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Air Liquide SA — FY2001 Earnings Presentation

7 slides from Air Liquide SA's earnings presentation, Jan 29, 2002

  1. Slide 1: Consolidated Sales Full Year 2001

    Consolidated Sales Full Year 2001 29 January 2002

  2. Slide 2: Full Year 2001 consolidated sales

    Full Year 2001 consolidated sales (as of 31 December, 2001) ƒ Benoît Potier: Chairman of the Management Board ƒ Jean-Claude Buono: Executive Vice-President Member of the Management Board Agenda: 9 Consolidated sales as of December 31, 2001 9 Other activities 9 Segment analysis Gas and Services 9 Con

  3. Slide 3: Full Year 2001 and Q4 consolidated sales (comparable basis)

    Full Year 2001 and Q4 consolidated sales (comparable basis) FY 2001 Q4 2001 „ Total sales (m€) of which: 8,328 2,079 D Y on Y on comparable basis: +4.6% +0.5% D Perimeter: -2.0% -3.1% D Currency: -0.5% -2.5% D Natural gas: +0.7% -3.3% „ Gas and Services sales (m€) of which: 6,887 1,667 D Y on Y on c

  4. Slide 4: FY 2001: other activities

    FY 2001: other activities (at constant currency) „ Welding (at constant perimeter): -1% DDisposal of the welding equipment and hardgoods business in the US DSlight increase in Europe and France „ Engineering and Construction: +22.9% DStrong sales to third parties „ Other businesses (at constant peri

  5. Slide 5: FY 2001: segment analysis (1/2) Gas and Services

    FY 2001: segment analysis (1/2) Gas and Services (at constant currency) „ Large Industries: +5.9% (+3,1% on comparable basis) • Start-up of 9 large contracts • Sustained level in Europe but slowdown of Air Gas and Co-Gen in North America • Double digit growth in H2/H2CO • Good portfolio of projects

  6. Slide 6: FY 2001: segment analysis (2/2) Gas and Services

    FY 2001: segment analysis (2/2) Gas and Services (at constant currency) „ Industrial Customers: +4.8% (at constant perimeter) • Completion of US repositioning • A solid level of activity in Europe (incl. acquisitions) • Still favourable pricing environment in North America and Europe • Continued gro

  7. Slide 7: Conclusion

    Conclusion ƒ FY 2001: growth in all gas activities ƒ Q4 01 = Q4 00 (at comparable basis) and Q4 > Q3 ƒ Regular deal flow in Large Industries and Electronics ƒ Strategic management of business portfolio ƒ Progress in efficiency leading to margin improvement ƒ For 2001, confirmation of the near double

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