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 20/03/2022
Director of Finance/CFO 54 01/12/2025
Chief Operating Officer 48 01/11/2024
Chief Tech/Sci/R&D Officer - 01/04/2017
Corporate Officer/Principal 46 01/01/2017

Composition of the Board of Directors: Vallourec

Director TitleAgeSince
Director/Board Member 60 23/05/2019
Director/Board Member 67 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
15.56 %
41,372,722 15.56 % 895 M €
Boston Partners Global Investors, Inc.
4.485 %
11,922,907 4.485 % 258 M €
Capital Research & Management Co. (World Investors)
4.332 %
11,516,870 4.332 % 249 M €
UBS Asset Management Switzerland AG
4.219 %
11,216,408 4.219 % 243 M €
Fidelity Management & Research Co. LLC
3.865 %
10,276,139 3.865 % 222 M €
NameStocks%Valuation
PNC Wealth Management LLC
0.000462 %
6,140 0.000462 % 26 574 €

Holdings: Vallourec

NameStocks%Valuation
654,029,42081.72% 115 M $
130,8190.05% 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.($)
-2.20%-1.90%+1.13%+61.30% 4.6B
+2.01%+0.40%+43.82%-16.11% 71.18B
+1.27%+1.05%+17.46%+61.51% 55B
+1.32%+3.23%+60.57%+66.06% 28.16B
+1.75%+0.98%+83.34%+246.40% 26.82B
+2.60%+2.12%+36.10%-21.19% 26.45B
-0.61%-0.61%+96.68%+243.52% 16.77B
+0.19%+0.37%+53.07%+128.21% 9.99B
+0.57%+2.58%+70.97%+205.12% 9.51B
+2.01%+0.19%+38.69%-5.18% 6.64B
Average +0.85%+0.04%+50.18%+96.96% 25.51B
Weighted average by Cap. +1.41%+0.83%+47.29%+69.41%
Trader
Investor
Global
Quality
ESG MSCI
A
Ratings Surperformance© - Vallourec
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
17.92EUR
Average target price
25.91EUR
Spread / Average Target
+44.61%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Vallourec