Orora Limited · ASX:ORA
Orora — Shareholder Meeting (October 2026)
25 slides from Orora's shareholder meeting presentation, Oct 14, 2026
Slide 1: Orora Limited Annual General Meeting: Chair's Address
ASX Announcement For personal use only Orora Limited Annual General Meeting 10:30am Wednesday 14 October 2026 Chair’s Address Good morning everyone and thank you for joining us. I'm Rob Sindel, Chair of Orora Limited, and I will chair the meeting today. On behalf of the Board, I’m pleased to welcome
Slide 2: Chair's Address: accountability and FY26 results
For personal use only Members of the Orora leadership team here with us include Angela Di Iorio, Chief People Officer, Ann Stubbings, our outgoing Company Secretary and our incoming CFO, Paul Victor, who will commence in the role shortly. Before we move to the formal items of business, I will briefl
Slide 3: Glass impairment, sustainability and corporate governance
For personal use only beer and wine, however the transition from a three-furnace to two-furnace operation is delivering ongoing efficiency benefits. The Glass business is now focused on executing a set of initiatives targeting more than €30 million of EBIT improvement by FY30. This plan is supported
Slide 4: Remuneration Report and shareholder feedback
For personal use only Before we move to the procedural part of the meeting, I want to address the Remuneration Report directly. At the 2025 AGM, many shareholders voted against our Remuneration Report. The Board was disappointed with this outcome however recognise the concerns shareholders expressed
Slide 5: Managing Director and CEO's Address
For personal use only Managing Director and Chief Executive Officer’s Address Thank you, Rob, and good morning everyone. I appreciate you joining us today and your continued support of Orora. As Rob outlined, across FY26 management remained focussed on disciplined execution and the actions required
Slide 6: FY26 financial highlights (CEO address)
For personal use only Under our Community Pillar, along with our focus on safety, we continued to invest in our people and communities. Our FY26 global engagement survey achieved an engagement score of 73%, slightly above manufacturing benchmarks. Female representation increased to 25%, up 2 percent
Slide 7: Saverglass performance and operations
For personal use only Saverglass volumes increased 5.9%, including growth of 9% in the second half, however that growth was weighted towards lower-priced products, which affected average selling prices and margins. Revenue was up 0.8%, whilst EBIT was down €16.4m, reflecting these price impacts. Dur
Slide 8: FY27 outlook (CEO address)
For personal use only For Cans, EBIT is expected to be higher than FY26. Volume growth is expected to be consistent with long- term growth rates of 4% to 6%, supporting EBITDA growth in FY27. This will be partially offset by higher D&A, including the commissioning of Rocklea by the end of the first
Slide 9: Closing remarks and thanks
For personal use only Echoing Rob’s earlier comments, I would like to express my gratitude to Ann Stubbings, who will move on from Orora at the end of 2026. For more than 13 years, Ann has been such a valued and respected leader at Orora, and has made an incredibly positive impact on the many teams
Slide 10: Annual General Meeting 14 October 2026
al use only Annual General Meeting Financial Results Year ended 30 June 2025 14 October 2026 14 August 2025
Slide 11: Important information
Important information Forward Looking Statements This presentation contains forward looking statements that involve subjective judgment and analysis and are subject to significant uncertainties, risks and contingencies, many of which are outside the al use only control of, and are unknown to Orora.
Slide 12: Rob Sindel, Chair
al use only Rob Sindel Chair 3
Slide 13: Board of Directors
Board of Directors al use only Rob Sindel Brian Lowe Michael Fraser Tom Gorman Sarah Hofman Jackie McArthur Claude-Alain Tardy Chair Managing Independent Independent Independent Independent Independent Director & Non-Executive Non-Executive Non-Executive Non-Executive Non-Executive Chief Executive D
Slide 14: Key FY26 results messages
al use only Key FY26 results messages 1 Glass remains Strong Cans under pressure, Glass business €449.7m / performance impacted by priorities $742.8m non- supported by price, mix shift targeting >€30m cash impairment capacity towards lower net EBIT run-rate of Glass expansions ASP and margin uplift
Slide 15: Sustainability goals
Sustainability goals Circular Economy Climate Change Community al use only FOCUS FOCUS FOCUS Recycled content GHG reduction Safety & health Recyclable packaging Energy efficiency Diversity, equity, inclusion & belonging Recyclable substrates Low carbon energy Human rights and supply chain Lightweigh
Slide 16: Corporate governance
Corporate governance Good corporate governance is integral to our culture and al use only business practices Orora’s corporate governance practices for FY26 comply with the ASX Principles and Recommendations 4th edition and are summarised in our Corporate Governance Statement, incorporated into our
Slide 17: Remuneration Report and Shareholder Feedback
al use only Remuneration Report and Shareholder Feedback 8
Slide 18: Brian Lowe, Managing Director and CEO
Brian Lowe al use only Managing Director and Chief Executive Officer 9
Slide 19: Safety performance update
Safety performance update Lost time injury frequency Recordable case frequency al use only rate (LTIFR)* rate (RCFR)^ 5.7 12.2 9.6 10.5 4.1 9.1 3.5 2.9 Dec-24 Jun-25 Dec-25 Jun-26 Dec-24 Jun-25 Dec-25 Jun-26 LTIFR* = (Number of lost time injuries / Total number of hours worked for employees and cont
Slide 20: Sustainability update
Sustainability update Continued progress toward sustainability goals, aligned to customer expectations al use only Circular Economy Climate Change Community FY26 progress FY26 progress FY26 progress • We continue to make progress towards our • Continued focus on safety awareness and • Glass - we ach
Slide 21: FY26 financial highlights
FY26 financial highlights 1, 2 Strong Cans performance offset by challenging market conditions for Glass Earnings Before Interest, Tax and Earnings Before Interest and Net Profit After Tax Depreciation and Amortisation Tax (EBIT) (NPAT) al use only (EBITDA) $420.3m $248.2m D&A +$15.4m $142.2m +$1.5m
Slide 22: FY26 operational progress
FY26 operational progress Divergent market dynamics persist, with strong Cans performance offsetting softer Glass markets Cans Saverglass Gawler Revenue EBITDA EBIT Revenue EBITDA EBIT Revenue EBITDA EBIT al use only A$880.0m A$131.2m A$111.4m €617.2m €131.5m €62.8m A$284.5m A$62.3m A$28.1m up 13.3%
Slide 23: Glass Priorities
Glass Priorities Executing Glass business priorities targeting >€30 million1 run-rate net EBIT improvement by FY30 Initiative Key Levers • Focus on key accounts and new products al use only 1 Accelerate new business pipeline • Market share gains in priority categories and geographies • Mid-single-di
Slide 24: FY27 outlook
FY27 outlook Cans Saverglass Gawler EBIT expected to be Ongoing impacts from US tariffs, the EBIT expected to be higher than FY26, with: Middle East conflict and supply chain ~$30m FY26 FY27 disruption continued into 1H27, with • Volume growth • First full year of two- Total capex $194.3m $140m-$145
Slide 25: Thank you
al use only Financial Results Thank you Year ended 30 June 2025 ororagroup.com/investors 14 August 2025