Business description: Saint-Gobain

Compagnie de Saint-Gobain is one of the world leaders in the production and distribution of construction materials for the construction, mobility, healthcare and industrial sectors. The activity is organized around 4 areas:

- manufacturing of high-performance materials: ceramic products (No. 1 worldwide in thermal and mechanical applications for ceramics) and plastics (No. 1 worldwide), abrasive products (No. 1 worldwide) and reinforcing materials (No. 1 worldwide in wire of glass);

- distribution of materials: primarily under the names Point.P in France, Dahl in Scandinavia and Telhanorte in Brazil;

- manufacturing of construction products: exterior products (PVC and façade products, asphalted shingles, etc.), insulation (glass wools, insulating foams, metal ceilings, etc.) and ductwork, industrial mortars, and gypsum materials;

- manufacturing of glass: plate glass, automobile windows, specialty glass (fire and nuclear protection glasses, etc.). The group also transforms and distributes building glass.

Net sales (before intragroup eliminations) are distributed geographically as follows: Southern Europe/Middle East/Africa (33.4%), Northern Europe (28.7%), Americas (27%), and Asia/Pacific (10.9%).

Number of employees: 158,616

Sales by Activity: Saint-Gobain

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Southern Europe, Middle East & Africa

14.04B 15.2B 14.94B 13.93B 16.07B

Northern Europe

15.03B 16.41B 12.61B 11.55B 13.78B

Americas

6.82B 9.06B 9.44B 9.8B 12.96B

Asia-Pacific

1.79B 2.13B 2.12B 2.64B 5.26B

Other Items

-1.02B -1.26B -1.26B -1.19B -1.58B

High Performance Solutions

7.51B 9.65B 10.08B 9.84B -

Executive Committee: Saint-Gobain

Manager TitleAgeSince
Chief Executive Officer 56 2021-06-30
Director of Finance/CFO - 2025-03-31
President - 2019-08-31
Chief Tech/Sci/R&D Officer 59 2021-02-28
Chief Tech/Sci/R&D Officer 64 -

Composition of the Board of Directors: Saint-Gobain

Director TitleAgeSince
Director/Board Member 66 2009-05-31
Chairman 56 2024-06-05
Director/Board Member 73 2012-05-31
Director/Board Member 71 2013-06-05
Director/Board Member 68 2016-06-01
Director/Board Member 65 -
Director/Board Member - -
Director/Board Member 45 2018-04-30
Director/Board Member 51 2020-04-13
Director/Board Member 67 2020-06-03

Shareholders: Saint-Gobain

NameEquities%Valuation
OFI Invest Asset Management SA
0.3486 %
1,725,148 0.3486 % 139 M €
Nordea Investment Management AB
0.3109 %
1,538,251 0.3109 % 124 M €
0.2941 %
1,455,502 0.2941 % 117 M €
Bestinver Gestión SA SGIIC
0.2561 %
1,267,135 0.2561 % 102 M €
Goldman Sachs Asset Management BV
0.2516 %
1,244,966 0.2516 % 100 M €
NameEquities%Valuation
Uzes Gestion SA
-
404,000 - 12 536 €
MultiConcept Fund Management SA
-
350,000 - 10 861 €
Sanso Longchamp Asset Management SAS
-
75,000 - 2 327 €
Rothschild & Co. Vermögensverwaltung GmbH
-
105 - 3 €
NameEquities%Valuation
RhumbLine Advisers LP
0.002372 %
58,686 0.002372 % 947 485 €
Sterling Capital Management LLC
0.001952 %
48,304 0.001952 % 779 868 €
Atlas Capital Advisors, Inc.
0.001523 %
37,679 0.001523 % 608 327 €
Old National Bank (Investment Management)
0.00062 %
15,348 0.00062 % 247 793 €
GAMMA Investing LLC
0.000458 %
11,325 0.000458 % 182 842 €
NameEquities%Valuation
SwissLife Gestion Privée SA
6.981 %
61,200 6.981 % 98 022 €
MCA Finance SA
0.398 %
3,489 0.398 % 5 588 €

Holdings: Saint-Gobain

NameEquities%Valuation
1,303,059 99.8% 863 M $
57,128,000 51.6% 815 M $
1,455,502 0.29% 117 M $
68,329,275 75% 62 M $

Company details: Saint-Gobain

Compagnie de Saint-Gobain SA

Tour Saint-Gobain

92400, Courbevoie

+33 1 88 54 00 00

http://www.saint-gobain.com
address Saint-Gobain(SGO)

Group companies: Saint-Gobain

NameCategory and Sector
Investment Managers
Saint-Gobain Industries India Pvt Ltd.
Saint-Gobain India Pvt Ltd.
Saint-Gobain India Pvt Ltd.
Building Products

Other Construction Supplies & Fixtures

Change 5d. change 1-year change 3-years change Capi.($)
-0.66%+7.06%-8.33%+49.21% 43.5B
-0.77%+5.22%+32.91%+54.71% 43.94B
+1.23%+16.66%+59.60%-13.01% 15.86B
+2.16%+7.77%+2.66%+69.43% 14.25B
+2.13%+8.78%+3.83%+32.90% 12.78B
+2.61%+10.63%-27.60%-5.81% 9.17B
+3.92%+10.20%+68.68%+141.06% 8B
-2.49%+1.50%+35.84%+14.79% 7.78B
+1.65%+8.08%+32.38%+154.31% 7.52B
+2.07%+8.12%+20.00%+65.03% 7.29B
Average +1.19%+7.12%+22.00%+56.26% 17.01B
Weighted average by Cap. +0.46%+7.34%+18.11%+50.40%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
19
Last Close Price
75.50EUR
Average target price
98.23EUR
Spread / Average Target
+30.11%

Quarterly revenue - Rate of surprise