Smiths Group PLC Capital Markets Day Part 2 - Q&A Session Transcript - Thomson StreetEvents

Smiths Group PLC Capital Markets Day Part 2 - Q&A Session Transcript

Smiths Group PLC Capital Markets Day Part 2 - Q&A Session Transcript - Thomson StreetEvents
Smiths Group PLC Capital Markets Day Part 2 - Q&A Session Transcript
Published Nov 18, 2021
20 pages (14345 words) — Published Nov 18, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of SMIN.L corporate analyst meeting

  
Brief Excerpt:

...All right. Good afternoon, everyone, and thanks for coming out. I'm Paul Keel, I have the honor of leading Smiths Group. Joining me up here on the stage are some faces that are hopefully familiar to you if you've had a chance to review the videos. John Shipsey, our CFO; Julian Fagge, who leads our Interconnect business; Mr. Roland Carter, President of Smiths Detection; Amy Simpson is our EVP of Energy Transition; Jean Vernet leads John Crane; and last but certainly not least, Pat McCaffrey as the President of Flex-Tek. Just a quick preamble from me, and then we'll open it up for all of your questions. I'm going to cover 3 things quickly. First, I'll give you a quick summary of the agenda for this afternoon. Secondly, I'll offer a sketch of the technology expo, especially for those of you who have not yet had a chance to browse, it seems like many of you I saw have already had a chance to poke around a bit. And then third, I'll hit some of the high points from the capital markets presentations...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Smiths Group PLC
Ticker
SMIN.L
Time
4:00pm GMT
Format:
PDF Adobe Acrobat
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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: William Henry Ashman - JPMorgan Chase & Co, Research Division - Analyst : It's William Ashman from JPMorgan. I just had a follow-up on the margin question. So I'm just trying to understand the time line a little better. Is it the case that if you get back to sort of pre-COVID levels of sales, then you can reach the floor of the margin range?

Question: William Henry Ashman - JPMorgan Chase & Co, Research Division - Analyst : Sorry, if you get -- I don't know if you can hear me very well. If you can get back to sort of pre-COVID levels of sales, do you think you can achieve the lower margin range?

Question: William Henry Ashman - JPMorgan Chase & Co, Research Division - Analyst : Okay. And then I just had another question on the sort of opportunity within energy transition and how should we think about scaling this business and the opportunity versus existing sort of oil and gas sales in John Crane?

Question: William Henry Ashman - JPMorgan Chase & Co, Research Division - Analyst : And then maybe just one final one for me. In your sort of conversations with shareholders, what would you say the largest misconception they have of the group so far?

Table Of Contents

Half Year 2023 Smiths Group PLC Earnings Presentation Transcript – 2023-03-24 – US$ 54.00 – Edited Transcript of SMIN.L earnings conference call or presentation 24-Mar-23 8:30am GMT

Smiths Group PLC Annual Shareholders Meeting Transcript – 2022-11-16 – US$ 54.00 – Edited Transcript of SMIN.L shareholder or annual meeting 16-Nov-22 11:00am GMT

Smiths Group PLC Capital Markets Event Transcript – 2022-11-10 – US$ 54.00 – Edited Transcript of SMIN.L corporate analyst meeting</ 10-Nov-22 4:00pm GMT

Full Year 2022 Smiths Group PLC Earnings Presentation Transcript – 2022-09-23 – US$ 54.00 – Edited Transcript of SMIN.L earnings conference call or presentation 23-Sep-22 7:30am GMT

Half Year 2022 Smiths Group PLC Earnings Call Transcript – 2022-03-25 – US$ 54.00 – Edited Transcript of SMIN.L earnings conference call or presentation 25-Mar-22 8:30am GMT

Smiths Group PLC Capital Markets Day Part 1 Transcript – 2021-11-17 – US$ 54.00 – Edited Transcript of SMIN.L corporate analyst meeting</ 17-Nov-21 2:00pm GMT

Full Year 2021 Smiths Group PLC Earnings Presentation Transcript – 2021-09-28 – US$ 54.00 – Edited Transcript of SMIN.L earnings conference call or presentation 28-Sep-21 7:30am GMT

Smiths Group PLC to Discuss Superior Transaction for Sale of Smiths Medical to ICU Medical Inc Call Transcript – 2021-09-08 – US$ 54.00 – Edited Transcript of SMIN.L M&A conference call or presentation 8-Sep-21 7:30am GMT

Smiths Group PLC to Discuss Agreement for the Sale of Smiths Medical to TA Associates Management LP Call Transcript – 2021-08-03 – US$ 54.00 – Edited Transcript of SMIN.L M&A conference call or presentation 3-Aug-21 9:00am GMT

Half Year 2021 Smiths Group PLC Earnings Presentation Transcript – 2021-03-26 – US$ 54.00 – Edited Transcript of SMIN.L earnings conference call or presentation 26-Mar-21 9:00am GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Smiths Group PLC Capital Markets Day Part 2 - Q&A Session Transcript" Nov 18, 2021. Alacra Store. May 03, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Smiths-Group-PLC-Capital-Markets-Day-Part-2-Q-A-Session-T15032921>
  
APA:
Thomson StreetEvents. (2021). Smiths Group PLC Capital Markets Day Part 2 - Q&A Session Transcript Nov 18, 2021. New York, NY: Alacra Store. Retrieved May 03, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Smiths-Group-PLC-Capital-Markets-Day-Part-2-Q-A-Session-T15032921>
  
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