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    Ramoun Lazar

    Research Analyst at Jefferies

    Ramoun Lazar is an Equity Analyst at Jefferies, specializing in coverage of the building materials, chemicals, and industrial sectors with a focus on leading companies such as James Hardie Industries, Reliance Worldwide Corporation, Worley, and Orica. He is recognized for his in-depth sector insights and has issued well-regarded investment recommendations, including notable ratings and buy calls on large-cap industrials, demonstrating a track record of impactful sector analysis. Lazar has built his career in equity research at Jefferies, where he covers a range of ASX-listed industrial names, although earlier roles or career start dates are not publicly available. He holds relevant industry credentials, with regulatory registrations typical for equity research analysts based at established investment banks, and is frequently cited in industry reports and earnings calls for his expertise.

    Ramoun Lazar's questions to Amcor (AMCR) leadership

    Ramoun Lazar's questions to Amcor (AMCR) leadership • Q4 2025

    Question

    Ramoun Lazar asked for more detail on the operational issues within the North American Rigid Beverages business and requested a quantification of the financial impact.

    Answer

    CEO Peter Konieczny explained that the business cut costs too aggressively ahead of its seasonal peak, leading to service issues, higher freight, and increased labor costs. CFO Michael Casamento quantified the impact, noting the North American Beverage business EBIT was down approximately $20 million year-over-year, primarily due to these operational challenges.

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