Amcor Plc · NYSE:AMCR
Amcor — Investor Day (December 2012)
12 slides from Amcor's investor day presentation, Dec 5, 2012
Slide 1: Amcor Australasia & Packaging Distribution: Key messages
04/12/2012 For personal use only Amcor Australasia & Packaging Distribution Nigel Garrard, President Amcor Australasia & Packaging Distribution Key messages • Australia and NZ • Good industry structures in defensive market segments • Number one or two in all markets – Strong customer relationships –
Slide 2: Business overview
04/12/2012 Business overview For personal use only FY2012 Sales $2,872 million Sales by Region Sales by Division North America Packaging Fibre 30% distribution 42% Australia 33% 59% Other 3% Beverage New Zealand 25% 8% 3 Packaging Distribution • Market conditions • Slow economic recovery in USA • No
Slide 3: Sales channel expansion
04/12/2012 Sales channel expansion For personal use only The business has moved from “One size fits all” • Sales predominately through Amcor’s commission- based sales force To a multi-channel, “Market segmentation” approach • Develop specific channels to meet different customer needs • New channels
Slide 4: Distribution channels; The Australasian competitive landscape
04/12/2012 Distribution channels For personal use only • Wayne Richardson Sales (WRS) • Access to SME market • Well-established customer base • Integration progressing well • Customer and supplier synergies • Opportunities for further growth • Organic and M&A Exciting new growth opportunity 7 The Au
Slide 5: Growth of Amcor Glass
04/12/2012 Growth of Amcor Glass For personal use only Single plant at Gawler, South Australia 2002 2004 2012 1 furnace 2 furnaces 3 furnaces 208m bottle capacity 416m bottle capacity 800m bottle capacity Limited colours Broader range of colours Light weighting focus Premium wine focus Introduced li
Slide 6: Innovate for competitive advantage
04/12/2012 Innovate for competitive advantage For personal use only Stelvin QR Code wine screw caps • Responding to consumer demand by integrating with smart phone technology Stelvin UV inks wine screw cap • Delivering improved shelf presence by aligning branding on cap with label Internally embosse
Slide 7: Innovate for competitive advantage; Fibre
04/12/2012 Innovate for competitive advantage For personal use only • Delivering “first to market” advantage for customers • Continued investment in innovation • Decoration “Centre of Excellence” (Dandenong, VIC) • NZL60 can line (Auckland, NZ) “Share a Coke & a song” campaign • World-first can prod
Slide 8: Carton converting; Cartonboard
04/12/2012 Carton converting For personal use only • Significant improvement in industry structure over the past two years • Colorpak purchased Carter Holt Harvey’s operations • Consolidated manufacturing footprint and improved operating performance • Smithfield plant closure Business has improved s
Slide 9: Corrugated boxes
04/12/2012 Corrugated boxes For personal use only • National manufacturing footprint • Two main players in the market • Volumes flat and market share stable • Rising costs difficult to pass on • Business has been uncompetitive with recycled paper in terms of cost and quality • Substantial improvemen
Slide 10: Botany recycled paper mill
04/12/2012 Botany recycled paper mill For personal use only • 400,000 tonnes per annum capacity • Commissioning commenced in October 2012 – Proceeding as scheduled – Takes 18 to 24 months to “ramp up” to full capacity • Creates leadership position in recycled paper • Low cost manufacture – $50m cost
Slide 11: Innovate for competitive advantage; Summary
04/12/2012 Innovate for competitive advantage For personal use only Chillfresh Oyster corrugated box • A lightweight, sustainable alternative to polystyrene foam products and is recyclable Shelf ready packaging • Enhances supply chain efficiencies & improves shelf presence in supermarkets 21 Summary
Slide 12: Amcor Australasia & Packaging Distribution
04/12/2012 For personal use only Amcor Australasia & Packaging Distribution Nigel Garrard, President Amcor Australasia & Packaging Distribution 12