Orora Limited · ASX:ORA
Orora — Shareholder Meeting (October 2025)
23 slides from Orora's shareholder meeting presentation, Oct 15, 2025
Slide 1: Orora Limited Annual General Meeting – Chair's Address
Orora Limited Annual General Meeting 10.30 am Wednesday 15 October 2025 Chair’s Address Good morning everyone, and thank you for joining us. I'm Rob Sindel, Chair of Orora Limited, and I will Chair the meeting today. On behalf of the Board of Directors, I'm pleased to welcome you to the twelfth Annu
Slide 2: Chair's address: board changes and strategic evolution of portfolio
Before addressing the formal items of business, I will recap on the Company’s major activities during the 2025 Year, including the financial highlights, our progress on our sustainability goals and an update on our strategic initiatives. Brian will provide additional comments on our safety performan
Slide 3: Dividend, sustainability goals, governance and investor proposition
The Board declared a final ordinary dividend of 5 cents per share, unfranked. This brought the total dividend in FY25 to 10 cents per share, consistent with FY24. Cash generation was strong, with operating cash flow of $334m, an increase of 46.4%. Sustainability goals During the year we continued to
Slide 4: Remuneration report: OPS sale and incentive reset
improving the performance of the OPS business over a number of years. This enabled the successful execution of the sale, which in turn delivered a strong outcome for shareholders. Again, while we acknowledge that the performance of Saverglass has not met expectations, in contrast, the sale of OPS pr
Slide 5: Managing Director and CEO's Address
Managing Director and Chief Executive Officer’s Address Thank you, Rob. And thank you all for your continued support of Orora. Safety performance update Before I talk about the financial results, I would like to provide an update on our safety and sustainability performance. Our positive trend in sa
Slide 6: FY25 business and operating highlights
Further details on Orora’s new sustainability targets can be found in the company’s 2025 Annual Report. We are extremely proud of our work in this important area and we look forward to making further progress on our Sustainability journey during FY26. FY25 business & operating highlights In FY25 the
Slide 7: Helio digital printing and Global Glass premiumisation
Representing a major innovation for the beverage packaging market across Australasia, Helio utilises direct- to-shape digital printing technology, unlocking endless possibilities in colour and texture for unique can design and decoration. Eliminating the need for long production lead-times associate
Slide 8: Annual General Meeting
Annual Financial Results General Year ended 30 June 2025 Meeting 14 August 2025 15 October 2025
Slide 9: Important information
Important information Forward Looking Statements This presentation contains forward looking statements that involve subjective judgment and analysis and are subject to significant uncertainties, risks and contingencies, many of which are outside the control of, and are unknown to Orora. Forward look
Slide 10: Rob Sindel, Chair
Rob Sindel Chair cove, I REY GCOS VIRGIN gy BODES .
Slide 11: Board of Directors
Board of Directors Rob Sindel Brian Lowe Michael Fraser Tom Gorman Sarah Hofman Jackie McArthur Claude-Alain Tardy Chair Managing Independent Independent Independent Independent Independent Director & Non-Executive Non-Executive Non-Executive Non-Executive Non-Executive Chief Executive Director Dire
Slide 12: Strategic evolution of portfolio
STRATEGY UPDATE Strategic evolution of portfolio Portfolio actions have transformed Orora into a focused beverage packaging business, with market-leading positions in cans, premium+ spirits and wine packaging 2019 2023 2024 Sale of Australian Fibre Acquisition of Saverglass Sale of OPS • Sale to Nip
Slide 13: FY25 financial highlights – continuing operations
FY25 financial highlights – continuing operations1 Solid results delivered demonstrating resilient businesses Earnings Before Interest, Tax and Depreciation Earnings Before Interest and Tax (EBIT) Net Profit After Tax (NPAT) and Amortisation (EBITDA) Statutory2 $418.8m $262.1m $973.1m +425.4% Contin
Slide 14: Sustainability goals
Sustainability goals Circular Economy Climate Change Community FOCUS FOCUS FOCUS Recycled Content GHG reduction Safety & health Recyclable packaging Energy efficiency Diversity, equity, inclusion & belonging Recyclable substrates Low carbon energy Human rights and supply chain Lightweighting Climate
Slide 15: Corporate governance
Corporate governance Good corporate governance is integral to our culture and business practices Orora’s corporate governance practices for FY25 comply with the ASX Principles and Recommendations 4th edition and are summarised in our Corporate Governance Statement, incorporated into our Annual Repor
Slide 16: Orora investor proposition
Orora investor proposition Orora provides investors with defensive growth exposure, a well-invested asset base and strong balance sheet to support ongoing shareholder returns Addressing investor priorities Key metrics / targets Focused value-added >15% Well invested assets to Disciplined approach Ta
Slide 17: Brian Lowe, Managing Director and CEO
Brian Lowe Managing Director and CEO 10
Slide 18: Safety performance update
Safety performance update Lost time injury frequency Recordable case frequency rate (LTIFR)* rate (RCFR)^ 8.8 3.4 8.3 2.2 June 2024 June 2025 June 2024 June 2025 LTIFR* = (Number of lost time injuries / Total number of hours worked for employees and contractors) x 1,000,000 RCFR^ = (Number of record
Slide 19: Sustainability progress
Sustainability progress Significant progress with increased recycled content and improved carbon emissions. Reporting Scope 3 emissions for the first time Circular Economy Climate Change Community FY25 achievements FY25 emissions reductions from FY19 • Glass (Gawler) – 59.5% recycled content vs • Sc
Slide 20: FY25 operating highlights
FY25 operating highlights Orora Cans Global Glass – Saverglass Global Glass – Gawler Revenue EBITDA EBIT Revenue EBITDA EBIT Revenue EBITDA EBIT A$776.9m A$118.7m A$103.8m €612.4m €144.9m €79.2m A$285.4m A$56.9m A$25.4m up 12.1% reported up 0.4% reported up 0.2% reported down 16.5%3 down 4.9%3 down
Slide 21: Defensive growth exposure through Cans and Glass
STRATEGY UPDATE Defensive growth exposure through Cans and Glass Cans Saverglass Gawler • • • Market size1 ~$1.2bn1 ~$21bn2 ~$700m1 Volume growth ~4 – 6%1 ~3 – 6%1 ~Flat3 Market trends Shift to aluminum Premiumisation Category growth Brand proliferation Lower commercial wine consumption
Slide 22: FY26 outlook
FY26 outlook Orora Cans Saverglass Gawler EBIT expected to be higher than EBIT expected to be broadly in line EBIT expected to be ~$30m FY25 compared to FY25 • Operational benefits from • Volume growth expected to • Volume growth and cost transition to two-furnace be consistent with long term reduct
Slide 23: Thank you
Financial Results Thank you Year ended 30 June 2025 ororagroup.com/investors 14 August 2025