Amcor Plc · NYSE:AMCR
Amcor — Investor Day (December 2012)
10 slides from Amcor's investor day presentation, Dec 5, 2012
Slide 1: Amcor Flexibles Asia Pacific: Key messages
04/12/2012 For personal use only Amcor Flexibles Asia Pacific Ralf K. Wunderlich, President Amcor Flexibles Asia Pacific Key messages Growth markets • Economic growth • Increasing household wealth • Rapidly changing retail formats Regional leader • Excellent footprint • Strong customer relationships
Slide 2: Extensive Asia Pacific footprint; substantial growth over the past three years
04/12/2012 Extensive Asia Pacific footprint For personal use only Sales by region ISI * Thailand Aus China 12 NZ 35 plants 7 countries * India, Singapore & Indonesia 6,300 co-workers 3 Substantial growth over the past three years • Strong margins and returns across all markets Sales growth A$m • Org
Slide 3: Industry structure; packaging spend accelerates as wealth increases
04/12/2012 Industry structure For personal use only Top five converters as % of total market size The degree of fragmentation varies across the region New Zealand 70.7% • Australia and New Zealand exhibit a more Australia 59.4% consolidated structure Malaysia 61.2% Thailand 46.2% • Several larger lo
Slide 4: Retail transformation supporting FMCG growth; key regional customers
04/12/2012 Retail transformation supporting FMCG growth For personal use only 2012 2021 Organised 40% 60% Non-Organised / Independent 48% China 52% 24% 32% Indonesia 76% 68% 9% Mass Grocery Retail Sales 23% 2021 Data scaled by relative GDP Growth India 91% 77% Source: BMI. 2021 data scaled to repres
Slide 5: Defined growth priorities and participation strategy
04/12/2012 Defined growth priorities and participation strategy For personal use only 1 3 12 2 Asia Pacific market participation priorities assessed based on market dynamics and position 9 Participation strategy Market #1 : Low growth, mature 1 3 Accessible market size: ~A$5.5b • Japan: $4.5b, South
Slide 6: Participation strategy Market #2; Aperio acquisition
04/12/2012 Participation strategy For personal use only Market #2: Low growth, mature but strong segment positions 1 3 Accessible market size: ~A$2.1b • Australia: $1.6b, New Zealand: $0.5b Characteristics • Sophisticated packaging market • Amcor has strong position 12 2 • Aperio acquisition affords
Slide 7: Participation strategy Market #3; Emerging Asia close-up
04/12/2012 Participation strategy For personal use only Market #3: High growth, immature 1 3 Accessible market size: ~A$7b • China: $3.2b, India: $1.1b, SEA: $2.7b¹ Characteristics • High growth and emerging value added packaging 12 2 • Low labour costs • Increase in sophistication expected over tim
Slide 8: Emerging Asia close-up: India and SE Asia
04/12/2012 Emerging Asia close-up For personal use only India – accessible market $1.1b • Amcor has four plants • High growth market • Young population and immature retail format • Demanding supply chain • Multiple regional markets • Competition also tends to be regional • Local Indian companies and
Slide 9: Growth acceleration through innovation; Summary
04/12/2012 Growth acceleration through innovation For personal use only • Customer requirements often differ due to more demanding supply chain • Amcor can leverage global expertise to suit local requirements • Develop solutions specific to customer needs: • Food safety • Anti-counterfeiting • Pack
Slide 10: Amcor Flexibles Asia Pacific
04/12/2012 For personal use only Amcor Flexibles Asia Pacific Ralf K. Wunderlich, President Amcor Flexibles Asia Pacific 10