Metal Packaging Down Under

Transcription

1 อร ณสว สด Metal Packaging Down Under John Bigley Managing Director Jamestrong Packaging Australasia Asia Can Tech Bangkok October 27, 2015

2 Metal Packaging Down Under ANZ John Bigley Managing Director Jamestrong Packaging Australasia Asia Can Tech Bangkok October 27, 2015

3 Metal Packaging Down Under CANZ John Bigley Managing Director Jamestrong Packaging Australasia Asia Can Tech Bangkok October 27, 2015

4 Presentation Outline Jamestrong Packaging the new-old kid on the block Australasia in context Market Description & Analysis Market challenges & approaches Conclusions Q&A

5 Jamestrong - Our History

6 Our Customers

7 Our Products

8 Our Operations 5 Plants : 450 m food / nutrition cans and 150 m aerosol cans Small HQ in Melbourne 350 employees Revenue 130 m USD Behavioural safety culture embedded 1. Kyabram 2. Milperra 3. Hastings 4. Hamilton 5. Taree Interco Market leader in many markets Well invested & maintained plants Strong management group Strong links with big sister (ORG Packaging- China)

9 Australia -a country of weather extremes.. Australia & New Zealand

10 Typical inhabitants.. Australia & New Zealand Not that type of Kiwi

11 With some famous people.. Australia & New Zealand And sports mad..

12 Australia, New Zealand.. & ThailandStatistic Australia New Zealand Thailand Population 23.9m 4.7m 68.2m Population Growth 1.4% 1.6% 0.6% GDP Growth rate % 0.9% 0.2% 0.4% CPI Qrtly % change 0.7% 0.4% 0.3% Land Area (km²) 7,682, , ,890 Exports (% of GDP) 21% 28% 75% Major Exports Coal, Iron Ore, Petroleum Gas, Gold, Milk Powder, Sheep & Goat Meat, Butter, Wood Seafood, Computers, Rubber, Trucks, Petroleum, Gold Source: The World Bank

13 ANZ Packaging Market Metal Packaging: 6,546m units in 2014(Total Packaging 36,061m units) Higher proportion of metal v other substrates than global risk or opportunity? Other packaging has eroded metal s share (e.g. pouches) Consumer trend towards premium products whose brand status require a more sophisticated form of packaging

14 ANZ Metal Packaging Market Cans survival depends on functionality and low cost ANZ is highly consolidated = a small number of large competitors Key Pack Types Cans (Food, Beverage, Nutrition, Aerosol), speciality tins, drums and pails, Bottles, Aluminium trays

15 Metal Packaging Market Growth Forecast remains stagnant as brand owners embrace other forms of packaging e.g. pouches Asia Pacific is forecasting strong YOY growth (4.4%) to 2020 * Developing economies Increased recyclability infrastructure Increased demand and consumption * Source:

16 An ANZ Growth Story. Increased demand and growth in the Australia & New Zealand Nutrition market Australia s existing exports of infant formula from 5 million cans to 15 million cans in the coming years Perception of Australia & New Zealand supply safe & high quality Key export markets China, Korea and Japan Infant formula market in China will grow from $18 bn p.a. to around $33 bn p.a. within three years Key growth for Jamestrong: existing customers and new start-ups

17 Low growth in most markets Medium to high manufacturing costs Capital intensive industry Relatively small market = low volume Reality, we, the canmakers face. Bargaining Power of Suppliers Threat of New Entrants Don t want to pay for innovation Big Brand v Family Owner Retailer Power Global benchmarking Import threat Bargaining Power of Buyers No tinplate in ANZ FX impacts Relatively small volume Make v Buy Threat of Substitutes Plastics Pouches Composite Glass

18 To survive/thrive some reflections Quality & Service Innovation Political will Anti dumping Investment NEW ENTRANTS SUPPLIERS Qualifications Make v Buy Tender LOCAL INDUSTRY COMPETITORS Innovation Quality & Service Price / Value Rationalise / Divest / Acquire Short lead-times BUYERS Cost to serve model Value Engineering ANZ made Retailer penalties Innovation Supply chain robustness Sustainability Filling efficiencies SUBSTITUTES

19 Conclusions Huge geography / relatively small market Flexibility & responsiveness is key = AGILITY driving customer reliance Get your Make v Buy Strategy right Invest & maintain as a priority: People Machinery Grow through acquisition and customer proximity Big opportunity remains to leverage Australia & New Zealand s Food Safety reputation The ANZ future is more exciting now than ever due to potential market growth to serve Asia

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