Amcor Plc · NYSE:AMCR

Amcor — Shareholder Meeting (October 2002)

48 slides from Amcor's shareholder meeting presentation, October 2002

  1. Slide 1: Amcor

  2. Slide 2: Annual General Meeting October 2002

    a Annual General Meeting October 2002 Chris Roberts, Chairman

  3. Slide 3: Strong earnings performance

    • Strong earnings performance • Good performance in the European flexibles operations • Acquisition of Schmalbach-Lubeca

  4. Slide 4: Global leader in the packaging industry

    Global leader in the packaging industry

  5. Slide 5: Target Segments

    Target Segments • Higher growth • Added value • Strong global or regional position

  6. Slide 6: Chosen Market Segments

    Chosen Market Segments • PET bottles and jars • Flexible packaging • Closures • Specialty printed cartons • Packaging distribution

  7. Slide 7: Global leader in the packaging industry

    Global leader in the packaging industry

  8. Slide 8: PET containers

    PET containers Global 12% market Leader share

  9. Slide 9: Commitment to product leadership

    Commitment to product leadership

  10. Slide 10: Acquisition and capital expenditure require 15% return on funds employed

    Acquisition and capital expenditure require 15% return on funds employed

  11. 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

  12. Slide 12: Earnings per share growth

    Earnings per share growth 2001 10.3% 2002 11.3%

  13. Slide 13: 90% of sales are in the food and beverage markets

    90% of sales are in the food and beverage markets

  14. 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

  15. Slide 15: Profit after tax

    Profit after tax 31.4% to 316.9 Million

  16. Slide 16: Earnings per share

    Earnings per share Earnings 11.3% per share

  17. Slide 17: Dividend cents

    Dividend 28 cents 66% payout ratio

  18. Slide 18: Strong performance in Australia and New Zealand

    a as + A Strong performance in cS Australia and New Zealand 4

  19. Slide 19: PET and closures achieve strong sales and earnings growth

    re PET and closures achieve strong sales and earnings growth

  20. Slide 20: Lower volumes at Amcor Sunclipse

    Lower volumes at Amcor Sunclipse Gross margins held

  21. Slide 21: Excellent result in flexible packaging in Europe

    Excellent result in flexible packaging in Europe

  22. Slide 22: Another good year at Amcor Rentsch

    Another good year at Amcor Rentsch

  23. Slide 23: Schmalbach-Lubeca acquisition

    Schmalbach-Lubeca acquisition $2.875

  24. Slide 24: Global leader in PET

    re Global leader in PET

  25. Slide 25: Top four participant in global closures market

    Top four participant in global closures market

  26. Slide 26: No Injuries

    No Injuries • Lost time injuries down from 4.7 to 3.8 per million man hours

  27. Slide 27: Global leader in the packaging industry

    Global leader in the packaging industry

  28. Slide 28: Second plan published for National Packaging Covenant

    Second plan published for National Packaging Covenant

  29. Slide 29: Member of the Dow Jones Sustainability Index

    AMCOR Member of the Dow Jones Sustainability Index

  30. Slide 30: Global leader in the packaging industry

    Global leader in the packaging industry

  31. Slide 31: Corporate Governance

    Corporate Governance • Executive Committee • Nomination Committee • Human Resources Committee • Audit and Compliance Committee

  32. Slide 32: Global leader in the packaging industry

    Global leader in the packaging industry

  33. Slide 33: Strong first quarter

    Strong first quarter Profit before 47% interest & tax

  34. Slide 34: Strong first quarter - Australasia

    Strong first quarter - Australasia Profit before 21% interest & tax

  35. Slide 35: Strong first quarter – Amcor PET Packaging

    Strong first quarter – Amcor PET Packaging Profit before 231% interest & tax

  36. Slide 36: Strong first quarter – Amcor PET Packaging

    Strong first quarter – Amcor PET Packaging PET Container 10.2% Volumes

  37. Slide 37: Strong first quarter – Amcor Closures

    Strong first quarter – Amcor Closures Profit before 494% interest & tax

  38. Slide 38: Strong first quarter – Amcor Closures

    Strong first quarter – Amcor Closures

  39. Slide 39: Amcor Closures restructuring underway

    ) AMCOR Amcor Closures Closures restructuring underway

  40. Slide 40: Strong first quarter

    AMCOR Strong first quarter = ~~ y Schmalbach-Lubeca 1* year / synergies target of $20 million ‘§

  41. Slide 41: Strong first quarter – Amcor Flexibles Europe

    Strong first quarter – Amcor Flexibles Europe Profit before 57% interest & tax

  42. Slide 42: Strong first quarter – Amcor Sunclipse

    Strong first quarter – Amcor Sunclipse Profit before 1% interest & tax Gross margins held

  43. Slide 43: Strong first quarter – Amcor Rentsch

    Strong first quarter – Amcor Rentsch Profit before 38% interest & tax Strong performance in Russia

  44. Slide 44: Strong first quarter – Amcor Asia

    Strong first quarter – Amcor Asia Profit before 1% interest & tax Well managed business

  45. Slide 45: 90% of sales into food and beverage industry

    re as 90% of sales into food and Sr beverage industry 4

  46. Slide 46: Global leader in the packaging industry

    Global leader in the packaging industry

  47. Slide 47: 2003 Objectives

    2003 Objectives • Focus on integration of Schmalbach- Lubeca • Continue excellent progress in European flexibles • Grow earnings and returns

  48. Slide 48: Amcor

Amcor — Shareholder Meeting (October 2002) on 6ix