Linde India Ltd. · NSE:LINDEINDIA
Linde India — Shareholder Meeting (September 2020)
19 slides from Linde India's shareholder meeting presentation, Sep 18, 2020
Slide 1: Presentation for 84th Annual General Meeting
Presentation for 84th Annual General Meeting Linde India Limited Kolkata 18 September 2020 Making our world more productive
Slide 2: Agenda
Agenda Introduction to Linde PLC Linde India : Gases & PED business Linde India : Financial Performance Update : Integration in India COVID – Impact & Mitigation
Slide 3: Linde Plc.: A Brief Introduction
Linde Plc. : A Brief Introduction → The leading industrial gases and engineering company One Uniting with a shared Vision, Mission and Strategic Direction, and demonstrating 2 million+ customers Linde → Formed in 2018 with the business our Values and Behaviors in Establishing a more diverse and comb
Slide 4: Linde Plc.: Presence in India
Linde Plc. : Presence in India • Five legal entities in India Services One • Linde India, Praxair India, Linde Engineering India, Bellary Oxygen Uniting with a shared Co. Mission and Strategic 2 million+ (JV) and Linde South Asia Vision, Direction, and demonstrating • Linde • By far the largest Indu
Slide 5: Agenda
Agenda Introduction to Linde PLC Linde India : Gases & PED business Linde India : Financial Performance Update : Integration in India COVID – Impact & Mitigation
Slide 6: Gases Industry in India
Gases Industry in India Market size estimated at Rs 20,000 crores, of which almost 40% is captive generation All global majors present; new mid-sized players are entering 10+ regional players; 150+ small local players Gases industry Pipeline supplies from dedicated plants set up for industrial custo
Slide 7: Linde India Business Segments
Linde India Business Segments Onsite : Long Term PGP Industrial Healthcare Agreements with key products Supply Medical Oxygen to Customers such as TATA, More than 20 lakh m3 of Government & Private Hospitals. More SAIL, JSL and many other compressed gases sold per than 200 tonnes of Medical Oxygen p
Slide 8: Linde India Air Separation Units (ASUs)
Linde India Air Separation Units (ASUs) Merchant, Dahej Merchant, Selaqui GOX: 0 tpd LOX : 65 tpd GOX: 0 tpd LOX : 160 tpd LIN: 45 tpd LAR : 6 tpd LIN: 55 tpd LAR : 6 tpd Merchant, Taloja GOX: 85 tpd LOX : 243 tpd Jamshedpur (4 ASUs) LIN: 135 tpd LAR : 14 tpd GOX: 4213tpd LOX : 349 tpd LIN: 57 tpd L
Slide 9: Linde India: Packaged Gases Filling Stations
Linde India: Packaged Gases Filling Stations BHIWADI SILIGURI — CO, CMO, AR, N2 11 1 — IP-grade medical O2, — Vol. 125 K m3 11 10 — Vol. 50k m3 FARIDABAD JAMSHEDPUR — CO, CMO, AR 10 2 — CO, CMO, N2, AR 9 — Vol. 125 K m3 1 — Vol. 275 K m3 2 3a 8 3b SANAND KOLKATA — CO, CMO, AR 9 3a — CMO 7 — Vol. 100
Slide 10: PED Business
PED Business Product Portfolio & Size Major Customers Highlights Cryogenic ASU – 40 to 2550 TPD Largest market share in India for Steel Sector : SAIL, TATA, JSW, VPSA O2 Plant – Upto 200 TPD . BPSL, NMDC, RINL setting up ASUs and GAN generators GAN Generator : Upto 250 TPD Oil & Gas : HP
Slide 11: Agenda
Agenda Introduction to Linde PLC Linde India : Gases & PED business Linde India : Financial Performance Update : Integration in India COVID – Impact & Mitigation
Slide 12: Highlights of Financial Performance 2019
Highlights of Financial Performance 2019 In MINR Extract from P & L Extract from Balance Sheet YTD YTD Variance Particulars Dec 18 Dec 19 Variance Particulars 2018 2019 % Non-current assets 23,796 22,933 - 863 Gases 18,021 13,221 -27% Current assets 9,956 9,130 - 826 PED 3,896 4,397 13% Total assets
Slide 13: Agenda
Agenda Introduction to Linde PLC Linde India : Gases & PED business Linde India : Financial Performance Update : Integration in India COVID – Impact & Mitigation
Slide 14: Integration Structure
Integration Structure outlook Pre Integration Post Integration Praxair India Pvt. Ltd. (PI)* Linde India Ltd. (LI)* PI LI Air Gas Business Air Gas Business Air Gas Business Air Gas Business Onsite Plants Packaged Onsite Plants Packaged HYCO, CO2 & PST Engineering Business (PED) Bulk Others Bulk Othe
Slide 15: Structure of Linde South Asia Services Pvt Ltd
Structure of Linde South Asia Services Pvt Ltd THE BOC GROUP LIMITED External Shareholders Praxair Pacific Ltd. PRAXAIR Euroholding B.V. (GBR) (MUS) (NLD) 75% 25% 98.71% 1.29% Linde India Limited Praxair India Private Limited (IND) (IND) 50% equity holding 50% equity holding ₹20,000,000 ₹20,000,000
Slide 16: Allocation of New Business
Allocation of New Business Under the JV Agreement between the Company and Praxair India Private Limited, the Parties have agreed on an aligned approach to markets by both of them, based on criteria like • proximity to existing plants, • incumbency, • availability of technology, • availability of pla
Slide 17: Agenda
Agenda Introduction to Linde PLC Linde India : Gases & PED business Linde India : Financial Performance Update : Integration in India COVID – Impact & Mitigation
Slide 18: Covid Pandemic
Covid Pandemic Protecting our people and the business Mitigation measures • Business continuity plans drawn up • Strong emphasis on fixed cost reduction • Safety measures implemented for all frontline personnel • Renegotiation of supplier contracts and operational staff • Stricter contract adherence
Slide 19: Forward-looking statements disclaimer
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 in such fo