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Orora (ASX:ORA), the packaging manufacturer, has attracted value investors after a sharp downgrade-driven fall. In August 2026, Pendal Group noted Orora performed in line with the market despite a weak FY26 result and a 4.6% cut to FY27 consensus, driven by its Saverglass premium glass business amid a downturn in global luxury spirits and wine. Perpetual and Maple-Brown Abbott reported the shares fell around 30% in April after Saverglass guidance was cut. Akambo and Ellerston have since bought in, with Akambo noting the share price had fallen close to net tangible assets of about $1.05. Orora operates in the Materials sector within the Containers and Packaging industry, and Thesis Tracker has captured 27 comments from 13 fund managers, including Pendal Group, Akambo, Perpetual, Maple-Brown Abbott and Ellerston. Founded in 1949 and headquartered in Hawthorn, Melbourne, Orora manufactures aluminium beverage cans and premium glass bottles through Saverglass.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Blackwattle Investment Partners, Maple-Brown Abbott, Contract Asset Management, Airlie Funds Management, Wilson Asset Management, Perpetual Asset Management, Perennial Partners, Wentworth Williamson, Ellerston Capital, Antares Capital, Ten Cap, Akambo and Pendal Group have invested in Orora Ltd (ASX:ORA).
Akambo and Ellerston see value after the share price fell to near net tangible assets, with Akambo expecting earnings to benefit from capacity expansion and rationalisation in its can and glass operations.
Pendal, Perpetual and Maple-Brown Abbott highlight weakness in the Saverglass premium glass business due to a downturn in global spirits and wine demand, leading to guidance cuts and consensus downgrades.
Orora Ltd. is an Australia-based packaging manufacturer and distributor founded in 1949 and headquartered in Hawthorn. The firm operates through two primary segments: Orora Australasia and Orora North America. The Australasia segment specializes in the production of fiber and beverage packaging products across Australia and New Zealand. The North America segment manages the procurement, warehousing, sales, and distribution of diverse packaging materials. Orora Ltd. maintains a focus on manufacturing and supplying essential packaging solutions, including fiber, glass, and aluminum beverage cans, to its global client base.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.