Linde India Ltd. · NSE:LINDEINDIA
Linde India — Shareholder Meeting (August 2024)
15 slides from Linde India's shareholder meeting presentation, Aug 12, 2024
Slide 1: 88th Annual General Meeting
Linde India Limited th 88 Annual General Meeting 12 August 2024
Slide 2: Agenda
Agenda Business Briefing 1 – Linde Plc & Linde India - A Brief Introduction – Executive Summary - FY 2023-24 – Macro economics - Implications to Linde Financial Performance 2 – Financial Performance (2023- 24) – Balance Sheet position Key Priorities 3 – Future Outlook - Growth Drivers for Linde Indi
Slide 3: Agenda
Agenda Business Briefing 1 – Linde Plc & Linde India - A Brief Introduction – Executive Summary - FY 2023-24 – Macro economics - Implications to Linde Financial Performance 2 – Financial Performance (2023- 24) – Balance Sheet position Key Priorities 3 – Future Outlook - Growth Drivers for Linde Indi
Slide 4: Linde plc & Linde India Limited: A Brief Introduction
88th AGM : Linde India Limited Linde plc & Linde India Limited A Brief Introduction Linde Plc Linde India Limited Worldwide • Long Term Agreements with key Customers such – Formed in 2018 with the business Onsite as TATA, SAIL, JSL and many other players combination of Linde AG and Praxair, Inc • Hi
Slide 5: Executive Summary 2023-24
88th AGM : Linde India Limited Executive Summary 2023-24 ▪ Emphasis on Reporting of Near Miss, Unsafe Act & Conditions, Process Safety Incidents (T-3) continues, contributing towards improvement. ▪ Though we have not achieved “Zero” incidents but the numbers have reduced from previous years ▪ Lost W
Slide 6: Macroeconomy and Outlooks
87th AGM : Linde India Limited Market Macroeconomy and Outlooks Macroeconomic Overview – India aiming to achieve the ambitious goal of $5 trillion economy by 2027 – Pledged to achieve net zero emissions by 2070: focus on Solar Sector & EV sectors – Supported by infrastructure projects: 100 Smart Cit
Slide 7: Agenda
Agenda Business Briefing 1 – Linde Plc & Linde India: A Brief Introduction – Executive Summary 2023-24 – Macro economics, Implications to Linde Financial Performance 2 – Financial Performance (2023- 24) – Balance Sheet position Key Priorities 3 – Future Outlook - Growth Drivers for Linde India – Sus
Slide 8: Financial Performance (2023-24)
88th AGM : Linde India Limited Financial Performance (2023-24) Overall Year ended 15 month ended 31 Mar 2024 Variance 31 Mar 2023 Net Revenue 27,687 31,355 -12% EBITDA 7,793 8,736 -11% EBITDA Margin [%] 28.1% 27.9% +24 bps Profit before tax (PBT) 5,711 6,144 -7% Tax Expense 1,448 786 Profit after ta
Slide 9: Financial Performance (2023-24): Split by divisions
88th AGM : Linde India Limited Financial Performance (2023-24) Split by divisions Revenue EBITDA -12% -11% Revenue & EBITDA 27.9% 28.1% for Gases and 31,355 8,736 –2,412 27,687 1,115 2,412 7,793 2,794 Project Engineering 9,211 12.1% 1,035 –533 13.5% -7% –2,794 7,681 -17% Division (PED) –290 7,621 6,
Slide 10: Balance Sheet (Standalone)
88th AGM : Linde India Limited Balance Sheet (Standalone) Mar 2024 Mar 2023 ∆ Shareholders’ Funds 34,345 31,139 +10% Non-current liabilities 3,138 3,339 -6% Current Liabilities 10,314 9,342 +10% Total Equities and Liabilities 47,797 43,820 +9% Non-current assets 28,376 23,182 +22% Property, Plant &
Slide 11: Agenda
Agenda Business Briefing 1 – Linde Plc & Linde India: A Brief Introduction – Executive Summary 2023-24 – Macro economics, Implications to Linde Financial Performance 2 – Financial Performance (2023- 24) – Balance Sheet position Key Priorities 3 – Future Outlook - Growth Drivers for Linde India – Sus
Slide 12: Future Outlook: Growth Drivers for Linde India
88th AGM : Linde India Limited Future Outlook Growth Drivers for Linde India PGP IP, Onsite & PED Bulk HC, SPC Metallurgy, : Primary Metals: Healthcare: – Steel import pressures, strong demand – Differentiated ATS PSOs in primary – Hosp. chains growing via consolidation driving investments & expansi
Slide 13: Sustainable Development & People Strategy
88th AGM : Linde India Limited Sustainable Development & People Strategy GHG Emission Corporate Social Talent Development Waste Management Reduction Productivity Responsibility Diversity & Inclusion & Optimization Waste Management GHG Emission Productivity Corporate Social Diversity & Inclusion Tale
Slide 14: Digitalization: Priorities and Projects
88th AGM : Linde India Limited Digitalization Priorities and Projects 1 2 3 4 5 6 People Excellence Cost Efficiencies, Digital RPA (BoTs), Digital Work Growth, Revenue & Asset Effectiveness, Customer Supply Chains Processes & E-Channels Collection Safety & Reliability Experience • Digital skills tra
Slide 15: Thank you
Thank you This presentation contains statements relating to Company’s objectives, projections, outlook, expectations, estimates, etc., some of which may be forward looking statements within the meaning of applicable laws and regulations. Although the Company believes that the expectations reflected