Professional
Added to YB: 2026-03-20
Pitch date: 2026-01-27
AI.PA [neutral]
L'Air Liquide S.A.
+7.87%
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 99.4B
Pitch Price
EUR 156.00
Price Target
N/A
Dividend
2.15%
EV/EBITDA
14.21
P/E
28.33
EV/Sales
4.08
Sector
Chemicals
Category
growth
Latitude Global Fund Portfolio Holding: L'Air Liquide S.A.
AI.PA (holding update): Industrial gases leader w/ all-time high backlog despite weak energy transition demand. Winning contracts in electronics/semis & US reshoring. European large industries hit cyclical bottom; volume recovery flows to bottom line w/o capex. 10% EPS growth + 2.5% dividend yield target. Stock +4% vs fundamental acceleration setup.
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