L'Air Liquide S.A. (AIQUY) Analyst/Investor Day Transcript

SA Transcripts 162.42K Followers Follow L'Air Liquide S.A. ( AIQUY ) Analyst/Investor Day October 5, 2026 9:00 AM EDT Company Participants Aude Rodriguez - Head of Investor Relations Joseph Marczely Francois Venet - Senior Vice President of Large Industries & Strategy Adam Peters - Chief Executive Officer and President Diana Schillag - Group VP & General Secretary Marcelo Fioranelli - Chief Executive Officer Armelle Levieux - Group Vice President of Innovation & Technology Emilie Mouren-Renouard - Vice President Ronnie Chalmers - CFO, VP, GM - Finance & Accounting Division and Director Matthieu Giard - Group Executive Committee Member & In Charge of Supervising Operations David Prinselaar Jérôme Pelletan - Group VP & CFO François Jackow - CEO & Director Conference Call Participants Martin Roediger - Kepler Cheuvreux, Research Division John Campbell - BofA Securities, Research Division Alexander Sloane - Barclays Bank PLC, Research Division Laurent Favre - BNP Paribas, Research Division Joshua Spector - UBS Investment Bank, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Jean-Luc Romain - CIC Market Solutions ( ESN ), Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Sebastian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Presentation Aude Rodriguez Head of Investor Relations Good day, everyone. And a warm welcome to our Capital Markets Day. Our full leadership team will unveil beyond our new strategic plan, and they will answer your questions. Let me now hand over to Joe, who will assist you through the presentation. Joe? Joseph Marczely Thanks, Aude, and welcome, everyone. We will begin with a 1.5-hour presentation, then following a 5-minute break, management will host a Q&A session. Additionally starting now, you may write a question using the button at the top right of your screen. To dive right into the strategy and set direction for our plan, I'll turn the stage over to Francois. Francois Venet Senior Vice President of Large Industries & Strategy Thank you, Joe. Good day, everyone, and welcome