Sig Group Ag · SIX:SIGN
Sig — Octavian investor conference January 2024
19 slides from Sig's conference presentation, January 2024
Slide 1: Octavian investor conference January 2024
Samuel Sigrist, CEO ( Anne Erkens, CF Octavian investor conference January 2024
Slide 2: Disclaimer and cautionary statement
Disclaimer and cautionary statement The information contained in this presentation is not for use within any country or jurisdiction or by any persons where such use would constitute a violation of law. f this applies to you, you are not authorized to access or Use any such information. This present
Slide 3: SIG is a leader in aseptic and sustainable packing for liquid food and beverages
SIG is a leader in aseptic and sustainable packing for liquid food and beverages
Slide 4: Pro-forma revenue split and leading market positions across substrates
Pro-forma e ono revenue split Leading market positions oom @ Il Aseptic carton across packaging substrates acer spouted pouch Spouted pouch? Cartons Bag-in-box Aseptic Chilled Dairy & yogurt drinks, Fruit juices, non-carbonated soft drinks, liquid Food service, smart dispensing in dairy, fruit puree
Slide 5: Sustainability benefits of cartons, bag-in-box and spouted pouch
SF; a: bag-in-box and sp High share of renewable content Responsibly sourced materials On average, our aseptic cartonsare made from 75-80% forest-based renewable paperboard. Allourpaperboard and aluminum, and selectedpolymers, are certifiedresponsibly sourced Aseptic carton packs Lightweight packagi
Slide 6: The world must provide safe, affordable food, reduce carbon and plastic waste
The world must The world must ; ne world must " more safe reduce carbon. reduce plastic & protect and affordable = = packaging waste. ~generate biodiversity. Octavianinvestor conference | January 2024 6
Slide 7: SIG's net positive strategy drives innovations
SIG‘s net positive strategy drives innovations Foundation Evolution Revolution 100% linked to Linked toupto95% Polymers 100%linked 100% linked to forest-based materials forest-basedmaterials torecycled plastics forest-based materials Noaluminum layer Noaluminum layer Noaluminum layer (white milk) (w
Slide 8: anil
— anil Attractive industry and end markets Systems-based business model Industry-leading innovations Superior value creation
Slide 9: SIG uniquely positioned for above market growth
SIG uniquely positioned for above market growth Culture of innovation and sustainability. For better. Attractive industry Structural drivers MA wat Population Increased Demand for growth disposable _safe food income End-market trends ad 6 Health Affordability é AAA Sustainability Convenience GIG) _+
Slide 10: SIG operates in highly attractive end-markets
SIG operates in highly attractive end-markets Strong end-market growth Structuralmacro trends driving global food and beverage markets 000 AW Population growth saat’ Increasing disposable income vy Demand for safe food Global F&B packaging market CAGR ‘23-28 2.5-3.0% Packaging of food and beverages
Slide 11: Attractive razor/razorblade business model
Attractive razor/razorblade business model Packaging materials © 3 Material science Packaging material and closure production Versatile packaging solutions Aseptic platform across substrates Aseptic filling equipment io Flexible TCO optimized Sustainable Technical and Customers & digital services pr
Slide 12: Established commercial platform driving cross-substrate synergies
Established commercial platform driving cross-substrate synergies = Ca SIG’s commercial engine Leveraging cross-substrate synergies 4% Pipeline USA Brazil Mexico Brazil management % —— zo Leahy. | wll Calahua a eS () ‘ax. Value-based 2 LY: solution selling Brazil Chile Indonesia iY 6s ebrigatta | Q
Slide 13: Aseptic is high tech
Aseptic is high tech Meaningful opportunity for cross-substrate development Aseptic carton Aseptic process: rapidly heating liquid food and beverages to ultra- high temperatures before immediately cooling them down. Spouted pouch ry ai re sterile chamber: packs are filled and ultrasonically sealed a
Slide 14: SIG is an innovation leader
|e SIG is an innovation leader Innovation is a key success driver Pioneers in sustainable packaging solutions Gi) OctavianinvestorconferencelJanuary 2024 14
Slide 15: Growth strategy: grow core and enter new geographies, categories, and channels
Growth strategy: grow core and enter new geographies, categories, and channels supported by sustainability Advance Advance new new channels categories Geographical Market share expansion gain in SIG’s core business * Quick-service + Plant-based eotfecichanne) Above market BIB; * Drinking yoghurt (EE
Slide 16: Mid-term guidance
Mid-term guidance
Slide 17: Mid-term financial guidance
Mid-term financial guidance Key takeaways Revenue growth -~RO Upper half (constant currency) 4 6 % of range * Above market revenue growth 0 Includ . * Best-in-class margins Adjusted EBITDA ncludes margin margin Above 2 7 % expansion for all * Strong cash generation packaging substrates > + Attractiv
Slide 18: SIG uniquely positioned for above market growth
SIG uniquely positioned for above market growth Culture of innovation and sustainability. For better. Attractive industry Structural drivers 000 = A md © Increased Demand for Population safe food growth disposable income End-market trends ad 6 Health Affordability é AAA Sustainability Convenience GI
Slide 19: GIG)
GIG) for better
SIG Group — Octavian investor conference January 2024 on 6ix