Business description: Air Liquide

L'Air Liquide is one of the world leaders in industrial and medical gas production. Net sales break down by activity as follows:

- industrial and medical gases production (95.4%): oxygen, nitrogen, hydrogen, synthesized gases. The group also supplies control equipment and services for fluid systems, gas and liquid chemical management, home care and hospital hygiene services, and operating room equipment. Net sales break down by market as follows: industries (73.7%), healthcare (16.6%) and electronics (9.7%);

- other (4.6%): engineering activities related to gas production plant construction and high-tech product manufacturing.

Net sales are distributed geographically as follows: France (12%), Europe/Middle East/Africa (28.6%), the United States (33.4%), Americas (5.9%) and Asia/Pacific (20.1%).

Number of employees: 66,500

Sales by Activity: Air Liquide

Fiscal Period: December 2020 (EUR) 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR)

Gas & Services - Americas

7.8B 8.44B 10.68B 10.17B 10.32B

Gas & Services - Europe, Middle East and Africa

- - - - 10.19B

Gas & Services - Asia-Pacific

4.47B 4.79B 5.61B 5.41B 5.3B

Gas and Services - Middle East and Africa

563M 717M 894M 1.05B -

Gas & Services - Europe

6.83B 8.31B 11.39B 9.73B -

Global Markets & Technologies

1.04B 1.22B 1.54B 1.62B 1.63B

Engineering & Construction

636M 813M 1.07B 968M 1.11B

Reconciliation

-846M -964M -1.25B -1.34B -1.49B

Geographical breakdown of sales: Air Liquide

Fiscal Period: December 2020 (EUR) 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR)

United States

6.75B 7.22B 9.24B 8.91B 9.05B

Europe Excl. France

4.7B 6.06B 8.83B 7.15B 7.75B

Asia-Pacific

4.57B 4.92B 5.71B 5.53B 5.43B

France

2.74B 3.04B 3.6B 3.43B 3.25B

Americas Excl. United States

1.16B 1.36B 1.65B 1.54B 1.59B

Middle East & Africa

567M 720M 897M 1.05B -

Executive Committee: Air Liquide

Manager TitleAgeSince
Chief Executive Officer 57 2022-05-31
Director of Finance/CFO 56 2021-05-31
Chief Tech/Sci/R&D Officer 53 2016-12-31
Investor Relations Contact 54 2015-02-28
Corporate Officer/Principal 52 2024-12-01

Composition of the Board of Directors: Air Liquide

Director TitleAgeSince
Chairman 68 2005-12-31
Director/Board Member 66 2014-05-06
Director/Board Member 53 2013-12-31
Director/Board Member 57 2022-05-31
Director/Board Member 71 2017-05-02
Director/Board Member 66 2020-05-04
Director/Board Member 46 2020-09-30
Director/Board Member 64 2021-05-03
Director/Board Member 54 2021-04-30
Director/Board Member 61 2023-05-02

Shareholders: Air Liquide

NameEquities%Valuation
0.3134 %
1,815,681 0.3134 % 341 M €
Sjunde AP-fonden
0.1491 %
864,011 0.1491 % 162 M €
OFI Invest Asset Management SA
0.1336 %
773,818 0.1336 % 145 M €
Rothschild & Co. Asset Management SCS
0.1333 %
772,540 0.1333 % 145 M €
State Street Global Advisors Ltd.
0.1049 %
607,715 0.1049 % 114 M €
NameEquities%Valuation
OFI Invest Asset Management SA
0.1628 %
719,023 0.1628 % 135 M €
Capfi Delen Asset Management NV
0.0642 %
283,346 0.0642 % 53 M €
Allianz Global Investors GmbH (France)
0.0101 %
44,400 0.0101 % 8 M €
Arkéa Asset Management SA
0.009271 %
40,942 0.009271 % 8 M €
IAM Independent Asset Management SA
0.006524 %
28,810 0.006524 % 5 M €
NameEquities%Valuation
de Pury Pictet Turrettini & Cie SA
-
15,100 - - €
NameEquities%Valuation
Domini Impact Investments LLC
0.003581 %
103,741 0.003581 % 4 M €
Boston Common Asset Management LLC
0.003484 %
100,943 0.003484 % 4 M €
RhumbLine Advisers LP
0.00243 %
70,385 0.00243 % 3 M €
Moloney Securities Asset Management LLC
0.001055 %
30,552 0.001055 % 1 M €
Madison Asset Management LLC
0.001053 %
30,512 0.001053 % 1 M €
NameEquities%Valuation
Financière Tiepolo SAS
0.0851 %
18,000 0.0851 % 0 €
Arkéa Asset Management SA
0.0623 %
13,182 0.0623 % 0 €

Holdings: Air Liquide

NameEquities%Valuation
1,815,681 0.31% 341 M $

Company details: Air Liquide

Air Liquide SA

75, quai d'Orsay

75007, Paris

+33 1 40 62 55 55

http://www.airliquide.com/fr
address Air Liquide(AI)

Group companies: Air Liquide

NameCategory and Sector
Chemicals: Specialty
Chemicals: Specialty
Air Liquide Global E&C Solutions India Pvt Ltd.
Air Liquide Global E&C Solutions India Pvt Ltd.

Other Commodity Chemicals

Change 5d. change 1-year change 3-years change Capi.($)
+0.30%+0.99%-2.13%+28.76% 116B
+2.65%+4.50%-12.78%-37.70% 46.4B
-3.45%-2.01%+15.91%-13.28% 38.5B
-2.08%-0.35%0.00%+204.96% 36.38B
-2.96%-0.61%+57.80%+39.36% 25.03B
-4.00%+1.86%+39.24%+57.09% 24.24B
-3.57%+0.83%+61.04%+13.10% 20.22B
+8.24%+7.21%+140.61%+4.65% 19.9B
-2.94%-0.22%+152.50%+193.79% 18.81B
-0.75%+2.42%+85.61%-15.64% 19.1B
Average -0.86%+0.54%+53.78%+47.51% 36.48B
Weighted average by Cap. -0.55%+0.73%+29.35%+40.05%
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
21
Last Close Price
169.40EUR
Average target price
194.48EUR
Spread / Average Target
+14.80%

Quarterly revenue - Rate of surprise