Graphic Packaging Company (GPK) Investor presentation summary

Strategic transformation and market leadership

• Multi-billion dollar investments have established a leading position in sustainable consumer packaging, with a focus on innovation and competitive advantage.

• Major acquisitions and facility upgrades, including AR Packaging and new recycled paperboard plants, have expanded capabilities and improved margins.

• Sales have doubled since 2017, reaching $8.8B in 2024, with a broad presence across food, beverage, foodservice, household, and health & beauty markets.

• Approximately 95% of revenues are from recyclable products, supported by a portfolio of around 3,000 patents.

Financial performance and capital allocation

• Free cash flow is projected to significantly exceed capital requirements, with $5B expected between 2024 and 2030.

• Capital allocation priorities include reinvestment, dividend growth, share repurchases, and achieving investment grade credit ratings by 2030.

• Since 2018, about 24% of shares have been repurchased while maintaining modest leverage and doubling EBITDA.

• 2025 guidance projects net sales of $8.4B–$8.6B, adjusted EBITDA of $1.45B–$1.55B, and capital spending of ~$850M.

Innovation and sustainability commitments

• Innovation platforms target a $15B addressable market, driving 2% annual sales growth from new products.

• Sustainability goals include 50.4% reduction in Scope 1 and 2 GHG emissions by 2032, 90% renewable fuel use, and 100% sustainable sourcing of forest products.

• Every new product aims to be more circular, functional, and convenient than alternatives, supporting a multi-generational solution portfolio.

• Employee engagement, safety, and community enhancement are key cultural priorities.