“Roughly a third of our input cost sits with fewer than five suppliers.”
14Supply chain
Dual-sourcing critical inputs
Commitment extracted
“We want two qualified suppliers on every critical input.”
27Portfolio
Exit programme — progress to date
Commitment extracted
“Two thirds of the portfolio work is behind us. What remains is the harder two thirds of the value.”
21 slides read and set aside · Agenda, disclaimers, financial appendix and segment boilerplate. Nothing in them changed a play, a signal or a commitment.