Tenbagger Linde plc: In-Depth Analysis
Linde plc's most important equity story revolves around its strategic positioning as a global leader in industrial gases and engineering solutions, capitalizing on key growth trends such as sustainability and technological innovation. The merger between Linde AG (Si apre in una nuova finestra) and Praxair Inc. in 2018 created the world’s largest industrial gases company, leveraging combined expertise and economies of scale to enhance operational efficiency and expand market reach.
A central element of Linde's equity story is its focus on sustainable energy solutions, particularly hydrogen. As a pioneer in hydrogen technology, Linde is at the forefront of the global transition towards clean energy, catering to industries like transportation, power generation, and manufacturing. The company's robust portfolio in hydrogen production, storage, and distribution positions it as a key player in the emerging hydrogen economy.
Additionally, Linde's commitment to innovation and digitalization drives productivity and customer value. Investments in advanced technologies, such as remote monitoring and automation, streamline operations and enhance safety and reliability.
Financially, Linde boasts strong revenue growth, profitability, and cash flow generation (Si apre in una nuova finestra), underpinned by a resilient business model and diverse customer base across various sectors. This financial stability supports ongoing investments in growth initiatives and shareholder returns, solidifying Linde plc’s attractiveness to investors.
Table of Contents
History
Management and Shareholder Structure
Business Model
Basics of the Business Model
Detailed Business Model
Industry
Industry Overview
Industry Trends
Competitive Comparison
Key Figures
Sales Development
EBIT Development
Distributions
Balance Sheet Analysis
Opportunities and Risks
Strengths
Weaknesses
Opportunities
Risks
Assessment
Historical Multiple Rating
FCF-Valuation
Conclusion
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