2. Safe Harbor Statement
This presentation includes forward-looking statements within the meaning of the Safe Harbor
provisions of the Securities Litigation Reform Act of 1995. Such statements include, but are
not limited to, statements relating to the expected future performance of the company and
its objectives, expectations and intentions for the future. These forward-looking statements
are based on the current beliefs and expectations of Bemis Company’s management and are
subject to risks and uncertainties. The forward-looking statements speak only as of the date
of this presentation, and Bemis Company does not undertake to update such statements to
reflect changes that occur after that date. There are a number of factors that could cause
actual results to differ from those set forth in the forward-looking statements. These factors
include, but are not limited to: general economic conditions, competitive conditions in our
markets, regional governmental regulations, the cost and availability of raw materials, and
our ability to pass these price changes on to our customers or otherwise manage commodity
price fluctuation risks. These and other risks, uncertainties, and assumptions are identified
from time to time in our filings with the Securities and Exchange Commission including our
most recent Annual Report on form 10-K and our quarterly reports on Form 10-Q. Such
reports are available on the website of the Securities and Exchange Commission
(www.sec.gov).
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3. Bemis Company Profile
2012 Net Sales by Region
Packaging industry leader
since 1858
9%
$5.1 billion 2012 net sales 69%
Fortune 500
S&P 500 19%
3%
Vertical integration creates
competitive advantage
North America
74 facilities in 11 countries Latin America
~ 20,000 employees Europe
worldwide Asia Pacific
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4. 2012 Highlights
Record adjusted EPS of $2.15
Increased dividend payable to shareholders
Announced new reportable segment structure:
U.S. Packaging
Global Packaging
Pressure Sensitive Materials
Substantially completed facility consolidation program
to close 9 manufacturing locations and save $50
million annually (beginning Q213)
Increased footprint in Asia-Pacific
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5. Net Sales & Adjusted Op Profit* % by Segment
($ in millions)
U.S. Global Pressure Sensitive
Packaging Packaging Materials
16%
8%
43%
$3,040 $1,544 $556
12% 57%
64%
100%
North America Latin America
12.8% 13.0% 15.0%
$3,000 Europe Asia Pacific $3,000
15.0% 15.0%
11.0% $3,000
$2,000 10.0% 8.8%
8.8% 10.0%
$2,000 10.0% $2,000
7.4% 7.0% 6.6%
$3,111 $3,040 5.9% 6.3%
$2,822
$1,000 5.0% 5.0% $1,000 5.0%
$1,000
$1,451 $1,637 $1,543
$563 $574 $556
$- 0.0% $- 0.0% $- 0.0%
2010 2011 2012 2010 2011 2012 2010 2011 2012
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* See appendix for reconciliation from GAAP to Adjusted Operating Profit excluding certain items.
6. U.S. Packaging Profile
Percent of 2012 Net Sales
30%
20%
10%
0%
Meat & Dairy & Specialty Dry Foods Beverage Candy, Health & Other
Cheese Liquids Food & Wraps Snacks & Hygiene Non-food
Meals Bakery
Extends shelf life of
perishable foods (meat,
cheese, dairy, produce)
Proprietary and patented
film structures
Premium manufacturing
scale and printing
capabilities support both
national and regional
brands
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7. U.S. Packaging Growth Drivers
Conversion from jars and
cans to pouches
Single serving /
convenience sizes
Glass jar Pouch
Material content and
weight reduction for
sustainability and cost
management
Paper envelope Stand up pouch w/window
Convenient cook-in
packages
Elimination of PVdC
content from plastic cups
Can Cook-in Pouch
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8. Global Packaging Profile
Percent of 2012 Net Sales
20%
10%
0%
Meat & Medical & Dairy & Health & Specialty Beverage Candy, Other
Cheese Pharma Liquids Hygiene Food Wraps Snacks & Non-food
Bakery
Expanding consumer
markets in Latin America
and Asia
Sterility and quality are
paramount for medical
applications
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9. Global Packaging Growth Drivers
Wal-Mart located in China Food safety regulations in
emerging markets
New generation of
consumers looking for
convenience features
Need for shelf stable foods
due to lack of available
refrigeration space
Retort
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13. World Class Customer Base
Why customers choose Bemis:
Unique technological and engineering
resources
Reduced waste in production and
distribution system
Flexible capacity to accommodate
new product launches
Reliable supply; Quality product
Investment grade supplier
Global supply capabilities
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14. Strategic Priorities
Optimize & Leverage
Our Scale
Grow in Target Areas
Accelerate Innovation
Page 14
15. Optimize & Leverage our Scale
Complete Facility Consolidation
World Class Operations Management
Ongoing Specification Consolidation
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16. Grow in Target Areas
Medical and
Packaging demand from High barrier packaging
pharmaceutical
developing countries opportunities
industries
• Emerging economies • Demographics • New products continue
demanding/regulating continue to drive to win business in
food safety and growth established U.S. food
convenience features • Modern bio-technology applications
• Lack of refrigeration requires more complex • Expanding
creates need for shelf packaging opportunities for high
stable packaging • Opportunities for barrier film in Latin
• Increasing consumer smart packaging to America and Asia
populations solve emerging market
needs
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17. Accelerate Innovation
Polyethylene
Unique Polyester
Polymer Nylon
Technologies Polypropylene
Barrier resins
EZ Peel/Reseal
IntegraCut / IntegraScore Consumer
Convenience
Microwaveable/self venting
Features
Weight reduction
Proprietary sealants Reduced transportation
Antimicrobial coatings Food Sustainability Reduced packaging material
Retort technologies Safety Less food and material waste
Lower carbon footprint
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18. Our Sustainability Commitment
Economic sustainability
Transparency and Environmental Sustainability
good governance are
fundamental tools for 2020 Targets: Social Sustainability
delivering long-term Reduce electricity and
fuel use by 10% We are a responsible
value to shareholders
Reduce use of solvents member of the
by 20%
Zero waste to landfills
communities in which
Zero process water we operate and make
discharged safety our number one
priority in each of our
global operations
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19. 2013 Guidance
Adjusted EPS guidance of $2.30 to $2.45
Cash flow from operations > $430 million
• Reflects ~$40 million of pension contributions
• Includes ~$50 million of cash payments for facility
consolidation activities
• Cash flow from operations expected to be $500 million
beginning in 2014
Capital expenditures of ~$175 million
Note: Guidance as of January 31, 2013
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20. An Attractive Investment
Strong balance
sheet and cash
flow
World-class Disciplined capital
customer base allocation
Expanding global Strong market
market reach position
Patented and
proprietary
products
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