Air Products and Chemicals Inc Q3 2022 Earnings Call Summary

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

Question: John Patrick McNulty - BMO Capital Markets Equity Research - Analyst : Congratulations, Simon, well deserved. So Seifi, there's a lot of interest or growing interest on the LNG area, and you have a really strong platform there. I guess, can you help us to understand what the current kind of EBITDA run rate is for that business? And where do you think it could go? Like what's the maximum level, just based on your capacity, your flexibility around your manufacturing process that? How big could that number get if LNG materializes the way some bulls in the energy market are actually thinking it will?

Question: John Patrick McNulty - BMO Capital Markets Equity Research - Analyst : Got it. Appreciate it. And then Seifi, you have a really big project backlog at this point. There's been a lot of inflationary pressures, whether it's labor or different commodities, and some are starting to come off, some are continuing to push higher. Can you help us to understand the inflationary impact on the capital that you're putting to work on the projects in the backlog and how we should be thinking about that? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 04, 2022 / 12:30PM, APD.N - Q3 2022 Air Products and Chemicals Inc Earnings Call