Added to YB: 2026-03-02
Pitch date: 2026-02-27
AI.PA [bullish]
L'Air Liquide S.A.
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
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 103.0B
Pitch Price
N/A
Price Target
N/A
Dividend
2.08%
EV/EBITDA
14.56
P/E
29.23
EV/Sales
4.21
Sector
Chemicals
Category
growth
7 Global Quality Stocks Built To Compound For 20+ Years - L'Air Liquide S.A.
AI.PA: Industrial gas leader supplying O2, N2, H2 to electronics, healthcare, energy via long-term contracts & on-site plants. High switching costs, sticky customers. Growth from semis, healthcare expansion, energy transition (H2, carbon capture). Resilient cash flows from essential, recurring demand across diversified sectors. Strong pricing power, scale moat. Compounding via industrial necessity, not cyclicality.
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