Amcor Plc · NYSE:AMCR
Amcor — Investor Presentation (November 2025)
29 slides from Amcor's investor presentation, November 2025
Slide 1: Investor presentation November 2025
1 Investor presentation November 2025
Slide 2: Disclaimers and notes
2 Disclaimers and notes 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
Slide 3: Safety is always our number one priority
3 Safety is always our number one priority Guided by our values Industry leading safety performance and opportunities to further improve Annual recordable-case frequency rate SAFETY (per million hours worked) CUSTOMERS Includes impact North America packaging materials of acquired industry average WI
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: ~$20bn core portfolio - Global Leader in consumer packaging and dispensing solutions
6 ~$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 platforms ~50% focused on high g
Slide 7: Global scale and breadth for supply chain flexibility and resilience
7 Bringing global Global scale and breadth for supply chain flexibility and resilience 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
Slide 8: Strategic partner to world's most trusted brands
Strategic partner to world’s most trusted brands 8 Packaging solutions meeting customer and consumer needs to protect, preserve and promote products Consumer Healthcare
Slide 9: Unique multi-format product offering with room to grow
9 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 ~40% ~60% Global Flexible Packaging Solutions (% Amcor sales) Global Rigid Packaging Solutio
Slide 10: Table of contents
Table of contents 10 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 10
Slide 11: Three key drivers of higher long-term organic growth
11 Global Leader in consumer packaging and dispensing solutions for Nutrition, Health, Beauty & Wellness Three key drivers of higher long-term organic growth Portfolio Optimization Growth synergies Focus categories Sharpen focus on integrating $280m revenue; $60m (pre-tax) 50% of core portfolio in 6
Slide 12: Identified portfolio optimization actions
12 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 13: Growth synergies unlocked through complementary portfolio
13 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 14: ~50% of core portfolio focused on six high-growth, high margin categories
14 ~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 15: Higher longer-term organic growth: emerging markets, innovation, sustainable solutions
15 Global Leader in consumer packaging and dispensing solutions for Nutrition, Health, Beauty & Wellness Higher longer-term organic growth supported by significant Emerging Markets coverage, leading innovation capabilities and portfolio of more sustainable solutions Significant Emerging Markets Unpr
Slide 16: Significant Emerging Markets coverage accelerates growth opportunities
16 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 17: Innovation capabilities to revolutionize product development
17 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 18: Portfolio of more sustainable solutions accelerating change and drive growth
18 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 19: Table of contents
Table of contents 19 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 19
Slide 20: Highly attractive combined financial profile
20 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&
Slide 21: 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 22: Synergy expectations reaffirmed – total of $650 million expected by year 3
22 Synergy expectations reaffirmed – total of $650 million expected by year 3 Sources of synergy benefits identified Reaffirmed at least $260 million synergy and delivery not dependent on macro benefits expected in fiscal 2026 environment ~$130 million ~$650 million Year 3 Total ~$260 million ~20% o
Slide 23: Table of contents
Table of contents 23 1 Stronger Company 2 Accelerating Growth 3 Acquisition Significantly Enhances Financial Profile 4 Creating Sustainable Shareholder Value 23
Slide 24: Merger with Berry will deliver significant uplift in long-term Shareholder Value Creation Model
24 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 25: Why Amcor? Why now..
25 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 26: Elevating brands, Shaping lives, Protecting Earth
26 Elevating brands Shaping lives Protecting Earth
Slide 27: Appendix
27 Appendix
Slide 28: Amcor Global Flexible Packaging Solutions
28 Amcor Global Flexible Packaging Solutions GLOBAL FLEXIBLE PACKAGING SOLUTIONS • Global scale, breadth & leadership ANZ, ~3% • Best-in-class innovation and extensive IP catalogue Emerging Markets ~22% • Multiple substrate expertise North ~$13 bn America • Leader in high barrier solutions ~47% sale
Slide 29: Amcor Global Rigid Packaging Solutions
Amcor Global Rigid Packaging Solutions 29 GLOBAL RIGID PACKAGING SOLUTIONS • Global scale, breadth & leadership Emerging markets • Best-in-class innovation and design capabilities ~15% • Lightweighting expertise ~$10 bn • In-house toolmaking and recycling Western North Europe sales America • ~$1bn g