Report
Delphine Brault ...
  • Quentin Borie

Alstom : Preview T1 2024/25 : un démarrage un peu lent, comme prévu

>Preview T1 2024/25 : un book-to-bill à 0.82x attendu, lié au phasage des commandes - Le groupe devrait avoir enregistré 4 grosses commandes sur le T1 2024/25 pour un total de 1.8 Md€ (400 M€ pour 1 contrat de service en région AMECA, 323 M€ pour des locomotives en Italie, 670 M€ en Europe pour un contrat de matériel roulant et signalisation et, enfin, 430 M€ pour des métros à Londres). Il convient d’ajouter à ceci les commandes de petites et moyennes tailles (base or...
Underlying
Alstom SA

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Delphine Brault

Quentin Borie

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