2. About Us
SAFE HARBOR STATEMENT PROFILE GLOBAL PRESENCE
This presentation includes forward-looking statements within the meaning of the Safe Harbor
provisions of the Securities Litigation Reform Act of 1995. Such statements include, but are
not limited to, statements about the amount and timing of added sales and other benefits of
the acquisition of Alcan Packaging’s Food Americas operations and the combined
company’s objectives, expectations and intentions for the future. These forward-looking
statements are based on the current beliefs and expectations of Bemis Company’s
management and are subject to risks and uncertainties. The forward-looking statements
speak only as of the date of this presentation, and Bemis Company does not undertake to
update such statements to reflect changes that occur after that date. There are a number of
factors that could cause actual results to differ from those set forth in the forward-looking
statements. These factors include, but are not limited to: general economic conditions,
competitive conditions in our markets, regional governmental regulations, the cost and
availability of raw materials, and our ability to pass these price changes on to our customers
or otherwise manage commodity price fluctuation risks. These and other risks, uncertainties,
and assumptions are identified from time to time in our filings with the Securities and
Exchange Commission including our most recent Annual Report on form 10-K and our
quarterly reports on Form 10-Q. Such reports are available on the website of the Securities
and Exchange Commission (www.sec.gov).
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3. About Us
SAFE HARBOR STATEMENT PROFILE GLOBAL PRESENCE
Packaging industry leader 2011 Net Sales by Region
since 1858
11%
$5.3 billion 2011 net sales
67%
• Fortune 500
• S&P 500 1%
21%
Vertical integration creates
competitive advantage
78 facilities in 12 countries North America
Latin America
~ 20,000 employees Europe
worldwide Asia Pacific
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4. About Us
SAFE HARBOR STATEMENT PROFILE GLOBAL PRESENCE
Packaging industry leader 2011 Net Sales by Region
since 1858
11%
$5.3 billion 2011 net sales
67%
• Fortune 500
• S&P 500 1%
21%
Vertical integration creates
competitive advantage
80 facilities in 12 countries North America
Latin America
~ 20,000 employees Europe
worldwide Asia Pacific
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7. Our Products
FLEXIBLE PACKAGING PRESSURE SENSITIVE MATERIALS
Food
Extends the shelf life of perishable
products (meat, cheese, ready meals,
liquids)
Protects products from harmful impact
of moisture, oxygen, ultraviolet light,
odors, contaminants, punctures
Material science delivers proprietary and
patented film structures
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8. Our Products
FLEXIBLE PACKAGING PRESSURE SENSITIVE MATERIALS
Medical & Pharmaceutical
Sterility and quality are
paramount
Package is part of FDA approved
product
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11. Competitive Landscape
DIVERSIFIED COMPETITIVE ENVIRONMENT
Bemis is the most diversified, providing packaging for every
aisle of the grocery store; competitors lack comparable breadth
Few public companies; most competitors are privately owned
Unique film structures used for complex packaging create a
competitive advantage
Less complex packages are more susceptible to competition
and new entrants
Competitors generally lack global footprint/focus
Bemis is #1 or #2 in Key End Use Applications
Bemis is #1 or #2 in Key End Use Applications
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12. Our Customers
WORLD-CLASS CUSTOMERS
Why Customers Choose Bemis:
Unique technological and
engineering resources
Reduced waste in production and
distribution system
Flexible capacity to accommodate
new product launches
Reliable supply; Investment grade
supplier
Global supply capabilities
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13. Strategic Priorities
OPTIMIZE GROW IN TARGET AREAS ACCELERATE INNOVATION
Optimize and leverage our scale
- Consolidate production into more efficient facilities
- Continue to consolidate specifications
- Leverage scale
Grow in target areas
- Expand food packaging capacity in China
- Add high barrier packaging capacity to Latin American operations
- Leverage our leadership position in medical packaging
Accelerate innovation
- Unique film structures differentiate Bemis products
- Vertical integration provides cost advantage
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14. Optimize and Leverage our Scale
FACILITY CONSOLIDATION
Close 5 manufacturing locations and transfer production to
other facilities
Reduce administrative workforce
Total Program: $83 million total expense ($52 million cash)
Q411
• $38 million charge to operating profit
• $3 million paid in cash
Q112
• $8 million charge to operating profit
• $8 million paid in cash
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15. Grow in Target Areas
DEVELOPING REGIONS HIGH BARRIER MEDICAL & PHARMACEUTICAL
Demand from developing countries is
strong and expected to increase as
consumers demand freshness and
convenience
Increased high barrier packaging capacity
for meat and cheese applications will
improve sales mix in Latin America
Demographics continue to drive growth in
medical and pharmaceutical packaging
industries
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16. Accelerate Innovation
PATENTED MATERIALS PROPRIETARY PROCESSES PLATFORMS
Unique polymer technologies for
barrier films (nylon – polyester –
polypropylene – polyethylene –
barrier resins)
Solutions provide extended shelf
life and consumer convenience
features
Flexible packaging offers many
environmental sustainable
benefits
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17. 2012 Guidance
ADJUSTED EPS CASH FLOW CAPITAL EXPENDITURES
Adjusted EPS guidance of $2.05 to $2.20
Cash flow from operations > $350 million
Reflects $65 million pension contribution
Includes $35 million of cash payments for facility
consolidation activities in 2012
Focused on deleveraging in 2012
Capital expenditures of ~ $175 million
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18. An Attractive Investment
NYSE: BMS
Strong balance sheet & cash flow
Disciplined capital allocation
Strong market position
Patented and proprietary products
Expanding global market reach
World-class customer base
Creating Positive Momentum
Creating Positive Momentum
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