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: 13,000

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 2022-03-19
Director of Finance/CFO 54 2025-11-30
Chief Operating Officer 48 2024-10-31
Chief Tech/Sci/R&D Officer - 2023-04-30
Chief Tech/Sci/R&D Officer - 2017-03-31

Composition of the Board of Directors: Vallourec

Director TitleAgeSince
Director/Board Member 59 2019-05-22
Director/Board Member 66 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
17.63 %
41,372,722 17.63 % 969 M €
Boston Partners Global Investors, Inc.
5.081 %
11,922,907 5.081 % 279 M €
Capital Research & Management Co. (World Investors)
4.908 %
11,516,870 4.908 % 270 M €
UBS Asset Management Switzerland AG
4.78 %
11,216,408 4.78 % 263 M €
BNP Paribas Financial Markets SNC
3.726 %
8,742,377 3.726 % 205 M €
NameStocks%Valuation
PNC Wealth Management LLC
0.000548 %
6,430 0.000548 % 30 125 €
Ascentis Independent Advisors LLC
0.000036 %
425 0.000036 % 1 991 €

Holdings: Vallourec

NameStocks%Valuation
654,029,42081.72% 195 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.($)
-4.25%-7.13%+21.49%+71.33% 5.54B
-2.04%+2.71%+37.41%-14.33% 72.66B
+0.44%+3.75%+28.35%+65.78% 58.29B
-0.91%-4.49%+91.23%+287.31% 28.6B
-0.13%-5.57%+35.14%-18.27% 25.99B
+0.79%-8.35%+72.27%+172.25% 8.68B
-3.83%-6.25%+46.28%-1.50% 6.79B
-0.48%-8.42%+48.54%+204.95% 6.16B
+0.32%-6.36%+39.26%+140.58% 6.1B
-1.52%-5.51%+39.89%-0.88% 5.9B
Average -1.16%-3.15%+45.99%+90.72% 22.47B
Weighted average by Cap. -0.91%+1.07%+43.29%+64.66%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
21.20EUR
Average target price
27.25EUR
Spread / Average Target
+28.52%

Quarterly revenue - Rate of surprise