Business description: Saint-Gobain

Compagnie de Saint-Gobain is one of the world leaders in the production and distribution of construction materials for the construction, mobility, healthcare and industrial sectors. The activity is organized around 4 areas:

- manufacturing of high-performance materials: ceramic products (No. 1 worldwide in thermal and mechanical applications for ceramics) and plastics (No. 1 worldwide), abrasive products (No. 1 worldwide) and reinforcing materials (No. 1 worldwide in wire of glass);

- distribution of materials: primarily under the names Point.P in France, Dahl in Scandinavia and Telhanorte in Brazil;

- manufacturing of construction products: exterior products (PVC and façade products, asphalted shingles, etc.), insulation (glass wools, insulating foams, metal ceilings, etc.) and ductwork, industrial mortars, and gypsum materials;

- manufacturing of glass: plate glass, automobile windows, specialty glass (fire and nuclear protection glasses, etc.). The group also transforms and distributes building glass.

Export accounts for 76.4% of net sales.

Number of employees: 1,61,482

Sales by Activity: Saint-Gobain

Fiscal Period: December 2020 (EUR) 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR)

Southern Europe - Middle East & Africa

1.25TCr 1.4TCr 1.52TCr 1.49TCr 1.39TCr

Northern Europe

1.28TCr 1.5TCr 1.64TCr 1.26TCr 1.15TCr

High Performance Solutions

654.4Cr 751.1Cr 964.8Cr 1.01TCr 984Cr

Americas

569.7Cr 681.5Cr 906.4Cr 943.9Cr 980.5Cr

Asia-Pacific

152Cr 178.7Cr 213.2Cr 212.3Cr 264.2Cr

Other

-89Cr -102.5Cr -125.8Cr -125.6Cr -119.4Cr

Executive Committee: Saint-Gobain

Manager TitleAgeSince
Chief Executive Officer 56 01/07/2021
Director of Finance/CFO - 01/04/2025
President - 01/09/2019
Chief Tech/Sci/R&D Officer 59 01/03/2021
Chief Tech/Sci/R&D Officer 64 -

Composition of the Board of Directors: Saint-Gobain

Director TitleAgeSince
Director/Board Member 66 01/06/2009
Chairman 56 06/06/2024
Director/Board Member 72 01/06/2012
Director/Board Member 71 06/06/2013
Director/Board Member 68 02/06/2016
Director/Board Member 65 -
Director/Board Member - -
Director/Board Member 45 01/05/2018
Director/Board Member 51 14/04/2020
Director/Board Member 67 04/06/2020

Shareholders: Saint-Gobain

NameEquities%Valuation
OFI Invest Asset Management SA
0.3934 %
19,46,495 0.3934 % 193 M €
Nordea Investment Management AB
0.3082 %
15,24,843 0.3082 % 151 M €
0.3052 %
15,09,987 0.3052 % 149 M €
Bestinver Gestión SA SGIIC
0.2573 %
12,73,313 0.2573 % 126 M €
Goldman Sachs Asset Management BV
0.2355 %
11,65,474 0.2355 % 115 M €
NameEquities%Valuation
Uzes Gestion SA
-
4,04,000 - 12 536 €
Sanso Longchamp Asset Management SAS
-
75,000 - 2 327 €
Rothschild & Co. Vermögensverwaltung GmbH
-
105 - 3 €
NameEquities%Valuation
RhumbLine Advisers LP
0.002372 %
58,686 0.002372 % 1 M €
Sterling Capital Management LLC
0.001952 %
48,304 0.001952 % 956 468 €
Atlas Capital Advisors, Inc.
0.001523 %
37,679 0.001523 % 746 082 €
Old National Bank (Investment Management)
0.00062 %
15,348 0.00062 % 303 906 €
GAMMA Investing LLC
0.000521 %
12,897 0.000521 % 255 373 €
NameEquities%Valuation
MCA Finance SA
0.398 %
3,489 0.398 % 5 396 €

Holdings: Saint-Gobain

NameEquities%Valuation
5,71,28,000 51.6% 958 M $
13,03,059 99.8% 876 M $
15,09,987 0.31% 149 M $
6,83,29,275 75% 75 M $

Company details: Saint-Gobain

Compagnie de Saint-Gobain SA

Tour Saint-Gobain

92400, Courbevoie

+33 1 88 54 00 00

http://www.saint-gobain.com
address Saint-Gobain(SGO)

Group companies: Saint-Gobain

NameCategory and Sector
Saint-Gobain Industries India Pvt Ltd.
Saint-Gobain India Pvt Ltd.
Saint-Gobain India Pvt Ltd.

Other Construction Supplies & Fixtures

Change 5d. change 1-year change 3-years change Capi.($)
-0.78%+0.75%-9.10%+62.66% 5.22TCr
-0.73%-3.36%+13.17%+47.20% 4.71TCr
+0.06%+16.13%+105.70%-4.68% 1.91TCr
-0.61%+1.82%+14.32%+57.41% 1.67TCr
+0.08%+6.40%-2.81%+36.52% 1.55TCr
-1.63%-7.70%-25.45%+39.07% 1.27TCr
+0.14%+2.23%+45.94%+29.98% 879.96Cr
-0.98%+6.60%+19.93%+87.54% 866.54Cr
-0.35%+0.21%+30.16%+145.62% 863.77Cr
-0.14%-2.34%+44.63%+118.02% 855.67Cr
Average -0.45%+2.14%+23.65%+61.93% 1.98TCr
Weighted average by Cap. -0.51%+1.54%+16.46%+54.12%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
19
Last Close Price
89.26EUR
Average target price
103.42EUR
Spread / Average Target
+15.86%

Quarterly revenue - Rate of surprise