Becton, Dickinson and Company (BDX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

Core Viewpoint - The company does not anticipate any impact from oil prices or resin costs for the current fiscal year, attributing this stability to effective hedging strategies implemented in recent years [2]. Group 1: Oil and Resin Impact - The company has observed that the correlation between oil prices and resin costs has diminished, indicating a decoupling of these two factors [2]. - The company has implemented aggressive hedging strategies for both currency and oil, which has significantly mitigated potential financial impacts from fluctuations in resin prices [2]. - Even if oil prices remain stable or increase slightly, the financial impact on the company is projected to be in the low single-digit millions of dollars, which is considered negligible for the fiscal year [2]. Group 2: Future Monitoring - The company will continue to monitor oil prices and resin costs for future fiscal years, particularly looking ahead to FY '26, but currently sees no anticipated impact [2].