Full Year 2023 ALS Ltd Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: John Purtell - Macquarie Research - Analyst : Just to maybe just pick up on Rohan's question there. So that sort of -- that Slide 32 where within Geochem, you're highlighting price and mix there, and sort of value-add services. Luis said a 15% uplift from volumes. I mean do you think you can sustain that type of price mix value add into '24?

Question: John Purtell - Macquarie Research - Analyst : And just a second question in terms of outlook for Life Sciences. Are you expecting growth in Life Sciences earnings in the year ahead? And also, does that include NUVISAN there or not? Your comments around a profitability improvement plan?

Question: Peter Drew - Carter Bar Securities, Research Division - Analyst : Just a couple of questions. First one for me on the Geochem. It looks like volumes are down, tracking down around 20%, sort of more recently. Just wondering, is that a sort of volume decline that you'd expect to continue through the balance of fiscal '24 based on what you can see? And just that decline, my understanding is that there were some big weather impacts in February that might have influenced some of that volume decline. So the first one, just on that, if you can comment on that, please?

Question: Peter Drew - Carter Bar Securities, Research Division - Analyst : Luis, that's helpful. And then, I guess, the second one, just on Life Sciences. The margin decline in the second half was a bit stronger than what it was in the first half. I'm just wondering how you're tracking into this new year. I mean some of your competitors have sort of talked about price inflation tracking ahead of price improvements or increases to customers. And I'm just wondering do you feel like you've kind of aligned your prices to the extent that we won't see too much margin depreciation this year, please?