Added to YB: 2025-07-28
Pitch date: 2025-07-24
AI.PA [bullish]
L'Air Liquide S.A.
-7.53%
current return
Author Info
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Company Info
L'Air Liquide S.A. provides gases, technologies, and services for the industrial and health sectors in Europe, the Americas, the Asia Pacific, the Middle East, and Africa.
Market Cap
EUR 95.8B
Pitch Price
EUR 172.58
Price Target
210.00 (+32%)
Dividend
1.99%
EV/EBITDA
13.75
P/E
27.98
EV/Sales
3.92
Sector
Chemicals
Category
value
Slow growth, soaring margins: The Air Liquide paradox ($AI.PA)
AI.PA: Industrial gas leader at 14x '25 EV/EBITDA (27% below Linde), targeting 460bps margin expansion by '26. Strong energy transition leadership w/ €4.5B backlog (40% green), record €131M efficiencies in Q1 (+17% YoY). Resilient business (healthcare +5%, electronics +4%) with global diversity. €210 PT (+22% upside).
Read full article (6 min)