Core Insights - International Paper's Senior Vice President and CFO, Lance Loeffler, will present at the Citi 2025 Basic Materials Conference on December 3, 2025, at 8 a.m. Eastern Standard Time [1] - The presentation will be accessible via a webcast on the company's website, with a replay available approximately three hours post-presentation [2] - International Paper is a global leader in sustainable packaging solutions, headquartered in Memphis, Tennessee, with operations in over 30 countries and more than 65,000 employees [3] - The company reported net sales of $18.6 billion for 2024 and acquired DS Smith in 2025, enhancing its position in the North American and EMEA markets [3] Company Information - International Paper trades on the NYSE under the ticker IP and on the LSE as IPC [3] - The company focuses on creating sustainable packaging solutions to enhance safety and productivity globally [3] - The CEO, Andy Silvernail, is scheduled to speak at the Baird 2025 Global Industrial Conference on November 11, 2025 [5]

Financial Performance & Guidance - Q3 2025 net sales decreased by 1% year-over-year to $2190 million, compared to $2216 million in Q3 2024[31] - Packaging sales decreased by 2% year-over-year, with volume down 2% and price down 1%[7, 31] - Adjusted EBITDA for Q3 2025 was $383 million, a decrease from $433 million in Q3 2024, resulting in a margin of 175%, down 200 basis points[31] - Adjusted EPS for Q3 2025 was $058, compared to $064 in Q3 2024[31] - The company reaffirms its net sales guidance for 2025 at $84 billion to $86 billion, but lowers Adjusted EBITDA guidance to $14 billion to $145 billion and Adjusted EPS guidance to $180 to $200[37] Innovation & Market Trends - The company is on track to achieve 2% innovation sales growth in 2025[7] - The addressable market opportunity for paperboard packaging innovation is $15 billion[13] - Innovation is focused on more circular, more functional, and more convenient packaging solutions[19] - The company highlights a $5 billion global trays and bowls addressable market opportunity with their ProducePack™ innovation, aiming for up to 95% plastic reduction[21] Capital Allocation - Year-to-date, the company has returned $248 million to stockholders, including $98 million in cash dividends and $150 million in share repurchases[35] - Approximately 68 million shares were repurchased at an average price of $2217 per share, reducing shares outstanding by 23%[35]

Core Insights - Graphic Packaging Holding Company reported a decrease in net income for Q3 2025, with net income at $142 million ($0.48 per diluted share), down from $165 million ($0.55 per diluted share) in Q3 2024 [2][3] - The company experienced a 1% decline in net sales, totaling $2,190 million compared to $2,216 million in the same quarter last year, attributed to lower volumes and prices in the Americas [5] - Adjusted EBITDA for Q3 2025 was $383 million, a 13% decrease from $433 million in Q3 2024, with an adjusted EBITDA margin of 17.5% compared to 19.5% in the previous year [6][20] Financial Performance - Net income for Q3 2025 was impacted by special items and amortization charges totaling $30 million, compared to $29 million in Q3 2024 [2] - Adjusted net income for Q3 2025 was $172 million ($0.58 per diluted share), down from $194 million ($0.64 per diluted share) in Q3 2024 [20] - Total debt increased to $5,941 million in Q3 2025 from $5,209 million in Q4 2024, resulting in a net leverage ratio of 3.9x compared to 3.0x in the previous quarter [7] Operational Highlights - The company successfully launched its Waco, Texas recycled paperboard manufacturing facility ahead of schedule, with expectations to reach full production in 12 to 18 months [4] - Capital expenditures in Q3 2025 were $267 million, down from $313 million in the same quarter last year [8] - The company returned approximately $248 million to shareholders in the first nine months of 2025 through dividends and share repurchases, including a $39 million repurchase in Q3 [9] Market Outlook - For the full year 2025, the company expects net sales between $8.4 billion and $8.6 billion, adjusted EBITDA between $1.40 billion and $1.45 billion, and adjusted EPS between $1.80 and $2.00 [10] - The company noted high volume and market uncertainty due to stretched consumer conditions and weakened consumer confidence [10]

Core Insights - Elopak is expanding its carton converting plant in Little Rock, Arkansas, by adding a third production line with a budget of $30 million to meet customer demand [1][2] - The Little Rock facility, which opened in April 2025, produces Pure-Pak cartons for various liquid products [1] - Elopak's third quarter of 2025 saw record EBITDA of €49.1 million ($57.2 million), marking a 17% margin and the highest quarterly EBITDA to date [3] Expansion Plans - Elopak initially announced plans for the US production plant in June 2023, with construction starting in March 2024 and expected completion in early 2025 [2] - A second production line is set to be operational by 2026, following its announcement in September 2024 [2] Financial Performance - Organic revenue for Q3 2025 increased by 1.2% year-on-year to €289.7 million, with a notable 18% growth in sales in the Americas on a constant currency basis [3] - The Little Rock plant achieved its first profitable quarter during this period [3] Strategic Initiatives - Elopak's improved cash flow led to a reduction in net debt by €34 million during the quarter [4] - The CEO emphasized the significance of the profitability milestone in Little Rock and the investment in the third production line as a commitment to the Americas and sustainable packaging solutions [4] Product Development - In May 2025, Elopak launched a new paperboard product, Natural White Board, which can reduce the carbon footprint of packaging by up to 14% compared to standard board cartons [5] - The new product will be available across Pure-Pak cartons globally [5] - Earlier in the year, Elopak invested in Blue Ocean Closures, a Swedish manufacturer of fiber-based closures for packaging applications [5]

Core Insights - The flexible packaging industry in the United States generated an estimated $151.4 billion in total economic output and supported approximately 398,780 jobs in 2025, contributing about 0.5% to the GDP [1][8] Economic Contribution - The flexible packaging sector is a significant part of the economy, with its total output including direct manufacturing and wider economic effects from supplier and consumer spending [5] - The industry is expected to generate $13.35 billion in federal, state, and local tax revenues [5] Employment and Wages - The report identifies 98,420 direct jobs in packaging manufacturing, 155,520 supplier jobs, and 144,840 induced positions, leading to a total of $33.46 billion in wages and benefits [3][4] Industry Reach - The flexible packaging industry has a broad impact across various American states, encompassing factory operations, logistics, design, finance, and materials supply [4] Demand and Sustainability - There is steady demand for flexible packaging from food and beverage, medical, and consumer goods producers, driven by the need for reliable and sustainable packaging solutions [6] - The industry is evolving through investments in new materials and recycling innovations, enhancing sustainability while supporting long-term economic value [7]

Ardagh Metal Packaging S.A. Third Quarter 2025 Update October 23, 2025 Oliver Graham CEO Stefan Schellinger CFO 1 Disclaimer Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Forward-looking statements are not historical facts and are inherently subject to known and unknown risks and uncertainties, many of which may be beyo ...

Core Insights - Amcor has launched a new machine direction orientation (MDO) line in Peru to enhance production of AmPrima Plus films and support sustainable packaging initiatives in Latin America [1] - AmPrima Plus is designed for recyclability while maintaining the performance of conventional flexible packaging, allowing customers to transition to recycle-ready solutions without compromising quality [2] - The new MDO line aims to improve production efficiency and meet the increasing demand for sustainable packaging in the region [1] Sustainability Benefits - AmPrima Plus offers significant sustainability advantages over multilayer pouch structures, including a 26% lower carbon footprint, a 22% reduction in non-renewable primary energy demand, and a 19% decrease in water consumption [4] - The technology has already been implemented in various products across Latin America, including packaging for liquid baby shampoo, dulce de leche, and household products [3] Company Developments - Amcor's Latin America marketing director emphasized the alignment of the new MDO line with the company's commitment to sustainability and the benefits it brings to customers [5] - In October 2025, Amcor introduced AmSecure, a next-generation packaging solution for the healthcare industry, and appointed a new CFO, Stephen R Scherger, effective November 10, 2025 [6]

Core Insights - The global clear plastic film market is set for significant growth, driven by strong industry trends and changing consumer preferences towards sustainable and innovative packaging solutions [1][2][3] Market Overview - The market is experiencing steady growth due to rising demand for transparent packaging across various industrial applications, with a focus on lightweight, durable, and transparent materials [2] - North America leads the market, supported by robust packaging and food processing industries, advanced manufacturing technologies, and major film producers [3][13] Product Definition - Clear plastic film is a thin, transparent sheet made from polymers like polyethylene, polypropylene, or polyester, widely used in packaging, labeling, and protective applications across multiple industries [4] Key Trends - **Sustainability & Biodegradable Films**: Manufacturers are increasingly developing biodegradable and recyclable films to meet environmental regulations and consumer demand for eco-friendly packaging [6] - **Lightweight, Multi-Layer & High-Barrier Films**: There is a focus on lighter film structures that maintain high barrier properties, with multi-layer co-extrusion being adopted to improve performance [7] - **Surge in Flexible Packaging**: Rising demand for flexible packaging in food, pharmaceuticals, and personal care products is driven by the protective qualities and cost-effective transportation benefits of clear plastic films [8] - **Technological Advancements & Smart Features**: Innovations include digital printing, smart packaging technologies, and functionalities like anti-fog and antimicrobial coatings [9] Growth Drivers - Ongoing technological and agro-industrial innovations are propelling market growth, with notable developments such as biodegradable agricultural films and high-barrier film capacity expansions [11] - The increasing demand for packaged food, e-commerce packaging, and industrial protective films further drives market growth [14] Regional Insights - **North America**: Dominates the market due to strong packaging, food processing, and pharmaceutical industries, with stringent food safety regulations supporting innovation [13][15] - **Asia Pacific**: Expected to grow at the fastest rate, driven by rising disposable incomes, urbanization, and government initiatives promoting recyclable films [19][23] - **Europe**: Growth is supported by a strong regulatory framework mandating recyclability and the expansion of e-commerce [24] - **Latin America**: Steady growth is driven by the expanding food and beverage sector and technological advancements in film production [25][26] Material Insights - The polyethylene segment dominated the market in 2024 due to its versatility and excellent physical properties, while the polypropylene segment is expected to grow significantly due to its balance of cost and strength [29][30] End-Use Industry Insights - The food & beverage segment led the market in 2024, driven by demand for hygienic and visually appealing packaging solutions [31] - The pharmaceutical segment is projected to grow rapidly due to the need for secure and moisture-resistant packaging solutions [32] Recent Innovations - Nextek and Coveris introduced the COtooCLEAN process for recycling flexible films into high-quality materials [35] - FrankLowe launched an upgraded protective film with enhanced UV protection [35]

Core Insights - FILLSY has opened a manufacturing facility in Żyrardów, Poland, in collaboration with Meadow to produce the MEADOW KAPSUL aluminium pre-fill solution [1][2] - The project involves an investment of €4 million ($4.6 million) by FILLSY by the end of 2027, with an additional €10 million planned for production line expansion by the end of 2030 [1] - The facility aims to produce up to 10 million units annually from 2025, with a target capacity of 100 million units per year by the end of 2027 [2] Investment and Capacity - FILLSY will be the first European manufacturer to industrialize the MEADOW KAPSUL technology at scale, enhancing regional capacity to meet rising demand for sustainable packaging solutions [2][4] - The new plant will be equipped with the latest industrial machinery and will include a showroom for MEADOW KAPSUL, showcasing its applications across various product categories [3] Market Context - The announcement aligns with the European Union's Packaging and Packaging Waste Regulation, which sets binding targets for recyclability and material reduction, indicating a strategic move to comply with regulatory demands [3][5] - The partnership is seen as a significant step in strengthening Europe's capacity for sustainable packaging, particularly benefiting the cosmetics and consumer goods industries [5]

Core Insights - CMC Packaging Automation has partnered with Correns to enhance local sales and service capabilities in Japan, focusing on sustainable packaging and automated technology adoption in retail and e-commerce sectors [1][4] - The partnership aims to leverage Correns' local expertise and service network to support the growing demand for optimized packaging solutions in Japan's advanced logistics market [2][3] Group 1: Partnership Details - The collaboration will promote sustainable packaging practices and increase the adoption of automated packaging technology across Japan [1] - CMC introduced its CartonWrap system to Japan in 2015 and has since provided right-sized packaging solutions to major retailers and logistics operators [2] - Correns operates multiple offices in Japan and employs over 170 personnel, including service engineers and technicians, to support the partnership [2] Group 2: Market Context - Japan is recognized as one of the most advanced and demanding logistics markets globally, making this partnership significant for both companies [3] - CMC Packaging Automation is headquartered in Italy and backed by KKR, operating in Europe and North America, while focusing on e-commerce, retail, and logistics clients [4] - The companies plan to showcase their solutions at the Japan Pack business exhibition in October 2025, indicating a commitment to innovation and market presence [3]