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    Aaron Viswanathan

    Managing Director and Lead Equity Research Analyst at RBC Capital Markets

    Arun Viswanathan is a Managing Director and Lead Equity Research Analyst at RBC Capital Markets, specializing in Chemicals and Packaging within the Basic Materials sector. He covers a range of companies, including Ball Corporation, Eastman Chemical, LyondellBasell, Quaker Houghton, Huntsman, FMC, Dow, Olin, Axalta, and Pactiv Evergreen, having issued over 2,000 ratings with a 43% success rate and a notable best single trade return of 87% on Pactiv Evergreen. Joining RBC in 2014, Arun has over two decades of experience spanning BofA, J. Goldman, and UBS, and has earned multiple II #1 team rankings in his coverage areas. He holds an MBA from the University of Chicago Booth School of Business, a BA in Economics from UC Berkeley, is a CFA charterholder, and has active FINRA registration.

    Aaron Viswanathan's questions to Amcor (AMCR) leadership

    Aaron Viswanathan's questions to Amcor (AMCR) leadership • Q3 2025

    Question

    Aaron Viswanathan asked about the combined company's growth prospects given Berry's historical struggles and questioned the achievability of procurement synergies since both were already large buyers.

    Answer

    CEO Peter Konieczny acknowledged the past low-growth profiles but outlined levers for higher future growth, including portfolio pruning, cross-selling, and enhanced innovation. On procurement, he reiterated that the complementary nature of the raw material buys is a key advantage, allowing the combined firm to harmonize contracts to the most favorable existing terms, a benefit that goes beyond just price.

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