L'Air Liquide Ord (AIQUF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and welcome to the Early Kid Q1 twenty twenty six Revenue Conference Call. All participants are currently in listen only mode until we conduct the question and answer session and instructions will be given at that time. I will now hand over to L'Air Liquide. Please begin your meeting and I will be standing by. Good morning, everyone. This is Audre Gruguier, the Head of Investor Relations. Thank you very much for attending the call today. Francois Jacob and Jerome Belton will present the first quarter revenue. For the Q and A session, they will be joined by Emily Moren Renoir, Group VP Oversealing Operations in EMEA and by Adam Peters, Group VP, CEO of Air Liquide North America. Adam is on the phone with us from The U. S. In the agenda, our next announcement is on July 28 for our half year 2026 results. Let me now hand you over to Francois. Thank you, Oud, and good morning, everyone. It's my pleasure to share a little highlights for the first quarter of twenty twenty six. This quarter, our performance once again demonstrates the resilience and agility of our business model and our outstanding capacity to grow within a complex global environment. Business wise, our project backlog has reached a numerical high, further securing our trajectory for profitable growth in the years to come. Let's move to the next slide. The first quarter results clearly underscore the trends of our model. The numbers speak for themselves. Sales grew plus 3.4% excluding FX and energy, bolstered by the accelerated integration of DIG in South Korea in January, which was originally planned for the course of H1. This overall sales performance confirms our ability to capture growth organically and through acquisitions in key geographies and sectors. Looking ahea...