trading company so

4. Slide 4: PPG Product Silos

   PPG Product Silo’s For personal use only PPG Product Silo’s Primary Secondary Safety & Food Packaging Washroom Online Packaging Packaging PPE Service / Machinery / Janitorial Ordering Processing Promoting Protecting Protecting Processing Packing Ensuring Packaging your your your people & packaging m

5. Slide 5: Pro-Pac Competitive Advantage

   Pro-Pac Competitive Advantage For personal use only Competitive Advantage  Unique business model of broad business silos with in-depth product expertise  Compete against the traditional-distribution model  Our advantage “cut out the middle man”  Competitive end-to-end supply  Well positioned na

6. Slide 6: PPG Cross-Selling Capability

   PPG Cross-Selling Capability For personal use only 6

7. Slide 7: Risk Profile

   Risk Profile For personal use only Risk Profile  Low risk business model with extremely high growth potential  Recurring revenue streams with contracted customers  Packaging an essential product  Diverse “blue chip” customer base not susceptible to particular segment downturn  Critical mass and

8. Slide 8: Growth Strategies

   Growth Strategies For personal use only Fast Growing With a Three Pronged Approach • Continue roll up synergistic & strategic companies Acquisitive • Seek company transforming acquisitions • Strong pipeline of potential acquisitions • Dedicated cross selling team Cross-Selling • Cross selling produc

9. Slide 9: Growth Opportunities

   Growth Opportunities For personal use only Growth Opportunities  Highly fragmented market  Large horizontal breadth of product areas to pursue  Difficult economy equates to increased realistic sellers  Strong pipeline of potential acquisitions  Anticipate completion of 3 smaller acquisitions by

10. Slide 10: Financial Performance

    Financial Performance use only Sales Growth Total Sales EBITDA Normalised 140 14,000 120 12,000 For personal 100 10,000 80 8,000 $M 60 6,000 40 4,000 20 2,000 0 0 2009 2010 2011 2012 2007 2008 2009 2010 2011 2012 Group 10

11. Slide 11: Historical Financial Performance

    Historical Financial Performance For personal use only Financial Performance FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY FY FY FY FY 08 v 07 09 v 08 10 v 09 11 v 10 12 v 11 $m $m $m $m $m $m % % % % % Start up date Industrial 1987 26.0 27.0 30.5 46.5 65.5 85.2 4% 52% 52% 41% 30% Rigid 1989 44.0 44.5 43.5

12. Slide 12: Current Shareholding

    Current Shareholding For personal use only Current Shareholding  Currently tightly held share register  Bennamon 48%  Penn family 16%  New institutions in recent capital raising approx 12%  Several ex-acquired business owners employed by Pro-Pac approx 5%  Key staff participating in ESPP schem

13. Slide 13: Bennamon Contribution

    Bennamon Contribution For personal use only Bennamon Contribution  Bennamon fully supports PPG to become the largest packaging distributor in ANZ  Provides PPG with:  Access to a significantly larger customer base to cross sell into  Access to overseas expansion  Product sourcing and innovation

14. Slide 14: Disclaimer

    Disclaimer Some of the statements in this presentation constitute “forward-looking statements” that do not For personal use only directly or exclusively relate to historical facts. These forward-looking statements reflect Pro-Pac Packaging Limited’s current intentions, plans, expectations, assumptio

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