Macfarlane Group (MACF) investor relations material

Business overview and differentiation

• Designs, manufactures, and distributes protective packaging across the UK and Europe, focusing on supply chain protection, cost efficiency, and environmental impact.

• Serves diverse sectors including medical, aerospace, electronics, industrial, retail, and food.

• Differentiates through added value, expertise in protective packaging, and strong supplier partnerships.

• Over 20,000 customers, 1,200 employees, and operations in 9 countries.

Market environment and challenges

• Facing macroeconomic headwinds: risk of UK recession, inflation, and energy price surges.

• Customers are prioritizing cost reduction, supply chain security, and minimizing packaging due to legislative and environmental pressures.

• Supplier consolidation and input price pressures are increasing.

• Middle East events are driving up fuel costs, supplier surcharges, and product price inflation.

Strategic focus and key actions

• Emphasizing business simplification, operational efficiency, and cost reduction.

• Targeting sales development in resilient industrial markets and optimizing retail resources.

• Implementing site rationalization, headcount reduction, and supplier base reduction.

• Investing in corrugate production capacity for performance recovery.

• Maintaining momentum in design and manufacturing, especially in aerospace, defence, and medical sectors.