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CLAIM #36081 · Linde plc Ordinary Shares (LIN) · 2023Q4 earnings call · Feb 6, 2024 · due Dec 31, 2024

You should expect us to see that continue through in 2024 and you should see that reflected in margins which should continue to see some improvement as we go into 2024.

Sanjiv Lamba · CEO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

member, the thing to watch out in electronics is less about what is happening on capacities and more about the kind of escalation in geopolitical risk that comes with electronics in China, in particular at this point in time. And again, our view is you will see continued mild recovery probably through the first half of the year and then the second half we’ll have to just watch and see what happens. Duffy Fischer : Great. Thank you, guys. Operator: And we’ll take our next question from – [Audio Disconnect] Sanjiv Lamba: You should expect us to continue to see pricing actions that we take. We talk about pricing as being management action that something that we do every day and that process and discipline that follows I think is what makes the pricing mechanism so strong and robust for us. You should expect us to see that continue through in 2024 and you should see that reflected in margins which should continue to see some improvement as we go into 2024. Unidentified Analyst: Thank you. Operator: And we will take our next question from Jeff Zekauskas with JPMorgan. Your line is open. Jeff Zekauskas : Thanks very much. In terms of your outlook for 2024, is global industrial production is roughly flat? And you have new projects coming on stream? Should your base case volume be up 2% or 3%? And then if you can comment on whether Russia is now producing more helium that was before? Sanjiv Lamba: No, I’ll just quickly comment on Russia very quickly to tell you that we’ve come out of our contracts that are more – that were previously there and therefore really we aren’t in a position to comment on what happens in Russia as far as helium production is concerned. There is lot of speculation around, but Jeff, as you know and I think at this poin

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SEC filings for LIN · Claim quote is verbatim from the 2023Q4 earnings call.