Slide 1: Amcor
Slide 2: Annual General Meeting October 2002
a Annual General Meeting October 2002 Chris Roberts, Chairman
Slide 3: Strong earnings performance
• Strong earnings performance • Good performance in the European flexibles operations • Acquisition of Schmalbach-Lubeca
Slide 4: Global leader in the packaging industry
Global leader in the packaging industry
Slide 5: Target Segments
Target Segments • Higher growth • Added value • Strong global or regional position
Slide 6: Chosen Market Segments
Chosen Market Segments • PET bottles and jars • Flexible packaging • Closures • Specialty printed cartons • Packaging distribution
Slide 7: Global leader in the packaging industry
Global leader in the packaging industry
Slide 8: PET containers
PET containers Global 12% market Leader share
Slide 9: Commitment to product leadership
Commitment to product leadership
Slide 10: Acquisition and capital expenditure require 15% return on funds employed
Acquisition and capital expenditure require 15% return on funds employed
Slide 11: Returns on shareholders funds
Returns on shareholders funds % 12 10 12.1 8 6 4 2 0 1997 1998 1999 2000 2001 2002
Slide 12: Earnings per share growth
Earnings per share growth 2001 10.3% 2002 11.3%
Slide 13: 90% of sales are in the food and beverage markets
90% of sales are in the food and beverage markets
Slide 14: Amcor's businesses around the world
Amcor’s businesses around the world 7 6 14 24 8 Amcor Closures Amcor Australasia Amcor Flexibles Amcor PET Packaging Amcor Asia Amcor Rentsch Amcor Sunclipse
Slide 15: Profit after tax
Profit after tax 31.4% to 316.9 Million
Slide 16: Earnings per share
Earnings per share Earnings 11.3% per share
Slide 17: Dividend cents
Dividend 28 cents 66% payout ratio
Slide 18: Strong performance in Australia and New Zealand
a as + A Strong performance in cS Australia and New Zealand 4
Slide 19: PET and closures achieve strong sales and earnings growth
re PET and closures achieve strong sales and earnings growth
Slide 20: Lower volumes at Amcor Sunclipse
Lower volumes at Amcor Sunclipse Gross margins held
Slide 21: Excellent result in flexible packaging in Europe
Excellent result in flexible packaging in Europe
Slide 22: Another good year at Amcor Rentsch
Another good year at Amcor Rentsch
Slide 23: Schmalbach-Lubeca acquisition
Schmalbach-Lubeca acquisition $2.875
Slide 24: Global leader in PET
re Global leader in PET
Slide 25: Top four participant in global closures market
Top four participant in global closures market
Slide 26: No Injuries
No Injuries • Lost time injuries down from 4.7 to 3.8 per million man hours
Slide 27: Global leader in the packaging industry
Global leader in the packaging industry
Slide 28: Second plan published for National Packaging Covenant
Second plan published for National Packaging Covenant
Slide 29: Member of the Dow Jones Sustainability Index
AMCOR Member of the Dow Jones Sustainability Index
Slide 30: Global leader in the packaging industry
Global leader in the packaging industry
Slide 31: Corporate Governance
Corporate Governance • Executive Committee • Nomination Committee • Human Resources Committee • Audit and Compliance Committee
Slide 32: Global leader in the packaging industry
Global leader in the packaging industry
Slide 33: Strong first quarter
Strong first quarter Profit before 47% interest & tax
Slide 34: Strong first quarter - Australasia
Strong first quarter - Australasia Profit before 21% interest & tax
Slide 35: Strong first quarter – Amcor PET Packaging
Strong first quarter – Amcor PET Packaging Profit before 231% interest & tax
Slide 36: Strong first quarter – Amcor PET Packaging
Strong first quarter – Amcor PET Packaging PET Container 10.2% Volumes
Slide 37: Strong first quarter – Amcor Closures
Strong first quarter – Amcor Closures Profit before 494% interest & tax
Slide 38: Strong first quarter – Amcor Closures
Strong first quarter – Amcor Closures
Slide 39: Amcor Closures restructuring underway
) AMCOR Amcor Closures Closures restructuring underway
Slide 40: Strong first quarter
AMCOR Strong first quarter = ~~ y Schmalbach-Lubeca 1* year / synergies target of $20 million ‘§
Slide 41: Strong first quarter – Amcor Flexibles Europe
Strong first quarter – Amcor Flexibles Europe Profit before 57% interest & tax
Slide 42: Strong first quarter – Amcor Sunclipse
Strong first quarter – Amcor Sunclipse Profit before 1% interest & tax Gross margins held
Slide 43: Strong first quarter – Amcor Rentsch
Strong first quarter – Amcor Rentsch Profit before 38% interest & tax Strong performance in Russia
Slide 44: Strong first quarter – Amcor Asia
Strong first quarter – Amcor Asia Profit before 1% interest & tax Well managed business
Slide 45: 90% of sales into food and beverage industry
re as 90% of sales into food and Sr beverage industry 4
Slide 46: Global leader in the packaging industry
Global leader in the packaging industry
Slide 47: 2003 Objectives
2003 Objectives • Focus on integration of Schmalbach- Lubeca • Continue excellent progress in European flexibles • Grow earnings and returns
Slide 48: Amcor