Amcor Plc · NYSE:AMCR
Amcor — Investor Presentation (September 2025)
28 slides from Amcor's investor presentation, September 2025
Slide 1: Investor presentation September 2025
1 Investor presentation September 2025
Slide 2: Disclaimers
2 Disclaimers Cautionary Statement Regarding Forward-Looking Statements Unless otherwise indicated, references to "Amcor," the "Company," "we," "our," and "us" in this document refer to Amcor plc and its consolidated subsidiaries. This document contains certain statements that are "forward-looking s
Slide 3: Safety is always our number one priority
3 Safety is always our number one priority Guided by our values Delivering industry leading safety performance Annual recordable-case frequency rate (per million hours worked) SAFETY CUSTOMERS Includes impact North America of acquired packaging materials WINNING businesses industry average TRIR AGIL
Slide 4: Why Amcor? Why now..
4 Why Amcor? Why now.. Unique opportunity created by recent Better Business acquisition of Berry Global 1 Stronger Company: Acquisition of Berry aligned with Amcor strategy to create the global “go-to” packaging supplier. Combination delivers enhanced capabilities, greater scale, and resilient suppl
Slide 5: Table of contents
Table of contents 5 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 5
Slide 6: Global leader in primary packaging
6 Bringing global Global leader in primary packaging capabilities to local brands and local access to global brands ~30% Western Europe ~$23B Annual revenue ~50% North ~$4.3B* Adjusted EBITDA America ~ 400 / >40 Production facilities / countries ~20% Emerging Supply chain Markets resilience in a dyn
Slide 7: Strategic partner to world's most trusted brands
Strategic partner to world’s most trusted brands 7 Consumer Healthcare
Slide 8: Portfolio to address customer needs in consumer and healthcare
8 Differentiated platform Portfolio to address customer needs in consumer and healthcare for growth across two strategically attractive segments Global Flexible Packaging Solutions Global Rigid Packaging Solutions ~60% ~40% Packaging solutions meeting customer and Global scale, breadth & leadership
Slide 9: Portfolio review identifies ~$20bn core portfolio
9 Portfolio review identifies ~$20bn core portfolio - Global Leader in consumer packaging and dispensing solutions for Nutrition and Health ~$20 billion revenue core portfolio: Where we Leading positions in large, resilient and growing end markets play ~75% in more innovative Advanced Solutions plat
Slide 10: Unique multi-format product offering with room to grow
10 Unique multi-format product offering with room to grow Healthcare Beauty & Wellness Nutrition Specialty Applications Expanded and uniquely positioned Flexible and Rigid Packaging Solutions product offering $3B $2B $11B $3B Amcor revenue ($) within total addressable market1 1 Amcor revenue reflect
Slide 11: Table of contents
Table of contents 11 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 11
Slide 12: ~50% of core portfolio focused on six high-growth, high margin categories
12 ~50% of core portfolio focused on six high-growth, high margin categories. Supplying highly differentiated solutions Beauty and Healthcare Pet Food Foodservice Liquids Protein Wellness Key On-the-go, Food safety and Social media Humanization and growth Anti-counterfeiting convenient Organic food
Slide 13: Significant Emerging Markets coverage accelerates growth
13 Enabling customers to Significant Emerging Markets coverage accelerates growth expand globally with opportunities strengthened platform in higher growth emerging markets Asia Latin America Eastern Europe Combined Revenue ~$2 billion ~$2 billion ~$1 billion Site Locations Amcor | Berry 31 | 12 48
Slide 14: Innovation capabilities to revolutionize product development
14 Unprecedented Innovation capabilities to revolutionize product development innovation expertise and investment to solve customers and consumers most challenging problems $180 million AI-enabled design, research, and technologies Leading scientific expertise in multi-material Annual R&D spend 10 I
Slide 15: Portfolio of more sustainable solutions accelerating change and drive growth
15 Portfolio of more sustainable solutions accelerating change and drive growth Design for Lightweighting PCR Fiber Lower carbon recyclability footprint AmSkyTM Blister System AmPrima® recycle ready AmFiniti enables food AmFiber® delivers unique AmPrima® recycle ready is PVC- and aluminum-free, pouc
Slide 16: Growth synergies unlocked through complementary portfolio
16 Growth synergies unlocked through complementary portfolio $60M EBIT from $280M of revenue growth expected in FY28 Select growth opportunities Note: EBIT synergies expected to grow to $90 million from ~$400m revenue in FY29
Slide 17: Identified portfolio optimization actions
17 Identified portfolio optimization actions • Combined sales of $2.5 billion, including: Portfolio Optimization • North America Beverage business. ~$1.5 billion sales (~$2.5B) • Smaller businesses with combined sales of ~$1 billion • Businesses less aligned with one or more core portfolio attribute
Slide 18: Table of contents
Table of contents 18 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 18
Slide 19: Highly attractive combined financial profile
19 Combination Highly attractive combined financial profile significantly enhances financial profile Amcor Berry (+) Synergies1 Combined Revenue $13.6 $9.7 $0.3 $23.3 ($ in billions) EBITDA $2.0 $1.7 $0.6 $4.3 ($ in billions) 300+ bps EBITDA margin expansion1 % Margin 15% 17% - 18% ~$180 million R&D
Slide 20: Creating clear and sustainable financial value
Creating clear and sustainable financial value expected across a number of dimensions $650 million of synergies1 Over 30% adjusted cash Double-Digit return on and additional $280 million EPS accretion2 investment3 of one-time cash benefits Revenue growth above Unlock further market, accelerating by
Slide 21: Synergy expectations reaffirmed – total of $650 million expected by year 3
Synergy expectations reaffirmed – total of $650 million expected by year 3 21 Sources of synergy benefits identified Reaffirmed $260 million synergy benefits and delivery not dependent on macro expected in fiscal 2026 environment ~$130 million ~$650 million Year 3 Total ~$260 million ~20% of total s
Slide 22: Table of contents
Table of contents 22 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 22
Slide 23: Merger with Berry will deliver significant uplift in long-term Shareholder Value Creation Model
23 Merger with Berry will deliver significant Amcor new model uplift in long-term Shareholder Value Annual Re-invest in the EPS Creation Model cash flow1 business growth Amcor historic model $1+ bn $3+ bn ~10-15% Annual Re-invest in the EPS cash flow business growth ~$1.5bn ~$500-600m ~5-10% Acquisi
Slide 24: Why Amcor? Why now..
24 Why Amcor? Why now.. Unique opportunity created by recent Better Business acquisition of Berry Global 1 Stronger Company: Acquisition of Berry aligned with Amcor strategy to create the global “go-to” packaging supplier. Combination delivers enhanced capabilities, greater scale, and resilient supp
Slide 25: Elevating brands, Shaping lives, Protecting Earth
25 Elevating brands Shaping lives Protecting Earth
Slide 26: Appendix
26 Appendix
Slide 27: Amcor Global Flexible Packaging Solutions
27 Amcor Global Flexible Packaging Solutions GLOBAL FLEXIBLE PACKAGING SOLUTIONS Our Global Flexible Packaging Solutions segment develops ANZ, and supplies flexible and film packaging globally for food and ~3% beverage, medical and pharmaceutical, personal care, and Emerging Markets other industries
Slide 28: Amcor Global Rigid Packaging Solutions
Amcor Global Rigid Packaging Solutions 28 GLOBAL RIGID PACKAGING SOLUTIONS Our Global Rigid Packaging Solutions segment manufactures rigid packaging containers, closures, dispensing solutions and Emerging delivery devices and related products globally for a broad range markets ~15% of predominantly