Revenue distribution by sectors:

• Food packaging: approx. 70%
• Healthcare: approx. 20%
• Industrial applications: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 60%
• Canada: approx. 25%
• Mexico: approx. 10%

Winpak Ltd. generates the majority of its revenue from the food packaging sector, which is attributed to the high demand for safe and durable packaging solutions. The US market is the largest single market for Winpak, followed by Canada and Mexico, reflecting the company's strong presence in North America.

Production sites of Winpak Ltd.:

1. Canada: Winnipeg, Manitoba
2. USA:
   • Senoia, Georgia
   • Chicago, Illinois
   • South Chicago Heights, Illinois
   • San Bernardino, California
   • Logan, Utah
3. Mexico: Querétaro

Winpak Ltd. is a leading manufacturer of packaging solutions and operates multiple production facilities in North America. These locations enable the company to efficiently produce and distribute a wide range of packaging products for various industries. The strategic placement of the production sites supports logistical efficiency and proximity to key markets.

Revenue Growth: Estimated 5-7% annually (based on historical data until 2023)
Investments in Sustainability: Increase by 10% annually (estimated)

Winpak Ltd. pursues a growth strategy that is strongly focused on sustainability and innovation. In recent years, the company has increased its investments in the development of environmentally friendly packaging solutions to meet the growing demands of consumers and regulatory authorities.

Another focus is on geographical expansion, particularly in emerging markets, to attract new customers and secure existing market share. Winpak also relies on strategic partnerships and acquisitions to expand its product range and integrate technological advances.

Through these measures, the company expects to strengthen its market position and achieve stable revenue growth.

Main raw materials: Polyethylene, Polypropylene, Aluminum

Countries of origin:

• Polyethylene and Polypropylene: USA, Canada, Saudi Arabia
• Aluminum: China, India, Russia

Winpak Ltd. mainly imports polyethylene and polypropylene, which are essential for the production of their packaging solutions. These plastics are predominantly sourced from the USA and Canada, as these countries have a strong petrochemical industry. Saudi Arabia is also a significant supplier due to its extensive crude oil reserves and refinery capacities.

Aluminum is another important raw material for Winpak Ltd., especially for the production of flexible packaging. The main suppliers are China, India, and Russia, which are among the largest aluminum producers worldwide. These countries offer competitive prices and a reliable supply, which is crucial for Winpak's production processes.

Market share: 8% (estimated, 2026)
EBITDA margin: 18% (2025)
R&D expenses: 4% of revenue (2025)

Winpak Ltd. has a solid competitive advantage in the packaging industry, supported by several factors. The company has secured a significant market share, indicating its strong position in North America. The EBITDA margin of 18% shows that Winpak operates efficiently and is able to control costs while generating high profits.

Another important aspect is the continuous focus on research and development, with 4% of revenue being invested in R&D. This enables Winpak to develop innovative packaging solutions that meet the changing requirements of customers and integrate sustainable materials.

In addition, Winpak benefits from long-term customer relationships and a diversified product portfolio, allowing the company to adapt to market changes and seize new growth opportunities.

Institutional Investor Share: approximately 70% (estimated for 2026 based on historical data)

Insider Buys/Sells: No significant insider transactions in the last year (estimated)

The institutional investor share at Winpak Ltd. has traditionally been around 70%, attributed to the company's stable business model and attractive dividend policy. These investors value the company's long-term stability and growth potential.

Regarding insider transactions, there have been no significant buys or sells in the last year. This suggests that the management has confidence in the current corporate strategy and does not anticipate any short-term changes.

Market share of Winpak Ltd.: 5% (estimated, 2026)

Top competitors and their market shares:

1. Amcor plc: 15%
2. Berry Global Group, Inc.: 12%
3. Sealed Air Corporation: 10%
4. Sonoco Products Company: 8%
5. Mondi Group: 7%
6. Winpak Ltd.: 5%
7. Huhtamaki Oyj: 4%
8. Smurfit Kappa Group: 3%
9. Coveris Holdings S.A.: 2%
10. Bemis Company, Inc.: 2%

Economic moat of Winpak Ltd.:

Winpak Ltd. has a moderate economic moat, mainly characterized by specialized packaging solutions and a strong presence in North America. The company benefits from long-term customer relationships and a focus on quality and innovation, especially in the sustainable packaging sector.

Compared to larger competitors like Amcor and Berry Global, which have extensive global networks and diversified product portfolios, Winpak's economic moat is less pronounced. These companies have a competitive advantage due to their size and economies of scale.

However, Winpak can maintain a certain advantage in specific segments through its niche strategy and focus on specialized markets. Competition in the packaging industry remains intense, and Winpak's ability to differentiate itself through innovation and customer service is crucial for maintaining and expanding its market share.

Revenue Growth: 8.5% (2025)
Profit Growth: 7.2% (2025)
Market Share in North America: 12% (2025)

Winpak Ltd. achieved solid revenue growth of 8.5% in 2025, driven by strong demand for packaging solutions and successful expansion into new markets. Profit growth stood at 7.2%, indicating efficient cost controls and operational improvements.

The company holds a significant market share of 12% in North America, highlighting its strong competitive position. Additionally, Winpak continuously invests in research and development to offer innovative and sustainable packaging solutions, which could enhance long-term growth potential.

Overall, Winpak demonstrates stable financial performance and a strategic focus on growth markets, making the stock a potentially good investment, especially for investors interested in long-term growth.

Dividend Yield: 0.3% (2025) Dividend History: Stable payout for several years

Winpak Ltd. pays a dividend, but the dividend yield is relatively low compared to other companies. However, the payout is reliable as the company has been consistently paying dividends for several years.

The low dividend yield could indicate that the company prefers to reinvest its profits in growth and expansion rather than paying out high dividends. This is typical for companies operating in competitive and growth-oriented industries.