Greif (GEF) investor relations material

Company overview and market positioning

• Operates in 35+ countries with 220+ facilities, serving over 20,000 customers across essential industries.

• Focuses on packaging solutions for food, beverage, agrochemicals, industrial, and consumer markets.

• Key customers include major global brands in chemicals, food, and consumer goods.

• Adjusted EBITDA guidance for FY26 is $615–635M, with free cash flow of $305–325M and a leverage ratio of 1.1x.

• Strategic shift toward high-growth, high-margin end markets such as pharma, food, and specialty chemicals.

Product portfolio and innovation

• Offers four main solution categories: customized polymer, durable metal, sustainable fiber, and innovative closure solutions.

• Polymer solutions represent 30% of sales, metals 35%, fiber 33%, and closures 2%.

• Investing in premium, resilient solutions to capture growth in targeted markets.

• Leading innovation in closures and polymers, with a focus on sustainability and advanced technologies.

Financial performance and guidance

• FY26 adjusted EBITDA expected to grow 9.8–13.4% year-over-year.

• Free cash flow conversion targeted at ~50%.

• Capital allocation priorities include growing dividends, share repurchases (~2% annually), and disciplined acquisitions.

• Recent acquisition of a Spanish AgChem-focused polymer container producer for $57M.