Air Liquide (AI) investor relations material

Sustainability and Environmental Performance

• Achieved a 13% absolute CO₂ emissions reduction since 2020, reaching the inflection point a year ahead of schedule and surpassing the 2025 carbon intensity target with a 46% decrease since 2015.

• 40% of total power is now sourced from low-carbon origins, with 5.6 TWh/year of low-carbon electricity PPAs signed since 2020, and renewables alone accounting for 14% of total energy.

• Water management plans implemented at all 75 priority sites in high water-stressed areas, with expansion to 112 sites under new guidelines.

• Major decarbonization levers include low-carbon energy sourcing, asset management (including electrification of air separation units), and carbon capture, usage & storage.

• Large-scale projects in South Africa, China, and Rotterdam are delivering significant emissions reductions and energy security.

Social, Health, and Workforce Achievements

• Record low employee accident frequency rate of 0.4 in 2025, a 60% reduction in two years, and universal care coverage for all employees, including life insurance, health coverage, and paid maternity leave.

• Women represent 34% of managers and professionals by 2025, up 4% since 2020.

• 100% of employees have access to volunteering opportunities, with over 7,000 active in 2025.

• 64% of 2.3 million homecare patients benefit from personalized care plans; Access Oxygen program covers up to 3.5 million people in low- and middle-income countries.

• Common Basis of Care program and minimum living wage fully deployed globally.

Decarbonization Strategy and Climate Transition

• Three strategic levers: low-carbon energy sourcing, asset management, and CCS, with electrification and renewable energy supply in China and CCS in Rotterdam as key projects.

• Low-carbon energy sourcing drove 53% of emission reductions, with asset management contributing 35%, including electrification of steam-driven air separation units.

• CCS projects are maturing, with the first major project underway to capture CO₂ from the largest hydrogen plant in Europe.

• Backlog of energy transition projects and reinforced advocacy for energy transition and market activation.

• Group resilience strengthened through climate adaptation and water management.