Slide 1: Amcor Tobacco Packaging: Key messages
04/12/2012 For personal use only Amcor Tobacco Packaging Peter Konieczny, President Amcor Tobacco Packaging Key messages • Integration of Alcan Packaging has strengthened Amcor’s market position in Tobacco Packaging • Growth driven by • Providing superior value to customers leveraging Scale Global f
Slide 2: Global footprint and products
04/12/2012 Global footprint For personal use only Americas Europe Asia (excl. AMVIG) Plants 6 Plants 13 Plants 3 Sales (A$b) 0.3 Sales (A$b) 0.8 Sales (A$b) 0.1 1 UK 1 Russia 1 1 Netherlands 1 Canada 1 Germany 1 1 Poland 1 France 1 Ukraine 1 Kazakhstan 3 USA 1 Switzerland 1 Turkey 1 Portugal 7 China
Slide 3: Major customers; growth opportunities in Asia, Africa and Middle East
04/12/2012 Major customers For personal use only 5 Growth opportunities in Asia, Africa and Middle East Retail volumes CAGR Trillion sticks -1.1% CAGR 1.292 -1.3 % 1.221 2.872 2.416 China 0,334 0,313 Europe North America 11’ 16’ 11’ 16’ 11’ 16’ CAGR CAGR +0.6% + 2.0% CAGR -0.9% 1.061 1.092 0,451 0,4
Slide 4: Amcor sales growth higher than industry volume growth
04/12/2012 Amcor sales growth higher than industry volume growth For personal use only Topline growth drivers: 125% • Higher value add cartons Amcor topline growth + 16% - Innovation • Print enhancements • Pack complexity 100% • Market share gains - 3% Cigarette retail volume* • Inflation - modest I
Slide 5: Growth from regional tobacco manufacturers; road map to growth
04/12/2012 Growth also comes from regional tobacco manufacturers For personal use only Cigarettes produced 2011 73%* 27% 25% 19% 14% 8% 4% 3% PMI BAT JT Group ITG PM USA RA Others Amcor SIGNIFICANT < 10% position Top six cigarette manufacturers hold 73% global share (excluding China and North Korea)
Slide 6: Unique customer value proposition
04/12/2012 Unique customer value proposition For personal use only Product innovation Value creation Operational productivity • Customer back and pro-active • Increase of speed to market • Reduction of total costs product innovation • Implementation of global across combined supply chain • Cost cons
Slide 7: A global innovation network
04/12/2012 A global innovation network For personal use only Amcor Amcor Amcor Innovation Centre PrePrint Centre PrePrint Centre Rickenbach, Switzerland Lodz, Poland Novgorod, Russia Amcor Amcor Design Studio Innovation Centre Reidsville, NC, USA Singapore 13 Investment in innovation Latest technolo
Slide 8: Product innovation examples
04/12/2012 Product innovation examples For personal use only Project B – Marlboro beyond • An in-setting device installed on one of our gravure presses allows for in-line registration of the lens in order to achieve industrial production speeds and reduce waste. It also provides the ability to add r
Slide 9: Latin America acquisitions and summary
04/12/2012 Latin America acquisitions For personal use only Extend value proposition to global Grow through regional expansion into customers attractive markets • Builds unique global footprint, unmatched in • Market is highly concentrated industry • 65% of market is represented by 3 countries (Braz
Slide 10: Amcor Tobacco Packaging
04/12/2012 For personal use only Amcor Tobacco Packaging Peter Konieczny, President Amcor Tobacco Packaging 10