Air Liquide SA

AI

Equity

ISIN FR0000120073 / Valor 502455

Euronext - Euronext Paris (2025-11-17)

EUR 169.60-1.22%

Air Liquide SA
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About company

Air Liquide SA, established in 1902, operates as a global leader in the provision of gases, technologies, and services for the industrial and healthcare sectors. With a presence in 72 countries and a workforce of approximately 67,800 employees, the company caters to over 4 million customers and patients worldwide. Air Liquide's business is centered around essential small molecules such as oxygen, nitrogen, and hydrogen, which are crucial for various life processes, material properties, and energy applications. These elements form the scientific foundation of Air Liquide and have been integral to its operations since its inception. The company's extensive portfolio underscores its commitment to supporting a wide range of industries, including medical, chemical, and electronic manufacturing, with high-quality gases and related services.

Summarized from source with an LLMView SourceSector: Industrials

Sales Growth

In Q1 2025, Air Liquide SA recorded revenues of €7.0 billion, marking a 1.7% increase on a comparable basis. The Gas & Services segment, which constitutes 97% of total sales, grew by 1.8%, driven by strong performances in the Electronics (+3.6%) and Healthcare (+5.3%) sectors. Notably, the Electronics sector benefited from the rapid development of artificial intelligence, while the Healthcare segment maintained robust growth independent of broader industrial trends.

Margin Enhancement Initiatives

The company continued its efforts to strengthen financial performance by increasing group efficiencies by 17%, reaching €131 million—the highest on record for the first quarter. Air Liquide SA remains committed to its five-year goal of expanding its operating margin by 460 basis points, excluding energy impacts, through price management, efficiency improvements, and portfolio optimization.

Record Investment Backlog

Air Liquide SA's investment backlog surged to a record €4.5 billion in Q1 2025, reflecting a balanced and diversified project mix across all geographies in Large Industries and Electronics. This substantial backlog underscores the company's proactive approach to securing future growth opportunities and supporting its long-term strategic objectives.

Geographic Performance

Revenue growth was observed across key regions, with the Americas leading at a 3.2% increase, driven by strong performances in Large Industries and Healthcare. Europe, Middle East & Africa maintained stable revenues, while the Asia Pacific region saw a 2.7% rise, supported by significant contributions from the Large Industries and Electronics sectors.

Sustainability and Decarbonization Projects

Air Liquide SA continued to advance its sustainability agenda by investing in major decarbonization projects. Notable initiatives include the strengthening of its presence in Japan with a new Air Separation Unit and the announcement of large-scale renewable hydrogen projects in the Netherlands. Additionally, the successful completion of a €500 million green bond issuance underscores the company's dedication to financing flagship energy transition projects.

Summarized from source with an LLMView Source

Key figures

5.32%1Y

37.3%3Y

35.4%5Y

Performance

18.0%1Y

17.6%3Y

19.1%5Y

Volatility