Revenue distribution by sectors:

• Water: 35%
• Waste management: 45%
• Energy: 20%

TOP 3 markets and their percentage shares of total revenue:

• France: 25%
• United States: 20%
• United Kingdom: 15%

Veolia Environnement SA generates the majority of its revenue from the water and waste management sectors, with the waste sector accounting for the largest share. The French market remains the most important for the company, followed by the USA and the United Kingdom. These markets are crucial for Veolia's growth and stability as they have a high demand for the company's services.

Production sites: Distributed globally, with a focus on Europe, North America, and Asia.

Veolia Environnement SA is a globally leading company in the field of environmental management and services. It does not produce physical products in the traditional sense, but offers services in the areas of water, waste, and energy management.

Veolia's services are provided globally, with a focus on Europe, especially in France, where the company is headquartered. In addition, Veolia has a strong presence in North America and Asia, where it also offers extensive services.

Veolia operates numerous facilities and establishments worldwide that are specialized in providing and optimizing services in the mentioned areas.

Revenue growth: Estimated 4-6% annually (2025-2027)
Focus areas: Circular economy, water and waste management

Veolia Environnement SA pursues a growth strategy strongly focused on sustainability and the circular economy. The company plans to further strengthen its position in the field of water and waste management by developing innovative solutions for resource conservation and reuse.

Another focus is on geographical expansion into growth markets, particularly in Asia and Latin America, where the demand for environmentally friendly solutions is increasing. Veolia is also investing in digital technologies to enhance the efficiency of its services and develop new business models.

Through strategic partnerships and acquisitions, Veolia aims to expand its market presence and leverage synergies to increase its competitiveness. This includes the integration of technologies for CO2 reduction to meet global climate goals.

Raw materials/materials: Water treatment chemicals, waste treatment plants, recycling materials

Countries of origin: Germany, USA, China, Brazil

Veolia Environnement SA is a leading company in the field of water treatment, waste management, and energy supply. For water treatment, Veolia imports special chemicals necessary for the cleaning and treatment of water. These chemicals are mainly sourced from Germany and the USA, as these countries have advanced chemical industries.

In the field of waste management and recycling, Veolia sources plants and technologies from China, a significant manufacturer of industrial machinery and equipment. Brazil is also an important partner, especially for recycling materials, as the country has abundant natural resources and a growing recycling industry.

These international partnerships enable Veolia to offer its services globally efficiently and sustainably.

Market share in the water sector: 10% (2024, estimate)
Market share in waste management: 8% (2024, estimate)
EBITDA margin: 16.2% (2024)

Veolia Environnement SA has a significant competitive advantage stemming from its global presence and diversified service offerings. The company is one of the leading providers in the areas of water, waste, and energy management, enabling it to benefit from economies of scale and a broad customer base.

Another key advantage is Veolia's ability to offer innovative solutions in the circular economy and sustainable development sector. This aligns with global trends towards increased sustainability and environmental awareness, further boosting the demand for its services.

Despite intense competition in the industry, particularly from local providers and other multinational corporations, Veolia remains well positioned to maintain and expand its market position through its continuous investments in technology and infrastructure, as well as strategic partnerships.

Institutional investor share: approx. 60% (estimated for 2025)
Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Veolia Environnement SA traditionally stands at around 60%, indicating the trust of major investment funds and institutional investors in the company's long-term strategy.

In 2025, there were no significant insider purchases or sales, suggesting that the management and insiders have confidence in the current corporate leadership and future prospects. Such stable conditions can have a positive impact on market stability and investor confidence.

Market share of Veolia Environnement SA: 10% (estimated, 2025)

Top competitors and their market shares:

1. Suez SA: 8%
2. Waste Management, Inc.: 7%
3. Republic Services, Inc.: 6%
4. Clean Harbors, Inc.: 5%
5. Waste Connections, Inc.: 4%
6. Covanta Holding Corporation: 3%
7. Stericycle, Inc.: 2%
8. Advanced Disposal Services, Inc.: 2%
9. Biffa plc: 1%
10. Remondis SE & Co. KG: 1%

Veolia Environnement SA is a leading company in the environmental services sector and holds a significant market share of around 10%. Veolia's moat lies in its global presence, wide range of services, and ability to offer integrated solutions encompassing water, waste, and energy services.

Compared to its competitors, Veolia has the advantage of a strong international presence and a diversified range of services. Suez SA is the next major competitor, also offering a broad range of services but lacking the same global reach as Veolia.

Waste Management, Inc. and Republic Services, Inc. are significant players, especially in the North American market, with strong operational efficiencies and established customer relationships acting as moats. However, Veolia remains in a strong competitive position due to its global strategy and innovation.

In summary, Veolia Environnement SA possesses a significant moat strengthened by its global reach and integrated services. While some competitors hold strong positions in certain regions or segments, Veolia offers a more comprehensive global solution, providing a crucial competitive advantage.

Revenue growth: 6.5% (estimated 2024)
EBITDA margin: 15.2% (estimated 2024)
Net debt to EBITDA ratio: 2.8x (estimated 2024)

Veolia Environnement SA has shown solid revenue growth of around 6.5% in recent years, which is attributed to strong demand for its environmental solutions services. The EBITDA margin of 15.2% indicates an efficient cost structure and operational efficiency.

The net debt to EBITDA ratio of 2.8x is moderate and shows that the company can manage its debts well, which is important in the utility sector to ensure financial stability.

Veolia has also invested in sustainable technologies and innovations, increasing the potential for future growth. These factors, along with a stable market position, could make Veolia an attractive investment, provided that market conditions remain stable and the company achieves its strategic goals.

Dividend yield: 3.8% (estimated for 2025)
Dividend history: Continuous payout over the last 5 years

Veolia Environnement SA has distributed a constant dividend in recent years, indicating a reliable dividend policy. The dividend yield of approximately 3.8% in 2025 shows that the company continues to strive to provide its shareholders with regular returns.

The stability of the payout is supported by Veolia's strong market position in environmental and water services, as well as the diversification of its revenue sources. Analysts expect Veolia to maintain a reliable dividend policy in the coming years, provided there are no significant market changes.