Added to YB: 2026-06-24
Pitch date: 2026-04-14
AI.PA [bullish]
L'Air Liquide S.A.
-1.17%
current return
Author Info
No bio for this author
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 105.2B
Pitch Price
EUR 169.36
Price Target
230.00 (+37%)
Dividend
2.03%
EV/EBITDA
14.96
P/E
29.98
EV/Sales
4.29
Sector
Chemicals
Category
growth
L'Air Liquide S.A. - $AI.PA
AI.PA: French industrial gas compounder mislabeled as utility; 3-tailwind play (decarbonization, semis, space). GM&T space segment (3% sales) growing 70%/yr as LOX/rare gas 'launchpad tollbooth.' Helium scarcity from Hormuz boosts 2026 EPS. 25x '29e EPS €9.20 = €230 PT, 12% base IRR, ~20% bull, -3% downside. Catalysts: Q2/Q3 scarcity margins, 1-for-10 bonus shares, SpaceX IPO, re-rate to 30x P/E.
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