Added to YB: 2025-11-21
Pitch date: 2025-11-19
AI.PA [bullish]
L'Air Liquide S.A.
-4.81%
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 166.62
Price Target
N/A
Dividend
1.99%
EV/EBITDA
13.75
P/E
27.98
EV/Sales
3.92
Sector
Chemicals
Category
growth
Show full summary:
The French Portfolio: Ten Enduring Structures for the Pragmatist Compounder - Air Liquide
AI.PA: Industrial gas producer w/ €29B revenue, 13-14% margins, €4-5B annual FCF. Unquestionable necessity in refineries/semiconductors creates recurring demand. €1B+ hydrogen infrastructure investment w/ TotalEnergies for 45k tonnes/yr production positions for 2030 decarbonization.
Read full article (1 min)