Stock Spotlight: Amcor Plc (ASX:AMC)
About Amcor Plc
Amcor plc, together with its subsidiaries, engages in the production and sale of packaging products in Europe, North America, Latin America, and the Asia Pacific. The company operates in two segments, Global Flexible Packaging Solutions and Global Rigid Packaging Solutions. The Global Flexible Packaging Solutions segment develops and supplies flexible packaging products, including polymer resin, aluminum, and fiber based flexible packaging products to the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other industries. The Global Rigid Packaging Solutions segment manufactures rigid packaging containers, closures, dispensing and pharma devices, and related products for the food and beverage applications. The company sells its products through its direct sales force. The company was incorporated in 1926 and is headquartered in Zurich, Switzerland.
Key Stats
Key Stats
Source: ASX, Yahoo Finance. Data as of 17/10/25.
Price Performance
Growth Potential
- Trading on an undemanding valuation and material upside to our valuation / price target.
- FY26 guidance assumes no volume growth, in which case any improvement on the volume front could be
- Leading global market position, with high barriers to entry (very capital intensive and solutions which require innovation).
- Attractive exposure to both developed markets and emerging markets’ growth. AMC’s end markets are largely resilient, including health, beauty & wellness and Nutrition.
- Earnings growth over the next three years will get material support from self-help initiatives - $650m in synergies from Berry merger plus divestments of non-core assets.
- Capital management initiatives – free cash flow profile should materially improve over the next 1-3 years, which will deleverage the balance sheet and provide flexibility around capital management (likely share buybacks).
Key Risks
- Management fails to deliver on the synergy targets.
- Competitive pressures lead to margin erosion and potential balance sheet pressure (e.g., reduced earnings leading to potential debt covenant breaches).
- Input cost pressures in which the Company is unable to pass on to customers (even though the Company does pass through input costs).
- Deterioration in global economic growth.
- Value destructive acquisition.
- Adverse movements in currency exposures (e.g. AUD/USD).
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Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
About Energy One Ltd Energy One Limited engages in the provision of software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe. It offers egssPort Gas, a SaaS solution for gas shippers that handles natural gas and LNG operations; EnergyOffer, a bidding, offering, dispatch, and logistics solution; enFlow, a tool for automating and managing business processes, and for integrating systems; and enPrice, a scalable commodity retail pricing solution. The company also provides enTrader, an ETRM solution for energy markets; enVoy, a communications tool that provides an automated system for sending and receiving energy industry data; EOT that offers front, middle, and backoffice solutions; and eZ-Ops, an energy trading platform that focuses on automating physical gas, power logistics, and short-term portfolio. In addition, it offers NemSight, a Windows-based platform that displays information, including live prices, demand, constraints, generation, bidstacks and temperatures for the Australian electricity, gas and renewables markets; pypIT, a gas pipeline contracts management and scheduling platform; and SimEnergy, an energy trading and risk management (ETRM) solution that offers deal capture, settlements, and risk capability for traders, large customers, retailers, and generators. Further, the company provides power plant management system that manages daily market communication, intraday and day-ahead trading, and nominations for a power plant; energy advisory services; demand and weather linked risk management solutions; generation services; outsourced operations services; plat outage insurance; and managed services. Energy One Limited was incorporated in 1996 and is based in North Sydney, Australia. Key Stats
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