Financial Data and Key Metrics Changes - Sales for Q1 2021 were $2.4 billion, up 5% year-over-year driven by strong pricing, higher energy pass-through, and positive currency impact [20] - EBITDA increased to $932 million, a 3% rise compared to the previous year, with an EBITDA margin of nearly 40% despite challenges [19][20] - Adjusted EPS for the quarter was $2.12, comparable to the previous year despite a negative impact from COVID-19 estimated at $0.10 to $0.15 [22] Business Line Data and Key Metrics Changes - Asia sales increased by 4% year-over-year, with a 1% price rise and a 4% volume decline primarily due to Lu'An's impact [27] - Americas sales were flat year-over-year, with a 3% price increase offset by lower volumes due to COVID-19 [29] - EMEA region saw a 13% year-on-year sales growth, with volumes up 5% and a 3% price increase [32] Market Data and Key Metrics Changes - The company experienced a 4% reduction in overall sales due to COVID-19 impacts, particularly affecting the US market [21][35] - The merchant business in Asia showed slight volume declines compared to pre-crisis levels, while Europe faced a larger impact on packaged gases [36] Company Strategy and Development Direction - The company aims to be the safest, most diverse, and most profitable industrial gas company globally, focusing on sustainable solutions for energy and environmental challenges [11][12] - Significant projects include a $2 billion coal to methanol project in Indonesia and the NEOM project in Saudi Arabia, aimed at transitioning to carbon-free energy [14][37] - The company is committed to gasification strategies and expects to announce additional projects in the future [10][16] Management's Comments on Operating Environment and Future Outlook - Management expressed uncertainty regarding the ongoing impact of COVID-19 on global economies and refrained from providing EPS or CapEx guidance for Q2 or fiscal year 2021 [35] - The company remains optimistic about future growth opportunities in gasification, carbon capture, and hydrogen for mobility [37][38] Other Important Information - A 12% dividend increase was announced, raising the quarterly dividend to $1.50 per share, marking the 39th consecutive year of dividend increases [18] - The company generated nearly $2.6 billion in distributable cash flow over the last 12 months, with over 40% allocated to dividends [24] Q&A Session Summary Question: Impact of Lu'An contract renegotiation on economics - Management indicated that the renegotiation will improve overall returns once the plant is operational again [41] Question: Timing for NEOM project segments - Groundbreaking for NEOM is expected around May or June, with long lead-time equipment already ordered [42] Question: Future projects in China and Lu'An impact - Management reassured that Lu'An is a specific case and that they remain committed to investing in China despite challenges [43] Question: Concerns about COVID-19 impact on future quarters - Management expressed caution about the ongoing pandemic and its potential effects on business, particularly in the US [46] Question: Jazan project ramp-up status - The Jazan facility is in the commissioning phase, with significant support from the company [54] Question: Future green hydrogen projects - Management refrained from providing specifics on potential announcements for green hydrogen projects [70]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended 30 September 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________________ to ______________________ Commission file number 001-04534 AIR PRODUCTS AND CHEMICALS, INC. (Exact name of registrant as specified i ...

Air Products and Chemicals, Inc. (NYSE:APD) Q4 2020 Earnings Conference Call November 11, 2020 10:00 AM ET Company Participants Simon Moore - Vice President of Investor Relations Seifi Ghasemi - Chairman, President & Chief Executive Officer Scott Crocco - Executive Vice President & Chief Financial Officer Conference Call Participants Jeff Zekauskas - JPMorgan Duffy Fischer - Barclays Steve Byrne - Bank of America Kevin McCarthy - Vertical Research Partners Bob Koort - Goldman Sachs P.J. Juvekar - Citi John ...

Air Products & Chemicals, Inc. (NYSE:APD) Q3 2020 Results Conference Call July 23, 2020 10:00 AM ET Company Participants Simon Moore - Vice President of Investor Relations Seifi Ghasemi - President and Chief Executive Officer Scott Crocco - Executive Vice President and Chief Financial Officer Sean Major - Executive Vice President, General Counsel and Secretary Conference Call Participants Vincent Andrews - Morgan Stanley James Sheehan - SunTrust Robinson Humphre Kevin McCarthy - Vertical Research Partners S ...

Financial Performance & Strategy - Q3 FY20 sales were $2065 million, a decrease of 7% compared to Q3 FY19 and Q2 FY20 [26] - Adjusted EBITDA for Q3 FY20 was $881 million, a decrease of 1% compared to Q3 FY19 and Q2 FY20, but the Adjusted EBITDA Margin was 427%, a 260bp increase year-over-year [26] - Adjusted EPS for Q3 FY20 was $201 per share, a decrease of 7% compared to Q3 FY19 [26] - The company successfully issued approximately $5 billion in debt in April, demonstrating investor confidence in its financial stability [5, 22] - The company is committed to managing its debt balance to maintain its current targeted A/A2 rating [22, 39] Project Investments & Growth - The company has committed to invest $159 billion in new projects by the end of 2022, exceeding its initial goal [32] - Key projects include a $7 billion NEOM carbon-free hydrogen project in Saudi Arabia and a $2 billion coal-to-methanol project in Indonesia [5] - The Indonesia project involves producing approximately 2 million tons per year (TPY) of methanol from approximately 6 million TPY of coal [15] Operational Metrics - The Employee Lost Time Injury Rate improved by 68% from FY14 to Q3 FY20, reaching 008 [8] - The Employee Recordable Injury Rate improved by 32% from FY14 to Q3 FY20, reaching 039 [8] Regional Performance - Industrial Gases - Asia: Sales were $652 million, a decrease of 4%, but Adjusted EBITDA Margin was 501%, a 90bp increase [41] - Industrial Gases - Americas: Sales were $850 million, a decrease of 11%, but Adjusted EBITDA Margin was 484%, a 550bp increase [44] - Industrial Gases - EMEA: Sales were $430 million, a decrease of 13%, and Adjusted EBITDA Margin was 395%, a 110bp increase [47]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended 30 June 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-04534 AIR PRODUCTS AND CHEMICALS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 23-1274455 (State or ...

Air Products and Chemicals, Inc. (NYSE:APD) Q2 2020 Earnings Conference Call April 23, 2020 10:00 AM ET Company Participants Simon Moore - Vice President-Investor Relations Seifi Ghasemi - Chairman, President & CEO Scott Crocco - EVP & CFO Sean Major - EVP, General Counsel and Secretary Conference Call Participants Jeff Zekauskas - JPMorgan Vincent Andrews - Morgan Stanley Kevin McCarthy - Vertical Research Partners Christopher Parkinson - Credit Suisse John McNulty - BMO Capital Markets David Begleiter - D ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended 31 March 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-04534 AIR PRODUCTS AND CHEMICALS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 23-1274455 (State o ...