Reno De Medici S p A : European Midcap Event - Madrid

Madrid - European Midcap Event

16 November 2020

AGENDA

1. Strengths
2. Proposed acquisition of Paprinsa
3. Environmental performance

1. Delivering on Strategy
2. RDM Shares

Michele Bianchi - CEO

Andrea Bettinelli - Head of Strategy

Luca Rizzo - CFO

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PROXIMITY TO CUSTOMERS IS KING IN THESE DAYS

A MULTI-COUNTRY PLATFORM

Total production capacity 1.26 M tons/y

Four assets with capacity over 200 k tons/y

Santa Giustina plant

LRO - FBB (GC) 165k tons

Paprinsa - WLC (GT/GD, Liner)

140k tons

Acquisition signed on September 30, 2020. Closing is expected non later than March 31, 2020.

BLE -WLC (GD/GT) 110k tons

ARN - WLC (Liner) 220k tons

OVA - WLC (Specialties)

95k tons

SGS - WLC (GD/GT/Liner) 250k tons

VSL - WLC (Liner) 220k tons

BCN - WLC & FBB (GT/GD, Liner; GC) 200k tons

WLC

White Lined Chipboard

Based on recycled fibers

No. of mills: 6

Production capacity: 1.1 mn tons/p.a. equal to 87%

FBB

Folding Boxboard

Based on virgin fibers

No. of mills: 1

Production capacity: 0.165 mn tons/p.a. equal to 13%

Headquarters in Milan

Mill

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	PORTFOLIO
RECYCLED FIBRES (WLC)
Price
Eco friendly image
RECYCLED BOARD (GD)	LINER	SPECIALTIES
Sport/toys	Hardware	Textile / shoes
Software
Food
Paper Goods
Display
Detergents
Microflute laminate
Beverage
Overall economic trend along with specific drivers:
Brand recognition	Brand recognition	Luxury package
E-commerce	Microcorrugated
Plastic substitution	Growing market (+11% from 2015
Care for planet	to 2018)
Changes in lifestyles

VIRGIN FIBRES (FBB)

Printability

Bulk & Stiffness

VIRGIN BOARD (GC)

Pharmaceuticals

Beauty & Health care

Food

Retail

Bakery

Overall economic trend

Brand recognition

Changes in lifestyles

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