Amcor's Margins Squeezed by Rise in Raw-Material Costs -- Market Talk

Dow Jones

16小時前

2157 GMT - Packaging company Amcor's margins are likely to be squeezed by attacks on Middle East energy infrastructure that have disrupted raw-materials supply, Jefferies says. It highlights a 15%-30% rise in resin prices compared to levels before the conflict began. Resins account for around half of Amcor's raw-materials costs, or US$6 billion. Jefferies doesn't expect a sustained drag on margins, but cuts its adjusted EPS forecast by 1% to the bottom of Amcor's guidance range of US$4.00-US$4.15/share. It also projects Amcor's free cash flow at US$1.75 billion, missing company expectations. Jefferies's price target falls by 9.6% to A$75.27/share. Amcor ended Monday at A$55.24.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 23, 2026 17:57 ET (21:57 GMT)

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It highlights a 15%-30% rise in resin prices compared to levels before the conflict began. Resins account for around half of Amcor's raw-materials costs, or US$6 billion. Jefferies doesn't expect a sustained drag on margins, but cuts its adjusted EPS forecast by 1% to the bottom of Amcor's guidance range of US$4.00-US$4.15/share. It also projects Amcor's free cash flow at US$1.75 billion, missing company expectations. Jefferies's price target falls by 9.6% to A$75.27/share. Amcor ended Monday at A$55.24.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 23, 2026 17:57 ET (21:57 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670710588.SGD","symbol_name":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2621080859","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2621080859","pubTimestamp":1774303020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2157 GMT - Packaging company Amcor's margins are likely to be squeezed by attacks on Middle East energy infrastructure that have disrupted raw-materials supply, Jefferies says. 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Resins account for around half of Amcor's raw-materials costs, or US$6 billion. Jefferies doesn't expect a sustained drag on margins, but cuts its adjusted EPS forecast by 1% to the bottom of Amcor's guidance range of US$4.00-US$4.15/share. It also projects Amcor's free cash flow at US$1.75 billion, missing company expectations. Jefferies's price target falls by 9.6% to A$75.27/share. Amcor ended Monday at A$55.24.(david.winning@wsj.com; @dwinningWSJ) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 23, 2026 17:57 ET (21:57 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}