Ardagh Metal Packaging S.A. (AMBP) Presents at Citigroup 2025 Basic Materials Conference Transcript

Group 1 - The demand environment in North America has shown good mid-single-digit growth year-to-date, driven particularly by the energy category and a strong portfolio of both traditional and new players [1] - The first half of the year saw decent growth in carbonated soft drinks (CSD), although growth moderated in the second half, aligning more closely with expectations for the year [1] - Other categories, such as sparkling water, have also experienced good growth, benefiting from the company's portfolio shape, while there is less exposure to mass beer, which has shown weakness [2] Group 2 - Expectations for 2026 indicate a market growth forecast of low singles, with potential headwinds anticipated [2]