Amcor Plc · NYSE:AMCR

Amcor — Investor Day (December 2012)

14 slides from Amcor's investor day presentation, Dec 5, 2012

  1. Slide 1: Amcor Rigid Plastics – Key messages

    04/12/2012 For personal use only Amcor Rigid Plastics Mike Schmitt, President Amcor Rigid Plastics Key messages Market leader • Strong customer relationships • Well capitalised plants and comprehensive footprint Excellent industry structures • Continues to improve • Mostly two key participants in ea

  2. Slide 2: Footprint and markets served

    04/12/2012 Footprint and markets served For personal use only Custom Beverage CSDW Foods Headquartered in Ann Arbor, Michigan US$3.4b sales Pharmaceutical 32b units produced 6,600 co-workers Personal / Home Care 65 plants in 12 countries Spirits 3 North America Beverage Ball integration well execute

  3. Slide 3: Well dispersed plant network

    04/12/2012 North America Beverage Well dispersed plant network For personal use only Custom Moncton, NB Other hotfill Tumwater, WA Juice Functional Walla Walla, WA water Merchant Supply Operation Brampton, ON Dunkirk, NY Preforms Mt. Top, PA Kenosha, WI Allentown, PA Ames, IA Itasca, IL Napoleon, OH

  4. Slide 4: US liquid refreshment market – PET performance

    04/12/2012 North America Beverage US liquid refreshment market – PET performance For personal use only Sales – H1CY 2012 vs. H1CY 2011 50 40 Total LRB market was up +0.4% over prior period 38.0% 30 23.3% 20 10 5.1% 4.2% 0.1% 1.3% 0 -10 -7.8% CSD Still water Hot-fill enhanced Hot-fill bottled juice C

  5. Slide 5: Innovation – Key driver of success

    04/12/2012 North America Beverage Innovation – Key driver of success For personal use only Technology Scope Target Strategy Market Lightweight Hot fill Value proposition/growth Juice, Isotonics, Functional water NOW Lightweight Cold fill Value proposition CSD,Water Barrier Poliprotect Value proposit

  6. Slide 6: Industry leading lightweighting

    04/12/2012 North America Beverage Industry leading lightweighting For personal use only Multiserve CSD • Industry lightest on 1L and 2L • 2L – 8% reduction • 1L – 13% reduction • Improved stress crack performance • Proprietary Amcor base design 11 North America Beverage Industry leading lightweighti

  7. Slide 7: Industry leading lightweighting

    04/12/2012 North America Beverage Industry leading lightweighting For personal use only 20oz SoBe LifeWater • Challenging lightweight project for highly stylised design • 16% reduction • Improved vacuum absorption • Amcor proprietary VAB technology 13 North America Diversified Products Leveraging ou

  8. Slide 8: The industries we serve

    04/12/2012 North America Diversified Products The industries we serve For personal use only Healthcare 4 3 4 2 2 HP Food C 5 3 4 2 2 Spirits 5 2 2 HPC 2 2 1 1 = No activity 2 = Segment entrant 3 = Known entity 4 = Strong performer 5 = Segment leader 15 North America Diversified Products Growth by ke

  9. Slide 9: Material sciences – barrier development

    04/12/2012 North America Diversified Products Material sciences – barrier development For personal use only Oxygen sensitive products • Extensive portfolio of commercial materials – PET, PP, HDPE • Active and passive systems • Ongoing innovation and development • Cost reduction • Ease of recycling •

  10. Slide 10: Barrier technology

    04/12/2012 North America Diversified Products Barrier technology For personal use only Del Monte cocktail sauce • Glass conversion • 1st introduction of newest barrier system • New processing & manufacturing capabilities developed • Total Amcor team used to validate performance 19 North America Dive

  11. Slide 11: Barrier technology

    04/12/2012 North America Diversified Products Barrier technology For personal use only PBM – Infant formula • Spiral can conversion • New EBM platform • Multilayer barrier construction • Critical seal tolerances for closure system fit • Deliver performance across family of products 21 North America

  12. Slide 12: New technology platform

    04/12/2012 North America Diversified Products New technology platform For personal use only Compression Blow Forming (CBF) • Amcor unique machine/process technology • Uniform material distribution critical for Pharma applications • Enables lighter weights • Significant productivity improvement • Maj

  13. Slide 13: South & Central America market opportunity

    04/12/2012 South & Central America Pan regional footprint For personal use only CAC Venezuela 1 1 5 6 Brazil 197 Colombia 516 5 C 4 2 C 2 3 2 776 308 C 6 C 2 Ecuador 1 0 120 Countries where Amcor operates C 1 Peru Total 1 Argentina Amcor Plants 13 0 2 On-sites 16 135 0 Co-workers 2,300 C 1 203 C # o

  14. Slide 14: Summary

    04/12/2012 Summary For personal use only • Broad footprint to leverage for future growth • Strong customer relationships • Significantly improved portfolio, including technologies, materials and barriers • Un-matched innovation capabilities Targeted growth in attractive markets/segments 27 Amcor Rig

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