Greif Inc. · NYSE:GEF
Greif — Q1 2026 Earnings Presentation
9 slides from Greif's earnings presentation, Jan 28, 2026
Slide 1: Greif Inc. Overview
2026 Investor Materials Greif Inc. Overview Investor Presentation 2026 1
Slide 2: Safe Harbor
Safe Harbor FORWARD-LOOKING STATEMENTS This presentation contains certain forward-looking information within the meaning of the Private Securities Litigation Reform Act of 1995. The words “may,” “will,” “expect,” “intend,” “estimate,” “anticipate,” “aspiration,” “objective,” “project,” “believe,” “c
Slide 3: Greif at a Glance (NYSE: GEF)
Greif at a Glance (NYSE: GEF) Packaging Leader to Essential Industries 148 220+ 35+ 73 20k+ 15% Years in Operation Facilities Countries Net Promoter Score Customers Top 20 Customer Sales FINANCIAL HIGLIGHTS END MARKETS SELECT KEY CUSTOMERS FY26 LOW-END GUIDANCE 20% 20% Ag & Other Specialty ADJUSTED
Slide 4: Proactively Shifting our Product Mix Targeting High Growth End Markets
Targeting High Growth End Markets Proactively Shifting our Product Mix Targeting Expansion in Four Growing, Resilient End Markets Food & Beverage Pharma & Adjusted Medical EBITDA by: Material 2015 2024 2026+ Solution Flavors & Fragrances Agrochemicals ▪ Polymers ▪ Metals ▪ Fiber ▪ Closures ▪ Other I
Slide 5: Delivering Customer Value Across Four Solutions
Optimized Greif Portfolio Delivering Customer Value Across Four Solutions CUSTOMIZED POLYMER DURABLE METAL SUSTAINABLE FIBER INNOVATIVE CLOSURE SOLUTIONS SOLUTIONS SOLUTIONS SOLUTIONS Small Polymer Large Steel Fiber Drums Containers Closures Tube & Core Large & Medium & Metal Medium Small Steel Clos
Slide 6: Deploying Greif's Strong and Durable Cash Flow to Optimize Shareholder Value
Capital Allocation Framework Deploying Greif’s Strong and Durable Cash Flow to Optimize Shareholder Value Priorities for Disciplined Executing on Share Capital Deployment Repurchases Maintain a Strong Foundation ▪ Manage leverage and liquidity $150M ▪ Fund safety and maintenance CapEx Return Cash to
Slide 7: Accelerating Our Cost Optimization Program
Building a Leaner More Agile Organization Accelerating Our Cost Optimization Program Run-Rate Increased Savings Cost Savings Commitment to $120M Network Optimization $120M ▪ Significant SG&A rationalization in Q4-25 SG&A Rationalization $80 – 90M ▪ $15M cumulative savings from $50M network optimizat
Slide 8: Low-End 2026 Guidance
2026 Guidance Low-End 2026 Guidance ($ in Millions) Adjusted EBITDA Adjusted Free Cash Flow Guidance Assumptions $630M $315M VOLUME ASSUMPTIONS Customized Polymer Solutions Up LSD $7 $0 $0 ($10) Durable Metal Solutions Flat to Down LSD $30 $630 $45 Sustainable Fiber Solutions Flat to Down LSD $558 I
Slide 9: Creating Sustainable Shareholder Value
Why Invest in Greif 1 Packaging Leader to Essential Industries ▪ Highly scalable global franchise Creating Sustainable ▪ World-renowned brand and high product quality ▪ Positioned to capture incremental product share Shareholder Value 2 Positioned to Deliver Stronger Earnings Power ▪ Ongoing mix shi