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L'Air Liquide Societe Anonyme pour l'Etude et l'Exploitation des Procedes Georges Claude SA
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L'Air Liquide Societe Anonyme pour l'Etude et l'Exploitation des Procedes Georges Claude SA
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Precio: 176,78 EUR -0,95% Mercado cerrado
Capitalización de mercado: €92,28 B

L'Air Liquide Societe Anonyme pour l'Etude et l'Exploitation des Procedes Georges Claude SA
Relación con Inversores

L’Air Liquide es uno de los mayores proveedores mundiales de gases industriales. Fabrica y suministra oxígeno, nitrógeno, hidrógeno, argón y gases especiales utilizados en fábricas, refinerías, hospitales y laboratorios. También comercializa equipos y servicios para el manejo, el almacenamiento y el uso seguro de esos gases, incluidos plantas de gas in situ construidas para grandes clientes. Sus principales clientes son fabricantes, empresas energéticas, proveedores de atención sanitaria y fabricantes de electrónica. Air Liquide obtiene ingresos suministrando gases mediante contratos a largo plazo, llenando y distribuyendo cilindros de gas y envíos de líquidos, e instalando y manteniendo sistemas de producción dedicados en las instalaciones de los clientes. En el ámbito sanitario, suministra gases médicos y servicios relacionados a hospitales y pacientes. Lo que diferencia a este negocio es que sus productos suelen ser servicios esenciales para las operaciones diarias de sus clientes, no complementos opcionales. Muchos clientes dependen de Air Liquide para mantener hornos en funcionamiento, apoyar procesos químicos o proporcionar oxígeno para uso médico, por lo que la empresa está profundamente integrada en las cadenas de suministro industriales y se beneficia de una demanda recurrente.

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Última conferencia de resultados
Periodo fiscal
Q2 2022
Fecha de la conferencia
28 jul., 2022
Resumen con IA
Q2 2022

Strong Growth: Air Liquide reported robust first-half 2022 results, with group sales up 7.7% on a comparable basis and published sales up 31%, driven by significant price increases and resilient volumes.

Margin Expansion: Operating margin improved by 50 basis points (excluding energy pass-through), reaching 18.5%, despite inflation and higher energy costs.

Pricing Power: The company achieved record price increases, particularly in Europe (up 22% in Q2), successfully passing on higher energy and inflation costs to customers.

Resilient Model: Air Liquide emphasized the resilience of its business model, supported by long-term contracts, take-or-pay clauses, and diversified customer base, even amid supply disruptions and energy volatility.

Investment Pipeline: The investment backlog remained strong at €3 billion, with no project cancellations and a very active pipeline, particularly in energy transition and electronics.

Guidance Confirmed: Management confirmed its full-year 2022 guidance and remains confident in delivering on its mid-term strategic objectives.

Datos financieros clave
Group Sales (Comparable)
+7.7%
Published Sales
+31%
Operating Margin (excluding energy)
18.5%
Operating Margin (published)
16.1%
Recurring Net Profit (constant FX)
+20%
Net Profit (published)
+5.3%
Cash Flow (constant FX)
+11.5%
Cash Flow as % of Sales (excluding energy)
23.5%
Return on Capital Employed
9.7%
Dividends Paid
€1.6 billion
Industrial and Financial CapEx
€1.5 billion
Net Debt
€12 billion
Gearing
46%
Order Intake (Engineering & Construction)
€526 million
Investment Backlog
€3 billion
Portfolio of Opportunities (12 months)
€3.3 billion
Start-up and Ramp-up Sales Contribution (H1)
€213 million
Energy Pass-Through Effect
+16.8%
Gas & Services Sales Growth (H1)
+7.2%
Engineering & Construction Sales Growth (H1)
+29%
Global Markets & Technologies Growth (H1)
+14%
Grabación de la conferencia de resultados
Otras conferencias de resultados

Dirección

Christiane Muller
Vice President of Global Markets & Technologies Activities

Christiane Muller is the Executive Vice President in charge of the Europe Industries Hub at Air Liquide. Since joining the company in 2002, she held key positions in financial control, working across R&D, operations, and industrial projects. Muller worked extensively within the Industrial Merchant and Large Industries business lines, where she was involved in developing hydrogen solutions for the mobility market. Before her current role, she served as Vice President, Finance, for the Global Markets & Technologies business unit. A committed advocate for sustainability and innovation, Christiane plays a critical role in Air Liquide's strategic growth and operations within the European market.

Ms. Amelia Irion
Group Human Resources Vice President

Amelia Irion is a seasoned executive with notable experience in human resources. She serves as the Group Human Resources Vice President at Air Liquide, a leading company in gases, technologies, and services for industries and health. In her role, she is responsible for steering the global HR strategy, focusing on talent development, fostering diversity and inclusion, and driving organizational change to support the company's growth objectives. Amelia's leadership is instrumental in aligning human resources initiatives with Air Liquide's strategic goals, leveraging her expertise to enhance the company's workforce capabilities and culture. Her extensive experience in the HR field has made her a key player in navigating complex human resources challenges and implementing innovative solutions that contribute to the overall success of the organization.

Mr. Pascal Vinet
Executive Vice President

Pascal Vinet is a notable figure at Air Liquide, a global leader in gases, technologies, and services for industry and health. He has had a distinguished career within the company, holding various strategic positions, which have significantly contributed to its growth and development. Vinet, who has been part of Air Liquide since 1991, has gained extensive international experience across different areas of the company's operations. He has been entrusted with numerous responsibilities, including leadership roles in operations and management across Europe and the Americas. At Air Liquide, Vinet has focused on enhancing operational efficiency and driving innovation, which are key to maintaining the company's competitive edge in the market. His leadership and vision have been instrumental in various initiatives, particularly in expanding Air Liquide's footprint in healthcare and industrial sectors. Pascal Vinet's expertise extends to integrating sustainability into business practices, aligning with Air Liquide’s commitment to sustainable growth and reducing carbon footprints. His contributions are part of the larger strategic goals of Air Liquide to innovate and offer solutions that meet the evolving needs of their customers worldwide.

Mr. Francois Venet
Senior Vice President

François Venet is a notable executive at Air Liquide, a leading global company in gases, technologies, and services for industry and health. As a member of the Executive Committee, he plays a significant role in shaping the strategic direction of the company. With a solid background in engineering and business, Venet has more than two decades of experience in the industrial sector. He joined Air Liquide in a period of expansion and innovation, contributing to its growth through his strategic insights and leadership skills. His responsibilities have spanned various facets of the business, including operations, strategy, and project management. Venet's role often involves overseeing major projects, alliances, and driving forward sustainability initiatives within the company. His leadership style is characterized by a focus on innovation, efficiency, and sustainability, aligning with Air Liquide's broader mission of contributing to a more sustainable and productive world. Through his career, François Venet has garnered respect for his commitment to excellence and his ability to navigate the complex dynamics of the global industrial gases market.

Dolores Paredes
Head of Markets, Strategy and Innovation - Healthcare Business Line
No hay biografía disponible
Mr. Adam Peters
VP & CEO of Air Liquide North America

Adam Peters is not a well-documented executive officer associated with L'Air Liquide. It's possible that you may be referring to another individual or a less publicly-known figure within the company. L'Air Liquide is a leading global company in gases, technologies, and services for industry and health, with many executives and employees worldwide. If you have additional details or context, it might help in providing a more specific biography or verifying the individual's role within the organization. Otherwise, the information provided does not match a known executive profile for the company.

Mr. François Abrial
Senior VP & General Secretary

François Abrial is a renowned executive at Air Liquide, officially known as L'Air Liquide Societe Anonyme pour l'Etude et l'Exploitation des Procedes Georges Claude SA, a global leader in gases, technologies, and services for industry and health. He has held various significant roles within the company, contributing to its growth and strategic direction. François Abrial is a member of Air Liquide's Executive Committee. His career with the company spans multiple decades, during which he has developed extensive international experience, holding roles across different geographical regions and departments. His leadership has been instrumental in strengthening Air Liquide's global presence and enhancing its operational efficiency. In his executive capacity, Abrial focuses on driving innovation, sustainability, and customer-centric strategies, aligning with Air Liquide's commitment to addressing major environmental and societal challenges. His efforts support the company's aim to lead industry advancements in energy transition and digital transformation. Through his strategic vision and leadership, François Abrial continues to play a key role in maintaining Air Liquide's position as a leader in its field, balancing business objectives with sustainability goals.

Contactos

Dirección
ILE-DE-FRANCE
Paris
75 Quai D Orsay, Paris Cedex 07
Contactos
+33140625555.0
www.airliquide.com
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