Alstom : Feedback roadshow : toutes les composantes pour une recovery sont en place, ne reste qu’à exécuter
>Les composantes de l’amélioration de la marge d’EBIT sont en place … - Le groupe a réalisé 5.7% de marge d’EBIT ajusté en 2023/24, malgré une marge rolling stock négative, du fait d’une part des contrats Bombardier historiques traités à marge brute zéro (1.7 Md€ exécutés) et d’autre part des difficultés spécifiques sur le projet Aventra (qui sera finalisé courant de cette année). Il ne reste désormais plus qu’environ 1.5 Md€ de contrats Bombardier à marge zéro à exé...Alstom serves the power generation and transmission markets, and rail transport market. Co.'s activities are divided into four sectors: the Thermal Power Sector (Co. offers power generation solutions using gas or coal to services including plant modernization, maintenance and operational support); the Renewable Power sector offers EPC solutions, turbines and generators, control equipment and maintenance for Hydropower and Wind power activities; the Grid Sector designs and manufactures equipment and turnkey solutions to manage power grids and transmit electricity from the power plant to the large end-user; and the Transport Sector provides rail transport products, systems and services.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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