Macfarlane Group Plc · LSE:MACF
Macfarlane — Shareholder Meeting (May 2018)
12 slides from Macfarlane's shareholder meeting presentation, May 15, 2018
Slide 1: 119th Annual General Meeting
119thAnnual General Meeting 15th May 2018
Slide 2: CEO Presentation Annual General Meeting
CEO Presentation Annual General Meeting 15th May 2018
Slide 3: Agenda
Agenda • Performance Review • Customer Needs • Protective Packaging Market • Macfarlane’s Future Development • Macfarlane Aspirations
Slide 4: Performance Review – 2017 another successful year of profit growth
Performance Review – 2017 another successful year of profit growth Profit £m Earnings per share 10 6.00 Profit Earnings Per Share 9 5.00 8 7 4.00 6 5 3.00 4 2.00 3 2 1.00 1 0 0.00 2009 2010 2011 2012 2013 2014 2015 2016 2017 4
Slide 5: Performance Review
Performance Review • Targeted the market sectors that offer the Organic greatest potential Growth • Delivered a compelling proposition for customers Quality • Acquired quality packaging distributors who have accelerated geographic and market Acquisitions penetration and brought additional expertise
Slide 6: UK Protective Packaging Distribution Market Share by Industry Sector
UK Protective Packaging Distribution Market Share by Industry Sector Total Market Size c£800m Industrial/Other Retail 20% 25% 35% 42% 18% 24% 16% 20% Distributor Category Distributor Category Macfarlane International Macfarlane International UK Regional UK Local UK Regional UK Local
Slide 7: Understanding the Customer
Understanding the Customer Role of packaging in their business Importance of Continuous using improvement packaging that is fit for purpose Focus on both Measurement direct and /Monitoring indirect cost savings Decision making
Slide 8: The Retail Customer – Anticipating their Needs
The Retail Customer – Anticipating their Needs Social Responsibility Personalisation Consumers want to know Telling a story through the company they buy from Unboxing Experience scan me packaging by bringing is socially responsible and together innovative uses the right amount of Packaging should bo
Slide 9: The Industrial Customer – Anticipating their Needs
The Industrial Customer – Anticipating their Needs International Improved Design Sourcing & Supply Allowing packaging to protect Packaging will be required in goods in a wider range of more geographic markets environments. Sustainable Packaging using less suppliers. Using the right amount of recycla
Slide 10: Macfarlane’s Future Development
Macfarlane’s Future Development Continued Wider investment in Innovation in geographic technologies to packaging coverage as facilitate design customers transactional consolidate simplicity supplier base Invest in our Stronger people to supplier ensure we have relationships to the latest skills offe
Slide 11: Understanding the Customer
Understanding the Customer “Customers’ expectations are never static…….yesterday’s WOW quickly becomes today’s ordinary…..you cannot rest on your laurels…customers won’t have it”
Slide 12: 2018-2020: Confidence in Macfarlane Future
2018-2020: Confidence in Macfarlane Future • The Macfarlane recent history has demonstrated a successful track record of profit growth and returns to shareholders • We are intent on maintaining the Macfarlane growth performance and have the plans in place to deliver the future growth • Our focus is