Business description: Vallourec

Vallourec is a world leader in the production of non-welded steel tubes and specialized tube products for industrial applications. Net sales (including intragroup) break down by activity as follows:

- tube manufacturing (87.3%). Net sales break down by market between oil, gas and petrochemical industries (83.8%), mechanical, automotive and construction industries (9.1%) and electrical energy (7.1%).

- mining and forestry (8.4%);

- other (4.3%).

Net sales (tube activity) are distributed geographically as follows: Europe (4.2%), North America (40.6%), the Middle East (22.1%), South America (15.9%), Asia (10.8%) and other (6.4%).

Number of employees: 12,046

Sales by Activity: Vallourec

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Tubes

3.43B 4.66B 4.8B 3.79B 3.53B

Holding Companies & Other

813K 210M 197M 193M 172M

Mine & Forest

- 245M 375M 290M 340M

Inter-Segment Transactions

- -235M -259M -235M -229M

Specialty Products

12.19M - - - -

Geographical breakdown of sales: Vallourec

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

North America

836M 2.09B 2.33B 1.57B 1.43B

Middle East

- 434M 643M 734M 779M

South America

- 855M 846M 590M 560M

Unallocated

- - - 483M 512M

Asia

- 389M 296M 412M 382M

Rest of the World

204M 285M 260M 256M 224M

Europe

- 606M 427M 228M 148M

CIS

30M - - - -

Brazil

1.06B - - - -

Other Central and South America

20M - - - -

China

201M - - - -

Other Asia and Middle East

565M - - - -

Other European Union Countries

195M - - - -

France

87M - - - -

Germany

247M - - - -

Inter-Segment Operations

- - - -235M -229M

Executive Committee: Vallourec

Manager TitleAgeSince
Chief Executive Officer 66 20/03/2022
Director of Finance/CFO 54 01/12/2025
Chief Operating Officer 48 01/11/2024
Chief Tech/Sci/R&D Officer - 01/05/2023
Chief Tech/Sci/R&D Officer - 01/04/2017

Composition of the Board of Directors: Vallourec

Director TitleAgeSince
Director/Board Member 59 23/05/2019
Director/Board Member 66 01/07/2021
Director/Board Member 62 01/07/2021
Chairman 66 20/03/2022
Director/Board Member - 10/12/2024
Director/Board Member 61 21/05/2026
Director/Board Member 55 23/05/2024
Director/Board Member 56 -
Director/Board Member 50 10/08/2024

Shareholders: Vallourec

NameStocks%Valuation
17.63 %
41,372,722 17.63 % 991 M €
Boston Partners Global Investors, Inc.
5.081 %
11,922,907 5.081 % 285 M €
Capital Research & Management Co. (World Investors)
4.908 %
11,516,870 4.908 % 276 M €
UBS Asset Management Switzerland AG
4.78 %
11,216,408 4.78 % 269 M €
BNP Paribas Financial Markets SNC
3.726 %
8,742,377 3.726 % 209 M €
NameStocks%Valuation
PNC Wealth Management LLC
0.000523 %
6,140 0.000523 % 29 404 €

Holdings: Vallourec

NameStocks%Valuation
654,029,42081.72% 153 M $
130,8190.06% 3 M $

Company details: Vallourec

Vallourec SA

12 rue de la Verrerie

92190, Meudon

+33 1 49 09 35 00

http://www.vallourec.com
address Vallourec(VK)

Group companies: Vallourec

NameCategory and Sector
Wholesale Distributors
Steel
Wholesale Distributors
Steel
Steel

Other Oil Related Services and Equipment

Change 5-day change 1-year change 3-year change Capi.($)
+0.34%-1.63%+12.94%+44.78% 4.75B
+0.60%+0.19%+51.28%-6.94% 79.95B
-0.70%-3.83%+39.28%+75.80% 61.88B
-0.22%-1.48%+114.42%+320.92% 30.37B
-0.98%+2.67%+58.69%-8.73% 29.44B
+1.43%+0.02%+86.99%+208.71% 10.16B
+0.74%-3.41%+55.88%+0.15% 7.28B
-0.87%-4.69%+45.98%+159.38% 6.7B
-0.80%-4.51%+48.80%+6.95% 6.49B
+1.42%-5.95%+71.68%+240.69% 6.21B
Average +0.28%-2.31%+58.59%+104.17% 24.32B
Weighted average by Cap. +0.16%-1.34%+58.20%+76.34%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
17.71EUR
Average target price
25.70EUR
Spread / Average Target
+45.14%

Quarterly revenue - Rate of surprise