Rexam Investor Seminar on European Beverage Cans, 27 ...

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Key facts Can market c. 27bn cans 2001 – 2006 CAGR (0.8)% (despite Germany) 2006 growth 8% Energy drinks, beer and CSD market Mixed metals <strong>Rexam</strong> #1 Rest of Western Europe Source 2006 BCME 48 48
Mn L 30,000 25,000 20,000 15,000 10,000 5,000 0 2002 2003 Changing consumer behaviour fuelling growth Beer consumption on-trade vs off-trade 57% 58% 59% 60% 60% 61% 2004 2005 Off trade On trade • Increasing Can volume, despite flat consumption • Can share stable at around 30% in Off-trade • Can volume driven by Off-trade growth Source: Plato Logic, Canadean & <strong>Rexam</strong> radar 2006 2007F Mn L 30,000 25,000 20,000 15,000 10,000 5,000 0 2002 Soft Drink consumption and pack split 47% 47% 48% 49% 51% 52% 17% 15% 15% 15% 15% 15% 2003 2004 Cans Ref Glass N-Ref Glass Ref PET N-Ref PET Others 2005 2006 • Consumption flattening out • Stable can share • Non refillable PET gaining share 2007F 49
Page 1 and 2: Investor S
Page 3 and 4: Leslie Van de Walle Introduction Bi
Page 5 and 6: REXAM SALES BEVERAGE CANS 70% PLAST
Page 7 and 8: • Better beverage integrity • C
Page 9 and 10: Europe 1 Market growth 2006 c.10% 4
Page 11 and 12: A global market with healthy growth
Page 13 and 14: Rexam Beverage Can
Page 15 and 16: Carefully manage capacity to demand
Page 17 and 18: New specialty can line Whitehouse N
Page 19 and 20: Cans (billions of units) 60 50 40 3
Page 21 and 22: Value of Packaging Evolution of bev
Page 23 and 24: We are already benefiting from new
Page 25 and 26: •Energy drinks • Ice Teas and J
Page 27 and 28: • Investing for profitable growth
Page 29 and 30: Margins/pricing Customer relationsh
Page 31 and 32: 2000 35.5bn 2006 45.5 bn 2000 - 06
Page 33 and 34: CEE CIS* Iberia W Europe (Excl. Ger
Page 35 and 36: CSDs - Eastern Europe driving growt
Page 37 and 38: illions of units 5 4.5 4 3.5 3 2.5
Page 39 and 40: Rexam’s existing
Page 41 and 42: Key facts Can market c. 2bn cans 20
Page 43 and 44: Annual bevcan consumption per capit
Page 45 and 46: • New £78m plant in Fredericia a
Page 47: • Demand exceeding supply by abou
Page 51 and 52: Key facts Can market c. 5.4bn cans
Page 53 and 54: Strategic opportunities in Eastern
Page 55 and 56: Billions of units 30 25 20 15 10 5
Page 57 and 58: • Growing consumption and changin
Page 59 and 60: Summary • New contract structure
Page 61 and 62: Conclusion Investing to deliver pro
Page 63: Forward Looking Statements This pre

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