Slide 1: Fiscal 2026 first quarter results
1 Fiscal 2026 first quarter results Peter Konieczny CEO Michael Casamento CFO 5 November 2025
Slide 2: Disclaimers and notes
2 Disclaimers and notes Cautionary Statement Regarding Forward-Looking Statements Unless otherwise indicated, references to "Amcor," the "Company," "we," "our," and "us" in this document refer to Amcor plc and its consolidated subsidiaries. This document contains certain statements that are "forward
Slide 3: Safety is always our number one priority
3 Safety is always our number one priority Guided by our values Industry leading safety performance and opportunities to further improve Annual recordable-case frequency rate (per million hours worked) SAFETY CUSTOMERS Includes impact North America packaging materials of acquired industry average WI
Slide 4: Key messages
4 Key messages • Delivering to guidance; 1Q result aligned with expectations • Berry integration and delivery of synergies on track • Making initial progress on portfolio optimization actions • Reaffirmed fiscal 2026 outlook • Increased quarterly dividend to 13.0 cents per share
Slide 5: First quarter financial result highlights
5 First quarter financial result highlights Delivering to guidance. Synergies on track and result aligned with expectations EPS up 18% and in line with expectations Net Sales EBITDA EBIT EBIT Adjusted EBIT up 85% including ~$295 million net $5,745m $909m $687m acquired earnings; EBIT margin up 110 b
Slide 6: Synergy delivery on track and targets reaffirmed
6 Synergy delivery on track and targets reaffirmed Delivered 1Q26 synergies at upper end of expectations. Confident in delivering at least $260 million synergy benefits in fiscal 2026 and $650 million in total ~$130 million ~$650 million Year 3 Total ~$260 million 1Q26 ~$260 million ~20% of total sy
Slide 7: Global Flexible Packaging Solutions
7 Global Flexible Packaging Solutions Benefits from acquired earnings, synergies and operating cost performance September quarter result $m 1Q25 1Q26 CC ∆ • Net sales of $3.3bn, up 25% including ~$640m from acquired businesses, net of divestments • Adjusted EBIT of $426m, up 28% including synergy be
Slide 8: Global Rigid Packaging Solutions
8 Global Rigid Packaging Solutions Benefits from acquired earnings, synergies and improved cost performance September quarter result $m 1Q25 1Q26 CC ∆ • Net sales of $2.5bn, up 205% including ~$1.7bn from acquired businesses, net of divestments • Adjusted EBIT of $295 million, up 365% including syne
Slide 9: Cash flow and balance sheet
9 Cash flow and balance sheet Reaffirming full year Free Cash Flow and leverage expectations Cash flow ($ million) 1Q25 1Q26 • Free Cash Flow use of $343 million, in line with expectations Adjusted EBITDA 466 909 Interest and tax payments, net (111) (254) • Significant improvement of >$160 million p
Slide 10: Fiscal 2026 Outlook - Reaffirmed
10 Fiscal 2026 Outlook - Reaffirmed For the fiscal year ending June 30, 2026, the Company continues to expect: • Adjusted EPS of approximately 80 to 83 cents per share, which represents constant currency growth of 12% to 17% compared with 71.2 cents per share in fiscal 2025. This includes pre-tax sy
Slide 11: Global Leader in consumer packaging and dispensing solutions for Nutrition, Health, Beauty & Wellness
11 Global Leader in consumer packaging and dispensing solutions for Nutrition, Health, Beauty & Wellness Three key drivers of higher long-term organic growth Portfolio Optimization Growth synergies Focus categories Sharpen focus on integrating $280m revenue; $60m (pre-tax) 50% of core portfolio in 6
Slide 12: Key messages
12 Key messages • Delivering to guidance; 1Q result aligned with expectations • Berry integration and delivery of synergies on track • Making initial progress on portfolio optimization actions • Reaffirmed fiscal 2026 outlook • Increased quarterly dividend to 13.0 cents per share
Slide 13: Appendix slides
13 Appendix slides Supplementary schedules and reconciliations
Slide 14: Portfolio review identifies ~$20bn core portfolio
14 Portfolio review identifies ~$20bn core portfolio - Global Leader in consumer packaging and dispensing solutions for Nutrition and Health ~$20 billion revenue core portfolio: Where we Leading positions in large, resilient and growing end markets play ~75% in more innovative Advanced Solutions pla
Slide 15: Synergy expectations reaffirmed – total of $650 million expected by year 3
15 Synergy expectations reaffirmed – total of $650 million expected by year 3 Sources of synergy benefits identified Reaffirmed at least $260 million synergy and delivery not dependent on macro benefits expected in fiscal 2026 environment ~$130 million ~$650 million Year 3 Total ~$260 million ~20% o
Slide 16: Amcor and Berry combination will deliver significant uplift in long-term Shareholder Value Creation Model
16 Amcor and Berry combination will deliver significant uplift in long-term Amcor new model Shareholder Value Creation Model Annual Re-invest in the EPS cash flow1 business growth Amcor legacy current model $3+ bn $1+ bn ~10-15% Accelerated Annual Re-invest in the EPS cash flow business growth growt
Slide 17: Reconciliations of non-GAAP financial measures
17 Reconciliations of non-GAAP financial measures
Slide 18: Reconciliations of non-GAAP financial measures
18 Reconciliations of non-GAAP financial measures
Slide 19: Reconciliations of non-GAAP financial measures
19 Reconciliations of non-GAAP financial measures Supplemental Unaudited Historical Segment Financial Reconciliation of Adjusted EBIT against combined prior year excluding non-core NA Information on a Combined Basis beverage The financial information presented below represents estimated, In order to