Johnson Matthey Plc (JMAT) Q2 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

I think we're ready to go. Yeah. So good morning, everyone. I'm Martin Dunwoody, head of investor relations at Johnson Matthey. And thank you to all for coming along today. And for those of you who are tuning on the webcast, before we start, just a point of admin, if you can turn all mobile devices to silent or off. Very pleased today to welcome our CEO, Liam Condon, and our CFO, Stephen Oxley. We're going to have a presentation, as usual, and then plenty of opportunity for Q&A from the room, and we'll also take questions from the webcast. I'll point you to our cautionary statement on the screen, and then with that, I'll hand over to Liam Condon, CEO. So thank you very much, Martin, and warm welcome to everybody here in the room at the London Stock Exchange. And of course, a warm welcome to everybody who's joining us online as well. Now, the program today is I'm going to give a brief introduction, give a short update overall where we stand as JM. what progress we're making on our transformation journey. Stephen's going to talk us through the financials, the presentation, and then we're going to take a bit of a deep dive into the different businesses and give you an update and some further insights on how we're progressing overall as a company. Now, I think you all know I joined the company about a year and a half ago. It was actually in March of last year. And at that time, the Russia-Ukraine conflict had just started. We were still suffering from somewhat from COVID-related supply chain issues. We went into a period of extended heavy inflation. Overall, it's been a really weak, I'd say, almost recessionary environment. We've had high interest rates, and now we have another awful conflict in the Middle East. So, to say the least, it's been a pretty volatile time in t...