Quarterlytics / Consumer Cyclical / Packaging & Containers / Winpak Limited

Winpak Limited

wpk · TSX Consumer Cyclical
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Ticker wpk
Exchange TSX
Sector Consumer Cyclical
Industry Packaging & Containers
Employees 1001-5000
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FY2011 Annual Report · Winpak Limited
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REPORT TO SHAREHOLDERS

Records are meant to be broken!  Each year, for the past four years, Winpak’s net income has aggressively surpassed the prior year’s standings.  For 
2011,  net  income  attributable  to  common  shareholders  of  $63.8  million  or  98  cents  per  share,  outpaced  2010’s  performance  by  15.3  percent  or  13 
cents per share.  Of further distinction, quarterly earnings per share for each of the past 15 consecutive quarters have exceeded the preceding year’s 
achievements  for  the  same  timeframes.   The  Company’s  enviable  pro(cid:2) t  (cid:2) gures  were  supported  by  strong  revenue  in  2011  of  $652.1  million,  which 
favorably outdistanced 2010 by $72.6 million or 12.5 percent.

There  is  a  new  buzz  at  the  Company  originating  from  the  resolve  to  see  Winpak’s  revenue  escalate  to  one  billion  dollars  by  the  year  2015.    The 
Corporation’s new battle cry is the “Billion Dollar Commitment” and its acronym “BDC” is entrenched in the spirit and work ethic of the entire Winpak 
team.  This enthusiasm and dedication to the cause is backed by Winpak’s Board of Directors having endorsed a capital program, which will provide plant 
expansions and state-of-the-art manufacturing equipment, allowing Winpak to remain at the forefront of technical breakthroughs.  Exciting events continue 
to happen in all areas of Winpak’s business. 

One of the more enterprising undertakings in 2011 was the construction of a new 260,000 square foot building in Sauk Village, Illinois.  This venture is 
nearing completion and will be in operation in the second quarter of 2012.  Said facility will house additional extrusion and thermoforming lines producing 
high-barrier sheet materials that will greatly extend the shelf-life of perishable foods.  As the barrier properties of rigid plastic packaging materials become 
more sophisticated, their popularity as alternatives to glass jars and metal cans will yield even more rewarding growth opportunities for Winpak.  This 
capital project will satisfy customers’ intensi(cid:2) ed demands for this type of packaging and advance the Company’s ongoing sales in this burgeoning market.  
Long-term plans call for doubling the size of this plant and suf(cid:2) cient land has been set aside for this eventuality.

Winpak’s range of shrink bags continues to garner rave reviews in the marketplace.  Supplementary extrusion and bag-making capacity was installed in 
2011 at the Company’s Georgia-based specialty (cid:2) lms plant in order to satisfy customer requests for this product offering.  When this facility was enlarged 
in 2010, space was allocated for future growth.  However, based on the fact that this specialty item has been so well received, projections dictate that 
future expansion plans may need to be pushed forward.  Success of the shrink bag product line has further enabled the Company to offer a one-stop shop 
for its customers.  Hence, major meat and cheese processing plants are consistently favoring Winpak as a reliable supplier for more of their packaging 
needs.  Outside the meat and cheese industries, speci(cid:2) c equipment acquired for Winpak’s Georgia operations in 2011 promoted revenue growth in liquid 
and other unique packaging applications.

The Company’s promising entry into the pharmaceutical and health-care markets continues to gather steam.  Winpak’s own and licensed proprietary 
technology is the springboard for providing new business opportunities.  To keep pace with the appeal for novel products in these markets, coupled with 
the ongoing success of the die-cut lid business, a major extrusion/coating/laminating line has been speci(cid:2) ed and is slated for installation at the Quebec 
plant in 2012.  To house this new equipment, the Quebec facility will be expanded.  Plans are also in the works that will see the start-up of a converting 
operation outside the borders of Canada and the United States in 2012.

Revenue from Winpak’s modi(cid:2) ed atmosphere packaging materials is gaining impressive momentum at some of North America’s largest meat and cheese 
processing operations.  Success is attributed to excellent quality products, a dynamic sales force and a comprehensive product range, thus attractively 
affording customers the ability to source all of their modi(cid:2) ed atmosphere packaging needs from one supplier.  To further capitalize on this strength, a new 
production line will be installed in 2012 at the Company’s Winnipeg location.  An extra 75,000 square feet will be built onto the plant to accommodate 
other auxiliary capacity needs.  With the ever-surging demand for complex, high-barrier packaging materials, the future bodes well for Winpak’s modi(cid:2) ed 
atmosphere packaging product offerings.

The goal for Winpak’s machinery operations is to design and manufacture equipment that will utilize the Company’s (cid:3) exible and rigid packaging materials 
thus continually advancing its commitment to promote cross-selling.  This approach has generated success, not only in the Company’s more traditional 
food end-use applications, but more recently in-roads have also been made for packaging material revenues to health-care and industrial end-use product 
markets.  These persistent efforts have reaped dividends in that 2011 was a banner year for both machinery and system revenue.  Based on these results, 
this winning formula will be replicated in 2012.

Winpak’s business venture with Sojitz Corporation of Japan to produce biaxially oriented nylon logged a good sales year in 2011.  By diligently improving 
ef(cid:2) ciency on existing production lines, output was increased.  Even with this added bene(cid:2) t, it is anticipated that due to the intensi(cid:2) ed popularity for 
biaxially-oriented nylon, the Company’s two primary products lines will be entirely sold out by the end of 2012.  The Company’s superior biaxially-oriented 
nylon materials continue to out-perform the competition.  This subsidiary is now in a position where the demand for its product is beginning to exceed 
supply.  It will now focus even more diligently on weeding out less lucrative business and, hence, maximize pro(cid:2) ts.  

Winpak had a most noteworthy year in 2011 and this further af(cid:2) rms its established track record for attaining its goals.  The business plan is (cid:2) rmly in place 
for Winpak to obtain its Billion Dollar Commitment in the year 2015.  This initiative has been supported by the Corporation’s Board of Directors, capital 
has been earmarked to provide the required capacity for growth and with the determination and winning spirit of the entire Winpak team, a foundation has 
been solidi(cid:2) ed to ensure success.  This is signi(cid:2) cantly enhanced by the enormous opportunities that exist for packaging food and health-care products 
reliant on the type of proprietary and sophisticated materials manufactured by Winpak.  Winpak’s future is assured and de(cid:2) nitely looks most promising 
for both revenue and pro(cid:2) ts.

B.J. Berry
President and Chief Executive Of(cid:2) cer
Winnipeg, Canada  

February 16, 2012

1

REVIEW

(Values expressed in US dollars)

Operating results ($ million except earnings per share)

Revenue

Income from operations

EBITDA (2)

Net income attributable to equity holders of the Company

Earnings per share (cents)

Investments and assets ($ million)

Investments in property, plant and equipment

Total assets

Financial position

2011
2011

652.1

95.0
122.6

63.8

98

48.9

567.6

2010

2009 (1)

2008 (1)

2007 (1)

579.4

79.0

105.0

55.3

85

39.0

507.7

506.0

512.0

466.6

66.0

92.0

42.9

66

46.3

71.7

29.4

45

34.0

58.1

24.0

37

21.4

483.1

14.7

418.4

36.0

441.6

Total debt to equity attributable to equity holders of the Company (3)

Net return on opening equity attributable to equity holders of the Company

Return on opening invested capital (4)

0.0%

16.3%

27.1%

0.0%

16.1%

23.8%

0.0%

13.8%

18.3%

0.0%

9.1%

11.6%

8.4%

8.8%

10.0%

Revenue: Ten-year compound average growth rate (“CAGR”) 8.4%

$ U.S. million

700

600

500

400

300

200

100

0

2001     2002     2003     2004     2005     2006     2007     2008     2009     2010     2011

(1)  Amounts are as previously reported under Canadian GAAP.
(2)  EBITDA (income before interest, tax, depreciation and amortization) is not a recognized measure under International Financial Reporting Standards 
(IFRS).  Management believes that in addition to net income attributable to equity holders of the Company, EBITDA is a useful supplemental measure as 
it provides investors with an indication of cash available for distribution prior to debt service, capital expenditures and income taxes.  Investors should be 
cautioned, however, that EBITDA should not be construed as an alternative to net income attributable to equity holders of the Company determined in 
accordance with IFRS as an indicator of the Company’s performance.  The Company’s method of calculating EBITDA may differ from other companies 
and, accordingly, EBITDA may not be comparable to measures used by other companies.
(3)  Total debt is de(cid:2) ned as long-term debt plus bank overdrafts less cash and cash equivalents.  At December 25, 2011, December 26, 2010, December 
27, 2009 and December 28, 2008, cash and cash equivalents exceeded long-term debt plus bank overdrafts.
(4)  Return on opening invested capital is de(cid:2) ned as income from operations divided by invested capital, which is de(cid:2) ned as the sum of total debt, equity, 
net deferred tax liability, and accumulated goodwill amortization.

2

MANAGEMENT’S DISCUSSION AND ANALYSIS

Certain  statements  made  in  the  following  Management’s  Discussion  and Analysis  contain  forward-looking  statements  including,  but  not  limited  to, 
statements concerning possible or assumed future results of operations of the Company.  Forward-looking statements represent the Company’s intentions, 
plans, expectations and beliefs, and are not guarantees of future performance.  Such forward-looking statements represent Winpak’s current views based 
on information as at the date of this report.  They involve risks, uncertainties and assumptions and the Company’s actual results could differ, which in 
some cases may be material, from those anticipated in these forward-looking statements.  Unless otherwise required by applicable securities law, Winpak 
disclaims any intention or obligation to publicly update or revise this information, whether as a result of new information, future events or otherwise.  The 
Company cautions investors not to place undue reliance upon forward-looking statements.

General Information  

The following discussion and analysis dated February 16, 2012 was prepared by management and should be read in conjunction with the consolidated 
(cid:2) nancial statements prepared in accordance with International Financial Reporting Standards (IFRS).  The Company’s adoption of IFRS is effective as 
of December 27, 2010, the start of the 2011 (cid:2) scal year.  Comparative (cid:2) gures for (cid:2) scal 2010 have been restated in accordance with IFRS, including the 
December 28, 2009 transition date balance sheet.  The following discussion and analysis is presented in US dollars except where otherwise noted.  The 
consolidated (cid:2) nancial statements include the accounts of all subsidiaries.  As part of the Company’s conversion to IFRS, entities with the Canadian dollar 
as their functional currency under Canadian GAAP changed their functional currency to the US dollar.  As a result, the Company’s functional and reporting 
currency is the US dollar.  The Company has (cid:2) led a separate Management’s Discussion and Analysis for its fourth quarter of 2011, which is available on 
SEDAR at www.sedar.com.  

Company Overview 

Winpak is an integrated converter operating in the packaging materials segment.  The Company utilizes manufacturing technology focused on the core 
competency of sophisticated extrusion and conversion of plastic and aluminum foil materials.  The business encompasses three product groups produced 
in eight manufacturing facilities located in North America.  Winpak distributes products to customers primarily in North America for use in the packaging 
of perishable foods, beverages and in health-care applications.

Selected Financial Information
Millions of US dollars, except per share and margin amounts

Net income attributable to equity holders of the Company

Income from operations

Revenue

Gross pro(cid:2) t margin

Earnings per share (cents)
Dividends declared per common share (Canadian cents)

Total assets

Cash and cash equivalents

2011

63.8

95.0

652.1

28.8%

98

12

567.6

126.9

2010

55.3

79.0

579.4

29.8%

85

12

507.7

90.5

3

                 
 
MANAGEMENT’S DISCUSSION AND ANALYSIS

Overall Performance

 (cid:4) Revenue grew by $72.6 million from 2010 levels on the strength of improved volumes of 6.6 percent, representing $38.4 million in revenue.  
This was further supplemented by higher overall selling prices and a stronger Canadian dollar which resulted in additional revenue of $30.0 
million and $4.2 million respectively.

 (cid:4) Gross  pro(cid:2) t  margins  declined  by  one  percentage  point  from  the  prior  year  to  28.8  percent  of  revenue,  but  remained  above  the  (cid:2) ve-year 
average for the Company.  The continued escalation in raw material costs had a negative impact on margins, but selling price increases, 
improved product mix and manufacturing performance helped to partially offset this effect. 

 (cid:4) Net income attributable to equity holders of the Company moved up to $63.8 million from $55.3 million in 2010, an increase of 15.3 percent or 
$8.5 million.  This advancement was due primarily to improved sales volume, product mix, manufacturing performance and limited growth in 
operating and other expenses.  In addition, 2010 contained a one-time recognition of a withdrawal liability under IFRS related to a multiemployer 
de(cid:2) ned bene(cid:2) t pension plan which negatively impacted results for that year.

 (cid:4) Cash position improved by $36.4 million to end the year at $126.9 million due primarily to strong cash (cid:3) ow from operating activities.  The 

Company has no bank overdrafts or long-term debt outstanding.

Highlights

 (cid:4) Raw materials:  Raw material costs continued their ascent of the last two years as the Company’s raw material index climbed by 15.3 percent 

over the previous year and more than 36 percent in the last two years.

 (cid:4) Manufacturing  performance:    Lower  waste  levels  and  enhanced  productivity,  due  in  part  to  higher  sales  volumes,  helped  drive  further 
improvements in manufacturing performance over and above those attained in 2010.  These provided support to gross pro(cid:2) t margins which 
were otherwise negatively impacted by higher raw material costs.        

 (cid:4) Operating expenses:  The Company was successful at limiting its percentage increase in operating expenses to approximately half of the 
increase in sales volumes, resulting in a betterment to earnings per share of approximately 3.5 cents.  Personnel costs, in particular, were 
closely controlled and were a major contributing factor to the enhanced result.

 (cid:4) Foreign exchange:  In 2011, the average exchange rate of the Canadian dollar appreciated against the US dollar when compared to the prior 
year by 4.6 percent, negatively impacting results.  Coupled with greater foreign exchange losses in 2011 on translation of Canadian dollar net 
monetary items and foreign exchange gains recorded in 2010 on Canadian income taxes, the overall foreign exchange impact on net income 
attributable to equity holders of the Company was a reduction of approximately $4.6 million or 7.0 cents per share in comparison to 2010.

 (cid:4) Capital expenditures:  Capital expenditures in 2011 totaled $48.9 million, an all-time high for the Corporation.  Nearly 80 percent of this amount 
relates to projects still in progress at the end of the year, with completion slated for various points in time throughout 2012 and into 2013.  This 
is the (cid:2) rst year of an ambitious organic expansion program, aimed at advancing revenue to a level approaching $1 billion by the end of 2015, 
known throughout the Winpak organization as the “Billion Dollar Commitment” (“BDC”).   

 (cid:4) Financing and investing:  During 2011, Winpak generated $95.4 million in cash (cid:3) ow from operating activities, which was more than suf(cid:2) cient to 
fund $48.9 million in capital projects, $7.8 million in dividends, and return equity to the non-controlling interests in a subsidiary of $1.8 million, 
leaving a year-end net cash position of $126.9 million.  The Company will utilize its cash resources on hand and generate additional cash (cid:3) ow 
from operations to fund its investing and (cid:2) nancing activities in 2012.  In addition, management will continue to evaluate strategic acquisition 
opportunities in concert with implementing the BDC plan, all focused on enhancing long-term shareholder value.

4

                                                                                                                                                        
 
 
 
 
 
 
Results of Operations

Components of total increase in earnings per share

Organic growth

Gross pro(cid:2) t margins

Expenses and non-controlling interests

Withdrawal liability expense on de(cid:2) ned bene(cid:2) t multiemployer pension plan 

Foreign exchange

Total increase in earnings per share (cents)

2011

5.5

4.0

3.5

7.0

  (7.0)
13.0

Ongoing operations 
Organic growth is the impact on net income due exclusively to increased sales volume and excludes the in(cid:3) uence of acquisitions, divestitures and foreign 
exchange.  In 2011, this added 5.5 cents to earnings per share in comparison to the prior year.

In spite of the continued escalation in raw material costs in 2011, the Company was able to neutralize its impact on net income through improvements in 
product mix and manufacturing performance, and the partial hedge provided by selling price-indexing agreements. 

The Company was successful in limiting the rise in operating expenses relative to sales volumes, resulting in an enhancement in earnings per share of 
approximately 3.5 cents.  Furthermore, in the prior year, the Company recorded a one-time withdrawal liability related to the one multiemployer de(cid:2) ned 
bene(cid:2) t pension plan that the Company participates in, depressing 2010 earnings per share by 7.0 cents.      

On average, in 2011, the Canadian dollar was stronger against its US counterpart than in 2010, negatively impacting net income when applied to the 
Company’s net Canadian dollar disbursements.  Net income was further impacted by foreign translation exchange losses on Canadian net monetary items 
in the current year in addition to foreign exchange gains recorded in 2010 by the Canadian legal entites on (cid:2) ling their income tax returns in Canadian 
dollars.  The net result was a reduction in 2011 earnings per share of 7.0 cents in relation to 2010. 

Revenue

Revenue Change

Volume increase

Price and mix gains (losses)

Foreign exchange gain (loss)

Total increase (decrease) in revenue

Millions of US dollars

2010

51.5

12.6

9.4

73.5

2011

38.4

30.0

4.2

72.6

2009

24.8

(23.2)

(7.6)

(6.0)

Revenue reached an all-time high of $652.1 million, increasing by $72.6 million or 12.5 percent from the prior year.  More than half of the revenue 
expansion was due to volume growth of 6.6 percent or $38.4 million, with rigid packaging, including specialty beverage and condiment containers, leading 
the way at over a 20 percent ascent .  Packaging machinery also had a very solid year, advancing by over 15 percent on the strength of both parts and 
new machinery demand.  Lidding and modi(cid:2) ed atmosphere packaging sales volumes progressed in the low single-digit percentage range, while the more 
commodity-related biaxially oriented nylon and specialty (cid:2) lms receded by a similar amount.  The lacklustre performance of the US economy during 2011 
held back growth, particularly in more commodity-related products.  Selling price increases paralleled higher raw material costs and together with mix 
changes, furthered 2011 revenue by 5.2 percent or $30.0 million compared to the previous year.  The conversion of Canadian dollar sales into US funds 
at a higher average exchange rate in 2011 versus 2010 supplemented revenue by an additional 0.7 percent or $4.2 million. 

Gross pro(cid:2) t margins
Gross  pro(cid:2) t  margins  reached  a  level  of  28.8  percent  of  revenue  in  2011,  one  full  percentage  point  less  than  the  result  achieved  in  the  prior  year.  
Escalating raw material costs negatively impacted margins by over 2 percentage points in 2011 versus 2010.  However, this was partly offset by enhanced 
manufacturing performance as a result of lower waste and heightened productivity levels.  This, along with product mix improvements and a reasonable 
amount of success in matching raw material cost progressions with selling price increases, resulted in an increment of 4.0 cents in earnings per share in 
2011, as the growth in dollar terms of gross pro(cid:2) t was $15.3 million or 8.9 percent, which exceeded the relative expansion in sales volumes of 6.6 percent. 

5

 
  
MANAGEMENT’S DISCUSSION AND ANALYSIS

Winpak’s raw material index, which represents the weighted cost of a basket of the Company’s eight principal raw materials, rose by 15.3 percent during 
2011.  This continued the escalation of the past two years which has seen the average annual index jump by over 36 percent during this period.  The 
Company, however, has a partial natural hedge against rising raw material costs in that greater than 60 percent of the Company’s revenues are subject to 
formal selling price-indexing agreements, whereby selling prices are adjusted as raw material costs change, albeit with a time lag.  

Raw Material Index

Average annual index: weighted cost of a basket of Winpak’s eight

principal raw materials , where base year 2001 = 100

Increase (decrease) in index compared to prior year

2011

2010

2009

177.4

15.3%

153.8

17.9%

130.4

(25.1%)

Expenses
On a net basis, lower operating and other expenses, excluding foreign exchange, resulted in an improvement in earnings per share of 10.5 cents in 
2011 versus the prior year.  In 2010, the Company recognized a one-time withdrawal liability under IFRS related to the one multiemployer de(cid:2) ned bene(cid:2) t 
pension plan in which the Company participates.  After being informed by an independent board of trustees that the plan was in a critical status funding 
position, the Company made the decision to withdraw from the plan and became responsible for making certain payments into the plan over a twenty-
year period; 2010 earnings per share were reduced accordingly by 7.0 cents per share.  The organization was also able to leverage its expenditure on 
operating expenses by limiting the increase in expenses, excluding foreign exchange impacts to just 3.5 percent while sales volumes strengthened by 6.6 
percent in relation to 2010.  In particular, personnel expenses included within operating expenses declined slightly, after adjusting for foreign exchange 
differences, and contributed to earnings per share growth of approximately 3.5 cents.  The reduction in net income attributed to non-controlling interests 
resulted in an additional 1 cent in earnings per share compared to 2010 while a higher overall effective income tax rate in 2011, due primarily to a larger 
proportion of net income being earned in higher tax jurisdictions, reduced earnings per share by 1 cent. 

Foreign Exchange

Year-end exchange rate of CDN dollar to US dollar

Year-end exchange rate of US dollar to CDN dollar

(Depreciation) appreciation of CDN dollar vs. US dollar year-end

exchange rate compared to the prior year

Average exchange rate of CDN dollar to US dollar

Average exchange rate of US dollar to CDN dollar

Appreciation (depreciation) of CDN dollar vs. US dollar average
exchange rate compared to the prior year

2011

0.980

1.021

(1.1%)
1.010

0.991

2010

0.991

1.009

4.1%

0.966

1.035

2009

0.952

1.050

15.3%

0.870

1.149

4.6%

11.0%

(8.0%)

Under IFRS, Winpak utilizes the US currency as both its reporting and functional currency.  However, with half of its manufacturing facilities located in 
Canada, it is exposed to foreign exchange risks and records foreign currency differences on transactions and translations denominated in Canadian 
dollars as well as other foreign currencies.  

In total, foreign exchange had a negative impact on earnings per share of approximately 7.0 cents in 2011 compared to 2010.  Approximately 17 percent of 
sales in the current year are denominated in Canadian dollars and approximately 29 percent of costs are incurred in the same currency.  The net out(cid:3) ow 
of Canadian dollars exposes Winpak to transaction differences arising from exchange rate (cid:3) uctuations.  The appreciation in the average exchange rate of 
the Canadian dollar in relation to the US dollar in 2011 decreased  earnings per share by approximately 1.5 cents compared to the prior year.  In addition, 
translation differences arise when primarily Canadian dollar monetary assets and liabilities are translated at exchange rates that change over time.  The 
change in spot conversion rate of the Canadian dollar from the start to the end of the year decreased earnings per share in 2011 by 1.0 cent in comparison 
to 2010.  Although gains were realized on the maturation of foreign exchange contracts entered into as part of the Company’s foreign exchange policy, the 
gains were lower than in 2010, further decreasing earnings per share by 0.5 cents in 2011 versus the prior year.  In 2010, the Company’s Canadian legal 
entities (cid:2) led their income tax returns in Canadian dollars, a currency different from their functional currency under IFRS.  This resulted in foreign exchange 
gains in 2010 approaching 4.0 cents in earnings per share which reduced income tax expense.  In 2011, the Company received approval from the Canada 
Revenue Agency to (cid:2) le its Canadian income tax returns in US dollars, thereby eliminating this foreign exchange (cid:3) uctuation in 2011 and subsequent years.

6

  
 
Summary of quarterly results

Thousands of US dollars, except earnings per share (e.p.s.) amounts (cents)

Quarter ended

Revenue

March 27

June 26

September 25

December 25

148,537

161,340

170,670

171,516
652,063

2011
Net income*

14,694

16,195

14,408

18,486
63,783

*attributable to equity holders of the Company

e.p.s.

Quarter ended

Revenue

Net income*

e.p.s.

2010

March 28

June 27

September 26

December 26

23

25

22

28
98

132,888

145,568

146,055

154,930

579,441

15,240

14,130

13,132

12,794

55,296

23

22

20

20

85

Various factors affect timing of the Company’s income during the course of a year.  Typically, seasonal factors contribute to stronger revenue and net 
income in the second and fourth quarters compared to the (cid:2) rst and third quarters.  Factors in(cid:3) uencing seasonal trends are the higher demand for certain 
food products in advance of the summer season and the greater number of holidays in the fourth quarter.  During the third quarter, revenue and net 
income are typically lower due to reduced order levels and plant maintenance shutdowns scheduled to coincide with the summer.  Sudden and substantial 
changes in the rate of exchange between the US and Canadian dollars from one quarter to another may cause revenue and net income to vary from the 
historic trend.  Similarly, sudden and signi(cid:2) cant changes in the cost of raw materials consumed from one quarter to another can be expected to increase 
or decrease net income in a manner that does not conform to the normal pattern.  Furthermore, unexpected adverse weather conditions could in(cid:3) uence 
the supply and price of raw materials or customer order levels, and the timing of startup of new manufacturing equipment can cause revenue and net 
income to depart from established trends.

The following items in(cid:3) uenced the timing of the Company’s reported results beyond historic trends.  Net income in the (cid:2) rst quarter of 2010 was bolstered 
by higher foreign exchange gains, while 2010 fourth quarter net income was negative impacted by the recording ot the withdrawal liability related to the 
multiemployer de(cid:2) ned bene(cid:2) t pension plan.  Revenue in 2010 followed the normal pattern with the exception of the third quarter where revenue exceeded 
that of the second quarter by only 0.3 percent.   In 2011, net income followed the established pattern previously described whereas revenue in the third 
quarter was elevated due to selling price increases and an atypical surge in demand in rigid containers in the period.

Cash Flow, Liquidity and Capital Resources

At  December  25,  2011,  Winpak’s  cash  position  totaled  $126.9  million,  an  increase  of  $36.4  million  or  40.2  percent  from  the  prior  year-end.    This 
improvement re(cid:3) ected total funds provided by operating activities of $95.4 million less disbursements for investing activities of $49.4 million and (cid:2) nancing 
activities of $9.6 million.

Operating activities
Cash (cid:3) ow provided by operating activities totaled $95.4 million, a net improvement of $17.3 million from 2010.  The cash (cid:3) ow derived from operating 
activities, before changes in working capital and employee bene(cid:2) t plan payments, improved by $18.9 million in total from the prior year.  The increase in 
net income in 2011 of $7.8 million plus the increases in depreciation and amortization of $1.7 million and income tax expense of $8.6 million accounted for 
$18.1 million of the advancement.  The elevation in income tax expense is as a result of an improvement in earnings performance and a higher effective 
income tax rate in 2011 due to a larger proportion of net income being earned in higher tax jurisdictions as well as foreign exchange gains recorded against 
income tax expense in 2010.    

The investment in working capital for the year only advanced by $1.6 million, while revenue forged ahead by $72.6 million.   Accounts receivable grew 
by $6.7 million or 8.7 percent, less than the percentage increase in revenue of 10.7 percent in the fourth quarter of 2011 versus the prior year period.  
Inventories edged up by a mere $1.9 million or 2.6 percent as the Company was able to effectively manage inventory levels to a minimum.  Accounts 
payable and accrued liability levels climbed by $6.8 million in part due to elevated payable levels related to property, plant and equipment additions in 
progress at year-end.  Payments were made to de(cid:2) ned bene(cid:2) t pension plans during the year totaling $5.1 million, $0.4 million more than in 2010.  

Investing activities
Investing activities in 2011 reached $49.4 million, an increase of $10.1 million over 2010, and consisted of an all-time high amount of property, plant and 
equipment purchases of $48.9 million and intangible assets of $0.5 million.  This is in keeping with the Company’s philosophy of investing in the latest 
and most advanced technology in order to retain its competitive advantage and represents the (cid:2) rst year of the organization’s capital spending under the 
BDC plan.  Of the $48.9 million in property, plant and equipment additions, $38.2 million consisted of construction in progress and equipment deposits,  
projects which will not be in commercial production until various points in time throughout 2012 and into 2013.  The largest undertaking is the construction 
of a 260,000 square foot rigid packaging facility in Sauk Village, Illinois, at a year-to-date cost of over $15 million, with completion scheduled for the 

7

MANAGEMENT’S DISCUSSION AND ANALYSIS

end of the (cid:2) rst quarter of 2012.  Expansions of capacity in modi(cid:2) ed atmosphere packaging, lidding, specialty (cid:2) lms and rigid containers are in process 
with investments in extrusion, printing, slitting and die-cutting capabilities.  Over the long term, Winpak’s expenditures for equipment enhancements in 
maintaining existing capacity have averaged approximately 2 percent of revenue. 

Financing activities
Financing activities in 2011 consisted of dividends to common shareholders of $7.8 million and the preferred share redemption and dividend payment to a 
non-controlling interest in a subsidiary totaling $1.8 million.  The quarterly common share dividends were paid at the rate of CDN $0.03 per share which, 
based on the December 25, 2011 closing share price of CDN $12.05, provides a dividend yield of 1.0 percent. 

Resources
Investments to drive growth can be sizeable, requiring substantial (cid:2) nancial resources.  A range of funding alternatives is available including cash and 
cash equivalents, cash (cid:3) ow provided by operations, additional debt, issuance of equity or a combination thereof.  An informal investment grade credit 
rating allows the Company access to relatively low interest rates on debt.  The Company currently has operating lines of $38 million, which are believed 
adequate for liquidity purposes.  None of the lines were utilized as at December 25, 2011.  Based on formal and informal discussions with various (cid:2) nancial 
institutions, Winpak is con(cid:2) dent that additional credit can be arranged from banks and other major lenders as the need arises.  The Company believes that 
all 2012 requirements for capital expenditures, working capital, and dividend payments can be (cid:2) nanced from cash resources, cash provided by operating 
activities and unused credit facilities. 

Risks and Financial Instruments

The Company recognizes that net income is exposed to changes in market interest rates, foreign exchange rates, prices of raw materials and risks 
regarding the (cid:2) nancial condition of customers and (cid:2) nancial counterparties.  These market conditions are regularly monitored and actions are taken, when 
appropriate, according to Winpak’s policies established for the purpose.  Despite the methods employed to manage these risks, future (cid:3) uctuations in 
interest rates, exchange rates, raw material costs and counterparty (cid:2) nancial condition can be expected to impact net income.

Winpak’s policy regarding interest expense is to (cid:2) x interest rates on between one- and two-thirds of any long-term debt outstanding.  The Company may 
enter into derivative contracts or (cid:2) xed-rate debt to minimize the risk associated with interest rate (cid:3) uctuations.  

With respect to foreign exchange risk, Winpak employs hedging programs to minimize risks associated with changes in the value of the Canadian dollar 
relative to the US dollar.  To the extent possible, the Company maximizes natural currency hedging by matching in(cid:3) ows from revenue in either currency 
with out(cid:3) ows of costs and expenses denominated in the same currency.  For the remaining exposure, the Company’s foreign exchange policy requires 
that between 50 and 80 percent of the Company’s net requirement of Canadian dollars for the ensuing 9 to 15 months will be hedged at all times with 
forward or zero-cost option contracts.  The Company may also enter into forward foreign currency contracts when equipment purchases will be settled in 
other foreign currencies.  Purchases of foreign exchange products for the purpose of speculation are not permitted.  Transactions are only conducted with 
certain approved Schedule I Canadian (cid:2) nancial institutions.

Fluctuations in foreign exchange rates represent a material exposure for the Company’s (cid:2) nancial results.  Hedging programs employed may mitigate 
a portion of exposures to short-term (cid:3) uctuations in foreign currency exchange rates.  However, the Company’s (cid:2) nancial results over the long term will 
inevitably be affected by sizeable changes in the value of the Canadian dollar relative to the US dollar.  Winpak estimates that each time the exchange 
rate strengthens or weakens by one Canadian cent against the US dollar, net income, with respect to transaction differences, will decrease or increase, 
respectively, by approximately one-half of a US cent per share.  

During  2011,  certain  foreign  currency  forward  contracts  matured  and  the  Company  realized  pre-tax  foreign  exchange  gains  of  $1.1  million.   As  at 
December 25, 2011, the Company had US to CDN dollar foreign currency forward contracts outstanding with a notional amount of $21.0 million and US 
dollar to Swiss franc foreign currency forward contracts outstanding with a notional amount of $7.6 million.  The pre-tax unrealized foreign exchange loss 
on these contracts of $0.6 million was recorded in other comprehensive income.      

Winpak has not participated in any derivatives market for raw materials.  Winpak is not aware of any instrument that fully mitigates (cid:3) uctuations in raw 
material costs over the long term.  To manage this risk, Winpak has entered into formal selling price-indexing agreements with certain customers whereby 
changes in raw material prices are re(cid:3) ected in selling price adjustments, albeit with a slight time lag.  By the end of 2011, approximately 63 percent of 
Winpak’s revenues were governed by selling price-indexing agreements.  For all other customers, the Company responds to changes in raw material 
costs by adjusting selling prices on a customer-by-customer basis.  However, market conditions can have an impact on these price adjustments such that 
the combined impact of selling price adjustments and changes in raw material costs can be signi(cid:2) cant to Winpak’s net income.

Credit risk arises from cash and cash equivalents held with banks, derivative (cid:2) nancial instruments (foreign currency forward and option contracts), as 
well as credit exposure to customers, including outstanding accounts receivable.  The Company assesses the credit quality of counterparties, taking into 
account their (cid:2) nancial position, past experience and other factors.  Management regularly monitors customer credit limits, performs credit reviews and, 
in certain cases, insures accounts receivable balances against credit losses.  The Company invests its excess cash on a short-term basis, to a maximum 
of six months, with (cid:2) nancial institutions and/or governmental bodies that must be AA rated or higher by a recognized international credit rating agency or 
insured 100 percent by a AAA rated Canadian or US government.  Nonetheless, unexpected deterioration in the (cid:2) nancial condition of a counterparty can 
have a negative impact on the Company’s net income in the case of default.    

8

The  Company  enters  into  contractual  obligations  in  the  normal  course  of  business  operations.    These  obligations,  as  at  December  25,  2011,  are 
summarized below.

Contractual Obligations

Payment due, by period (thousands of US dollars)

Operating leases

Purchase obligations

Total contractual obligations

Accounting Policy Changes

Total

1 year

2 - 3 years

4 - 5 Years

After 5 years

4,534

35,184

39,718

1,529

35,184

36,713

2,423

-

2,423

582

-

582

-

-

-

International Financial Reporting Standards
In February 2008, the Canadian Accounting Standards Board con(cid:2) rmed that Publicly Accountable Enterprises will be required to adopt International 
Financial Reporting Standards (IFRS) for interim and annual (cid:2) nancial statements relating to (cid:2) scal years beginning on or after January 1, 2011.  As 
permitted under National Instrument 52-107, the Company has elected to adopt IFRS for its (cid:2) scal year beginning December 27, 2010 and accordingly 
reported under this basis as of the (cid:2) rst quarter of 2011, with (cid:2) scal 2010 comparative (cid:2) nancial information being presented using IFRS.  

Note 29 details the impact of the transition to IFRS on the Company’s reported balance sheet, changes in equity, statements of income, comprehensive 
income and cash (cid:3) ows, including the nature and effect of signi(cid:2) cant changes in accounting policies from those used in the Company’s Canadian GAAP 
consolidated  (cid:2) nancial  statements  for  the  year  ended  December  26,  2010.    The  following  highlights  the  impacts  of  the  more  signi(cid:2) cant  changes  in 
accounting policies:

First-Time Adoption of International Financial Reporting Standards – IFRS 1, First-Time Adoption of International Financial Reporting Standards, provides 
guidance for an entity’s initial adoption of IFRS and generally requires the retrospective application of all IFRS effective at the end of its (cid:2) rst IFRS reporting 
period.  IFRS 1 however does include certain mandatory exceptions and allows certain limited optional exemptions from this general requirement of 
retrospective application.  The exemptions and exceptions most relevant to the Company under IFRS 1 on the opening transition date of December 28, 
2009 are as follows:

i. 

ii. 

iii. 

iv. 

v. 

vi. 

Business combinations – An exemption is available within IFRS 1 that allows a Company to carry forward its previous Canadian 
GAAP accounting for business combinations prior to the transition date.  The Company has elected to apply this exemption and as 
a result, acquisitions prior to December 28, 2009 have not been restated to comply with IFRS 3 “Business Combinations”.
Fair value as deemed cost – This exemption allows a Company to revalue property, plant and equipment at fair value at its transition 
date and use this fair value as the deemed cost.  The Company did not apply this exemption.  
Borrowing costs – This exemption allows an entity to adopt IAS 23 “Borrowing Costs” prospectively on qualifying assets for which 
the capitalization commencement date is after the transition date.  The Company applied this exemption.
Employee bene(cid:2) ts – IFRS 1 allows a Company to recognize all cumulative actuarial gains and losses at the transition date.  The 
Company has elected to apply this exemption and all unrecognized actuarial gains and losses have been recognized, resulting in a 
charge to opening retained earnings at December 28, 2009 of $10.0 million.  In addition, the Company has applied the exemption 
whereby employee bene(cid:2) t plan historical disclosures required under IAS 19, Employee Bene(cid:2) ts, may be provided only for (cid:2) scal 
years subsequent to the transition to IFRS.
Cumulative translation differences – This exemption allows a Company to deem the amount of cumulative translation differences 
to be zero at transition and instead, transfer this amount into retained earnings.  The Company has elected to apply this exemption 
at December 28, 2009, resulting in the cumulative translation differences balance of $18.3 million being transferred to increase 
retained earnings.
Estimates – IFRS 1 prescribes a mandatory exemption from full retrospective application of IFRS as it relates to the use of estimates.  
It requires that a company’s estimates in accordance with IFRS at the date of transition to IFRS must be consistent with estimates 
made for the same date in accordance with previous Canadian GAAP (after adjustments to re(cid:3) ect any difference in accounting 
policies), unless there is objective evidence that those estimates were in error.  The Company did not use hindsight in its estimates 
upon transition to IFRS, nor did it (cid:2) nd any evidence that any of its previously made estimates were in error.

Functional Currency – IAS 21, The Effects of Changes in Foreign Exchange Rates, requires that the functional currency of each entity in a consolidated 
group be determined separately based on the currency of the primary economic environment in which the entity operates.  A list of primary and secondary 
indicators is used under IFRS in this determination and these differ in content and emphasis to a certain degree from those factors used under Canadian 
GAAP.  The parent Company and all of its Canadian subsidiaries, with the exception of American Biaxis Inc., operated with the Canadian dollar as their 
functional currency under Canadian GAAP.  However, it was determined that under IFRS, these same entities had a change in their functional currency at 
varying points in prior years, such that all entities within the Winpak group now operate with the US dollar as their functional currency.  The historical cost 
basis for certain balance sheet items is different under IFRS than it was under Canadian GAAP and the balance in the cumulative translation differences 
for each of these Canadian subsidiaries was held constant at the amount in effect at the date of the change in functional currency.  The impact of this 
change in functional currency, as at December 28, 2009, was a net decrease in equity of $15.9 million.  For the year ended December 26, 2010, the 

9

MANAGEMENT’S DISCUSSION AND ANALYSIS

change in functional currency increased net income by $7.0 million and decreased other comprehensive income by $9.5 million.  The speci(cid:2) c line items 
affected by the change in functional currency are detailed in note 29 to the consolidated (cid:2) nancial statements.  Going forward, income volatility due to 
foreign exchange (cid:3) uctuations should decline as the magnitude of net Canadian dollar monetary (cid:2) nancial asset exposure is signi(cid:2) cantly less than the net 
US dollar monetary (cid:2) nancial asset exposure within the Canadian entities.  

Impairment of Assets – Upon transition to IFRS, all of the Company’s property, plant and equipment and intangible assets, including goodwill, were 
reviewed to determine whether there were any indications of impairment.  When these indications were present, the asset’s recoverable amount was 
estimated.  IAS 36, Impairment of Assets, uses a one-step approach for both testing for and measurement of impairment, with asset carrying values 
compared directly with the higher of fair value less costs to sell and value in use, which is based on discounted future cash (cid:3) ows.  Canadian GAAP, on 
the other hand, generally used a two-step approach to impairment testing of long-lived assets and (cid:2) nite-life intangible assets by (cid:2) rst comparing asset 
carrying values with undiscounted future cash (cid:3) ows to determine whether impairment existed.  If it was determined that there was impairment under 
this basis, the impairment was then calculated by comparing asset carrying values with fair values in much the same manner as computed under IFRS.  
Additionally under IFRS, testing for impairment occurs at the level of cash generating units (CGUs), which is the lowest level of assets that generate 
largely independent cash in(cid:3) ows.  This lower level of grouping compared to Canadian GAAP along with the one-step approach to testing for impairment 
may increase the likelihood that the Company will realize an impairment of assets under IFRS in the future.  It should also be noted that under IAS 36, 
previous  impairment  losses,  with  the  exception  of  goodwill,  can  be  reversed  when  there  are  indications  that  circumstances  have  changed  whereas 
Canadian GAAP prohibited reversal of non-(cid:2) nancial asset impairment losses.  As of the transition date of December 28, 2009, the Company determined 
that an impairment of goodwill with regard to the specialty (cid:2) lm business had taken place under IAS 36.  This resulted in a reduction of goodwill and 
retained earnings of $3.4 million as of that date.

Employee Bene(cid:2) t Plans – As previously mentioned, under IFRS 1, the Company has elected to recognize all cumulative actuarial gains and losses 
at the transition date, resulting in a charge to opening retained earnings at December 28, 2009 of $10.0 million.  Under Canadian GAAP, past service 
costs for de(cid:2) ned bene(cid:2) t pension plans were generally amortized on a straight-line basis over the expected average remaining service period of active 
employees in the plan.  IAS 19, Employee Bene(cid:2) ts, requires the past service costs to be expensed on an accelerated basis, with vested past service 
costs being expensed immediately and unvested past service costs being recognized on a straight-line basis until the bene(cid:2) ts become vested.  This 
resulted in a charge to retained earnings at December 28, 2009 of $1.4 million.  Under IAS 19 and IFRIC 14, the Company is not able to report an asset 
in its (cid:2) nancial statements in excess of the economic bene(cid:2) t it can expect to receive in the form of a refund of a pension plan surplus and/or a reduction 
in future contributions.  This differs from the treatment allowed under Canadian GAAP and as a result, under IFRS, the impact as at December 28, 2009 
is a decrease in retained earnings of $1.1 million.  In total, the changes under IFRS related to employee bene(cid:2) ts resulted in a net decrease to opening 
retained earnings upon transition of $12.5 million. 

Subsequent to the transition date, the Company has selected to recognize actuarial gains and losses directly in equity through other comprehensive 
income as its accounting policy choice under IAS 19 to be consistent with the latest revisions to the standard issued by the IASB which will become 
mandatory for annual periods beginning on or after January 1, 2013.  Under Canadian GAAP, unrecognized actuarial gains and losses, in excess of 10 
percent of the greater of the bene(cid:2) t obligation or the fair value of plan assets, were amortized to the statement of income on a straight-line basis over the 
expected average remaining service lives of active plan members.  This change in policy recognition of actuarial gains and losses along with the other 
changes under IFRS related to past service costs and recognition of pension assets, had a minimal effect on net income for the year ended December 26, 
2010.  The employee bene(cid:2) t accounting changes had a marginal increase of $0.4 million on other comprehensive income for the year ended December 
26, 2010.  

Under IFRS, interest costs on the bene(cid:2) t obligation of de(cid:2) ned bene(cid:2) t plans are charged to the statement of income as a (cid:2) nance expense and the 
expected return on employee bene(cid:2) t plan assets is presented as (cid:2) nance income.  Under Canadian GAAP, these two items were presented as part of 
personnel expenses within various lines within the statement of income.  As a result of this change, (cid:2) nance income and (cid:2) nance expense increased by 
$3.5 million for the year ended December 26, 2010.  Various other reclassi(cid:2) cations related to this item were insigni(cid:2) cant.

Provisions – Under IAS 37, Provisions, Contingent Liabilities and Contingent Assets, the threshold for recording provisions is considerably lower than 
under Canadian GAAP as the probability for recording a provision for a cash out(cid:3) ow has to be only more likely than not under IFRS.  Under Canadian 
GAAP, the probability of a future out(cid:3) ow has to be viewed as likely before a liability is recorded, which is a much higher probability than under IFRS.  As 
a result, provisions are inclined to be recorded more often and/or sooner under IFRS than under Canadian GAAP.  

The Company participates in one multiemployer de(cid:2) ned bene(cid:2) t pension plan providing bene(cid:2) ts to certain unionized employees in the US.  Under IAS 
19, multiemployer plans, that are de(cid:2) ned bene(cid:2) t plans, are to be accounted for as such under IFRS unless suf(cid:2) cient information is not available to use 
de(cid:2) ned bene(cid:2) t accounting.  Most multiemployer plans, by their nature, do not provide suf(cid:2) cient information to participating employers to enable them 
to use de(cid:2) ned bene(cid:2) t accounting.  However, IAS 19 notes that IAS 37 should be considered for certain multiemployer plans.  IAS 37 is applicable in 
recognizing a liability where there is a contractual agreement to determine how a de(cid:2) cit would be funded.  The board of independent trustees of the 
multiemployer plan communicated to both the Company and the Union that this plan was in a critical status position from a funding perspective in 2010.  
During the fourth quarter of 2010, the Company, with the assistance of external consultants, determined that the only economically feasible course of 
action was to withdraw from the plan.  In 2011, an agreement was reached with the Union to withdraw from the plan and the necessary paperwork was 
(cid:2) led with the plan trustees.  Pursuant to US federal pension legislation, an employer who withdraws from a plan with unfunded vested bene(cid:2) ts is legally 
responsible for a share of that underfunding.   Based on the relevant facts and circumstances, it was concluded that the potential withdrawal liability met 
the de(cid:2) nition of a provision under IFRS as at December 26, 2010, which was not the case under Canadian GAAP.  As a result of this difference, for the 
year ended December 26, 2010, other expenses increased by $7.1 million and income tax expense decreased by $2.5 million, for a reduction in net 
income of $4.6 million.   

10

   
Income Taxes – Under Canadian GAAP, when the functional currency for accounting purposes differed from the functional currency for taxation purposes, 
deferred taxes were (cid:2) rst calculated in the currency in which income taxes were paid and then translated to the functional currency for accounting purposes 
at the period end exchange rate.  Under IFRS, IAS 12, Income Taxes, deferred taxes are calculated based on the functional currency for accounting 
purposes, regardless of the functional currency used for taxation purposes.  As a result of this difference between Canadian GAAP and IFRS, retained 
earnings increased by $0.9 million and non-controlling interests increased by $0.8 million as at December 28, 2009.  The offset was an increase in 
deferred tax assets.  There was virtually no impact on 2010 net income in regard to this change.

Non-controlling interest – Under Canadian GAAP, minority interest was classi(cid:2) ed in the consolidated balance sheets between total liabilities and equity.  
Under IAS 27, Consolidated and Separate Financial Statements, minority interest is reclassi(cid:2) ed to a separate component of equity entitled non-controlling 
interest.  As at December 28, 2009, this reclassi(cid:2) cation was $15.9 million.  Under Canadian GAAP, minority interest in the consolidated statements of 
income was presented as an expense.  Under IFRS, non-controlling interests are presented as an allocation of net income for the period.  

Future Accounting Changes
As more fully described in Note 5 to the Consolidated Financial Statements, various new accounting standards have been issued which apply as follows:  
IFRS 7 “Financial Instruments: Disclosures”, effective for annual periods beginning July 1, 2011; IFRS 10 “Consolidated Financial Statements”, IFRS 
11  “Joint Arrangements”,  IFRS  12  “Disclosure  of  Interests  in  Other  Entities”,  amended  IAS  27  “Separate  Financial  Statements”,  and  amended  IAS 
28 “Investments in Associates and Joint Ventures”, effective for annual periods beginning January 1, 2013; amended IAS 32 “Financial Instruments: 
Presentation”, effective for annual periods beginning January 1, 2014; and IFRS 9 “Financial Instuments”, effective for annual periods beginning January 
1, 2015.  None of these standards is expected to have a signi(cid:2) cant impact on the Company’s consolidated (cid:2) nancial statements. 

The IASB issued an amendment to IAS 1 “Financial Statement Presentation” regarding the presentation of items of other comprehensive income.  This 
amendment is effective for annual periods beginning July 1, 2012 and is not expected to have a signi(cid:2) cant impact on the Company’s consolidated (cid:2) nancial 
statements.

The IASB also issued a new accounting standard and an amended standard effective for annual periods beginning January 1, 2013:  IFRS 13 “Fair 
Value Measurement” which is a comprehensive standard for fair value measurement and disclosure requirements for use across all IFRS standards; 
and amended IAS 19 “Employee Bene(cid:2) ts” which is a comprehensive set of amendments dealing with the manner in which pensions and other employee 
bene(cid:2) ts are recorded, classi(cid:2) ed and disclosed in the (cid:2) nancial statements.  The Company has not yet begun the process of assessing the impact that 
these standards will have on its consolidated (cid:2) nancial statements.

Looking Forward

The Company is optimistic as it enters 2012, after a very satisfying end to 2011.  The outlook for the US economy, where over three-quarters of the 
Company’s business is conducted, appears to be more favorable moving forward, which should strengthen future sales volumes.  Unfortunately, with 
enhanced economic activity usually comes increased raw material costs which will bring pressure to bear on margins.  The challenge will be to match 
these raw material increases with selling price changes to the greatest degree possible.  With over 60 percent of the organization’s revenues subject to 
customer price-indexing agreements, whereby selling prices are adjusted as raw material costs change, albeit with a time lag, Winpak has a built-in partial 
hedge to raw material cost in(cid:3) ation.  This should help to keep margins within a few percentage points of current levels for 2012.  

The Company’s commitment to investment in the latest technology to remain at the forefront in terms of product offerings continued in 2011 with the 
highest levels ever spent on property, plant and equipment in Winpak’s history.  Although capital investment is never without risk, the focus continues on 
markets within which the Company is familiar and utilizing extrusion technologies that have formed the backbone of the organization’s success.  This will 
continue in 2012 with plans to approximately double capital spending to further broaden the product range as well as add to existing capacity aimed at 
achieving $1 billion in revenue by the year 2015.  A major expansion is planned for the Montreal facility to bolster the Company’s foil technology, extrusion 
capacity will be expanded in the modi(cid:2) ed atmosphere packaging plant in Winnipeg, additional extrusion equipment is planned for the specialty (cid:2) lms 
unit in Georgia and extrusion lines will be installed in the new Sauk Village, Illinois rigid packaging site.  As capacity comes on stream and equipment is 
commissioned, there will be temporary margin contractions while technical challenges get resolved and revenues build to the anticipated volumes.  The 
Company also remains dedicated to evaluating external acquisition opportunities that would complement its core competencies in the areas of food and 
health care packaging.  With Winpak’s extremely solid (cid:2) nancial position, it has the resources available to consummate an acquisition transaction while 
still remaining strongly committed to the organic growth capital investment plan. 

Critical Accounting Estimates

The Company believes the following accounting estimates are critical to determining and understanding the operating results and the (cid:2) nancial position 
of the Company.

Impairment of property, plant and equipment and intangible assets – An integral component of impairment testing is determining the asset’s recoverable 
amount.    The  determination  of  the  recoverable  amount  involves  signi(cid:2) cant  management  judgment,  including  projections  of  future  cash  (cid:3) ows  and 
appropriate discount rates.  The cash (cid:3) ows are derived from the (cid:2) nancial forecast for the next (cid:2) ve years and do not include restructuring activities that the 
Company is not yet committed to or signi(cid:2) cant future investments that will enhance the asset’s performance of the CGU being tested.  Qualitative factors, 
including market presence and trends, strength of customer relationships, strength of local management, strength of debt and capital markets, and degree 
of variability in cash (cid:3) ows, as well as other factors, are considered when making assumptions with regard to future cash (cid:3) ows and the appropriate discount 

11

 
MANAGEMENT’S DISCUSSION AND ANALYSIS

rate.  The recoverable amount is most sensitive to the discount rate used for the discounted cash (cid:3) ow model as well as the expected future cash in(cid:3) ows 
and the growth rate used for extrapolation purposes.  A change in any of the signi(cid:2) cant assumptions or estimates could result in a material change in the 
recoverable amount.  The company has eight CGUs, of which the carrying values for two include goodwill and must be tested for impairment annually.  

Employee bene(cid:2) t plans – Accounting for employee bene(cid:2) t plans requires the use of actuarial assumptions.  The assumptions include the discount rate, 
expected rate of return on plan assets, rate of compensation increase and health care costs.  These assumptions depend on underlying factors such as 
economic conditions, government regulations, investment performance, employee demographics and mortality rates.  These assumptions could change 
in the future and may result in material adjustments to employee bene(cid:2) t plan assets or liabilities.

Disclosure Controls and Internal Controls

Disclosure controls
Management is responsible for establishing and maintaining disclosure controls and procedures in order to provide reasonable assurance that material 
information relating to the Company is made known to them in a timely manner and that information required to be disclosed is reported within time periods 
prescribed by applicable securities legislation.  There are inherent limitations to the effectiveness of any system of disclosure controls and procedures, 
including the possibility of human error and the circumvention or overriding of the controls and procedures.  Accordingly, even effective disclosure controls 
and procedures can only provide reasonable assurance of achieving their control objectives.  Based on management’s evaluation of the design and 
effectiveness of the Company’s disclosure controls and procedures, the Company’s Chief Executive Of(cid:2) cer and Chief Financial Of(cid:2) cer have concluded 
that these controls and procedures are designed and operating effectively as of December 25, 2011 to provide reasonable assurance that the information 
being disclosed is recorded, summarized and reported as required.

Internal controls over (cid:2) nancial reporting
Management is responsible for establishing and maintaining adequate internal controls over (cid:2) nancial reporting to provide reasonable assurance regarding 
the reliability of (cid:2) nancial reporting and the preparation of (cid:2) nancial statements for external purposes in accordance with Canadian generally accepted 
accounting  principles.    Internal  control  systems,  no  matter  how  well  designed,  have  inherent  limitations  and  therefore  can  only  provide  reasonable 
assurance as to the effectiveness of internal controls over (cid:2) nancial reporting, including the possibility of human error and the circumvention or overriding 
of the controls and procedures.  Management used the Internal Control – Integrated Framework published by the Committee of Sponsoring Organizations 
of the Treadway Commission (COSO) as the control framework in designing its internal controls over (cid:2) nancial reporting.  Based on management’s design 
and testing of the effectiveness of the Company’s internal controls over (cid:2) nancial reporting, the Company’s Chief Executive Of(cid:2) cer and Chief Financial 
Of(cid:2) cer  have  concluded  that  these  controls  and  procedures  are  designed  and  operating  effectively  as  of  December  25,  2011  to  provide  reasonable 
assurance that the (cid:2) nancial information being reported is materially accurate.  During the fourth quarter ended December 25, 2011, there have been no 
changes in the design of the Company’s internal controls over (cid:2) nancial reporting that have materially affected, or are reasonably likely to materially affect, 
its internal controls over (cid:2) nancial reporting.  

Other

Additional information relating to the Company is available on SEDAR at www.sedar.com, including the Annual Information Form dated February 16, 2012.

12

 
REPORTING

Management’s Report to the Shareholders

The accompanying consolidated (cid:2) nancial statements, management’s discussion and analysis (MD&A) and other information in the Annual Report are 
the responsibility of management.  The (cid:2) nancial statements have been prepared by management and include the selection of appropriate accounting 
principles, judgments and estimates necessary to prepare these statements in accordance with International Financial Reporting Standards.  The MD&A 
and (cid:2) nancial information contained in this Annual Report are consistent with the (cid:2) nancial statements.

To provide reasonable assurance that assets are safeguarded and that relevant and reliable (cid:2) nancial information is being reported, management has 
developed and maintains a system of internal controls.  An integral part of the system is the requirement that employees maintain the highest standard 
of ethics in their activities.  Business reviews and internal audits are performed by corporate executives and an internal audit team to evaluate internal 
controls, systems and procedures.

The Board of Directors, acting through the Audit Committee, is responsible for determining that management ful(cid:2) lls its responsibilities in the preparation of 
(cid:2) nancial statements and MD&A, and in the (cid:2) nancial control of operations.  The Audit Committee recommends to the shareholders the appointment of the 
independent auditor.  The Audit Committee meets regularly with (cid:2) nancial management and the independent auditor to discuss internal controls, auditing 
matters and (cid:2) nancial reporting issues and presents its (cid:2) ndings to the Board.  The Audit Committee reviews the consolidated (cid:2) nancial statements, MD&A 
and material (cid:2) nancial announcements with management and the external auditor prior to submission to the Board for approval.

The consolidated (cid:2) nancial statements have been audited on behalf of the shareholders by the independent external auditor, PricewaterhouseCoopers 
LLP, whose report follows.

B.J. Berry 
President and Chief Executive Of(cid:2) cer 
Winnipeg, Canada 
February 16, 2012 

K.P. Kuchma
Vice President and Chief Financial Of(cid:2) cer
Winnipeg, Canada
February 16, 2012

13

REPORTING

Auditor’s Report to the Shareholders

Independent Auditor’s Report

To the Shareholders of Winpak Ltd.

We have audited the accompanying consolidated (cid:2) nancial statements of Winpak Ltd. and its subsidiaries, which comprise the consolidated balance 
sheets as at December 25, 2011, December 26, 2010 and December 28, 2009 and the consolidated statements of income, comprehensive income, 
changes in equity, and cash (cid:3) ows for the years ended December 25, 2011 and December 26, 2010, and the related notes, which comprise a summary of 
signi(cid:2) cant accounting policies and other explanatory information.

Management’s responsibility for the consolidated (cid:2) nancial statements
Management is responsible for the preparation and fair presentation of these consolidated (cid:2) nancial statements in accordance with International Financial 
Reporting Standards, and for such internal control as management determines is necessary to enable the preparation of consolidated (cid:2) nancial statements 
that are free from material misstatement, whether due to fraud or error.

Auditor’s responsibility
Our responsibility is to express an opinion on these consolidated (cid:2) nancial statements based on our audits.  We conducted our audits in accordance with 
Canadian generally accepted auditing standards.  Those standards require that we comply with ethical requirements and plan and perform the audits to 
obtain reasonable assurance about whether the consolidated (cid:2) nancial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the consolidated  (cid:2) nancial statements.  The 
procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the consolidated (cid:2) nancial 
statements, whether due to fraud or error.  In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation 
and fair presentation of the consolidated (cid:2) nancial statements in order to design audit procedures that are appropriate in the circumstances, but not for the 
purpose of expressing an opinion on the effectiveness of the entity’s internal control.  An audit also includes evaluating the appropriateness of accounting 
policies used and the reasonableness of accounting estimates made by management, as well as evaluating the overall presentation of the consolidated 
(cid:2) nancial statements.

We believe that the audit evidence we have obtained in our audits is suf(cid:2) cient and appropriate to provide a basis for our audit opinion.

Opinion
In our opinion, the consolidated (cid:2) nancial statements present fairly, in all material respects, the (cid:2) nancial position of Winpak Ltd. and its subsidiaries as at 
December 25, 2011, December 26, 2010 and December 28, 2009 and its (cid:2) nancial performance and its cash (cid:3) ows for the years ended December 25, 2011 
and December 26, 2010 in accordance with International Financial Reporting Standards.

Chartered Accountants
Winnipeg, Canada  
February 16,  2012

14

CONSOLIDATED STATEMENTS OF INCOME 

Years ended December 25, 2011 and December 26, 2010

(thousands of US dollars, except per share amounts)

Revenue

Cost of sales

Gross pro(cid:2) t

Other income (expenses)

Sales, marketing and distribution expenses

General and administrative expenses

Research and technical expenses

Pre-production expenses
Income from operations

Finance income

Finance expense

Income before income taxes

Income tax expense
Net income for the year

Attributable to:

Equity holders of the Company

Non-controlling interests

Basic and fully diluted earnings per share - cents

Note

8

9

9

10

22

CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME

Years ended December 25, 2011 and December 26, 2010

(thousands of US dollars)

Net income for the year

Cash (cid:3) ow hedge (losses) gains recognized

Cash (cid:3) ow hedge gains transferred to the statement of income

Cash (cid:3) ow hedge gains transferred to property, plant and equipment

Actuarial (losses) gains on employee bene(cid:2) t plans

Income tax relating to applicable components of other comprehensive income
Other comprehensive income (loss) for the year - net of income tax

Comprehensive income for the year

8

16

10

Attributable to:

Equity holders of the Company

Non-controlling interests

2011

652,063

(464,299)

187,764

(520)

(53,043)

(26,345)

(12,606)

(240)

95,010

4,417

(3,865)

95,562

(30,653)

64,909

63,783

1,126

64,909

98

2011

64,909

(167)

(996)

(60)

(11,771)

3,990

(9,004)

55,905

54,779

1,126

55,905

2010

579,441

(406,948)

172,493

(5,244)

(49,078)

(25,501)

(13,436)

(237)

78,997

3,656

(3,557)

79,096

(22,026)

57,070

55,296

1,774

57,070

85

2010

57,070

1,033

(1,586)

-

402

191

40

57,110

55,336

1,774

57,110

See accompanying notes to consolidated (cid:2) nancial statements, including note 29(c) which reconciles amounts previously reported under Canadian GAAP 
to International Financial Reporting Standards (IFRS).

15

 
 
 
 
 
 
 
 
 
 
 
CONSOLIDATED BALANCE SHEETS   

(thousands of US dollars)

Assets

Current assets:

Cash and cash equivalents

Trade and other receivables

Income taxes receivable

Inventories

Prepaid expenses

Derivative (cid:2) nancial instruments

Non-current assets:

Property, plant and equipment

Intangible assets

Employee bene(cid:2) t plan assets

Deferred tax assets

Other receivables

Total assets

Equity and Liabilities

Current liabilities:

Trade payables and other liabilities

Provisions

Income taxes payable

Derivative (cid:2) nancial instruments

Non-current liabilities:

Employee bene(cid:2) t plan liabilities

Deferred income

Provisions

Deferred tax liabilities

Total liabilities

Equity:

Share capital

Reserves

Retained earnings

Total equity attributable to equity holders of the Company

Non-controlling interests

Total equity

Total equity and liabilities

Note

December 25
2011

December 26
2010

December 28
2009

11

12

13

14

15

16

17

18

19

16

19

17

21

21

126,879

83,935

33

78,018

2,769

242

291,876

256,938

15,076

-

3,729

-

275,743

567,619

59,294

592

4,988

836

65,710

12,504

10,243

8,423

17,116

48,286

113,996

29,195

(426)

409,008

437,777

15,846

453,623

567,619

90,488

77,118

1,953

76,075

2,284

629

248,547

234,797

16,666

3,330

4,174

141

259,108

507,655

52,560

368

1,554

-

54,482

6,719

11,221

7,614

20,322

45,876

100,358

29,195

441

361,128

390,764

16,533

407,297

507,655

61,164

69,172

1,255

69,812

2,211

1,182

204,796

220,196

18,505

1,110

3,408

799

244,018

448,814

44,965

-

5,051

-

50,016

7,181

11,363

870

19,622

39,036

89,052

29,195

810

313,038

343,043

16,719

359,762

448,814

See accompanying notes to consolidated (cid:2) nancial statements, including note 29(b) which reconciles amounts previously reported under Canadian GAAP 
to IFRS.

On behalf of the Board:

Director 

Director

16

 
 
 
 
 
 
 
 
 
 
CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY 

(thousands of US dollars)

Attributable to Equity Holders of the Company

Share

Retained

Non-

Controlling

Note

Capital

Reserves

Earnings

Total

Interests

Total

Equity

Balance at December 28, 2009

29,195

810

313,038

343,043

16,719

359,762

Comprehensive income (loss) for the year

Cash (cid:3) ow hedge gains, net of tax

Cash (cid:3) ow hedge gains transferred to the statement

of income, net of tax

Actuarial gains on employee bene(cid:2) t plans, net of tax

Other comprehensive income (loss)

Net income for the year

Comprehensive income (loss) for the year

Preferred share redemption

Dividends

21

-

-

-

-

-

-

-

-

741

(1,110)

-

(369)

-

(369)

-

-

409

409

55,296

55,705

741

(1,110)

409

40

55,296

55,336

-

-

-

-

1,774

1,774

-

-

-

-

(1,960)

(7,615)

(7,615)

-

741

(1,110)

409

40

57,070

57,110

(1,960)

(7,615)

Balance at December 26, 2010

29,195

441

361,128

390,764

16,533

407,297

Balance at December 27, 2010

29,195

441

361,128

390,764

16,533

407,297

Comprehensive income (loss) for the year

Cash (cid:3) ow hedge losses, net of tax
Cash (cid:3) ow hedge gains transferred to the statement

of income, net of tax

Cash (cid:3) ow hedge gains transferred to property, plant and

equipment, net of tax

Actuarial losses on employee bene(cid:2) t plans, net of tax

Other comprehensive income (loss)

Net income for the year
Comprehensive income (loss) for the year

Preferred share redemption

Dividends

21

-

-

-
-
-

-
-

-

-

(109)

(714)

(44)

-
(867)

-
(867)

-

-

-

-

-
(8,137)
(8,137)

63,783
55,646

(109)

(714)

(44)
(8,137)
(9,004)

63,783
54,779

-

-

(7,766)

(7,766)

-

-

-
-
-

1,126
1,126

(980)

(833)

(109)

(714)

(44)
(8,137)
(9,004)

64,909
55,905

(980)

(8,599)

Balance at December 25, 2011

29,195

(426)

409,008

437,777

15,846

453,623

See accompanying notes to consolidated (cid:2) nancial statements.

17

 
 
 
 
 
 
 
 
 
CONSOLIDATED STATEMENTS OF CASH FLOWS 

Years ended December 25, 2011 and December 26, 2010

(thousands of US dollars)

Cash provided by (used in):

Operating activities:

Net income for the year

Items not involving cash:

Depreciation

Amortization - deferred income

Amortization - intangible assets

Employee de(cid:2) ned bene(cid:2) t plan expenses

Net (cid:2) nance income

Income tax expense

Other

Cash (cid:3) ow from operating activities before the following

Change in working capital:

Trade and other receivables

Inventories

Prepaid expenses

Trade payables and other liabilities

Provisions

Employee de(cid:2) ned bene(cid:2) t plan payments

Income tax paid

Interest received

Interest paid

Net cash from operating activities

Investing activities:

Acquisition of property, plant and equipment (net)

Acquisition of intangible assets

Financing activities:

Dividends paid

Change in non-controlling interests in subsidiary

Change in cash and cash equivalents

Cash and cash equivalents, beginning of year

Cash and cash equivalents, end of year

Note

2011

2010

64,909

26,789

(1,223)

2,049

2,928

(552)

30,653

(1,433)

124,120

(6,676)

(1,943)

(485)

6,756

795

(5,148)

(22,347)

309

(20)

95,361

(48,906)

(462)

(49,368)

(7,789)

(1,813)

(9,602)

36,391

90,488

126,879

57,070

25,061

(1,154)

2,091

2,537

(99)

22,026

(2,348)

105,184

(7,946)

(6,263)

(73)

8,099

7,112

(4,750)

(23,377)

116

(10)

78,092

(39,017)

(252)

(39,269)

(7,539)

(1,960)

(9,499)

29,324

61,164

90,488

14

15

16

9

10

16

15

11

See accompanying notes to consolidated (cid:2) nancial statements, including note 29(d) which highlights the signi(cid:2) cant adjustments made to the amounts 
previously reported under Canadian GAAP.

18

 
 
 
 
 
 
 
 
 
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

(thousands of US dollars, unless otherwise indicated)

1.  General

Winpak Ltd. is incorporated under the Canada Business Corporations Act.  The Company manufactures and distributes high-quality packaging materials 
and related packaging machines.  The Company’s products are used primarily for the packaging of perishable foods, beverages and in health-care 
applications.  The address of the Company’s registered of(cid:2) ce is 100 Saulteaux Crescent, Winnipeg, Manitoba, Canada R3J 3T3.  The ultimate controlling 
party of Winpak Ltd. is Wihuri Oy of Helsinki, Finland, a privately held Company.

2.  Basis of presentation

The Company prepares its consolidated (cid:2) nancial statements in accordance with Canadian generally accepted accounting principles as set out in Part 1 of 
the Handbook of the Canadian Institute of Chartered Accountants (CICA).  The (cid:2) scal year of the Company ends on the last Sunday of the calendar year.  
As a result, the Company’s (cid:2) scal year is usually 52 weeks in duration, but includes a 53rd week every (cid:2) ve to six years.  The 2011 and 2010 (cid:2) scal years 
comprised 52 weeks.  In 2010, the CICA Handbook was revised to incorporate International Financial Reporting Standards (IFRS), and require publicly 
accountable enterprises to apply such standards for years beginning on or after January 1, 2011. The Company’s current (cid:2) scal year commenced on 
December 27, 2010.  As permitted under National Instrument 52-107, the Company elected to commence reporting on this new basis for the year ended 
December 25, 2011.  In these (cid:2) nancial statements, the term “Canadian GAAP” refers to Canadian GAAP before the adoption of IFRS.

These consolidated (cid:2) nancial statements were the (cid:2) rst prepared in accordance with IFRS.  Accordingly, IFRS 1 has been applied.  Subject to certain 
transition  elections  disclosed  in  note  29,  the  Company  has  consistently  applied  the  same  accounting  policies  in  its  opening  IFRS  balance  sheet  at 
December 28, 2009 and throughout all periods presented, as if these policies had always been in effect.  Note 29 discloses the impact of the transition to 
IFRS on the Company’s reported balance sheet, changes in equity, statements of income, comprehensive income and cash (cid:3) ows, including the nature 
and effect of signi(cid:2) cant changes in accounting policies from those used in the Company’s Canadian GAAP consolidated (cid:2) nancial statements for the year 
ended December 26, 2010.  

The Company’s functional and reporting currency is the US dollar.  The US dollar is the reporting currency as more than three-quarters of the Company’s 
business is conducted in US dollars thereby increasing transparency by signi(cid:2) cantly reducing volatility of reported results due to (cid:3) uctuations in the rate of 
exchange between the US and Canadian currencies.  As part of the Company’s conversion to IFRS, entities with the Canadian dollar as their functional 
currency under Canadian GAAP changed their functional currency to the US dollar (see note 29).   

The  consolidated  (cid:2) nancial  statements  have  been  prepared  under  the  historical-cost  convention,  except  that  certain  (cid:2) nancial  instruments,  employee 
bene(cid:2) t plans, share-based payments and provisions are stated at their fair value.

The consolidated (cid:2) nancial statements were approved by the Board of Directors on February 16, 2012.

3.  Signi(cid:2) cant accounting policies

(a)  Principles of consolidation:
The  consolidated  (cid:2) nancial  statements  include  the  accounts  of  the  Company,  its  wholly-owned  subsidiaries:  Winpak  Portion  Packaging  Ltd.,  Winpak 
Heat Seal Packaging Inc., Winpak Holdings Ltd., Winpak Inc., Winpak Films Inc., Winpak Portion Packaging, Inc., Winpak Lane, Inc., Winpak Heat Seal 
Corporation, Grupo Winpak De Mexico, S.A. De C.V., Embalajes Winpak De Mexico, S.A. De C.V., and Administracion Winpak De Mexico, S.A. De C.V.,  
and its majority-owned subsidiary American Biaxis Inc.  Subsidiaries are entities controlled by the Company.  Control exists when the Company has the 
power to govern the (cid:2) nancial and operating policies so as to obtain bene(cid:2) ts from its activities.  In assessing control, potential voting rights that presently 
are exercisable or convertible are taken into account.  Subsidiaries are fully consolidated from the date on which control is obtained until the date that 
control ceases.  The (cid:2) nancial statements of all subsidiaries are prepared as of the same reporting date using consistent accounting policies.  All inter-
company balances and transactions, including any unrealized pro(cid:2) ts arising from inter-company transactions have been eliminated.

(b)  Business combinations:
Business combinations are accounted for using the acquisition method of accounting.  The consideration transferred for the acquisition of a subsidiary is 
the fair values of the assets transferred, the liabilities incurred by the former owners of the acquiree and the equity interests issued by the Company.  The 
consideration transferred includes the fair value of any asset or liability resulting from a contingent consideration arrangement.  Acquisition costs incurred 
are expensed and included in general and administrative expenses.  Any contingent consideration to be transferred by the acquirer will be recognized at 
fair value at the acquisition date.  Subsequent changes to the fair value of the contingent consideration which is deemed to be an asset or liability will be 
recognized in accordance with IAS 39 either in the statement of income or as a change to other comprehensive income.  Contingent consideration that is 
classi(cid:2) ed as equity is not re-measured, and its subsequent settlement is accounted for within equity.

Identi(cid:2) able  assets  acquired  and  liabilities  and  contingent  liabilities  assumed  in  a  business  combination  are  measured  initially  at  their  fair  values  at 
the  acquisition  date,  irrespective  of  the  extent  of  any  non-controlling  interest.    Goodwill  is  initially  measured  as  the  excess  of  the  aggregate  of  the 
consideration transferred over the net identi(cid:2) able assets acquired and liabilities assumed.  If this consideration is less than the fair value of the net assets 
of the subsidiary acquired, the difference is recognized directly in the statement of income.

19

 
 
 
 
 
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

(c)  Non-controlling interests:
Non-controlling interests represent equity interests in American Biaxis Inc. owned by third parties.  The share of net assets attributable to non-controlling 
interests is presented as a component of equity.  Their share of net income and other comprehensive income is recognized directly in equity.  

(d)  Foreign currency translation:
The (cid:2) nancial statements for the Company and its subsidiaries are prepared using their functional currency, that being the US dollar.  The functional 
currency is the currency of the primary economic environment in which the Company and its subsidiaries operate.  Foreign currency transactions are 
translated into the functional currency using exchange rates prevailing at the dates of the transactions.  Monetary assets and liabilities denominated in 
foreign currencies at the reporting date are translated to the functional currency at the exchange rate at that date.  Foreign currency differences arising 
on translation are recognized directly to the statement of income.  Non-monetary assets and liabilities arising from transactions in foreign currencies are 
translated to the functional currency at the exchange rate prevailing at the date of the transaction.

(e)  Revenue:
Revenue from the sale of goods is measured at the fair value of the consideration received or receivable, net of returns, rebates and discounts.  Revenue 
is recognized when the risks and rewards of ownership have transferred to the customer.  No revenue is recognized if there are signi(cid:2) cant uncertainties 
regarding  recovery  of  the  consideration  due,  the  costs  incurred  or  to  be  incurred  cannot  be  measured  reliably,  or  there  is  continuing  management 
involvement with the goods.

(f)  Research and technical expenses:
Research and technical expenses are expensed in the period in which the costs are incurred.

(g)  Government grants:
Grants from government are recognized at their fair value when there is a reasonable assurance that the grant will be received and/or earned and any 
speci(cid:2) ed conditions will be met.

Grants received in relation to the purchase and construction of plant and equipment are included in non-current liabilities as deferred income and are 
credited to the statement of income on a straight-line basis over the estimated useful life of the related asset.  Grants received in relation to research and 
development activities are recorded to reduce these costs when it is determined there is reasonable assurance the tax credits will be realized.

(h)  Leases:
Rental income received from packaging machine operating leases is recognized on a straight-line basis over the term of the corresponding lease.

Payments made under operating leases are recognized in the statement of income on a straight-line basis over the term of the lease, while any lease 
incentive received is recognized as a reduction of the total lease expense, over the term of the lease.

Inventories:

(i) 
Inventories  are  stated  at  the  lower  of  cost  and  net  realizable  value.    The  cost  of  inventories  is  based  on  the  (cid:2) rst-in  (cid:2) rst-out  principle  and  includes 
expenditures incurred in acquiring the inventories and bringing them to their existing location and condition.  In the case of manufactured inventories, 
cost includes an appropriate share of variable and (cid:2) xed overheads based on normal operating capacity.  Any excess, unallocated, (cid:2) xed overhead costs 
are expensed as incurred.  Net realizable value is the estimated selling price in the ordinary course of business, less the estimated costs of completion 
and selling expenses.  

(j)  Cash and cash equivalents:
Cash and cash equivalents include cash on hand, cash invested in interest-bearing money market accounts and short-term deposits with maturities of 
less than three months.  Cash equivalents are all highly liquid investments.  Bank overdrafts are shown within current liabilities.  Bank overdrafts that are 
repayable on demand and form an integral part of the Company’s cash management are included as a component of cash and cash equivalents for the 
purpose of the statement of cash (cid:3) ows.

(k)  Property, plant and equipment:
Property, plant and equipment are stated at cost less accumulated depreciation and accumulated impairment losses.  All costs directly attributable to 
bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management are included in the 
carrying value of the asset.  When the Company has a legal right or constructive obligation to restore a site on which an asset is located either through 
make-good provisions in lease agreements or decommissioning of environmental risks, the present value of the estimated costs of dismantling and 
removing the asset and restoring the site are included in the carrying value of the asset with a corresponding increase to provisions.  Borrowing costs 
directly attributable to the acquisition, construction or production of qualifying property, plant and equipment that takes an extended period of time to be 
placed into service are added to the cost of the assets, until such time as the assets are substantially ready for their intended use.  See note 3(o) on 
impairment.

When parts of an item of plant and equipment have different useful lives, they are accounted for as separate items (major components).  The cost of 
replacing a component of an item of plant and equipment is recognized in the carrying amount of the item if it is probable that the future economic bene(cid:2) ts 
of the item will occur and its cost can be measured reliably.  The costs of day-to-day maintenance of plant and equipment are recognized directly in the 
statement of income.

20

 
 
 
 
 
Depreciation is computed using the straight-line method over the estimated useful lives of the assets, commencing the date the assets are ready for use 
as follows:

Buildings    20 - 40 years 

Equipment    4 - 20 years

Packaging machines    3 - 7 years

Depreciation methods, useful lives and residual values are reassessed annually or more frequently when there is an indication that they have changed.

The gain or loss on the retirement of an item of property, plant and equipment is the difference between the net sale proceeds and the carrying amount of 
the asset and is recognized in the statement of income.

(l)  Pre-production expenses:
Pre-production costs relating to installations of major new production equipment are expensed in the period in which occurred.

(m)  Intangible assets:
Intangible assets are stated at cost less accumulated amortization and accumulated impairment losses.  See note 3(o) on impairment.  Computer software 
that is integral to a related item of hardware is included with plant and equipment.  All other computer software is treated as an intangible asset.  The 
cost of intangible assets acquired in an acquisition is the fair value at the acquisition date.  The cost of separately acquired intangible assets, including 
computer software, comprises the purchase price and any directly attributable costs of preparing the asset for use.  Amortization is computed using the 
straight-line method over the estimated useful lives of the assets, as follows:

Patents    8 - 17 years 

Customer-related    10 years

Marketing-related    2 - 10 years

Computer software    3 - 12 years

(n)  Goodwill:
Goodwill represents the excess of the consideration transferred over the Company’s interest in the fair value of the net identi(cid:2) able assets, including 
intangible assets, and liabilities of the acquiree at the date of acquisition.  At the date of acquisition, goodwill is allocated to cash-generating units (CGUs) 
for the purpose of impairment testing.  A CGU is the smallest group of assets that generates cash in(cid:3) ows that are largely independent of the cash in(cid:3) ows 
from other assets or groups of assets.  Goodwill is tested at least annually for impairment at the CGU level and is carried at cost less accumulated 
impairment losses (see note 3(o)).   

Impairment:

(o) 
The carrying amount of the Company’s property, plant and equipment and intangible assets (other than goodwill) are reviewed at each reporting date to 
determine whether there is any indication of impairment.  Goodwill is tested for impairment annually or at any time if an indicator of impairment exists.  If 
any such indication exists, the applicable asset’s recoverable amount is estimated.  

The recoverable amount of the Company’s assets are calculated as the value-in-use, being the present value of future cash (cid:3) ows, using a pre-tax discount 
rate that re(cid:3) ects the current assessment of the time value of money, or the fair value less costs to sell, if greater.  For an asset that does not generate 
largely independent cash (cid:3) ows, the recoverable amount is determined for the CGU to which it belongs.  The Company bases its impairment calculation on 
detailed (cid:2) nancial forecasts, which are prepared separately for each of the Company’s CGUs to which the individual assets are allocated.  These (cid:2) nancial 
forecasts are generally covering a period of (cid:2) ve years.  For longer periods, a long-term growth rate is calculated and applied to project future cash (cid:3) ows 
after the (cid:2) fth year.

An  impairment  loss  is  recognized  whenever  the  carrying  amount  of  an  asset  or  its  CGU  exceeds  its  recoverable  amount.    Impairment  losses  are 
recognized in the statement of income.  Impairment losses recognized in respect of CGUs are allocated (cid:2) rst to reduce the carrying amount of any goodwill 
allocated to the CGU and then, to reduce the carrying amount of other assets in the CGU on a pro rata basis.

Impairment losses in respect of goodwill are not reversed.  In respect of property, plant and equipment and intangible assets, an impairment loss is 
reversed if there has been an indication that an impairment loss recognized in prior periods may no longer exist or may have decreased.  An impairment 
loss  is  reversed  only  to  the  extent  that  the  asset’s  carrying  amount  does  not  exceed  the  carrying  amount  that  would  have  been  determined,  net  of 
depreciation or amortization, if no impairment loss had been previously recognized.

(p)  Employee bene(cid:2) t plans:
The Company maintains (cid:2) ve funded non-contributory de(cid:2) ned bene(cid:2) t pension plans in Canada and the US and one funded non-contributory supplementary 
income postretirement plan for certain CDN-based executives.  A market discount rate is used to measure the bene(cid:2) t obligations based on the yield 
of high quality corporate bonds denominated in the same currency in which the bene(cid:2) ts are expected to be paid and with terms to maturity that, on 
average, match the terms of the bene(cid:2) t obligations.  The cost of providing the bene(cid:2) ts is actuarially determined using the projected unit credit method.  
Actuarial valuations are conducted, at a minimum, on a triennial basis with interim valuations performed as deemed necessary.  Consideration is given 
to any event that could impact the bene(cid:2) t plan assets or obligation up to the balance sheet date where interim valuations are performed.  For (cid:2) nancial 
reporting purposes, the Company measures the bene(cid:2) t obligations and fair value of assets for the de(cid:2) ned bene(cid:2) t plans as of the year-end date.  Current 
service costs are charged to the statement of income and included in the same line items as the related compensation cost.  Interest costs on the bene(cid:2) t 
obligation are charged to the statement of income as (cid:2) nance expense.  Likewise, the expected return on bene(cid:2) t plan assets is presented in the statement 

21

 
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

of income as (cid:2) nance income.  Actuarial gains and losses are recognized directly in equity within other comprehensive income.  Gains and losses on 
the curtailment or settlement of a plan are recognized in the statement of income when the Company is demonstrably committed to the curtailment or 
settlement.  Past service costs are recognized immediately in the statement of income to the extent that the bene(cid:2) ts are already vested, and are otherwise 
amortized on a straight-line basis over the average period until the amended bene(cid:2) ts become vested.  The amount recognized in the balance sheet at 
each year-end reporting date represents the present value of the bene(cid:2) t obligation, adjusted for unrecognized past service costs, and reduced by the fair 
value of bene(cid:2) t plan assets.  Any recognized asset or surplus is limited to the present value of economic bene(cid:2) ts available in the form of any future refunds 
from the plan or reductions in future contributions.  To the extent that there is uncertainty regarding entitlement to the surplus, no asset is recorded.  The 
Company’s funding policy is in compliance with statutory regulations and amounts funded are deductible for income tax purposes.

One of the Company’s subsidiaries maintains one unfunded contributory de(cid:2) ned bene(cid:2) t postretirement plan for health care bene(cid:2) ts for a limited group of 
US individuals.  A market discount rate is used to measure the bene(cid:2) t obligation based on the yield of high quality corporate bonds denominated in the 
same currency in which the bene(cid:2) ts are expected to be paid and with terms to maturity that, on average, match the terms of the bene(cid:2) t obligation.  The 
cost of providing the bene(cid:2) ts is actuarially determined using the per capita claims cost method.  Current service costs are charged to the statement of 
income as they accrue and are included in general and administrative expenses.  Interest costs on the bene(cid:2) t obligation are charged to the statement 
of income as (cid:2) nance expense.  Actuarial gains and losses are recognized directly in equity within other comprehensive income.  Past service costs are 
recognized immediately to the extent that the bene(cid:2) ts are already vested, and are otherwise amortized on a straight-line basis over the average period 
until the amended bene(cid:2) ts become vested.  The amount recognized in the balance sheet at each year-end reporting date represents the present value 
of the bene(cid:2) t obligation, adjusted for unrecognized past service costs.

The  Company  participates  in  one  multiemployer  de(cid:2) ned  bene(cid:2) t  pension  plan  providing  bene(cid:2) ts  to  certain  unionized  employees  in  the  US.    The 
administration  of  the  plan  and  investment  of  its  assets  are  controlled  by  a  board  of  independent  trustees.    The  Company’s  responsibility  to  make 
contributions is the amount established pursuant to its collective agreement; however poor performance of the investments in this plan could have an 
adverse impact on the Company, its employees and former employees who are members of this plan.  This multiemployer de(cid:2) ned bene(cid:2) t pension plan 
is accounted for using the accounting standards for de(cid:2) ned contribution plans as there is insuf(cid:2) cient information to apply de(cid:2) ned bene(cid:2) t pension plan 
accounting.  Accordingly, the Company’s pension expense charged to the statement of income is the annual funding contribution and the Company 
does not re(cid:3) ect its share of a plan surplus or de(cid:2) cit.  The cost of withdrawing from the plan is charged to the statement of income and is calculated as 
the present value of the required future cash out(cid:3) ows.  For further information on the Company’s withdrawal from the plan, refer to notes 19 and 29(b).  
Changes in estimates with respect to the withdrawal liability are recorded to the statement of income.

The Company maintains seven de(cid:2) ned contribution pension plans in Canada and the US.  The pension expense charged to the statement of income for 
these plans is the annual funding contribution by the Company.

Termination  bene(cid:2) ts  are  recognized  as  an  expense  in  the  statement  of  income  when  the  Company  is  committed  to  a  formal  detailed  plan  to  either 
terminate employment before the normal retirement date or to provide termination bene(cid:2) ts as a result of an offer made to encourage voluntary redundancy.  
Termination bene(cid:2) ts for voluntary redundancies are recognized as an expense in the statement of income if the Company has made an offer of voluntary 
redundancy, it is probable that the offer will be accepted, and the number of acceptances can be estimated reliably.

Short-term bene(cid:2) t obligations are measured on an undiscounted basis and are expensed as the related service is provided.  A liability is recognized for the 
amount expected to be paid under short-term cash bonus or pro(cid:2) t-sharing plans if the Company has a legal or constructive obligation to pay this amount 
as a result of past service provided by the employee.

Income taxes:

(q) 
Income tax expense comprises current and deferred tax.  Income tax expense is recognized in the statement of income except to the extent that it relates 
to items recorded directly to other comprehensive income or equity, in which case it is recognized directly in other comprehensive income or equity, 
respectively.

Current income tax expense is the expected income tax payable on the taxable income for the period, using income tax rates enacted or substantively 
enacted in the jurisdictions the Company is required to pay income tax at the reporting date, and any income adjustments to income taxes payable in 
respect of previous periods.  Current income tax expense is adjusted by changes in deferred tax assets and liabilities attributable to temporary differences 
between the tax bases of assets and liabilities and their carrying amounts in the (cid:2) nancial statements, and by the availability of unused income tax losses.

Deferred  tax  expense  is  recognized  using  the  balance  sheet  method  in  which  temporary  differences  are  calculated  based  on  the  carrying  amounts 
of assets and liabilities for (cid:2) nancial reporting purposes and the tax bases of assets and liabilities for income taxation purposes.  Deferred tax is not 
recognized for the following temporary timing differences: the initial recognition for both goodwill and assets and liabilities in a transaction that is not a 
business combination and that affects neither accounting nor taxable income; and differences relating to investments in subsidiaries to the extent that it 
is probable that they will not reverse in the foreseeable future.  Deferred tax is measured at the income tax rates that are expected to be applied when 
the temporary difference reverses, that is, when the asset is realized or the liability is settled, based on the income tax laws that have been enacted or 
substantively enacted at the reporting date.

22

 
 
 
 
 
Deferred tax assets are recognized only to the extent that it is probable that future taxable income will be available against which the assets can be 
utilized.  Deferred tax assets are reviewed at each reporting date and are reduced to the extent that it is no longer probable that the related income tax 
bene(cid:2) t will be realized.

Current tax assets and liabilities are offset when the Company and its subsidiaries have a legally enforceable right to offset the amounts and intend to 
either settle on a net basis, or to realize the asset and settle the liability simultaneously.  Deferred tax assets and liabilities are offset when there is a 
legally enforceable right to offset current tax assets against current tax liabilities and when the deferred income tax assets and liabilities relate to income 
taxes levied by the same taxation authority on either the same taxable entity or different taxable entities where there is an intention to settle the balance 
on a net basis.

Management periodically evaluates positions taken in income tax returns with respect to situations in which applicable income tax regulation is subject to 
interpretation.  It establishes provisions where appropriate on the basis of amounts expected to be paid to income tax authorities.

(r)  Provisions:
A provision is recognized when there is a legal or constructive obligation as a result of a past event and it is probable that a future outlay of cash will be 
required to settle the obligation, and the amount can be reliably estimated.  Provisions are determined by discounting the expected future cash (cid:3) ows at a 
pre-income tax rate that re(cid:3) ects the current market assessments of the time value of money and the risks speci(cid:2) c to the obligation.  When some or all of 
the monies required to settle a provision are expected to be recovered from a third party, the recovery is recognized as an asset when it is virtually certain 
that the recovery will be received.

When the Company has a legal right or constructive obligation to restore a site on which an asset is located either through make-good provisions in lease 
agreements or decommissioning of environmental risks, the present value of the estimated costs of dismantling and removing the asset and restoring the 
site is recognized as a provision with a corresponding increase to the related item of property, plant and equipment.  At each reporting date, the obligation 
is re-measured in line with changes in discount rates, estimated cash (cid:3) ows and the timing of those cash (cid:3) ows.  Any changes in the obligation are added 
or deducted from the related asset.  The change in the present value of the obligation due to the passage of time is recognized as a (cid:2) nance expense in 
the statement of income.

At each reporting date, other provisions are re-measured in line with changes in discount rates, estimated cash (cid:3) ows and the timing of those cash (cid:3) ows.  
Any changes in the provision are recognized in the statement of income.  The change in the present value of the provision due to the passage of time is 
recognized as a (cid:2) nance expense in the statement of income.

(s)  Financial assets and liabilities:
Derivative (cid:2) nancial instruments are measured at fair value, even when they are part of a hedging relationship.  The Company’s (cid:2) nancial instruments are 
classi(cid:2) ed as follows: a) cash and cash equivalents - loans and receivables, b) trade and other receivables - loans and receivables c) trade payables and 
other liabilities - other (cid:2) nancial liabilities and d) derivative (cid:2) nancial instruments - derivatives designated as effective hedges.  All (cid:2) nancial instruments, 
including derivatives, are included in the consolidated balance sheet and are measured at fair value except loans and receivables and other (cid:2) nancial 
liabilities, which are measured at amortized cost.  All changes in fair value are recorded to the statement of income unless cash (cid:3) ow hedge accounting is 
used, in which case changes in fair value are recorded in other comprehensive income to the extent the derivatives are deemed to be effective hedges.

(t)  Derivative (cid:2) nancial instruments:
The Company operates principally in Canada and the United States, which gives rise to risks that its income and cash (cid:3) ows may be adversely impacted 
by  (cid:3) uctuations  in  foreign  exchange  rates.   The  Company  enters  into  foreign  currency  forward  contracts  to  manage  foreign  exchange  exposures  on 
anticipated  labor,  overhead,  and  property,  plant  and  equipment  expenditures  to  be  incurred  in  Canadian  dollars  and  equipment  expenditures  to  be 
incurred in other foreign currencies.

All foreign currency forward contracts are designated as cash (cid:3) ow hedges.  The fair value of each contract is included on the balance sheet within 
derivative (cid:2) nancial instrument assets or liabilities, depending on whether the fair value was in an asset or liability position.  In the case of labor and 
overhead expenditures, changes in the fair value of these contracts are initially recorded in other comprehensive income and subsequently recorded in 
the statement of income when the hedged item affects income or loss.  In the case of property, plant and equipment expenditures, changes in the fair 
value of these contracts are initially recorded in other comprehensive income and upon settlement of the contract, the gain or loss is included in the cost 
of the corresponding asset. 

(u)  Share-based payments:
The Company maintains a share-based compensation plan, which provides restricted share units under the President’s Incentive Plan.  Units under the 
plan vest immediately, and are paid in cash during the fourth quarter of the third year or the (cid:2) rst quarter of the fourth year after the date of grant based upon 
the quoted market value of the common shares of the Company on the day prior to the date of payment.  The fair value of the units granted is recognized 
as a personnel expense, with a corresponding increase in liabilities, over the period that the units pertain.  The liability is re-measured at each reporting 
date.  Any changes in the fair value of the liability are recognized as a personnel expense in the statement of income.

23

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

(v)  Earnings per share:
Basic earnings per share are calculated by dividing the net income attributable to equity holders of the Company for the period by the weighted average 
number of common shares outstanding during the period.  Fully diluted earnings per share are calculated on the same basis as there are no potentially 
dilutive common shares.

4.  Critical accounting estimates and judgments

The Company makes estimates and assumptions concerning the future.  The resulting accounting estimates will, by de(cid:2) nition, seldom equal the actual 
results.  The estimates and assumptions that are critical to the determination of carrying value of assets and liabilities are addressed below.

Impairment of property, plant and equipment and intangible assets:

(a) 
An integral component of impairment testing is determining the asset’s recoverable amount.  The determination of the recoverable amount involves 
signi(cid:2) cant management judgment, including projections of future cash (cid:3) ows and appropriate discount rates.  The cash (cid:3) ows are derived from the (cid:2) nancial 
forecast for the next (cid:2) ve years and do not include restructuring activities that the Company is not yet committed to or signi(cid:2) cant future investments that will 
enhance the asset’s performance of the CGU being tested.  Qualitative factors, including market presence and trends, strength of customer relationships, 
strength of local management, strength of debt and capital markets, and degree of variability in cash (cid:3) ows, as well as other factors, are considered when 
making assumptions with regard to future cash (cid:3) ows and the appropriate discount rate.  The recoverable amount is most sensitive to the discount rate 
used for the discounted cash (cid:3) ow model as well as the expected future cash in(cid:3) ows and the growth rate used for extrapolation purposes.  A change in 
any of the signi(cid:2) cant assumptions or estimates could result in a material change in the recoverable amount.  

The Company has eight CGUs, of which the carrying values for two include goodwill and must be tested for impairment annually.  

(b)  Employee bene(cid:2) t plans:
Accounting for employee bene(cid:2) t plans requires the use of actuarial assumptions.  The assumptions include the discount rate, expected rate of return on 
bene(cid:2) t plan assets, rate of compensation increase and health care costs.  These assumptions depend on underlying factors such as economic conditions, 
government regulations, investment performance, employee demographics and mortality rates.  These assumptions could change in the future and may 
result in material adjustments to employee bene(cid:2) t plan assets or liabilities.

5.  Future accounting standards

(a)  Financial instruments - disclosures:
The  Accounting  Standards  Board  approved  the  incorporation  of  the  amendments  to  IFRS  7  “Financial  Instruments:  Disclosures”  and  the  related 
amendments to IFRS 1 “First-time Adoption of International Financial Reporting Standards” into Part 1 of the Handbook.  These amendments were made 
to Part 1 in January 2011 and are effective for annual periods beginning on or after July 1, 2011.  The amendments relate to required disclosures for 
transfers of (cid:2) nancial assets to help users of (cid:2) nancial statements evaluate the risk exposures relating to such transfers and the effect of those risks on an 
entity’s (cid:2) nancial position.  While the Company is currently assessing the impact of this new standard, management does not expect the standard to have 
a signi(cid:2) cant impact on the Company’s consolidated (cid:2) nancial statements.

(b)  Financial instruments:
IFRS 9 “Financial Instruments” was issued in November 2009 as the (cid:2) rst step in the project to replace IAS 39.  IFRS 9 retains but simpli(cid:2) es the mixed 
measurement model and establishes two primary measurement categories for (cid:2) nancial assets: amortized cost and fair value.  The basis of classi(cid:2) cation 
depends on an entity’s business model and the contractual cash (cid:3) ow of the (cid:2) nancial asset.  Classi(cid:2) cation is made at the time the (cid:2) nancial asset is initially 
recognized, namely when the entity becomes a party to the contractual provisions of the instrument.  IFRS 9 is effective for annual periods beginning on 
or after January 1, 2015.  While the Company is currently assessing the impact of this new standard, management does not expect the standard to have 
a signi(cid:2) cant impact on the Company’s consolidated (cid:2) nancial statements.

In May 2011, the International Accounting Standards Board issued the following standards: IFRS 10 “Consolidated Financial Statements”, IFRS 11 “Joint 
Arrangements”, IFRS 12 “Disclosure of Interests in Other Entities”, IAS 27 “Separate Financial Statements”, IFRS 13 “Fair Value Measurement” and 
amended IAS 28 “Investments in Associates and Joint Ventures”.  Each of the new standards is effective for annual periods beginning on or after January 
1, 2013 with early adoption permitted.  While the Company is currently assessing the impact of the new and amended standards, management does not 
expect the standards to have a signi(cid:2) cant impact on the Company’s consolidated (cid:2) nancial statements.  The Company has not yet determined whether 
any of the new requirements will be early adopted.  

The following is a brief summary of the new standards:

(c)  Consolidation:
IFRS 10 “Consolidated Financial Statements” requires an entity to consolidate an investee when it is exposed, or has rights, to variable returns from its 
involvement with the investee and has the ability to affect those returns through its power over the investee.  Under existing IFRS, consolidation is required 
when an entity has the power to govern the (cid:2) nancial and operating policies of an entity so as to obtain bene(cid:2) ts from its activities.  IFRS 10 replaces SIC 
12 “Consolidation – Special Purpose Entities” and parts of IAS 27 “Consolidated and Separate Financial Statements”.

24

 
 
 
 
 
(d)  Joint arrangements:
IFRS 11 “Joint Arrangements” requires a venturer to classify its interest in a joint arrangement as a joint venture or joint operations.  Joint ventures will be 
accounted for using the equity method of accounting whereas for a joint operation the venturer will recognize its share of the assets, liabilities, revenue 
and expenses of the joint operation.  Under existing IFRS, entities have the choice to proportionately consolidate or equity account for interests in joint 
ventures.  IFRS 11 supersedes IAS 31 “Interests in Joint Ventures” and SIC 13 “Jointly Controlled Entities - Non-monetary Contributions by Venturers”.

(e)  Disclosure of interests in other entities:
IFRS  12  “Disclosure  of  Interests  in  Other  Entities”  establishes  disclosure  requirements  for  interests  in  other  entities,  such  as  joint  arrangements, 
associates, special purpose vehicles and off balance sheet vehicles.  The standard carries forward existing disclosures and also introduces signi(cid:2) cant 
additional disclosure requirements that address the nature of, and risks associated with, an entity’s interests in other entities.

(f)  Fair value measurement:
IFRS  13  “Fair  Value  Measurement”  is  a  comprehensive  standard  for  fair  value  measurement  and  disclosure  requirements  for  use  across  all  IFRS 
standards.  The new standard clari(cid:2) es that fair value is the price that would be received to sell an asset, or paid to transfer a liability in an orderly 
transaction between market participants, at the measurement date.  It also establishes disclosures about fair value measurement.  Under existing IFRS, 
guidance on measuring and disclosing fair value is dispersed among the speci(cid:2) c standards requiring fair value measurements and in many cases does 
not re(cid:3) ect a clear measurement basis or consistent disclosures.

(g)  Amendments to other standards:
There have been amendments to existing standards, including IAS 27 “Separate Financial Statements” and IAS 28 “Investments in Associates and Joint 
Ventures”.  IAS 27 addresses accounting for subsidiaries, jointly controlled entities and associates in non-consolidated (cid:2) nancial statements.  IAS 28 has 
been amended to include joint ventures in its scope and to address the changes in IFRS 10 - 12 as explained above.

In June 2011, the International Accounting Standards Board amended IAS 1 “Financial Statement Presentation” and IAS 19 “Employee Bene(cid:2) ts”.

(h)  Financial statement presentation:
The amendments to IAS 1 “Financial Statement Presentation” requires entities to separate items presented in other comprehensive income into two 
groups, based on whether or not they may be recycled to the statement of income in the future.  Items that will not be recycled such as re-measurements 
resulting from amendments to IAS 19 will be presented separately from items that may be recycled in the future, such as deferred gains and losses on 
cash (cid:3) ow hedges.  Entities that presented other comprehensive income items before tax will be required to show the amount of tax related to the two 
groups separately.  The amendment is effective for annual periods beginning on or after July 1, 2012.  Early adoption is permitted and full retrospective 
application is required.  The Company has not yet determined whether the amended standard will be early adopted.

(i)  Employee bene(cid:2) ts:
The amendments to IAS 19 “Employee Bene(cid:2) ts” makes signi(cid:2) cant changes to the recognition and measurement of de(cid:2) ned bene(cid:2) t pension expense and 
termination bene(cid:2) ts, and to the disclosure for all employee bene(cid:2) ts.  Actuarial gains and losses are renamed re-measurements and will be recognized 
immediately in other comprehensive income.  Re-measurements recognized in other comprehensive income will not be recycled through the statement 
of income in subsequent periods.  The amendments also accelerate the recognition of past service costs whereby they are recognized in the period of a 
plan amendment.  The annual expense for a de(cid:2) ned bene(cid:2) t plan will be computed based on the application of the discount rate to the net de(cid:2) ned bene(cid:2) t 
plan asset or liability.  The amendments to IAS 19 will also impact the presentation of pension expense as bene(cid:2) t costs will be split between (i) the cost 
of bene(cid:2) ts accrued in the current period (service cost) and bene(cid:2) t changes (past service cost, settlements and curtailments); and (ii) (cid:2) nance expense or 
income.  The amendment is effective for periods beginning on or after January 1, 2013.  Early adoption is permitted.  The amendment should be applied 
retrospectively, except for changes to the carrying value of assets that include bene(cid:2) t costs in the carrying amount.  The Company has not yet begun the 
process of assessing what impact the amended standard may have on its (cid:2) nancial statements or whether or not it will early adopt.

(j)  Financial instruments - presentation:
In December 2011, the International Accounting Standards Board issued an amendment to the application guidance in IAS 32 “Financial Instruments: 
Presentation” to clarify some of the requirements for offsetting (cid:2) nancial assets and (cid:2) nancial liabilities on the statement of (cid:2) nancial position.  As a result, 
the International Accounting Standards Board has also published an amendment to IFRS 7 “Financial Instruments: Disclosures”.  The amendments do not 
change the current offsetting model in IAS 32 but instead clari(cid:2) es that the right of offset must not be contingent on a future event.  It also must be legally 
enforceable for all counterparties in the normal course of business, as well as in the event of default, insolvency or bankruptcy.  The amendments also 
clarify that gross settlement mechanisms with features that both (i) eliminate credit and liquidity risk and (ii) process receivables and payables in a single 
settlement process, are effectively equivalent to net settlement.  The offsetting disclosures in IFRS 7 are to be retrospectively applied, with an effective 
date for annual periods beginning on or after January 1, 2013.  However, the clari(cid:2) cations to the application guidance in IAS 32 are to be retrospectively 
applied, with an effective date for annual periods beginning on or after January 1, 2014.  While the Company is currently assessing the impact of this new 
standard, management does not expect the standard to have a signi(cid:2) cant impact on the Company’s consolidated (cid:2) nancial statements.

25

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

6.  Expenses by nature:

Raw materials and consumables used

Depreciation and amortization

Personnel expenses (note 7)

Freight

Other expenses

Net foreign exchange and cash (cid:3) ow hedge gains transferred from other comprehensive income (note 8)

7.  Personnel expenses:

Wages and salaries

Social security expenses

Expenses related to de(cid:2) ned bene(cid:2) t plans

Contribution to de(cid:2) ned contribution plans and de(cid:2) ned bene(cid:2) t multiemployer pension plan

Withdrawal liability expense on de(cid:2) ned bene(cid:2) t multiemployer pension plan

Share-based payments

8.  Other income (expenses):

Foreign exchange (loss) gain

Cash (cid:3) ow hedge gains transferred from other comprehensive income

Withdrawal liability expense on de(cid:2) ned bene(cid:2) t multiemployer pension plan

9.  Finance income and expense:

Finance income on cash and cash equivalents

Expected return on bene(cid:2) t plan assets

Finance income

Finance expense on bank overdrafts and other

Finance expense on bene(cid:2) t plan obligation

Unwinding of discount rates on provisions

Finance expense

Net (cid:2) nance income

2011

(337,074)

(27,615)

(138,661)

(17,750)

(36,228)

275

(557,053)

2011

(119,742)

(11,120)

(2,928)

(3,115)

(795)

(961)

2010

(288,985)

(25,998)

(137,495)

(16,558)

(33,276)

1,868

(500,444)

2010

(113,355)

(10,340)

(2,537)

(2,840)

(7,112)

(1,311)

(138,661)

(137,495)

2011

(721)

996

(795)

(520)

2011

328

4,089

4,417

(48)

(3,579)

(238)

(3,865)

552

2010

282

1,586

(7,112)

(5,244)

2010

182

3,474

3,656

(12)

(3,545)

-

(3,557)

99

26

 
 
 
 
 
10.  Income tax expense:

Current tax expense

Current year

Adjustment for prior years

Deferred tax expense

Origination and reversal of temporary differences

Change in enacted or substantively enacted tax rates

2011

2010

(29,424)

-

(29,424)

(1,229)

-

(1,229)

(22,744)

87

(22,657)

418

213

631

Total income tax expense

(30,653)

(22,026)

Income tax recovery recognized in other comprehensive income

Cash (cid:3) ow hedges

Actuarial gains and losses

Reconciliation of effective income tax rate

Combined Canadian federal and provincial income tax rate

United States income taxed at rates higher than Canadian tax rates

Change in enacted or substantively enacted Canadian provincial income tax rates

Non-taxable foreign exchange differences

Capital cost allowance and cumulative eligible capital tax pool foreign exchange differences

Permanent differences and other

Effective income tax rate

Effective January 1, 2011, the Canadian federal income tax rate dropped from 18 percent to 16.5 percent.  

356

3,634

3,990

28.2%

4.5

-

-

-

(0.6)

32.1%

184

7

191

29.8%

1.4

(0.3)

(2.4)

(0.9)

0.2

27.8%

11.  Cash and cash equivalents:

Bank balances

Money market and short-term deposits

12.  Trade and other receivables:

Trade receivables

Less: Allowance for doubtful accounts

Net trade receivables

Other receivables

December 25

December 26

December 28

2011

17,320

109,559

126,879

2010

12,118

78,370

90,488

2009

21,783

39,381

61,164

December 25

2011

81,811

(1,446)

80,365

3,570

83,935

December 26
2010

December 28
2009

74,861

(1,628)

73,233

3,885

77,118

65,999

(1,761)

64,238

4,934

69,172

27

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

13.  Inventories:

Raw materials

Work-in-process

Finished goods

Spare parts

December 25

December 26

December 28

2011

22,584

13,753

37,367

4,314

78,018

2010

24,138

12,266

35,757

3,914

76,075

2009

23,570

9,619

33,230

3,393

69,812

During 2011, the Company recorded, within cost of sales, inventory write-downs for slow-moving and obsolete inventory of $6,080 (2010 - $6,539) and 
reversals of previously written-down items of $1,688 (2010 - $1,366).

14.  Property, plant and equipment:

Land

Buildings

Equipment

Machines

In Progress

Total

Packaging

Expansions 

Net book value

At December 28, 2009

Cost

Accumulated depreciation

2010 Activity

Additions

Disposals

Transfers

Depreciation

At December 26, 2010

At December 26, 2010

Cost

Accumulated depreciation

Net book value

At December 27, 2010

Cost

Accumulated depreciation

2011 Activity

Additions

Disposals

Transfers

Depreciation

At December 25, 2011

At December 25, 2011

Cost

Accumulated depreciation

2,565

-

2,565

-

-

-

-

2,565

2,565

-

2,565

2,565

-

2,565

-

-

-

-

2,565

2,565

-

2,565

76,321

314,388

(20,952)

(164,134)

55,369

150,254

29,555

(26,398)

3,157

4,660

-

2,527

(2,416)

60,140

33,111

(283)

6,324

(21,628)

167,778

627

(240)

-

(1,017)

2,527

83,508

350,472

(23,368)

(182,694)

60,140

167,778

28,305

(25,778)

2,527

8,851

-

8,851

1,787

-

(8,851)

-

1,787

1,787

-

1,787

431,680

(211,484)

220,196

40,185

(523)

-

(25,061)

234,797

466,637

(231,840)

234,797

83,508

350,472

(23,368)

(182,694)

60,140

167,778

28,305

(25,778)

2,527

1,787

-

1,787

466,637

(231,840)

234,797

377

38,204

2,014

-

-

(3,078)

59,076

8,598

(263)

1,376

(22,881)

154,608

-

-

(830)

2,074

-

(1,376)

-

38,615

38,615

-

38,615

49,193

(263)

-

(26,789)

256,938

510,910

(253,972)

256,938

85,522

356,074

(26,446)

(201,466)

59,076

154,608

28,134

(26,060)

2,074

28

 
 
 
 
 
Government grants in respect of property, plant and equipment were recognized within deferred income totaling $249 in 2011 (2010 - $1,043).  No 
impairment losses or impairment reversals were recorded during 2011 (2010 - nil).  No borrowing costs were capitalized during 2011 (2010 - nil).

15.  Intangible assets:

Net book value

At December 28, 2009

Cost

Accumulated amortization and impairment

2010 Activity

Additions

Amortization

At December 26, 2010

At December 26, 2010

Cost

Accumulated amortization and impairment

Net book value

At December 27, 2010

Cost

Accumulated amortization and impairment

2011 Activity

Additions

Disposals

Amortization

At December 25, 2011

At December 25, 2011

Cost

Accumulated amortization and impairment

Goodwill

Software

Patents

Related

Related

Total

Customer

Marketing

31,546

(18,780)

12,766

-

-

12,766

31,546

(18,780)

12,766

31,546

(18,780)

12,766

-

-

-

12,766

31,546

(18,780)

12,766

6,831

(5,333)

1,498

243

(662)

1,079

7,056

(5,977)

1,079

7,056

(5,977)

1,079

461

(3)

(676)

861

7,510

(6,649)

861

4,017

(3,899)

118

9

(55)

72

4,026

(3,954)

72

4,026

(3,954)

72

1

-

(29)

44

4,027

(3,983)

44

11,996

(8,394)

3,602

-

(1,160)

2,442

11,996

(9,554)

2,442

11,996

(9,554)

2,442

-

-

(1,160)

1,282

11,996

(10,714)

1,282

2,058

(1,537)

521

-

(214)

307

1,924

(1,617)

307

1,924

(1,617)

307

-

-

(184)

123

1,924

(1,801)

123

56,448

(37,943)

18,505

252

(2,091)

16,666

56,548

(39,882)

16,666

56,548

(39,882)

16,666

462

(3)

(2,049)

15,076

57,003

(41,927)

15,076

The amortization of software and patents is included within general and administrative expenses and the amortization of customer related and marketing 
related intangibles is included within sales, marketing and distribution expenses.

As of December 25, 2011, there were no inde(cid:2) nite life intangible assets other than goodwill.

The 2011 goodwill balance of $12,766 (2010 - $12,766) includes $12,542 (2010 - $12,542) related to the lidding CGU.  The impairment testing for this 
CGU was conducted under the value-in-use approach, using a pre-tax discount rate of 12.4 percent (2010 - 13.5 percent).  Cash (cid:3) ows were projected 
based on actual operating results and the (cid:2) ve-year business plan.  For the 2011 impairment testing, average volume growth for the next (cid:2) ve years was 
4.1 percent and the average gross pro(cid:2) t percentage over the same time-frame was two percentage points lower than the actual gross pro(cid:2) t percentage 
attained in 2011.  For the 2010 impairment testing, the average volume growth for the next (cid:2) ve years was 2.5 percent and the average gross pro(cid:2) t 
percentage over the same time-frame was within one percentage point of the actual gross pro(cid:2) t percentage attained in 2010.  Cash (cid:3) ows after the (cid:2) ve 
year period were assumed to increase at a terminal growth rate of 1.5 percent (2010 - 1.5 percent).  

No impairment losses or impairment reversals were recorded during 2011 (2010 - nil).

29

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

16.  Employee bene(cid:2) t plans:

The Company maintains (cid:2) ve funded non-contributory de(cid:2) ned bene(cid:2) t pension plans, one funded non-contributory supplementary income postretirement 
plan for certain CDN-based executives, one unfunded contributory de(cid:2) ned bene(cid:2) t postretirement plan for health-care bene(cid:2) ts for a limited group of US 
individuals, one multiemployer de(cid:2) ned bene(cid:2) t pension plan for certain unionized employees in the US  and seven de(cid:2) ned contribution pension plans.  
Effective January 1, 2005, all de(cid:2) ned bene(cid:2) t pension plans were frozen to new entrants except one, which was frozen effective January 1, 2009.  All new 
CDN employees are required, and all new US employees have the option, to participate in de(cid:2) ned contribution plans upon satisfaction of certain eligibility 
requirements.

Total amounts paid by the Company on account of all bene(cid:2) t plans, consisting of: de(cid:2) ned bene(cid:2) t pension plans, supplementary income postretirement 
plan, direct payments to bene(cid:2) ciaries for the unfunded postretirement plan, the multiemployer de(cid:2) ned bene(cid:2) t pension plan and the de(cid:2) ned contribution 
plans, amounted to $8,328 (2010 - $7,590).

De(cid:2) ned bene(cid:2) t plans
For (cid:2) nancial reporting purposes, the Company measures the bene(cid:2) t obligations and fair value of the bene(cid:2) t plan assets as of the year-end date.  The 
most recent actuarial valuations for funding purposes for the funded non-contributory plans were completed as at the following dates: January 1, 2010 
for one plan, December 31, 2010 for three plans, and October 31, 2005 for one frozen plan which will not have a new actuarial valuation completed at 
this time.  The most recent actuarial valuations for funding purposes for the supplementary income postretirement plan and the postretirement plan for 
health-care bene(cid:2) ts were dated January 1, 2009 and January 1, 2010 respectively.  The next required actuarial valuations for all of the Company’s de(cid:2) ned 
bene(cid:2) t plans are three years from the aforementioned dates.  Based on the most recent actuarial valuations, the Company expects to contribute $2,671 
in cash to its de(cid:2) ned bene(cid:2) t plans in 2012.

The  following  presents  the  (cid:2) nancial  position  of  the  Company’s  de(cid:2) ned  bene(cid:2) t  pension  plans  and  other  post  retirement  bene(cid:2) ts,  which  include  the 
supplementary income plan and the postretirement plan for health-care bene(cid:2) ts:

Change in bene(cid:2) t obligation

Bene(cid:2) t obligation, beginning of year

Current service cost

Finance expense

Actuarial losses recognized in other comprehensive income

Bene(cid:2) ts paid

Foreign exchange

Bene(cid:2) t obligation, end of year

Change in bene(cid:2) t plan assets

Fair value of bene(cid:2) t plan assets, beginning of year

Expected return on bene(cid:2) t plan assets

Actuarial (losses) gains recognized in other comprehensive income

Employer contributions

Bene(cid:2) ts paid

Foreign exchange

Fair value of bene(cid:2) t plan assets, end of year

Funded status

Present value of funded obligations

Fair value of bene(cid:2) t plan assets

Status of funded obligations

Present value of unfunded obligations

Total funded status of obligations

Assets not recognized due to pension plan asset ceiling limit

2011

2010

65,769

2,928

3,579

8,099

(2,162)

(662)

77,551

62,911

4,089

(4,125)

5,148

(2,162)

(744)

65,117

57,909

2,537

3,545

1,856

(1,675)

1,597

65,769

53,404

3,474

1,186

4,750

(1,675)

1,772

62,911

December 25

December 26

December 28

2011

2010

2009

(75,659)

65,117

(10,542)

(1,892)

(12,434)

(70)

(12,504)

(63,829)

62,911

(918)

(1,940)

(2,858)

(531)

(3,389)

(56,048)

53,404

(2,644)

(1,861)

(4,505)

(1,566)

(6,071)

30

 
 
 
 
 
December 25

December 26

December 28

2011

2010

2009

-

(12,504)

(12,504)

62%

32%

6%

100%

3,330

(6,719)

(3,389)

62%

32%

6%

100%

2011

(2,928)
(3,579)

4,089

(2,418)

(1,364)

(459)

(870)

(235)

(2,928)

(36)

(12,224)

453

(11,771)

402

(11,771)

(11,369)

65,117

(77,551)

(12,434)

(4,125)

584

1,110

(7,181)

(6,071)

61%

32%

7%

100%

2010

(2,537)

(3,545)

3,474

(2,608)

(1,184)

(338)

(818)

(197)

(2,537)

4,660

(670)

1,072

402

-

402

402

62,911

(65,769)

(2,858)

1,186

-

Amounts recognized in the balance sheet

Employee bene(cid:2) t plan assets

Employee bene(cid:2) t plan liabilities

Bene(cid:2) t plan assets

The following represents the weighted average allocation of bene(cid:2) t plan assets:

Asset category

Equity securities

Debt securities

Cash

Total

Net bene(cid:2) t plan expense

Current service cost

Finance expense on bene(cid:2) t obligation

Expected return on bene(cid:2) t plan assets

Current service cost is recognized in the following line items in the statement of income:

Cost of sales

Sales, marketing and distribution expenses

General and administrative expenses

Research and technical expenses

Actual return on bene(cid:2) t plan assets

Amounts recognized in other comprehensive income

Actuarial losses

Assets not recognized due to pension plan asset ceiling limit

Cumulative actuarial gains / (losses) recognized in other comprehensive income

Cumulative amount, beginning of year

Recognized during the year

Cumulative amount, end of year

Historical information

Fair value of bene(cid:2) t plan assets

Present value of bene(cid:2) t obligations

De(cid:2) cit in the plans

Experience adjustments arising on bene(cid:2) t plan assets

Experience adjustments arising on bene(cid:2) t plan liabilities

31

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

Signi(cid:2) cant assumptions

The following weighted averages were used:

Bene(cid:2) t obligations as of the year-end date:

Discount rate

Rate of compensation increase

Net bene(cid:2) t plan expense for the year:

Discount rate

Expected return on bene(cid:2) t plan assets

Rate of compensation increase

2011

2010

4.5%

3.7%

5.4%

6.4%

3.9%

5.4%

3.9%

6.0%

6.3%

3.9%

The de(cid:2) ned bene(cid:2) t pension plans do not invest in the shares of the Company.  The expected rate of return on the bene(cid:2) t plan assets is based on historical 
and projected rates of return for each asset category measured over a four-year time period.  The objective of the asset allocation policy is to manage 
the funded status of the plans at an appropriate level of risk, giving consideration to the security of the assets and the potential volatility of market returns.  
The long-term rate of return is targeted to exceed the return indicated by a benchmark portfolio by at least 1 percent annually.

The postretirement bene(cid:2) t plan assumed health-care cost trend rate is 8.1 percent with the rate declining to 4.5 percent by 2028.  A one-percentage point 
change in the assumed health-care cost trend rate would affect the net bene(cid:2) t plan expense by approximately $5 and the bene(cid:2) t obligation by $111.

Multiemployer de(cid:2) ned bene(cid:2) t pension plan
The  Company  participates  in  one  multiemployer  de(cid:2) ned  bene(cid:2) t  pension  plan  providing  bene(cid:2) ts  to  certain  unionized  employees  in  the  US.    The 
administration of the plan and investment of its assets are controlled by a board of independent trustees.  The trustees have determined that this plan is in 
a critical status position from a funding perspective.  As a result, the trustees have formulated a funding rehabilitation plan to forestall a possible insolvency 
of the plan. The rehabilitation plan requires participating employers to provide phased in contribution increases for future years with the contributions 
increasing 25 percent by 2012.  These contributions are directed solely toward improving the plan’s funding status.  During 2011, the Company (cid:2) led 
the necessary paperwork with the plan trustees to withdraw from the plan.  Pursuant to US federal legislation, an employer who withdraws from a plan 
with unfunded vested bene(cid:2) ts is responsible for a share of that underfunding.  See note 19 for the details on the accounting for the withdrawal liability.  
This multiemployer de(cid:2) ned bene(cid:2) t pension plan is accounted for using the accounting standards for de(cid:2) ned contribution plans as there is insuf(cid:2) cient 
information to apply de(cid:2) ned bene(cid:2) t pension plan accounting.  Accordingly, the Company’s pension expense in respect to this plan of $135 (2010 - $456) 
is the annual funding contribution and the Company does not recognize its share of a plan surplus or de(cid:2) cit.

De(cid:2) ned contribution pension plans 
The Company maintains four de(cid:2) ned contribution plans for employees in Canada and three savings retirement plans (401(k) Plans) for employees in the 
United States.  The Company’s total expense for these plans was $2,980 (2010 - $2,384).

17.  Deferred tax assets and liabilities:

The following are the components of the deferred tax assets and liabilities recognized by the Company:

Assets

Liabilities

Net

December 25

December 26

December 25

December 26

December 25

December 26

Trade and other receivables

Inventories

Prepaid expenses

Derivative (cid:2) nancial instruments
Property, plant and equipment
Intangible assets

Employee bene(cid:2) t plans

Trade payables and other liabilities

Provisions

Tax assets (liabilities)

Set off of tax

Net tax assets (liabilities)

2011

447

3,147

-

168

3,726
965

4,446

1,611

3,511

18,021

(14,292)

3,729

2010

498

2,608

-

-
4,167
887

2,455

1,622

2,745

14,982

(10,808)

4,174

32

2011

2010

-

-

-

(76)

(30,762)
(449)

-

(121)

-

(31,408)

14,292

(17,116)

-

-

(74)

(188)
(29,518)
(403)

(811)

(136)

-

(31,130)

10,808

(20,322)

2011

447

3,147

(76)

168

(27,036)
516

4,446

1,490

3,511

2010

498

2,608

(74)

(188)
(25,351)
484

1,644

1,486

2,745

(13,387)

(16,148)

-

-

(13,387)

(16,148)

 
 
 
 
 
Movement in deferred tax assets and liabilities:

2010

Trade and other receivables

Inventories

Prepaid expenses

Derivative (cid:2) nancial instruments

Property, plant and equipment

Intangible assets

Employee bene(cid:2) t plans

Trade payables and other liabilities

Provisions

2011

Trade and other receivables

Inventories

Prepaid expenses

Derivative (cid:2) nancial instruments

Property, plant and equipment

Intangible assets

Employee bene(cid:2) t plans

Trade payables and other liabilities

Provisions

Opening

Recognized

Recognized

Exchange

Balance

In Income

In Equity

Differences

Ending

Balance

557

2,237

(74)

(372)

(59)

371

3

-

(22,563)

(2,192)

588

2,364

793

256

(16,214)

498

2,608

(74)

(188)

(73)

(592)

684

2,489

631

(51)

539

(2)

-

(25,351)

(1,685)

484

1,644

1,486

2,745

32

(832)

4

766

-

-

-

184

-

-

-

-

7

191

-

-

-

356

-

-

3,634

-

-

(16,148)

(1,229)

3,990

-

-

-

(3)

(596)

(31)

(135)

9

-

(756)

-

-

-

-

-

-

-

-

-

-

498

2,608

(74)

(188)

(25,351)

484

1,644

1,486

2,745

(16,148)

447

3,147

(76)

168

(27,036)

516

4,446

1,490

3,511

(13,387)

Deferred  tax  assets  have  been  recognized  where  it  is  probable  that  they  will  be  recovered.    In  recognizing  deferred  tax  assets,  the  Company  has 
considered if it is probable that suf(cid:2) cient future income will be available to absorb temporary differences.

No deferred tax liability has been recognized in respect of temporary differences associated with investments in subsidiaries where the Company controls 
the timing of the reversal and it is probable that such temporary differences will not reverse in the foreseeable future.  The aggregate amount of temporary 
differences associated with investments in domestic and foreign subsidiaries for which a deferred tax liability has not been recognized is $190,659 (2010 
- $157,802).  Temporary differences relating to unremitted earnings of foreign subsidiaries which would be subject to withholding and other taxes totalled 
$114,821 (2010 - $96,416).

18.  Trade payables and other liabilities:

Trade payables

Other current liabilities and accrued expenses

December 25

December 26

December 28

2011

32,138

27,156

59,294

2010

26,783

25,777

52,560

2009

23,798

21,167

44,965

33

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

19.  Provisions:

Balance at December 27, 2010

Current liabilities

Non-current liabilities

2011 Annual activity

Finance expense - unwinding of discount

Change in discount rates

Balance at December 25, 2011

At December 25, 2011

Current liabilities

Non-current liabilities

Multiemployer

Asset

Withdrawal

Retirement

Liability

Obligations

Total

368

6,744

7,112

216

795

8,123

491

7,632

8,123

-

870

870

22

-

892

101

791

892

368

7,614

7,982

238

795

9,015

592

8,423

9,015

Multiemployer withdrawal liability
The  Company  participates  in  one  multiemployer  de(cid:2) ned  bene(cid:2) t  pension  plan  providing  bene(cid:2) ts  to  certain  unionized  employees  in  the  US.    The 
administration  of  the  plan  and  investment  of  its  assets  are  controlled  by  a  board  of  independent  trustees.   The  trustees  communicated  to  both  the 
Company and the Union in 2010 that this plan was in a critical status position from a funding perspective.  During the fourth quarter of 2010, the Company 
analyzed its options with the assistance of external consultants.  Management has determined that the only economically feasible alternative was to 
withdraw from the plan and therefore, in the (cid:2) rst quarter of 2011, reached an agreement with the Union to proceed.  In addition, the Company (cid:2) led the 
necessary paperwork with the plan trustees to withdraw from the plan.  Pursuant to US federal legislation, an employer who withdraws from a plan with 
unfunded vested bene(cid:2) ts is responsible for a share of that underfunding.  As a consequence of withdrawing from the plan, the Company will be required 
to make monthly payments at a constant dollar value estimated at $41, or $491 on an annual basis, over a twenty year period.  A one-percentage point 
increase in the discount rates would have decreased the December 25, 2011 liability by $676 and increased income before income taxes by $676.  

Asset retirement obligations
For certain building leases, the Company is required to remove all equipment and restore the premises at the end of the lease.

20.  Share-based payments:

Effective January 1, 2004, the Board of Directors established the President’s Incentive Plan (Plan), whereby the Company grants to B.J. Berry (President) 
60,000 restricted share units (RSUs) upon completion of each year of service.  There is no cost of the RSUs to the President and there is no potential for 
repricing.  The Company pays to the President the cash value of the RSUs based on the closing share price on a date selected by the President during 
the fourth quarter of the third year or the (cid:2) rst quarter of the fourth year subsequent to the year the RSUs were granted.  A date cannot be selected during 
periods in which insiders may not trade Winpak shares.  In the event of the termination of the President’s employment for any reason, the cash value of 
the RSUs shall vest and be paid to the President or his personal representative, as the case may be.  The cash value of a RSU is the market value of the 
common shares of the Company on the day prior to the date of payment.  In addition, the Company is required to pay the President an amount equal to 
the dividends paid on the common shares of the Company with respect to each RSU if, as and when, declared and paid.

Details of RSUs issued and outstanding during the current and prior year are as follows:

Outstanding, beginning of year

Settled

Granted

Outstanding, end of year

Available for settlement, end of year

34

2011

240,000

(60,000)

60,000

240,000

60,000

2010

240,000

(60,000)

60,000

240,000

60,000

 
 
 
 
 
The 240,000 RSUs outstanding at the end of 2011 mature 60,000 annually from 2012 through 2015 and the 240,000 RSUs outstanding at the end of 2010 
mature 60,000 annually from 2011 through 2014.

The fair value of the RSUs at the grant date and each subsequent reporting date is determined based upon the market value of the Company’s common 
shares. 

The personnel expense recorded in the statement of income under the Plan was $961 (2010 - $1,311).  The settlement price in 2011 was $14.72 US per 
RSU (2010 - $8.83 US).  At December 25, 2011, the carrying value of the liability, as well as the intrinsic value of the vested liability, in respect of the Plan 
was $2,856 (2010 - $2,828).

21.  Share capital and reserves:

Share capital
At December 25, 2011, the authorized voting common shares were unlimited (2010 - unlimited).  The issued and fully paid voting common shares at 
December 25, 2011 were 65,000,000 (2010 - 65,000,000).  The shares have no par value.  The Company has no stock option plans in place.

Reserves
Reserves comprise the effective portion of the cumulative net change in the fair value of cash (cid:3) ow hedging instruments related to the hedged transactions 
that have not yet occurred.

Dividends
During 2011, dividends in Canadian dollars of 12 cents per common share were declared (2010 - 12 cents).

22.  Earnings per share:

Net income attributable to equity holders of the Company

Weighted average shares outstanding (000’s)

Basic and fully diluted earnings per share - cents

23.  Financial instruments:

The following sets out the classi(cid:2) cation and the carrying value and fair value of (cid:2) nancial instruments:

Assets (Liabilities)

Cash and cash equivalents

Trade and other receivables

Classi(cid:2) cation

Loans and receivables

Loans and receivables

Derivative (cid:2) nancial instrument assets

Derivatives designated as effective hedges

Trade payables and other liabilities

Other (cid:2) nancial liabilities

Derivative (cid:2) nancial instrument liabilities

Derivatives designated as effective hedges

2011

63,783

65,000

98

2010

55,296

65,000

85

Carrying /

Fair Value

126,879

83,935

242

(59,294)

(836)

The fair value of cash and cash equivalents, trade and other receivables, trade payables and other liabilities approximate their carrying value because 
of  the  short-term  maturity  of  these  instruments.    The  fair  value  of  foreign  currency  forward  contracts,  designated  as  cash  (cid:3) ow  hedges,  have  been 
determined by valuing those contracts to market against prevailing forward foreign exchange rates as at the year-end reporting date.  The inputs used 
for fair value measurements, including their classi(cid:2) cation within the required three levels of the fair value hierarchy that prioritizes the inputs used for fair 
value measurement, are as follows:

Level 1 - unadjusted quoted prices in active markets for identical assets or liabilities;
Level 2 - inputs other than quoted prices that are observable for the asset or liability either directly or indirectly; and
Level 3 - inputs that are not based on observable market data.

35

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

The following table presents the classi(cid:2) cation of (cid:2) nancial instruments within the fair value hierarchy as at December 25, 2011:

Financial Assets (Liabilities)

Foreign currency forward contracts

24.  Commitments and guarantees:

Level 1

-

Level 2

(594)

Level 3

-

Total

(594)

Commitments:
The Company has commitments to purchase property, plant and equipment of $35,184 (2010 - $4,539).

The Company rents premises and equipment under operating leases that expire at various dates until January 31, 2016.  The aggregate minimum rentals 
payable for these leases are as follows:

Year

Amount

2012

1,529

2013

1,272

2014

1,151

2015

571

2016

Thereafter

11

-

Total

4,534

During 2011, $1,767 was recognized as an expense in the statement of income in respect of operating leases (2010 - $1,850).

Guarantees:

Directors and of(cid:2) cers
The Company and its subsidiaries have entered into indemni(cid:2) cation agreements with their respective directors and of(cid:2) cers to indemnify them, to the 
extent permitted by law, against any and all amounts paid in settlement and damages incurred by the directors and of(cid:2) cers as a result of any lawsuit, or 
any judicial, administrative or investigative proceeding involving the directors and of(cid:2) cers.  Indemni(cid:2) cation claims will be subject to any statutory or other 
legal limitation period. The Company has purchased directors’ and of(cid:2) cers’ liability insurance to mitigate losses from any such claims.

Leased real property
The Company and its subsidiaries enter into operating leases in the ordinary course of business for real property.  In certain instances, the Company and 
its subsidiaries have indemni(cid:2) ed the landlord from any obligations that may arise from any occurrences of personal bodily injury, loss of life and property 
damages.   The Company’s property and liability insurance coverage mitigates losses from any such claims.

Pension plan
The Company has indemni(cid:2) ed the Manitoba Pension Commission from any and all claims that may be made by any bene(cid:2) ciary under a certain de(cid:2) ned 
bene(cid:2) t pension plan.  The indemnity relates to the transfer of a portion of the surplus in the respective pension plan to a non-contributory supplementary 
income plan.

Given the nature of the aforementioned indemni(cid:2) cation agreements, the Company is unable to reasonably estimate its maximum potential liability under 
these agreements.  The Company believes the likelihood of a material payment pursuant to these indemni(cid:2) cation agreements is remote.  No amounts 
have been recorded in the consolidated (cid:2) nancial statements with respect to these indemni(cid:2) cation agreements.

25.  Financial risk management:

In the normal course of business, the Company has risk exposures consisting primarily of foreign exchange risk, interest rate risk, commodity price risk, 
credit risk and liquidity risk. The Company manages its risks and risk exposures through a combination of derivative (cid:2) nancial instruments, insurance, 
a system of internal and disclosure controls and sound business practices. The Company does not purchase any derivative (cid:2) nancial instruments for 
speculative purposes.

Financial risk management is primarily the responsibility of the Company’s corporate  (cid:2) nance function.  Signi(cid:2) cant risks are regularly monitored and 
actions are taken, when appropriate, according to the Company’s approved policies, established for that purpose.  In addition, as required, these risks are 
reviewed with the Company’s Board of Directors.

Foreign exchange risk
Translation differences arise when foreign currency monetary assets and liabilities are translated at foreign exchange rates that change over time.  These 
foreign exchange gains and losses are recorded in other income (expenses).  As a result of the Company’s CDN dollar net asset monetary position as 
at December 25, 2011, a one-cent change in the year-end foreign exchange rate from 1.0208 to 1.0108 (US to CDN dollars) would have increased net 
income by $202 for 2011.  Conversely, a one-cent change in the year-end foreign exchange rate from 1.0208 to 1.0308 (US to CDN dollars) would have 
decreased net income by $202 for 2011.

36

 
 
 
 
 
The Company’s foreign exchange policy requires that between 50 and 80 percent of the Company’s net requirement of CDN dollars for the ensuing 9 to 
15 months will be hedged at all times with a combination of cash and cash equivalents and forward or zero-cost option foreign currency contracts.  The 
Company may also enter into forward foreign currency contracts when equipment purchases will be settled in other foreign currencies.  Transactions are 
only conducted with certain approved Schedule I Canadian (cid:2) nancial institutions.  Certain foreign currency forward contracts matured during the year and 
the Company realized pre-tax foreign exchange gains of $1,056.  Of these foreign exchange gains, $996 were recorded in other income (expenses) and 
$60 were recorded in property, plant and equipment. 

As at December 25 2011, the Company had US to CDN dollar foreign currency forward contracts outstanding with a notional amount of US $21.0 million 
at an average exchange rate of 1.0209 maturing between January and September 2012 and US dollar to Swiss franc foreign currency forward contracts 
outstanding with a notional amount of US $7.6 million at an average exchange rate of 0.8634 (US dollars to Swiss francs) maturing between February 
and August 2012.  The fair value of these (cid:2) nancial instruments was negative $594 US and the corresponding unrealized loss has been recorded in other 
comprehensive income.

Interest rate risk
The Company’s interest rate risk arises from interest rate (cid:3) uctuations on the (cid:2) nance income that it earns on its cash invested in money market accounts 
and short-term deposits.  The Company developed and implemented an investment policy, which was approved by the Company’s Board of Directors, 
with the primary objective to preserve capital, minimize risk and provide liquidity.  Regarding the December 25, 2011 cash and cash equivalents balance 
of $126.9 million, a 1.0 percent increase/decrease in interest rate (cid:3) uctuations would increase/decrease income before income taxes by $1,269 annually.

Commodity price risk
The  Company’s  manufacturing  costs  are  affected  by  the  price  of  raw  materials,  namely  petroleum-based  and  natural  gas-based  plastic  resins  and 
aluminum.  In order to manage its risk, the Company has entered into selling price-indexing programs with certain customers.  Changes in raw material 
prices for these customers are re(cid:3) ected in selling price adjustments but there is a slight time lag.  For 2011, 62 percent of revenue was to customers 
with selling price-indexing programs.  For all other customers, the Company’s preferred practice is to match raw material cost changes with selling price 
adjustments, albeit with a slight time lag.  This matching is not always possible, as customers react to selling price pressures related to raw material cost 
(cid:3) uctuations according to conditions pertaining to their markets.

Credit risk
The Company is exposed to credit risk from its cash and cash equivalents held with banks and (cid:2) nancial institutions, derivative (cid:2) nancial instruments 
(foreign currency forward contracts), as well as credit exposure to customers, including outstanding trade and other receivable balances.  

The following table details the maximum exposure to the Company’s counterparty credit risk which represents the carrying value of the (cid:2) nancial asset:

Cash and cash equivalents

Trade and other receivables

Foreign currency forward contracts

December 25

December 26

December 28

2011

126,879

83,935

242

211,056

2010

90,488

77,118

629

168,235

2009

61,164

69,172

1,182

131,518

Credit risk on cash and cash equivalents and (cid:2) nancial instruments arises in the event of non-performance by the counterparties when the Company 
is entitled to receive payment from the counterparty who fails to perform. The Company has established an investment policy to manage its cash. The 
policy requires that the Company manage its risk by investing its excess cash on hand on a short-term basis, up to a maximum of six months, with 
several (cid:2) nancial institutions and/or governmental bodies that must be ‘AA’ rated, or higher, by a recognized international credit rating agency or insured 
100 percent by a ‘AAA’ rated CDN or US government.  The Company manages its counterparty risk on its (cid:2) nancial instruments by only dealing with CDN 
Schedule I (cid:2) nancial institutions.

In the normal course of business, the Company is exposed to credit risk on its trade and other receivables from customers. The Company’s current 
credit exposure is higher in the weakened North American economic environment. To mitigate such risk, the Company performs ongoing customer credit 
evaluations and assesses their credit quality by taking into account their (cid:2) nancial position, past experience and other pertinent factors.  Management 
regularly monitors customer credit limits, performs credit reviews and, in certain cases insures trade receivable balances against credit losses.  

As at December 25, 2011, the Company believes that the credit risk for trade and other receivables is mitigated due to the following:  (a) a broad customer 
base which is dispersed across varying market sectors and geographic locations, (b) 97 percent (2010 - 97 percent) of gross trade and other receivable 
balances are outstanding for less than 60 days, (c) 20 percent (2010 - 17 percent) of the trade and other  receivables balance are insured against credit 
losses, and (d) the Company’s exposure to individual customers is limited and the ten largest customers, on aggregate, accounted for 35 percent (2010 
- 33 percent) of the total trade and other receivables balance.  

The carrying amount of trade and other receivables is reduced through the use of an allowance account and the amount of the loss is recognized in 
the statement of income within general and administrative expenses.  When a receivable balance is considered uncollectible, it is written off against the 
allowance for doubtful accounts.  Subsequent recoveries of amounts previously written off are credited against general and administrative expenses in 
the statement of income.  

37

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

The following table sets out the aging details of the Company’s trade and other receivables balances outstanding based on the status of the receivable in 
relation to when the receivable was due and payable and related allowance for doubtful accounts:

Current - neither impaired nor past due

Not impaired but past the due date:

Within 30 days

31 - 60 days

Over 60 days

Less: Allowance for doubtful accounts

Total trade and other receivables, net

The following table details the continuity of the allowance for doubtful accounts:

Balance, beginning of year

Provisions for the year, net of recoveries

Uncollectible amounts written off

Foreign exchange impact

Balance, end of year

December 25

2011

66,890

15,606

1,841

1,044

85,381

(1,446)

83,935

December 26
2010

December 28
2009

63,716

13,015

1,237

778

78,746

(1,628)

77,118

2011

(1,628)

(90)

272

-

(1,446)

52,042

16,725

1,271

895

70,933

(1,761)

69,172

2010

(1,761)

(320)

462

(9)

(1,628)

Liquidity risk
Liquidity risk is the risk that the Company would not be able to meet its (cid:2) nancial obligations as they come due.  Management believes that the liquidity 
risk is low due to the strong (cid:2) nancial condition of the Company.  This risk assessment is based on the following:  (a) cash and cash equivalents amounts 
of $126.9 million, (b) no outstanding bank loans, (c) unused credit facilities comprised of unsecured operating lines of $38 million, (d) the ability to obtain 
term-loan (cid:2) nancing to fund an acquisition, if needed, (e) an informal investment grade credit rating, and (f) the Company’s ability to generate positive cash 
(cid:3) ows from ongoing operations.  Management believes that the Company’s cash (cid:3) ows are more than suf(cid:2) cient to cover its operating costs, working capital 
requirements, capital expenditures and dividend payments in 2012.  The Company’s trade payables and other liabilities and derivative (cid:2) nancial instrument 
liabilities are virtually all due within twelve months.

Capital management
The Company’s objectives in managing capital are to ensure the Company will continue as a going concern and have suf(cid:2) cient liquidity to pursue its 
strategy of organic growth combined with strategic acquisitions and to deploy capital to provide an appropriate return on investment to its shareholders.  
The Company also strives to maintain an optimal capital structure to reduce the overall cost of capital.

In the management of capital, the Company includes bank overdrafts, bank loans and shareholders’ equity.  The Board of Directors has established 
quantitative return on capital criteria for management and year-over-year sustainable earnings growth targets.  The Board of Directors also reviews, on a 
regular basis, the level of dividends paid to the Company’s shareholders.

The Company has externally imposed capital requirements as governed through its bank operating line credit facilities.  The Company monitors capital 
on the basis of funded debt to EBITDA (income before interest, income taxes, depreciation and amortization) and debt service coverage.  Funded debt 
is de(cid:2) ned as the sum of bank loans and bank overdrafts less cash and cash equivalents.  The funded debt to EBITDA is calculated as funded debt, as 
at the (cid:2) nancial reporting date, over the 12-month rolling EBITDA.  This ratio is to be maintained under 3.00:1.  As at December 25, 2011, the ratio was 
0.00:1.  Debt service coverage is calculated as a 12-month rolling income from operations over debt service.   Debt service is calculated as the sum of 
one-sixth of bank loans outstanding plus annualized (cid:2) nance expense and dividends.  This ratio is to be maintained over 1.50:1.  As at December 25, 
2011, the ratio was 13.15:1.    

There were no changes in the Company’s approach to capital management during 2011.

38

 
 
 
 
 
26.  Segment reporting:

The Company operates in one operating segment being the manufacture and sale of packaging materials.  The Company operates principally in Canada 
and the United States.  The following summary presents key information by geographic segment:

2011

Revenue

Property, plant and equipment and intangible assets

2010

Revenue

Property, plant and equipment and intangible assets

United

States

Canada

Other

Consolidated

503,643

122,351

110,462

149,663

452,194

101,165

97,230

150,298

37,958

-

30,017

-

652,063

272,014

579,441

251,463

Major customer
During 2011, the Company reported revenue to one customer representing 14 percent of total revenue (2010 - 8 percent). 

27.  Contingencies:

In the normal course of business activities, the Company may be subject to various legal actions.  Management contests these actions and believes 
resolution of the actions will not have a material adverse impact on the Company’s (cid:2) nancial condition.

28.  Related party transactions:

The  Company  had  revenue  of  $0  (2010  -  $215)  and  purchases  of  $3,811  (2010  -  $3,895)  with  its  majority  shareholder  company.   Trade  and  other 
receivables and trade payables and other liabilities include amounts of $39 (2010 - $39) and $0 (2010 - $28) respectively with the majority shareholder 
company.  These transactions were completed at market values with normal payment terms.

Key management personnel are those persons having authority and responsibility for planning, directing and controlling the activities of the Company.  
The Board of Directors and Executive Committee are key management personnel.  The following table details the compensation earned by these key 
management personnel:

Salaries, fees and short-term bene(cid:2) ts

Post-employment bene(cid:2) ts

Share-based payments

2011

(4,680)

(370)

(961)

(6,011)

2010

(4,871)

(398)

(1,311)

(6,580)

No loans were advanced to key management personnel during the year.

The aggregate remuneration earned by the Board of Directors in 2011 was $500 (2010 - $496).  As a group, the Board of Directors hold, directly or 
indirectly 52.6 percent (2010 - 52.7 percent) of the outstanding shares of the Company.  The members of the Executive Committee hold, directly or 
indirectly, 0.4 percent (2010 - 1.0 percent) of the outstanding shares of the Company.

29.  Transition to IFRS:

The effect of the Company’s transition to IFRS, described in note 2, is summarized in this note as follows:
a) Transition elections at December 28, 2009
b) Reconciliation of equity as previously reported under Canadian GAAP to IFRS at December 28, 2009, and December 26, 2010
c) Reconciliation of comprehensive income as previously reported under Canadian GAAP to IFRS for the year ended December 26, 2010
d) Adjustments to the consolidated statements of cash (cid:3) ows for the year ended December 26, 2010

39

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

(a)  Transition elections:
The requirements for (cid:2) rst time adoption of IFRS are set out in IFRS 1.  In general, a company is required to determine its IFRS accounting policies 
and to apply these retrospectively in order to determine its opening balance sheet under IFRS.  However, due to cost and/or practical considerations, 
retrospective application is not always possible.  Accordingly, IFRS 1 permits companies adopting IFRS for the (cid:2) rst time to take certain exemptions from 
the full requirements of IFRS in the transition period.  

The exemptions most relevant to the Company are as follows:

Business combinations
An exemption is available within IFRS 1 that allows a Company to carry forward its previous Canadian GAAP accounting for business combinations 
prior to the transition date.  The exemption is optional and can be applied to any business combination transaction prior to the transition date.  However, 
should a Company choose to adjust a prior business combination to comply with IFRS, all business combinations subsequent to the date of the adjusted 
transaction must also be retrospectively adjusted.  The Company has elected to apply this exemption and as a result, acquisitions prior to December 28, 
2009 have not been restated to comply with IFRS 3 “Business Combinations”.

Borrowing costs
This exemption allows an entity to adopt IAS 23 “Borrowing Costs” prospectively on qualifying assets for which the capitalization commencement date is 
after the transition date.  The Company applied this exemption. 

Employee bene(cid:2) t plans
IFRS 1 allows a Company to recognize all cumulative actuarial gains and losses at the date of transition.  The Company has applied this exemption and 
all unrecognized actuarial gains and losses have been recognized in opening retained earnings at December 28, 2009.  In addition, employee bene(cid:2) t 
plan historical disclosures required under IAS 19 may be provided only for (cid:2) scal years subsequent to the transition to IFRS.  The Company has applied 
this exemption.

Cumulative translation differences (CTD)
This exemption allows CTD to be deemed zero at transition.  The Company has applied this exemption at December 28, 2009 and the previous balance 
recorded within a separate component of equity was transferred to retained earnings.

Fair value or revaluation as deemed cost
This exemption allows a Company to revalue property, plant and equipment at fair value at its transition date and use this fair value as the deemed cost.  
This election applies to individual assets.  The Company did not apply this exemption.

Estimates
IFRS 1 stipulates a mandatory exemption from full retrospective application of IFRS as it relates to the use of estimates.  It requires that a company’s 
estimates in accordance with IFRS at the date of transition to IFRS must be consistent with estimates made for the same date in accordance with previous 
Canadian GAAP (after adjustments to re(cid:3) ect any difference in accounting policies), unless there is objective evidence that those estimates were in error.  
The Company did not use hindsight in its estimates upon transition to IFRS, nor did it (cid:2) nd any evidence that any of its previously made estimates were 
in error.

Hedge Accounting
IFRS 1 stipulates a mandatory exemption from full retrospective application of IFRS as it relates to hedge accounting.  In order for a hedging relationship 
to qualify for hedge accounting at the transition date, the relationship must have been fully designated and documented as effective at the transaction 
date in accordance with Canadian GAAP, and that designation and documentation must be updated in accordance with IAS 39 at the transition to IFRS.  
The Company’s hedging relationships were fully documented and designated at the transaction dates under Canadian GAAP and satis(cid:2) ed the hedge 
accounting criteria under IFRS at the transition date.

40

 
 
 
 
 
(b)  Reconciliation of equity as previously reported under Canadian GAAP to IFRS:

At December 28, 2009

(thousands of US dollars)

Assets

Current assets:

Cash and cash equivalents

Trade and other receivables

Income taxes receivable

Inventories

Prepaid expenses

Deferred tax assets

Derivative (cid:2) nancial instruments

Non-current assets:

Property, plant and equipment

Intangible assets

Goodwill

Employee bene(cid:2) t plan assets

Other assets

Deferred tax assets

Other receivables

Total assets

Equity and Liabilities

Current liabilities:

Trade payables and other liabilities

Income taxes payable

Non-current liabilities:

Employee bene(cid:2) t plan liabilities

Deferred income

Provisions

Deferred tax liabilities

Total liabilities

CDN

GAAP

Change In

Functional

IFRS 1 -

Employee

Reclasses

Currency

CTD

Bene(cid:2) ts

Impairment

Income

Taxes

Netting

IFRS

61,164

-

70,354

a)

(1,182)

-

-

-

(2,310)

1,182

(2,310)

-

17,235

(17,235)

13,602

(14,401)

2,310

799

2,310

-

-

-

-

-

865

865

-

70,559

2,211

2,310

-

206,598

239,017

5,896

17,235

-

14,401

-

-

276,549

483,147

b)

a)

c)

c)

d)

d)

b)

d)

44,965

2,931

e)

47,896

1,673

11,363

-

32,459

e)

45,495

93,391

-

-

-

(747)

-

-

-

(747)

(19,691)

(1,251)

-

-

-

-

-

(20,942)

(21,689)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

(865)

(865)

-

(5,830)

(5,830)

(5,830)

-

-

-

-

-

-

-

-

-

-

-

(17,811)

-

-

-

-

-

-

-

-

-

-

-

-

(3,375)

-

-

-

-

-

(17,811)

(17,811)

(3,375)

(3,375)

-

-

-

-

-

189

(5,510)

(5,321)

(5,321)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

1,730

-

1,730

1,730

-

-

-

-

-

-

-

-

-

-

-

-

(39,598)

(18,309)

23,739

18,309

(12,490)

(3,375)

882

(15,859)

-

(15,859)

(21,689)

-

-

-

-

(12,490)

(3,375)

-

(12,490)

(17,811)

-

(3,375)

(3,375)

882

848

1,730

1,730

41

-

-

1,255

-

-

-

-

61,164

69,172

1,255

69,812

2,211

-

1,182

1,255

204,796

870

-

-

5,319

-

(632)

-

5,557

6,812

-

1,255

1,255

5,319

-

870

(632)

5,557

6,812

-

-

-

-

-

-

-

6,812

220,196

18,505

-

1,110

-

3,408

799

244,018

448,814

44,965

5,051

50,016

7,181

11,363

870

19,622

39,036

89,052

-

29,195

810

313,038

343,043

16,719

359,762

448,814

Non-controlling interests

15,871

f)

(15,871)

Equity:

Share capital

Reserves

Retained earnings

Total equity attributable to equity

holders of the Company

Non-controlling interests

Total equity

Total equity and liabilities

29,195

58,717

285,973

373,885

-

f)

373,885

483,147

-

-

-

-

15,871

15,871

-

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

(b)  Reconciliation of equity as previously reported under Canadian GAAP to IFRS - continued:

Change In

Functional

IFRS 1 -

Employee

Income

Reclasses

Currency

CTD

Bene(cid:2) ts

Impairment

Taxes

Provisions

Netting

IFRS

At December 26, 2010

(thousands of US dollars)

Assets

Current assets:

Cash and cash equivalents

Trade and other receivables

Income taxes receivable

Inventories

Prepaid expenses

Deferred tax assets

Derivative (cid:2) nancial instruments

Non-current assets:

Property, plant and equipment

Intangible assets

Goodwill

Employee bene(cid:2) t plan assets

Other assets

Deferred tax assets

Other receivables

Total assets

Equity and Liabilities

Current liabilities:

CDN

GAAP

90,488

77,747

1,234

76,765

2,284

3,472

-

251,990

257,208

4,007

17,590

-

15,633

-

-

294,438

546,428

a)

e)

b)

a)

c)

c)

d)

d)

b)

d)

Trade payables and other liabilities

52,782

Provisions

Income taxes payables

Non-current liabilities:

Employee bene(cid:2) t plan liabilities

Deferred income

Provisions

Deferred tax liabilities

Total liabilities

-

(629)

(636)

-

-

(3,472)

629

(4,108)

-

17,590

(17,590)

15,492

(15,633)

3,472

141

3,472

-

-

-

(690)

-

-

-

(690)

(23,281)

(1,556)

-

-

-

-

-

(24,837)

(636)

(25,527)

-

-

52,782

1,674

11,597

-

-

-

-

-

-

-

-

36,772

e)

50,043

102,825

(636)

(636)

(636)

(222)

199

(23)

-

-

(376)

-

(6,805)

(7,181)

(7,204)

-

-

-

-

-

-

15,620

15,620

(18,323)

-

(18,323)

(636)

(25,527)

42

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

(16,938)

-

-

-

-

-

-

-

-

-

-

-

-

(3,375)

-

-

-

-

-

(16,938)

(16,938)

(3,375)

(3,375)

-

-

-

-

-

-

269

(5,360)

(5,091)

(5,091)

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

1,862

-

1,862

1,862

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

368

368

6,744

(2,489)

4,255

4,623

-

-

-

-

-

1,355

-

-

-

-

90,488

77,118

1,953

76,075

2,284

-

629

1,355

248,547

870

234,797

-

-

16,666

-

4,776

3,330

-

(1,160)

-

4,486

5,841

-

4,174

141

259,108

507,655

-

-

1,355

1,355

4,776

-

870

(1,160)

4,486

5,841

-

-

-

-

-

-

-

52,560

368

1,554

54,482

6,719

11,221

7,614

20,322

45,876

100,358

-

29,195

441

361,128

390,764

16,533

407,297

5,841

507,655

Non-controlling interests

15,620

f)

(15,620)

Equity:

Share capital

Reserves

Retained earnings

Total equity attributable to equity

holders of the Company

Non-controlling interests

Total equity

Total equity and liabilities

29,195

67,860

330,928

427,983

-

f)

427,983

546,428

(49,110)

(18,309)

30,787

18,309

(11,847)

(3,375)

949

(4,623)

-

-

-

-

(11,847)

(3,375)

-

(11,847)

(16,938)

-

(3,375)

(3,375)

949

913

1,862

1,862

(4,623)

-

(4,623)

-

 
 
 
 
 
PRINCIPAL DIFFERENCES BETWEEN CANADIAN GAAP AND IFRS

Reclasses
a) Previously, the assets and liabilities related to cash (cid:3) ow hedging derivatives were presented within trade and other receivables.  They are now shown 

as derivative (cid:2) nancial instrument assets and liabilities.  

b) Under IFRS, all deferred taxes are classi(cid:2) ed as non-current, irrespective of the classi(cid:2) cation of the underlying assets or liabilities to which they relate, or 
the expected reversal of the temporary difference.  The balances that were classi(cid:2) ed as a current asset are now classi(cid:2) ed as a non-current asset.

c) Goodwill is now included within intangible assets.

d) Under  Canadian  GAAP,  other  assets  included  amounts  pertaining  to  de(cid:2) ned  bene(cid:2) t  plans,  other  postretirement  bene(cid:2) ts  and  income  tax  credits 
recoverable.  The balances relating to de(cid:2) ned bene(cid:2) t plans and other postretirement bene(cid:2) ts are now included within employee bene(cid:2) t plan assets or 
liabilities and the balances relating to income tax credits recoverable are shown within other receivables.

e) In accordance with Canadian GAAP, the income tax effects relating to inter-company pro(cid:2) t eliminations were classi(cid:2) ed as income taxes receivable or 

payable, but in accordance with IFRS, they have been presented as part of deferred tax liabilities.

f)  Non-controlling interests in the consolidated balance sheets are presented as a separate component within equity.  Under Canadian GAAP, non-

controlling interests in the balance sheets were previously classi(cid:2) ed between total liabilities and equity. 

Change in functional currency 
IAS  21  requires  that  the  functional  currency  of  each  entity  in  a  consolidated  group  be  determined  separately  based  on  the  currency  of  the  primary 
economic environment in which the entity operates.  A list of primary and secondary indicators is used under IFRS in this determination and these differ 
in content and emphasis from those factors used under Canadian GAAP.  The parent Company and its Canadian subsidiaries, with the exception of 
American Biaxis Inc., operated with the Canadian dollar as their functional currency under Canadian GAAP.  However, it was determined that under IFRS, 
these same entities had a change in their functional currency, at varying points in time, in prior years.  Accordingly, the historical cost basis for certain 
balance sheet items is different under IFRS than it was under Canadian GAAP.  In addition, the balance in the cumulative translation differences (CTD) 
for each of these Canadian subsidiaries was held constant at the amount in effect at the date of the change in functional currency. 

At December 28, 2009 and December 26, 2010, inventories, property, plant and equipment, intangible assets, deferred tax liabilities, CTD and retained 
earnings recorded under Canadian GAAP were adjusted to re(cid:3) ect the changes in functional currency under IFRS.  Additionally, at December 26, 2010, 
adjustments were made to trade payables and other liabilities, income taxes payable and deferred income.

IFRS 1 - CTD 
In accordance with IFRS 1, the Company has elected to deem all foreign currency translation differences that arose prior to the date of transition in respect 
of all foreign operations to be nil at the date of transition.  Accordingly, CTD were reclassi(cid:2) ed to retained earnings.  There was no related income tax effect.

Employee bene(cid:2) ts
Under Canadian GAAP, unrecognized actuarial gains and losses in excess of 10 percent of the greater of the bene(cid:2) t obligation or the fair value of bene(cid:2) t 
plan assets were amortized to the statement of income on a straight-line basis over the expected average remaining service lives of active plan members.  
Under IFRS, the Company’s accounting policy is to recognize all actuarial gains and losses directly in equity within other comprehensive income.  In 
addition, the unrecognized actuarial gains and losses that were amortized to the statement of income under Canadian GAAP during 2010 were reversed.  
Furthermore, for employee bene(cid:2) t plans denominated in Canadian dollars, the net adjustment regarding actuarial gains and losses made under IFRS was 
revalued into US dollars at the year-end exchange rate.  

At the date of transition, all previously unrecognized cumulative actuarial gains and losses were recognized in retained earnings.  At December 28, 2009, 
employee bene(cid:2) t plan assets were reduced by $14,339 and employee bene(cid:2) t plan liabilities were increased by $189.  The related income tax effect 
served to decrease deferred tax liabilities by $4,530.  Retained earnings were reduced by $9,998.

At December 26, 2010, the cumulative adjustment pertaining to actuarial gains and losses reduced employee bene(cid:2) t plan assets by $14,785, increased 
employee bene(cid:2) t plan liabilities by $269, lowered deferred tax liabilities by $4,739 and reduced retained earnings by $10,315.

Under IFRS, the Company is not able to report an employee bene(cid:2) t plan asset in excess of the economic bene(cid:2) t it can expect to receive in the form of 
a refund of an employee bene(cid:2) t plan surplus and/or a reduction in future contributions.  This differs from the treatment allowed under Canadian GAAP 
and as a result, at December 28, 2009, a decrease in the following items was made: employee bene(cid:2) t plan assets - $1,566, deferred tax liabilities - $420 
and retained earnings - $1,146.  At December 26, 2010, reductions in the following items were made: employee bene(cid:2) t plan assets - $531, deferred tax 
liabilities - $142 and retained earnings $389.  

43

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

Under Canadian GAAP, past service costs were amortized to the statement of income on a straight-line basis over the expected average remaining 
service lives of active plan members.  Under IFRS, the Company’s accounting policy is to recognize past service costs directly to the statement of income 
if vested, or on a straight-line basis over the average remaining vesting period if unvested.  No past service costs were recorded during 2010.  In addition, 
the past service costs amortized to the statement of income under Canadian GAAP were reversed.  For employee bene(cid:2) t plans denominated in Canadian 
dollars, the net adjustment regarding past service costs made under IFRS was revalued into US dollars at the year-end exchange rate.  

At the date of transition, all previously unrecognized vested past service costs were recognized in retained earnings.  At December 28, 2009, employee 
bene(cid:2) t plan assets were reduced by $1,906.  The related income tax effect lowered deferred tax liabilities by $560.  Retained earnings were reduced by 
$1,346.

At December 26, 2010, employee bene(cid:2) t plan assets declined by $1,622, deferred tax liabilities decreased by $479 and retained earnings decreased by 
$1,143.

Impairment 
Upon transition to IFRS, all of the Company’s property, plant and equipment and intangible assets were reviewed to determine whether there were any 
indications of impairment.  When these indications were present, the asset’s recoverable amount was estimated.  In addition, all goodwill balances were 
tested for impairment upon transition to IFRS.

For goodwill impairment testing under IFRS, goodwill is allocated to cash-generating units (CGUs).  In contrast, Canadian GAAP tests goodwill impairment 
at the operating unit level.  The Company’s specialty (cid:2) lms business was classi(cid:2) ed as one reporting unit for Canadian GAAP, but has been separated into 
two CGUs under IFRS.  The goodwill balance relating to the specialty (cid:2) lms business was allocated to the extrusion/coextrusion CGU.  At the transition 
date of December 28, 2009, it was concluded that an impairment of goodwill had taken place and the entire balance was written off, with a corresponding 
reduction in retained earnings.  No income tax effect was recorded.  

The impairment testing for the extrusion/coextrusion CGU was conducted under the value-in-use approach, using a pre-tax discount rate of 19 percent.  
Cash (cid:3) ows were projected based on actual operating results and the (cid:2) ve-year business plan.  Average volume growth for 2010 to 2014 was 1.5 percent 
and the average gross pro(cid:2) t percentage over the same time-frame was within one percentage point of the actual gross pro(cid:2) t percentage attained in 2009.  
Cash (cid:3) ows after 2014 were assumed to increase at a terminal growth rate of 1.5 percent.  

Income taxes 
Under Canadian GAAP, when the functional currency for accounting purposes differs from the functional currency for income tax purposes, deferred taxes 
are (cid:2) rst calculated in the currency in which income taxes are paid and then translated to the functional currency for accounting purposes at the period 
end exchange rate.  Under IAS 12, deferred taxes are calculated based on the functional currency for accounting purposes, regardless of what functional 
currency is used for income tax purposes.  A portion of the additional deferred tax asset was attributed to the non-controlling interests. 

Provisions 
The  Company  participates  in  one  multiemployer  de(cid:2) ned  bene(cid:2) t  pension  plan  providing  bene(cid:2) ts  to  certain  unionized  employees  in  the  US.    The 
administration  of  the  plan  and  investment  of  its  assets  are  controlled  by  a  board  of  independent  trustees.   The  trustees  communicated  to  both  the 
Company and the Union in 2010 that this plan was in a critical status position from a funding perspective.  During the fourth quarter of 2010, the Company 
analyzed its options with the assistance of external consultants.  Management has determined that the only economically feasible alternative was to 
withdraw from the plan and therefore, in the (cid:2) rst quarter of 2011, reached an agreement with the Union to proceed.  In addition, the Company (cid:2) led the 
necessary paperwork with the plan trustees to withdraw from the plan.  Pursuant to US federal legislation, an employer who withdraws from a plan with 
unfunded vested bene(cid:2) ts is responsible for a share of that underfunding.  

Based on the relevant facts and circumstances, it was concluded that the potential withdrawal liability met the de(cid:2) nition of a provision under IFRS as at 
December 26, 2010 and was recorded.  Under Canadian GAAP, the threshold for the recording of a liability is much higher and therefore the withdrawal 
liability did not meet the applicable recognition criteria at that date.

As a consequence of withdrawing from the plan, the Company will be required to make monthly payments at a constant dollar value estimated at $41, 
or $491 on an annual basis, over a twenty year period.  Using pre-income tax discount rates that re(cid:3) ect the risks speci(cid:2) c to the withdrawal liability, the 
corresponding present value of the liability at December 26, 2010 of $7,112 and related tax effect of $2,489 were recorded within provisions and deferred 
taxes respectively.

Netting 
Under IAS 1, assets and liabilities should not be offset unless offsetting is speci(cid:2) cally allowed in another standard.  Therefore, in the consolidated IFRS 
balance sheets, income taxes, derivative (cid:2) nancial instruments, employee bene(cid:2) ts and deferred taxes are now presented in both assets and liabilities, 
where applicable.  In addition, the balance pertaining to asset retirement obligations was netted against property, plant and equipment and is now shown 
in non-current provisions.

44

 
 
 
 
 
Change In

Functional

Employee

Income

Reclasses

Currency

Bene(cid:2) ts

Taxes

Provisions

IFRS

(c)  Reconciliation of comprehensive income as previously reported under Canadian GAAP to IFRS:

For The Year Ended December 26, 2010

(thousands of US dollars)

Revenue

Cost of sales

Gross pro(cid:2) t

Other income (expenses)

Sales, general and administrative expenses

Sales, marketing and distribution expenses

General and administrative expenses

Research and technical expenses

Pre-production expenses
Income from operations

Finance income

Finance expense

Income before income taxes

Non-controlling interests

Income tax expense
Net income for the year

Attributable to:

Equity holders of the Company

Non-controlling interests

CDN

GAAP

579,441

(410,869)

168,572

-

(75,954)

-

-

(13,478)

(237)

78,903

a)

a)

a)

a)

170

-

b)

b)

79,073

(1,709)

c)

(24,794)

52,570

-

-

-

-

3,731

3,731

-

190

190

(613)

2,993

(435)

75,954

(49,119)

(26,222)

-

-

-

-

12

(12)

1,709

-

1,709

-

-

-

-

114

6,838

-

-

6,838

-

210

7,048

-

-

41

607

42

445

3,474

(3,545)

374

-

(140)

234

Other comprehensive income:

Cumulative translation difference adjustment

Cash (cid:3) ow hedge gains recognized

Cash (cid:3) ow hedge gains transferred to the statement of income

Actuarial gains on employee bene(cid:2) t plans

Income tax relating to applicable components of other comprehensive income
Other comprehensive income (loss) for the year - net of income tax

Comprehensive income for the year

9,512

1,033

(1,586)

-

184

9,143

61,713

-

-

-

-

-

-

1,709

(9,512)

-

-

-

-

(9,512)

(2,464)

-

-

-

402

7

409

643

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

579,441

(406,948)

172,493

(77)

(7,112)

(5,244)

-

-

-

-

-

(77)

(7,112)

-

-

-

(49,078)

(25,501)

(13,436)

(237)

78,997

3,656

(3,557)

(77)

(7,112)

79,096

-

-

209

132

2,489

(22,026)

(4,623)

57,070

55,296

1,774

57,070

-

1,033

(1,586)

402

191

40

-

-

-

-

-

-

132

(4,623)

57,110

PRINCIPAL DIFFERENCES BETWEEN CANADIAN GAAP AND IFRS

Reclasses
a) Sales, general and administrative expenses have been separated into two categories: sales, marketing and distribution expenses and general and 
administrative expenses.  Foreign exchange gains and losses were previously included within sales, general and administrative expenses.  They are 
now shown within other income (expenses) (note 8).  

b) Finance income and (cid:2) nance expense were previously shown on a net basis under Canadian GAAP.  Under IFRS, the two components are shown 

separately.

c) Under Canadian GAAP, non-controlling interests in the consolidated statement of income were presented as an expense.  Under IFRS, non-controlling 

interests are presented as an allocation of net income for the year.

45

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS   

Change in functional currency 
In 2010, depreciation expense and material costs within cost of sales, foreign exchange gains and losses on monetary items, amortization expense within 
general and administrative expenses and income tax expense recorded under Canadian GAAP were adjusted to re(cid:3) ect the changes in functional currency 
under IFRS relating to the applicable Canadian subsidiaries.  

Certain foreign exchange gains and losses were included in taxable income, but were not recorded for accounting purposes due to having the US dollar 
as the functional currency.  In addition, the foreign exchange revaluation of the CDN dollar denominated capital cost allowance and cumulative eligible 
capital income tax pools generated an income tax recovery.  

Under Canadian GAAP, certain entities had the Canadian dollar as their functional currency.  Changes in the cumulative translation differences (CTD) 
were recorded throughout 2010.  However, as a result of these entities now having the US dollar as their functional currency under IFRS, no CTD are 
recorded.

Employee bene(cid:2) ts 
Consistent  with  the  Company’s  accounting  policy  under  IFRS  of  recording  actuarial  gains  and  losses  directly  in  equity  within  other  comprehensive 
income, the amounts amortized to the statement of income under Canadian GAAP were reversed.  In addition, for employee bene(cid:2) t plans denominated 
in Canadian dollars, the cumulative adjustment made in respect of actuarial gains and losses under IFRS was revalued into US dollars at the year-end 
exchange rate and the corresponding foreign exchange gains and losses were recorded to the statement of income.  As a result, for the year ended 
December 26, 2010, income before income taxes increased by $90 and net income increased by $31. 

During 2010, pre-income tax actuarial gains of $402 were recorded in other comprehensive income, as well as an income tax recovery of $7, leading to 
net other comprehensive income of $409.  Included within these (cid:2) gures were adjustments made to employee bene(cid:2) t plan assets for which the balance 
exceeded the economic bene(cid:2) t to be received in the form of a refund of an employee bene(cid:2) t plan surplus and/or a reduction in future contributions. 

The amortization of past service costs to the statement of income under Canadian GAAP was also reversed.  For employee bene(cid:2) t plans denominated 
in Canadian dollars, the cumulative adjustment made in respect of past service costs under IFRS was revalued into US dollars at the year-end exchange 
rate and the corresponding foreign exchange gains and losses were recorded to the statement of income.  As a result, for the year ended December 26, 
2010, income before income taxes increased by $284 and net income increased by $203.

Under IFRS, interest costs on the bene(cid:2) t obligation are charged to the statement of income as a (cid:2) nance expense.  Likewise, the expected return on 
bene(cid:2) t plan assets is presented in the statement of income as (cid:2) nance income.  Under Canadian GAAP, these two items were presented as part of 
personnel expenses.  For the year ended December 26, 2010, (cid:2) nance income increased by $3,474, (cid:2) nance expense increased by $3,545 and personnel 
expenses declined by $71.  

Income taxes 
Consistent with the change in the method of calculating deferred tax balances under IFRS, for the year ended December 26, 2010, income tax recoveries 
were recorded, including the reclassi(cid:2) cation of foreign exchange gains recorded under Canadian GAAP.  A portion of the net adjustment was attributed 
to non-controlling interests. 

Provisions 
The provision relating to the withdrawal liability on the multiemployer de(cid:2) ned bene(cid:2) t pension plan, including the applicable income tax recovery, was 
recorded during 2010.

(d)  Adjustments to the consolidated statement of cash (cid:3) ows:
As a result of reversing the amortization of actuarial gains and losses and past service costs in the statement of income, de(cid:2) ned bene(cid:2) t plan expenses 
were revised.  In addition, the net de(cid:2) ned bene(cid:2) t expense reclassi(cid:2) cation pertaining to (cid:2) nance income and (cid:2) nance expense is shown within the net 
(cid:2) nance income line on the consolidated statement of cash (cid:3) ows.  

Consistent with the adjustments made regarding the changes in functional currency to depreciation and amortization expense, the corresponding amounts 
on the consolidated statement of cash (cid:3) ows were adjusted.  

Under Canadian GAAP, a portion of the change in the CTD pertains to working capital balances.  As such, the changes in working capital balances relating 
to the change in the CTD are excluded from the consolidated statement of cash (cid:3) ows.  Under IFRS reporting, all operations have the US dollar as their 
functional currency.  Accordingly, no CTD are required and none of the changes in working capital relate to the CTD as they do under Canadian GAAP.    

46

 
 
 
 
 
 
                   
 
 
CORPORATE INFORMATION

Annual Meeting
The Annual Meeting of Shareholders will be held on Wednesday, April 25, 2012 at 4:30 p.m.
at The Fort Garry Hotel, Winnipeg, Canada

Listing
Winpak Ltd. shares are listed WPK on the Toronto Stock Exchange

Transfer Agent
Computershare Investor Services Inc.

Annual Information Form
The most recent version of the Annual Information Form for Winpak Ltd.
is available by contacting Winpak’s Corporate Of(cid:2) ce 
100 Saulteaux Crescent, Winnipeg, Canada  R3J 3T3
info@winpak.com

Board of Directors
Chairman, A. Aarnio-Wihuri (2), Helsinki, Finland; Chairman, Wihuri Oy
M.H. Aarnio-Wihuri, Helsinki, Finland 
J.M. Hellgren (2), Helsinki, Finland; President and Chief Executive Of(cid:2) cer, Wihuri Oy
J.R. Lavery (2), Winnipeg, Canada
D.R.W. Chatterley (1), Winnipeg, Canada 
J.S. Pollard (1), Winnipeg, Canada; Co-Chief Executive Of(cid:2) cer, Pollard Banknote Limited
I.T. Suominen (1), Helsinki, Finland; Vice President and Chief Financial Of(cid:2) cer, Wihuri Oy

(1)  Member of the Audit Committee
(2)  Member of the Compensation, Governance and Nominating Committee

Executive Committee
The  Executive  Committee,  in  consultation  with  the  Board  of  Directors,  establishes  the  objectives  and  the  long-term  direction  of  the  Company.   The 
Committee  meets  regularly  throughout  the  year  to  review  progress  towards  achievement  of  the  Company’s  goals  and  to  implement  policies  and 
procedures directed at optimizing performance.

B.J. Berry, President and Chief Executive Of(cid:2) cer, Winpak Ltd.
K.M. Byers, President, Winpak Films Inc.
D.A. Johns, President, Winpak Division, a division of Winpak Ltd.
T.L. Johnson, President, Winpak Heat Seal Packaging 
K.P. Kuchma, Vice President and Chief Financial Of(cid:2) cer, Winpak Ltd.
J.R. McMacken, President, Winpak Portion Packaging
O.Y. Muggli, Vice President, Technology, Winpak Ltd.
D.J. Stacey, President, Winpak Lane, Inc. and Vice President, Corporate Development, Winpak Ltd.

Auditor
PricewaterhouseCoopers LLP, Winnipeg, Canada

Legal Counsel
Thompson Dorfman Sweatman LLP, Winnipeg, Canada 
Jones Day, Atlanta, U.S.A. 

47

 
 
 
  
 
PACKAGING SOLUTIONS 

WINPAK LTD. CORPORATE OFFICE, 100 SAULTEAUX CRESCENT, WINNIPEG, MB, CANADA R3J 3T3
T: (204) 889-1015  F: (204) 888-7806
WWW.WINPAK.COM

WINPAK GROUP  WWW.WINPAK.COM

WINPAK DIVISION
A DIVISION OF WINPAK LTD.
100 SAULTEAUX CRESCENT
WINNIPEG, MB R3J 3T3
CANADA 
T: (204) 889-1015
F: (204) 832-7781

AMERICAN BIAXIS INC.
100 SAULTEAUX CRESCENT
WINNIPEG, MB R3J 3T3
CANADA
T: (204) 837-0650
F: (204) 837-0659

WINPAK INC.
P.O. BOX 14748
MINNEAPOLIS, MN 55414
U.S.A.
T: (204) 889-1015
F: (204) 832-7781

WINPAK FILMS INC.
219 ANDREWS PARKWAY
SENOIA, GA 30276-9703
U.S.A. 
T: (770) 599-6656
F: (770) 599-8387

WINPAK PORTION PACKAGING LTD.
26 TIDEMORE AVENUE
TORONTO, ON M9W 7A7
CANADA
T: (416) 741-6182
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WINPAK PORTION PACKAGING, INC.
3345 BUTLER AVENUE
SOUTH CHICAGO HEIGHTS, IL 60411-5590
U.S.A.
T: (708) 755-4483
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WINPAK PORTION PACKAGING, INC.
828A NEWTOWN-YARDLEY ROAD, SUITE 101
NEWTOWN, PA 18940-1785
U.S.A.
T:  (267) 685-8200
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WINPAK PORTION PACKAGING, INC.
1111 WINPAK WAY
SAUK VILLAGE, IL 60411
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WINPAK HEAT SEAL PACKAGING INC.
21919 DUMBERRY ROAD
VAUDREUIL-DORION, QC J7V 8P7
CANADA
T: (450) 424-0191
F: (450) 424-0563

WINPAK HEAT SEAL CORPORATION
1821 RIVERWAY DRIVE
PEKIN, IL 61554
U.S.A. 
T: (309) 477-6600
F: (309) 477-6699

WINPAK LANE, INC.
998 S. SIERRA WAY
SAN BERNARDINO, CA 92408
U.S.A. 
T: (909) 885-0715
F: (909) 381-1934

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