Air Liquide SA · EURONEXT:AI
Air Liquide SA — Q1 2001 Earnings Presentation
6 slides from Air Liquide SA's earnings presentation, May 2, 2001
Slide 1: Consolidated sales 1st Quarter 2001
AIR LIQUIDE Consolidated sales 1st Quarter 2001 May 2, 2001
Slide 2: Consolidated sales 1st Quarter 2001 agenda
Consolidated sales 1st Quarter 2001 § Benoît Potier : Chief Executive § Jean-Claude Buono : Senior Vice-President Agenda : ü Key figures ü Segment analysis ü Other businesses ü Analysis by region 2
Slide 3: Solid growth in 1st Quarter 2001
Solid growth in 1st Quarter 2001 ¢ Total sales : 2,145 M€ +17.2% =Perimeter effect: - 1.0% =Foreign exchange effect: +1.6% =Natural gas impact : +6.5% ¢ Gas and services sales: 1,810 M€ * +20.3% =Perimeter effect: +0.6% =Foreign exchange effect: +1.7% =Natural gas impact: +7.9% * of which 21.2% serv
Slide 4: Segment analysis
Segment analysis Gas and services (excluding foreign exchange) ¢ Large Industry: (+40.2%) =Rumping up of new contracts =Strong natural gas impact during 1st Quarter 2001 (+28%) ¢ Electronics: (+32.2%) =Strong equipment invoicing in Asia ¢ Industrial customers: (+6%) =Perimeter impact close to neutra
Slide 5: Other businesses
Other businesses ¢ Welding: (-7.8%) =Deconsolidation of hardgoods business in the US =Europe : +8.6% (including acquisitions) ¢ Engineering: (+83.5%) ¢ Other activities: (+1.4%) =+11.8% excluding sale of ALM 5
Slide 6: Analysis by region
Analysis by region Gas and services (excluding foreign exchange) ¢ France: (+11.9%) =Growth of all segments =Homecare recorded double digit growth ¢ Europe: (+14%) =Rumping up of new contracts =Acquisition of AGA’s assets in Austria ¢ Americas: (+27.1%) =Natural Gas impact (+20.6%) =Growth of Large