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    Aaron ViswanathanRBC Capital Markets

    Aaron Viswanathan's questions to Amcor PLC (AMCR) leadership

    Aaron Viswanathan's questions to Amcor PLC (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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