Профиль компании · Basic Materials

Air Liquide SA

AI · Париж
Отрасль
Industrial Gases
Биржа
Париж
Страна / Регион
France
Сотрудники
63 126
Текущая цена
183
закрытие 9 июня 2026 г.
Цена покупки
≤ €130
Вход с запасом прочности
Балл роста Baillie
46/100
Слабоватый
Внутренняя стоимость · три уровня Текущая цена €183 · В пределах оптимистичного диапазона внутренней стоимости · многое уже заложено в цене

Сводный диапазон оценки · консервативный €85–€110 / справедливый €120–€150 / оптимистичный €175–€205. При €183, В пределах оптимистичного диапазона внутренней стоимости · многое уже заложено в цене.

Капитализация112,24 млрд €
Выручка (TTM)26,94 млрд €
EBITDA7,5 млрд €
Чистая маржа13,06 %
ROE13,36 %
P/E (TTM)31,92
Прогнозный P/E26,18
PEG2,34
Прибыль на акцию5,53 €
Дивидендная доходность1,92 %
Диапазон за 52 недели137,83 € – 182,26 €

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

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. It operates in Gas & Services, and Engineering & Construction segments. The Gas & Services segment comprises large industries business, which offers gas and energy solutions including oxygen, nitrogen, argon, hydrogen, and carbon monoxide, as well as operates cogeneration plants to supply steam and electricity to metals, chemicals, refining, and energy industries; and industrial merchant business line provides industrial gases, equipment, hardgoods, and associated services to materials and energy, materials and chemicals, food and pharmaceuticals, technology and research, and fabrication and construction sectors. This segment also includes healthcare business, which provides medical gases, home healthcare services, medical equipment, and specialty ingredient; healthcare professionals, and hospitals; and electronic business supply carrier gases, electronic specialty and advanced materials, equipment and installation, service, and analysis to semiconductor, flat panel, and photovoltaic markets. The Engineering & Construction segment designs, develops, and builds industrial gas production plants to third parties; and designs and manufacture plants in the traditional, renewable, and alternative energy sectors. This segment also focuses on markets which require a global approach, drawing on science, technologies, development models, and usages related to digital transformation. L'Air Liquide S.A. was incorporated in 1902 and is headquartered in Paris, France.

История

Air Liquide S.A. is listed in Paris and has a long-standing tradition of free (bonus) share distributions; its 33rd free share allocation took place on 10 June 2026, issuing 1 new share for every 10 held. Under its ADVANCE plan the company has pursued margin improvement and disciplined investment. Its most significant recent strategic move was the acquisition of DIG Airgas for about EUR 2.85 billion, which upon completion materially strengthened its position in South Korea, where revenue was set to reach roughly EUR 0.9 billion.

Положение в отрасли

Air Liquide is one of the global leaders in industrial and medical gases, serving 4.3 million customers and patients across 59 countries, with core products including oxygen, nitrogen, hydrogen, electronic specialty gases and medical gases. In 2025 the group generated revenue of EUR 26.94 billion, with Gas & Services accounting for about 97%; within that segment Industrial Merchant was 47%, Large Industries 27%, Healthcare 17% and Electronics 9%. Its principal comparable competitors are Linde, Air Products and Nippon Sanso. It operates 78 dedicated electronics units in Japan and 54 related units in Taiwan.

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