The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jakob Cakarnis - Jarden Australia PTY Ltd - Analyst
: Hi, Malcolm. Hi, Stuart. I just want to skip to slide 42, if I could, where you've got the sampling flow performance for us. It sounds as though the
second half, obviously much better than the first in terms of sampling flows. If I look at the chart on the two-week growth trend, it looks like it
turned positive as you exited the end of FY 24, can you just talk to some of the dynamics, that you sort of the sample flow trends just through the
second half, please?
Question: Jakob Cakarnis - Jarden Australia PTY Ltd - Analyst
: Thanks, Malcolm. And just one for Stuart, please. Slide 19, you've given us what looks to be a bridge of net interest costs into FY25. You've said the
$65 million from FY24 and add on the interest costs associated with York and Wessling. Yorks an obvious one because you get that at the start of
the new fiscal period, but it sounds like Wessling might be a little bit delayed. Am I right in thinking that York and Wessling combined could be
around $9 million to $10 million of incremental interest costs? Or do I need to consider timing there, please?
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JULY 31, 2024 / 12:00AM, ALQ.AX - ALS Ltd Annual Shareholders Meeting
Question: Jakob Cakarnis - Jarden Australia PTY Ltd - Analyst
: Thanks, guys. Appreciate it.
Question: Rohan Sundaram - MST Marquee - Analyst
: Hi, Malcolm and Stuart. Just the one question for me around where do you see the best opportunities for operational improvement and efficiencies
just within the core business outside of Nuvisan?
Question: Rohan Sundaram - MST Marquee - Analyst
: That's very helpful. Thanks, Malcolm.
Question: John Purtell - Macquaire Research - Analyst
: Good morning, Malcolm and Stuart. Hope you're well. Just a couple of ones if I can. You've obviously guided for mid-single digit organic revenue
growth for the year ahead versus the 2% in '24. What are the key drivers now some of that sort of stronger, slightly stronger expected growth.
Would it be fair to say that guidance for mid-single digit is broadly spread across or evenly spread across life sciences and commodities?
Question: John Purtell - Macquaire Research - Analyst
: Thank you. And just to just to follow up in relation to Nuvisan that the EBIT essentially breakeven for the year, looked like it was similar to the first
half. Was that sort of in line with your expectations or is that better and just the outlook there for Nuvisan in '25? I know you've referenced to some
improvement in funding markets in biotech
Question: John Purtell - Macquaire Research - Analyst
: Got it. Thank you.
Question: Peter Drew - Carter Bar Securities - Analyst
: Hi, Malcolm and Stuart. Thanks for the question. Just with respect to the commodities business, you've guided to resilient margins for FY25. I'm
just wondering what your revenue growth assumptions are to achieve that? And also, you also flagged a higher mix of senior clients within geochem.
I'm just wondering how that plays into the margin mix as well for FY25?
Question: Peter Drew - Carter Bar Securities - Analyst
: Thanks for that, Malcolm. And just my follow-up question just in terms of the cost out for Nuvisan. I'm assuming that, that $25 million year 2 is a
run rate into year 3, is that correct?
Question: Peter Drew - Carter Bar Securities - Analyst
: Great. Thanks very much.
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