Business description: Shell plc

Shell plc specializes in oil and natural gas production and distribution. Net sales break down by activity as follows:

- marketing of petroleum products (41.9%): operation of a network of more than 42,724 service stations worldwide;

- refining of crude oil (28.9%): owns, at the end of 2025, 7 refineries worldwide. Shell plc is also involved in the manufacturing of chemical and petrochemical products (olefins, aromatic products, solvents, ethylenes, propylenes, phenols, additives, etc.);

- production of liquefied natural gas (14.4%);

- production of electricity from renewable sources (12.9%);

- crude oil and natural gas exploration and production (1.9%);

- other (0.1%).

Net sales are distributed geographically as follows: the United Kingdom (10.8%), Europe (23.7%), Asia/Oceania/Africa (34%), the United States (21.6%) and America (9.9%).

Number of employees: 84,000

Sales by Activity: Shell plc

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Marketing

- 12TCr 11TCr 13TCr 12TCr

Chemicals and Products

- 15TCr 12TCr 13TCr 11TCr

Oil Products

19TCr - - - -

Integrated Gas (Excl. Renewables and Energy Solutions)

- 7.32TCr 4.92TCr 4.6TCr 4.87TCr

Upstream (Excluding Integrated Gas & Oil Sands Mining)

4.55TCr 6.06TCr 4.77TCr 4.65TCr 4.11TCr

Integrated Gas

6.03TCr - - - -

Renewables and Energy Solutions

- 6TCr 4.95TCr 3.43TCr 3.87TCr

Corporate

4.3Cr 4.1Cr 4.2Cr 4.3Cr 3.9Cr

Inter-Segment

-6.24TCr -8.08TCr -6.04TCr -9.69TCr -9.35TCr

Chemicals

2.34TCr - - - -

Geographical breakdown of sales: Shell plc

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Asia, Oceania, Africa

8.71TCr 13TCr 10TCr 9.83TCr 9.08TCr

Other Europe

5.67TCr 8.57TCr 7.33TCr 6.45TCr 6.31TCr

USA

7.36TCr 8.71TCr 7.03TCr 6.51TCr 5.77TCr

United Kingdom

2.18TCr 5.02TCr 4.48TCr 2.8TCr 2.87TCr

Other Americas

2.22TCr 3.16TCr 2.82TCr 2.84TCr 2.65TCr

Executive Committee: Shell plc

Manager TitleAgeSince
Chief Executive Officer 52 01/01/2023
Director of Finance/CFO 49 01/04/2022
Chief Tech/Sci/R&D Officer 60 01/07/2023
Investor Relations Contact - -
Corporate Officer/Principal 56 -

Composition of the Board of Directors: Shell plc

Director TitleAgeSince
Director/Board Member 63 01/06/2017
Director/Board Member 71 23/05/2018
Director/Board Member 69 01/06/2019
Director/Board Member 68 20/05/2020
Chairman 70 18/05/2021
Director/Board Member 64 01/10/2020
Director/Board Member 69 19/05/2021
Director/Board Member 52 01/01/2023
Director/Board Member 49 01/04/2022
Director/Board Member 59 02/03/2023

Shareholders: Shell plc

NameEquities%Valuation
Norges Bank Investment Management
3.242 %
18,28,51,045 3.242 % 8 640 M p
The Vanguard Group, Inc.
3.228 %
18,20,24,193 3.228 % 8 600 M p
BlackRock Investment Management (UK) Ltd.
2.688 %
15,15,96,058 2.688 % 7 163 M p
BlackRock Advisors (UK) Ltd.
1.56 %
8,79,83,508 1.56 % 4 157 M p
SSgA Funds Management, Inc.
1.544 %
8,70,58,597 1.544 % 4 113 M p
NameEquities%Valuation
Ptarmigan Capital Ltd.
-
25,085 - - p
NameEquities%Valuation
Fidelity Management & Research Co. LLC
3.49 %
9,84,09,954 3.49 % 9 152 M p
Fisher Asset Management LLC
0.9626 %
2,71,42,785 0.9626 % 2 524 M p
DFA Australia Ltd.
0.8241 %
2,32,36,101 0.8241 % 2 161 M p
Eaton Vance Management
0.3387 %
95,49,023 0.3387 % 888 M p
T. Rowe Price International Ltd.
0.3026 %
85,31,869 0.3026 % 793 M p
NameEquities%Valuation
FMR Investment Management (UK) Ltd.
-
8,15,237 - - p
Security Kapitalanlage AG
-
1,54,972 - - p

Holdings: Shell plc

NameEquities%Valuation
7,00,000 53.85% 213 M $
89,08,60,233 55.21% 132 M $
4,38,00,000 46.11% 85 M $
4,50,00,000 7.06% 11 M $
6,08,10,825 4.47% 6 M $

Company details: Shell plc

Shell Plc

Shell Centre

SE1 7NA, London

+44 20 7934 1234

http://shell.com
address Shell plc(SHEL)

Group companies: Shell plc

NameCategory and Sector
Specialty Stores
Specialty Stores
Shell Slovakia sro

Integrated Oil & Gas

Change 5d. change 1-year change 3-years change Capi.($)
+0.72%-2.25%+35.28%+34.51% 25TCr
+0.37%-0.37%+7.11%-13.46% 1,75200Cr
+0.18%+0.76%+35.70%+8.65% 37TCr
+1.32%-1.77%+47.18%+31.75% 19TCr
+1.38%+1.66%+54.17%+75.26% 13TCr
+1.36%-3.05%+41.54%+15.49% 9.19TCr
+2.39%-2.32%+86.93%+66.64% 7.75TCr
-3.77%-.--%-.--%-.--% 4.04TCr
+0.14%-0.49%+107.81%+192.00% 4TCr
-0.50%-.--%-.--%-.--% 3.7TCr
Average +0.36%-3.10%+41.57%+41.08% 29.74TCr
Weighted average by Cap. +0.50%-1.72%+21.91%+6.09%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
44.25USD
Average target price
50.32USD
Spread / Average Target
+13.72%

Quarterly revenue - Rate of surprise