Industry Revenues:

• Industrial Gases: approx. 70%
• Energy and Environment: approx. 15%
• Chemicals: approx. 10%
• Others: approx. 5%

TOP 3 Markets:

• North America: approx. 40%
• Asia: approx. 30%
• Europe: approx. 20%

Air Products and Chemicals, Inc. generates the majority of its revenues from the sale of industrial gases used in various sectors such as metal processing, chemical production, and electronics manufacturing. The energy sector, especially hydrogen projects, also significantly contributes to the revenue.

North America is the largest market for Air Products, followed by Asia, where the company benefits from the growing industrialization and demand for clean energy sources. Europe is the third-largest market, with a focus on sustainable energy projects here as well.

Production Sites: Worldwide, with a focus on North America, Europe, Asia, and the Middle East.

Air Products and Chemicals, Inc. is a globally operating company that produces a variety of industrial gases and chemicals. Their production facilities are strategically distributed across the globe to efficiently serve the demand in various markets.

In North America, the company operates numerous plants that produce a wide range of industrial gases. Europe is another important production site, especially for supplying the European markets. In Asia, Air Products has expanded its presence in countries such as China and India to benefit from the growing demand in these regions. The Middle East is also a significant location, especially for the production of hydrogen and other gases needed in the oil and gas industry.

This global distribution enables Air Products to efficiently serve its customers and benefit from regional growth opportunities.

Revenue Growth: 10% (estimated for 2025 based on historical data and market trends)

Investments in Hydrogen: 7 billion USD by 2027

Air Products and Chemicals, Inc. is pursuing a growth strategy that is heavily focused on expanding in the field of hydrogen technology. The company is investing heavily in the development and expansion of hydrogen infrastructure to capitalize on the increasing demand for clean energy.

In addition, Air Products is relying on strategic partnerships and joint ventures to expand its market presence globally. Another focus is on improving the efficiency of existing facilities and implementing new technologies to reduce CO2 emissions.

Through these measures, the company is positioning itself as a leading provider in the field of sustainable industrial gases and aims to increase its market share in high-growth regions.

Main raw materials: Natural gas, nitrogen, oxygen, hydrogen
Main importing countries: Canada, Saudi Arabia, Qatar

Air Products and Chemicals, Inc. is a leading provider of industrial gases and chemical products. The main raw materials the company requires are natural gas, nitrogen, oxygen, and hydrogen. These raw materials are essential for the production of industrial gases.

Natural gas is often imported from countries like Canada because it represents a stable and cost-effective source. For hydrogen and other gases, imports from countries like Saudi Arabia and Qatar could be relevant, as they have large natural gas reserves and are capable of efficiently producing and exporting hydrogen.

The exact import structure may change depending on market conditions and geopolitical developments. Air Products and Chemicals continuously optimizes its supply chains to reduce costs and ensure supply security.

Market share: 10% (estimated 2025)
EBITDA margin: 35% (2024)
ROIC (Return on Invested Capital): 12% (2024)

Air Products and Chemicals, Inc. has a significant competitive advantage in the industrial gas industry. The company has an estimated market share of about 10%, making it one of the leading providers in this sector.

The EBITDA margin of 35% in 2024 demonstrates strong operational efficiency and the ability to effectively manage costs. This margin is above average compared to many competitors, indicating strong pricing power.

An ROIC of 12% in 2024 suggests that the company efficiently utilizes its investments to achieve above-average returns. This is a sign of sound capital allocation and strategic investments in high-growth projects.

In summary, Air Products and Chemicals benefits from a strong market position, high operational efficiency, and effective capital utilization, providing the company with a sustainable competitive advantage.

Institutional investor share: approx. 82% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant insider transactions in the last year (estimated for 2025)

The institutional investor share at Air Products and Chemicals, Inc. traditionally stands at over 80%, indicating the trust of major investment funds and institutional investors in the company's stability and growth potential.

Regarding insider purchases and sales, there were no significant transactions in the last year, suggesting that management does not expect drastic changes in the stock value. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Air Products and Chemicals, Inc.: 12% (estimated, 2025)

Main competitors and their market shares:

1. Linde plc: 24%
2. Air Liquide: 22%
3. Air Products and Chemicals, Inc.: 12%
4. Praxair (part of Linde plc): 10%
5. Messer Group: 8%
6. Taiyo Nippon Sanso Corporation: 6%
7. Yingde Gases Group: 5%
8. Matheson Tri-Gas (part of Taiyo Nippon Sanso): 4%

Moat of Air Products and Chemicals, Inc.:

Air Products and Chemicals, Inc. has a significant moat, characterized by its strong market position in hydrogen production and delivery. The company has invested significantly in the development of hydrogen infrastructure in recent years, giving it an advantage in this growing market segment. Additionally, Air Products benefits from long-term contracts and a global presence that allows it to efficiently meet the needs of its customers.

Compared to its competitors, Linde plc has the strongest moat, particularly due to its size and global reach, which was further enhanced by the merger with Praxair. Air Liquide closely follows with a strong focus on innovation and sustainability.

While Air Products has a clear advantage in the hydrogen sector, Linde and Air Liquide could be considered companies with a broader moat due to their more comprehensive product portfolios and larger global networks.

Revenue Growth: 8% (estimated for 2024) Profit Growth: 10% (estimated for 2024) Dividend Yield: 2.5% (2024) Market Position: Leading in the industrial gas sector

Air Products and Chemicals, Inc. has established itself as a leading company in the industrial gas sector. The company benefits from a strong market position and a diversified customer base, enabling it to generate stable revenues.

The estimated revenue and profit growth of 8% and 10% for the year 2024 indicate a solid financial performance. These growth rates are a positive sign for investors looking for long-term value appreciation.

Additionally, the company offers a dividend yield of 2.5%, which may be attractive to investors seeking regular income from their investments.

Overall, Air Products and Chemicals, Inc. seems to be a good investment opportunity, especially for investors interested in a stable and growth-oriented company in the industrial gas sector.

Dividend Yield: 2.6% (estimated for 2025)
Dividend Growth: 8% annually (average over the last 5 years)
Dividend Payment: Quarterly

Air Products and Chemicals, Inc. is known for its reliable dividend policy. The company has been consistently paying dividends in recent years and has regularly increased them. The current dividend yield is around 2.6%, which is competitive compared to other companies in the industry.

The average dividend growth over the last five years is approximately 8% annually. This steady increase demonstrates the company's commitment to providing attractive returns to its shareholders. The quarterly payout also ensures a regular source of income for investors.

The financial stability and strong market position of Air Products and Chemicals support the reliability of dividend payments. Analysts expect the company to continue its dividend policy in the future.