Amcor Plc · NYSE:AMCR
Amcor — Investor Day (June 2017)
24 slides from Amcor's investor day presentation, June 2017
Slide 1: Amcor Tobacco Packaging: Investor Presentation
Amcor Tobacco Packaging: Investor Presentation June 2017
Slide 2: Agenda
Agenda 02 1 Safety briefing 2 Key messages 3 Unique leadership position 4 Substantial opportunities ahead 5 Plant tour: Reidsville
Slide 3: Evacuation Procedure
Evacuation Procedure 03 EVACUATION ASSEMBLY AREA In Case of Fire Alarm Keep Calm Follow the instructions given by your host You’re here
Slide 4: Safety continues to be our #1 Priority: ATP is LTI-Free for 21 months
Safety continues to be our # 1 Priority: ATP is LTI-Free for 21 months 04 ATP global Americas Lost time frequency rate Lost time frequency rate 0.65 0.64 0.66 2.59 Fiscal years, ending on 30 June 0.32 0.80 0.10 0.39 0.09 0.00 0.00 0.00 0.00 0.00 Recordable case frequency rate Recordable case frequen
Slide 5: Agenda
Agenda 05 1 Safety briefing 2 Key messages 3 Unique leadership position 4 Substantial opportunities ahead 5 Plant tour: Reidsville
Slide 6: Key messages
Key messages 06 Unique leadership position Worldwide leader in tobacco packaging Strong relationships with customers Clear winning strategy Outperforming business Winning team Core business and new opportunities Strong management team Innovation and cost leadership Driven to outperform Organic growt
Slide 7: Clear winning strategy
Clear winning strategy 07 Continue to win with current customers Drive cost out Optimize footprint to best serve our customers Drive costs savings through operations improvements Accelerate innovation Enhance innovation leadership with focus on customer needs Focus on new growth opportunities Win fo
Slide 8: Winning team – Global management team
Winning team – Global management team 08 Jerzy Czubak President Amcor Tobacco Packaging Ilya Syshchikov Hilary Crowe Todd Hurd Kamal Taneja VP, Innovation, Strategy & VP, Human Resources & VP & GM VP & GM Business Development Communications Americas Asia . Laurel Spencer Scott Chambery Dwight Kenned
Slide 9: Winning team – Americas management team
Winning team – Americas management team 09 Todd Hurd Dwight Kennedy VP & GM VP Sales, Folding Cartons Americas Ian Hayes Gisselda Lopes Mike Fenton Director Finance, Director Human Americas Operations Americas Resources, Americas Projects & ATUA Plant GM . Olivier Zirnheld Felix Angst Gary Wallace S
Slide 10: Agenda
Agenda 10 1 Safety briefing 2 Key messages 3 Unique leadership position 4 Substantial opportunities ahead 5 Plant tour: Reidsville
Slide 11: Unique leadership position with unrivaled global footprint
Unique leadership position with unrivaled global footprint 11 Americas: 6 plants Europe: 11 plants Asia: 4 plants Germany 1 Netherlands 1 2 Russia France 1 1 Kazahstan 3 USA Portugal 1 1 Turkey 1 Korea Switzeland 1 1 Ukraine 1 Mexico Poland 1 Philippines 1 1 Malaysia 1 Brazil 1 Indonesia 21 plants 1
Slide 12: Unrivalled footprint with six plants across Americas
Unrivalled footprint with six plants across Americas 12 Richmond, Virginia 2010 133 Reidsville, North Carolina SALES >$400m 2010 143 Philip Moris International Atlanta, Georgia Argentina, Brazil, Bolivia, Colombia, Ecuador, Costa Rica, Venezuela, Curacao, Guatemala, 2010 107 Mexico, Canada British A
Slide 13: Continuous investment in global business and technology
Continuous investment in global business and technology which benefit the offering to North American customers 13 ATP Mexico Souza Cruz ATP Indonesia Offset & Sunshine in Mexico Over $200 M investment in the global network in the last 3 years 2014 2015 2016 2017 Upgrades to existing printing capabil
Slide 14: Leading position and long history with major tobacco players
Leading position and long history with major tobacco players 14 Tobacco packaging segments overview Customers (% est. market share) Global cigarette markets ex. China 25% (100% = 3,041 B sticks*) Global market leader, ATP supplies all major tobacco players, e.g. supplying PMI 19% for >30 years and B
Slide 15: Strong relationships with customers
Strong relationships with customers 15 “ “ ATP Global ATP Americas “They understand our business. They “They have multiple locations so we specialize in our industry. Senior have good security of supply” management interacts with us very well...Their customer service is good – 46% 74% maybe the best
Slide 16: Outperforming business
Outperforming business 16 ATP Americas performance vs the market Historical growth driven by 150 Organic growth: ATP Americas sales (CAGR +6%) Commercial excellence Share gains with global customers Innovation leadership 100 M&A: Market volumes (CAGR – 3%) Aluprint Mexico (2012) IPC&L Argentina (201
Slide 17: Agenda
Agenda 17 1 Safety briefing 2 Key messages 3 Unique leadership position 4 Substantial opportunities ahead 5 Plant tour: Reidsville
Slide 18: Winning specialty folding carton business
Wining specialty folding carton business Leveraging the ATP platform for folding carton applications 18 Amcor believes the opportunity in the toothpaste segment can be significant… ATP’s superior value proposition… …and unrivalled delivery capability Across the Americas market…. Enhanced package des
Slide 19: Strengthening leadership position in fast-growing NGPs
Strengthening leadership position in fast-growing NGPs 19 PMI Heated tobacco unit capacity forecast Build unique leadership position in NGPs (B units) PMI’s success with it’s leading Heated Tobacco brand IQOS HEETs 100.0 Initially launched in Japan, reaching 7.1% SoM in Q1 2017 Launched in key citie
Slide 20: Innovation success over the last five years…and more to come
Innovation success over the last five years…and more to come 20 ATDB magnetic rotary PMI Parliament PMI Scent die-cutting tool Badge Varnish Jaholo 2013 2014 2015 2016 2017 RJR Sunshine PMI Fine Cut JTI Unique JTI Rainbow Ink Starlight Coding
Slide 21: Driving key innovation trends
Driving key innovation trends 21 Example 1: Smart and connected Example 2: Digital MaXQ: The unique, dynamic and scalable codes Potential to address key customer needs: time to addressing marketing & track & trace needs market, shorter run sizes, mass-customization Touchcode: Connects inline and off
Slide 22: Optimized footprint and operational excellence to support growth
Optimized footprint and operational excellence to support growth 22 Lachine, Canada ongoing closure 2010-2017 75 Maintain cost and service leadership Ongoing plant closure in Canada will drive Equipment and production move to Atlanta and Mexico cost out and improve our customer service Investment in
Slide 23: Key messages
Key messages 23 Unique leadership position Worldwide leader in tobacco packaging Strong relationships with customers Clear winning strategy Outperforming business Winning team Core business and new opportunities Strong management team Innovation and cost leadership Driven to outperform Organic growt
Slide 24: Agenda
Agenda 24 1 Safety briefing 2 Key messages 3 Unique leadership position 4 Substantial opportunities ahead 5 Plant tour: Reidsville