Investor Presentaiton
Strong strategic alignment
Acquisition of Saverglass enhances Orora's strategic advantage and presents compelling growth opportunities
Attractive
market
positions
Embedded and
longstanding
customer
relationships
Differentiated
value
proposition
Privileged asset
position
Growth
opportunities
Vertically integrated provider of custom packaging solutions
Orora North America
• Top five market position in North America
Significant growth opportunities given fragmented US$50 billion
manufacturing and distribution market
• Broad customer reach with no single customer comprising >5% of
revenue
• Strong customer loyalty, underpinned by 10+ year relationship with
most large customers
• Vertically integrated business with deep product expertise and
design capabilities
• Brand management partner for 11,000+ customers
• Breadth of value-added services
• Experienced sales teams with longstanding relationships
⚫ 15 manufacturing and 90+ distribution sites across North America,
Europe and Asia
• Customer centric sales culture - extremely low customer churn
• Trusted channel partner for leading suppliers
• Expand operating footprint across North American market and
enhance product and service portfolio, including via acquisition
Leading designer and manufacturer of multi-substrate beverage packaging
Orora Australasia
• Orora has a top two market position in each of Cans,
Glass and Metal Closures
⚫National coverage across ANZ
• Long term supply contracts with key customers
• Multi-substrate beverage capability
• Leading design and decoration capability
• Sustainability advantage - infinitely recyclable
aluminium and glass products
High product quality and consistency of supply
Digitally-enabled business model
• Eight well-invested manufacturing sites
• ~A$360m planned investment between FY23 and FY25
to enhance capacity, capabilities and sustainability
Expand and extend operating footprint and product
capabilities in attractive offshore markets
Saverglass
Leading market position in most specialised bottle
categories
Exposed to higher growth premium spirits and wine
categories
• 15+ year average relationship with top customers
|⚫ Proprietary ownership of exclusive customer designs
I
and ongoing collaboration enhances customer
retention
• Located in close proximity to key customers
I⚫ World class design and decoration capabilities
I
I⚫ Go-to bottling partner for luxury brands, which are
inextricably linked to Saverglass proprietary designs
⚫ Robust ESG profile with progressive decarbonisation
strategy roadmap
I⚫ Meaningful global scale with operations in France,
| Belgium, UAE and Mexico
|⚫ 200+ proprietary catalogue designs
⚫ Strong moat with specialised technical capabilities
1. Continued expansion in North America and other high |
growth emerging geographies, supported by combined |
customer and distribution network
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