Slide 1: Amcor 2014 Asia analyst trip: Key messages
Amcor 2014 Asia analyst trip Singapore Monday 19 May 2014 Tobacco Packaging Presentation Key messages 1. Excellent Safety Performance • No recordable case in Asia since July, 2012 2. Substantial improvement in earnings and returns over the past 3 years • Legacy business has grown significantly due t
Slide 2: Global footprint; Tobacco Packaging Executive Management Team
Global footprint Americas Europe Asia (excl. AMVIG) Plants 6 Plants 13 Plants 4 Sales (€ b) 0.3 Sales (€ b) 0.7 Sales (€ b) 0.2 1 UK 1 Russia 1 1 Netherlands 1 Canada 1 Poland 1 Germany 1 1 France 1 Ukraine 1 Kazakhstan 3 USA 1 Switzerland 1 Turkey 1 Portugal 7 China (AMVIG) 1 South Korea 1 Mexico 1
Slide 3: Tobacco Packaging Asia Management Team; Safety Performance: April 2014
Tobacco Packaging Asia Management Team Kamal Taneja Vice President & GM, Asia Cezary Navapol Navapol Kelza L. Phang Mark Buttigieg Henry Wong Benedict Chin Wojciechowski Chuensiri Chuensiri Operations Sales Director, Sales Director, Human Finance Director, Procure Plus Innovation & Director, Asia As
Slide 4: Tobacco Packaging Asia Product Portfolio; Shorewood Acquisition
Tobacco Packaging Asia Product Portfolio We are a leader in tobacco packaging with strong relationships with major customers across Asia and globally... • Hinge-lid cartons (HL) • Inner frames (variants include square b boxes, roundd corners & bevelled edge boxes) • Bundle wraps (paper and film) • S
Slide 5: Establishing a solid base to grow further; Asia Market Heat Map
Establishing a solid base to grow further in future…. +140% +250% +85% 240 350 185 150 170 100 180 100 Relative Index 100 FY12 FY13 FY14 FY12 FY13 FY14 FY12 FY13 FY14 Revenue PBIT ROAFE Improved Talent Base Increased SOV Added new customers Improved Capital Discipline Improved Operations KPI Added I
Slide 6: Large regional customer base with in-house printing; Indonesia opportunity
Large regional customer base with in house printing….offering future growth opportunities.. 2013 volume, bn sticks ATP SOV 608 516 608 516 33 95 ITC 150 ATP PMI 260 90 KT&G 185 In‐House 72 Gudang Garam 375 Global 54% Regional 46% 45 VINATABA BAT 195 28 TTM 65 Djarum 175 Competitors JTI 16 TTL 16 God
Slide 7: Summary; Appendix slides
Summary 1. Excellent Safety Performance • No recordable case in Asia since July, 2012 2. Substantial improvement in earnings and returns over the past 3 years • Legacy business has grown significantly due to increased market share 3. Successful integration of the Shorewood acquisition • Added new ca
Slide 8: Evolution of Health Warning Regulations; Impact of GP in Australia
Evolution of Health Warning Regulations increases pack complexity Health Warning Graphical Health Warning Plain Packaging Source: TMA.org. (november 2012). 15 Impact of GP in Australia on inline Illustrative manufacturing is small Production of HL in Asia % 98% 100% • Generic packaging in 100 Austra