Graphic Packaging Holding Company · NYSE:GPK
Graphic Packaging — Non-Deal Roadshow (November 2023)
26 slides from Graphic Packaging's roadshow presentation, Nov 27, 2023
Slide 1: Investor Engagement November 2023
Exhibit 99.1 Investor Engagement November 2023
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS • Any statements of the Company’s expectations in these slides, including, but not limited to, guidance regarding 2023 Sales, progress with respect to Vision 2025 goals and alignment of such goals with the United Na
Slide 3: Our Purpose
OUR PURPOSE We package life’s everyday moments for a renewable future 3
Slide 4: Company Overview
COMPANY OVERVIEW
Slide 5: Graphic Packaging at a Glance
GRAPHIC PACKAGING AT A GLANCE 1 Includes products categorized as widely recyclable, regionally recyclable, and conditionally recyclable 5 2 AF&PA
Slide 6: Leading Integrated, Fiber-Based Consumer Packaging Company
LEADING INTEGRATED, FIBER-BASED CONSUMER PACKAGING COMPANY 2022 Sales by Geography Americas Europe and Rest of World #1 #1 Market share in #1 Producer of 17 fiber-based CRB and CUK Market share in consumer Countries European fiber-based packaging Americas consumer packaging Europe 76% $9.4B #2 60+ 2
Slide 7: Serving the World's Best Customers in Five Growing Market Segments
SERVING THE WORLD’S BEST CUSTOMERS IN FIVE GROWING MARKET SEGMENTS 1 Segment % of Portfolio FOOD 34% BEVERAGE 22% FOODSERVICE 20% CONSUMER 20% HEALTHCARE 4% & BEAUTY 7 1. Segment breakdown as of 2021
Slide 8: Expanding Packaging Solutions in Our Five Market Segments
EXPANDING PACKAGING SOLUTIONS IN OUR FIVE MARKET SEGMENTS 1 Segment % of Portfolio FOOD 34% BEVERAGE 22% FOODSERVICE 20% CONSUMER 20% HEALTHCARE 4% & BEAUTY 8 1. Segment breakdown as of 2021
Slide 9: Circular Packaging Solutions
CIRCULAR PACKAGING SOLUTIONS: PRIMARY INPUT MATERIALS ARE RENEWABLE, SUSTAINABLY MANAGED TREES AND RECOVERED RECYCLED FIBERS 9
Slide 10: Sustainability Program Guided by Company Values and Our Purpose
SUSTAINABILITY PROGRAM GUIDED BY COMPANY VALUES AND OUR PURPOSE Engage employees in Focus on reducing our a high-performance impact on the planet culture Innovative Packaging Generate superior Grow with the best returns through customers in the best innovative packaging markets products We package l
Slide 11: Our Sustainability Strategy – Better, Every Day
OUR SUSTAINABILITY STRATEGY – BETTER, EVERY DAY • ESG Vision 2025 drives our sustainability strategy through goals set under the pillars of Products, Partners, People and Planet • We consider how our actions can help address global megatrends and align our efforts with the UN Sustainable Development
Slide 12: Running a Different Race – Compelling Investment Case
RUNNING A DIFFERENT RACE – COMPELLING INVESTMENT CASE LEADING integrated global fiber-based consumer packaging company ADVANCED innovation capabilities, diversified market segments, and sustainable packaging offerings provide runway for organic growth COMPETITIVELY advantaged with lowest-cost operat
Slide 13: Social & Environmental
SOCIAL & ENVIRONMENTAL
Slide 14: 2022 ESG Highlights
2022 ESG HIGHLIGHTS • 500+ million EU plastic packages substituted with our fiber-based solutions • 1.1 million metric tons of waste diverted from landfills • 64% of energy derived from renewable sources • 34 facilities with 0 total recordable injuries • 30 million training hours completed by employ
Slide 15: Making Progress Advancing Our 2025 Sustainability Goals
MAKING PROGRESS ADVANCING OUR 2025 SUSTAINABILITY GOALS Progress on 2025 sustainability goals underpin our journey to elevate business resiliency and ensure proactivity in our approach to doing business so that Graphic Packaging thrives as the world moves to a more circular economic system Partners
Slide 16: Reducing Our Environmental Impact
REDUCING OUR ENVIRONMENTAL IMPACT In Our Products In Our Operations • Focus on creating innovative packaging solutions supportive • Maintain a sustainable forestry policy focused on wood of a circular economy management and wood-fiber sourcing initiatives • Design collaboration to help customers ach
Slide 17: Progressing Our Sustainability Vision
PROGRESSING OUR SUSTAINABILITY VISION NEAR-TERM GREENHOUSE GAS REDUCTION TARGETS APPROVED by SBTi Graphic Packaging commits to reduce: • Absolute scope 1 and 2 GHG emissions 50.4% by 2032 from a 2021 base year* • Absolute scope 3 GHG emissions from purchased goods and services, fuel- and energy-rela
Slide 18: Developing Decarbonization Roadmap – Details to Come at Investor Day
1 DEVELOPING DECARBONIZATION ROADMAP – DETAILS TO COME AT INVESTOR DAY Emissions Redution Trajectory Scope 1 & 2 emissions reduction project options: • CRB mill optimization • Expand use of biofuels • Increase renewable electricity usage • Improve energy efficiency in operations Scope 3 emissions re
Slide 19: Commitment to Human Capital Management and Diversity & Inclusion
COMMITMENT TO HUMAN CAPITAL MANAGEMENT AND DIVERSITY & INCLUSION Creating an engaged culture that attracts and retains diverse talent; committed to sustained productive & rewarding workplace 30% 23% Diversity Statistics Ethnically Building a diverse and inclusive workforce by: (2) Female (1) Diverse
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Slide 21: Robust Sustainability Oversight
ROBUST SUSTAINABILITY OVERSIGHT Our Board and senior leadership have direct oversight of sustainability initiatives and practices Board of Directors Full Board is responsible for oversight of our sustainability strategy, governance standards, goals, and performance Nominating and Corporate Compensat
Slide 22: Diverse and Experienced Leadership Team
DIVERSE AND EXPERIENCED LEADERSHIP TEAM Michael P. Doss President and Chief Executive Officer Stephen R. Scherger Kaeko Gondo Lauren S. Tashma Vish M. Narendra Ricardo De Genova Executive Vice President and Senior Vice President, Executive Vice President, General Senior Vice President and Chief Seni
Slide 23: Independent and Diverse Board of Directors
INDEPENDENT AND DIVERSE BOARD OF DIRECTORS Our Board maintains effective oversight of company strategy through a regular refreshment process that is focused on recruiting the right skills and viewpoints, informed by diversity of race, ethnicity and gender 1 Balanced Tenure Philip R. Martens Michael
Slide 24: Board Expertise and Skills Aligned with Our Business and Strategy
BOARD EXPERTISE AND SKILLS ALIGNED WITH OUR BUSINESS AND STRATEGY Directors’ Collective Expertise and Skills Global consumer packaging company with significant presence in the U.S. and Europe Sustainability Finance Best-in-class operator with focus on safety and efficient manufacturing processes M&A
Slide 25: CEO Compensation Aligned with Strategic Objectives
CEO Compensation CEO COMPENSATION ALIGNED WITH STRATEGIC OBJECTIVES Goals in short- and long-term incentives tie to key financial metrics used to evaluate our performance, ensuring strong pay for performance alignment and outcomes consistent with stockholder experience Compensation CEO Target CEO Co
Slide 26: Graphic Packaging
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Graphic Packaging Holding — Non-Deal Roadshow (November 2023) on 6ix