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

Composition of the Board of Directors: Vallourec

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

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.($)
+2.79%-0.90%+18.62%+69.36% 4.66B
-1.78%+6.04%+43.96%-6.83% 78.32B
+0.41%+0.54%+20.41%+60.22% 55.45B
+1.97%+1.61%+65.82%+75.10% 29.32B
+0.24%+5.99%+30.43%-11.39% 28.88B
+1.39%+1.50%+74.88%+226.09% 27.41B
-0.62%+6.87%+80.66%+217.63% 14.03B
+0.57%-4.88%+65.77%+124.75% 10.09B
+1.18%-3.41%+94.57%+232.76% 9.54B
+1.49%+7.07%+43.91%+5.10% 7.04B
Average +0.78%+0.59%+53.90%+99.28% 26.47B
Weighted average by Cap. +0.10%+2.48%+47.32%+67.11%
Trader
Investor
Global
Quality
ESG MSCI
A
MarketScreener Ratings - Vallourec
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
18.11EUR
Average target price
26.05EUR
Spread / Average Target
+43.84%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Vallourec