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

Specialty Products

12.19M - - - -

Mine & Forest

- 245M 375M 290M 340M

Inter-Segment Transactions

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

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 2022-03-19
Director of Finance/CFO 54 2025-11-30
Chief Operating Officer 48 2024-10-31
Chief Tech/Sci/R&D Officer - 2017-03-31
Corporate Officer/Principal 46 2016-12-31

Composition of the Board of Directors: Vallourec

Director TitleAgeSince
Director/Board Member 60 2019-05-22
Director/Board Member 67 2021-06-30
Director/Board Member 62 2021-06-30
Chairman 66 2022-03-19
Director/Board Member - 2024-12-09
Director/Board Member 61 2026-05-20
Director/Board Member 55 2024-05-22
Director/Board Member 56 -
Director/Board Member 50 2024-08-09

Shareholders: Vallourec

NameStocks%Valuation
15.56 %
41,372,722 15.56 % 865 M €
Boston Partners Global Investors, Inc.
4.484 %
11,922,907 4.484 % 249 M €
Capital Research & Management Co. (World Investors)
4.331 %
11,516,870 4.331 % 241 M €
UBS Asset Management Switzerland AG
4.218 %
11,216,408 4.218 % 234 M €
Fidelity Management & Research Co. LLC
3.865 %
10,276,139 3.865 % 215 M €
NameStocks%Valuation
PNC Wealth Management LLC
0.000462 %
6,140 0.000462 % 25 671 €

Holdings: Vallourec

NameStocks%Valuation
654,029,42081.72% 108 M $
153,3180.06% 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.($)
+2.90%-0.88%+19.07%+69.41% 4.66B
+0.04%+8.13%+48.14%-4.99% 78.32B
+0.27%+0.36%+18.41%+59.94% 55.45B
+2.66%+1.22%+71.47%+73.53% 29.32B
+1.49%+7.46%+33.48%-10.16% 28.88B
+0.74%+0.79%+78.30%+224.02% 27.41B
-0.62%+6.87%+80.66%+217.63% 14.03B
+0.57%-4.88%+65.51%+120.26% 10.09B
+1.25%-3.14%+97.12%+215.28% 9.54B
+2.18%+7.68%+45.88%+5.71% 7.04B
Average +1.15%+0.59%+55.80%+97.06% 26.47B
Weighted average by Cap. +0.75%+2.48%+49.60%+66.55%
Trader
Investor
Global
Quality
ESG MSCI
A
MarketScreener Ratings - Vallourec
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
18.64EUR
Average target price
26.05EUR
Spread / Average Target
+39.79%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Vallourec