Greif (GEF) Investor presentation summary

Company overview and market position

• Operates in 35+ countries with 220+ facilities and over 20,000 customers, serving essential industries for 149 years.

• Key end markets include food, beverage, flavors, fragrance, agrochemicals, bulk chemicals, petrochemicals, and specialty chemicals.

• Major customers include BASF, Coca-Cola, Dow, ExxonMobil, Heinz, and Bayer.

Financial performance and guidance

• FY26 low-end guidance targets $610M adjusted EBITDA and $315M adjusted free cash flow, with over 50% free cash flow conversion.

• Q2'26 leverage ratio stands at 1.1x, reflecting strong balance sheet management.

• Adjusted EBITDA guidance for FY26 is up 8.9% year-over-year, with volume assumptions up low single digits.

Strategic focus and growth initiatives

• Shifting product mix to expand in high-growth, resilient end markets: food & beverage, pharma & medical, and flavors & fragrances.

• Investing in premium polymer and closure solutions to drive growth in high-margin segments.

• Portfolio includes customized polymer, durable metal, sustainable fiber, and innovative closure solutions.