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L'Air Liquide S.A.
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News: AIQUF
Air Liquide: Elliott Adds Capital Return Upside To The Margin Expansion Story
H1 confirmed strong execution, with recurring operating margin up 110 bps despite limited industrial recovery and persistent FX pressure. Electronics remains a key growth driver, while the investment backlog reached a record €6 billion across more than 70 projects. Elliott's reported stake adds pressure for faster margin improvement and could increase the importance of the upcoming Capital Markets Day.
Air Liquide rises as Elliott reportedly builds stake, pushes for higher margins
Shares in Air Liquide rose as much as 4.2% on Tuesday after sources familiar with the matter said activist investor Elliott Investment Management had built a stake in the French industrial gases company.
Quality Isn't Worth Anything, And Air Liquide Proves It
L'Air Liquide S.A. exemplifies a high-quality, fundamentally safe industrial gas leader, but its valuation is unjustifiably rich versus operational realities. AIQUF trades at 29-31x P/E and 15-16x EV/EBITDA, despite modest 5-7% growth, restrained FCF, and lower ROIC than Linde. Current premium reflects overhyped expectations for hydrogen and electronics; actual returns remain single-digit and cyclicality risks persist.
Air Liquide Backs Guidance After Revenue, Margin Improvements
The company remains confident it can increase its operating margin and deliver recurring net profit growth at constant exchange rates.
Air Liquide confirms margin outlook as first-half profit meets expectations
Air Liquide confirmed its margin outlook on Tuesday after first-half operating earnings broadly met expectations, as growth in electronics and industrial gases helped offset a still-muted industrial backdrop.
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