10-KPeriod: FY2020

Amcor plc Annual Report, Year Ended Jun 30, 2020

Filed August 27, 2020For Securities:AMCRAMCCF

Summary

Amcor plc's fiscal year 2020 10-K filing reflects the significant impact of its acquisition of Bemis Company, Inc. in June 2019, which substantially increased net sales and expanded its global footprint, particularly in flexible packaging. The company generated $12.5 billion in net sales, a notable increase from the prior year, primarily driven by the Bemis integration. Despite challenges presented by the COVID-19 pandemic, Amcor's operations were largely deemed essential, allowing for continued service to customers. The company reported a net income of $612.2 million, with diluted EPS of $0.382. Management highlighted efforts to integrate Bemis, targeting $180 million in pre-tax synergies, and noted ongoing restructuring plans aimed at cost optimization. The company maintained its focus on sustainability, aiming to make all packaging recyclable or reusable by 2025. Financially, Amcor managed its liquidity well, with $1.8 billion in undrawn credit facilities at year-end. The company continued its share repurchase program, returning capital to shareholders, and maintained its investment-grade credit ratings. A key focus for the upcoming period includes the remediation of a material weakness in internal controls related to IT systems, which management expects to address by the end of fiscal year 2021. Overall, Amcor demonstrated resilience in a challenging economic environment, leveraging the Bemis acquisition to strengthen its market position while managing operational and financial risks.

Financial Statements
Beta

Key Highlights

  • 1Completed the acquisition of Bemis Company, Inc. in June 2019, significantly increasing net sales to $12.5 billion.
  • 2Net income attributable to Amcor plc was $612.2 million, with diluted EPS of $0.382.
  • 3Targeting $180 million in pre-tax synergies from the Bemis integration by the end of fiscal year 2022.
  • 4Operated largely as an 'essential' business during the COVID-19 pandemic, experiencing manageable operational disruptions and demand volatility.
  • 5Maintained strong liquidity with $1.8 billion in undrawn credit facilities.
  • 6Completed a $500 million share buyback program during the fiscal year.
  • 7Identified a material weakness in internal control over financial reporting related to IT systems segregation of duties, with remediation expected by fiscal year-end 2021.

Frequently Asked Questions

The primary driver of Amcor's financial performance in fiscal year 2020 was the acquisition of Bemis Company, Inc., completed in June 2019. This transaction significantly increased net sales, expanded the company's global reach, and is expected to generate substantial synergies.

Amcor's operations were largely deemed essential during the COVID-19 pandemic, resulting in minimal operational disruptions. While the company experienced volatility in customer order patterns, it implemented robust health and safety measures to protect employees and maintain business continuity.

Amcor identified a material weakness in internal control over financial reporting related to the segregation of duties within key IT systems. While one previously identified material weakness (related to U.S. GAAP expertise) has been remediated, the company is actively working on remediating the IT-related weakness, with completion expected by the end of fiscal year 2021. This ongoing weakness impacted the effectiveness of disclosure controls and procedures.

Amcor's strategy focuses on a focused portfolio of businesses, differentiated capabilities, and its aspiration to be the leading global packaging company. This includes generating strong cash flow, redeploying cash to create customer value, paying dividends, growing the base business organically, and pursuing targeted acquisitions, alongside returning cash to shareholders via share buybacks.