Alstom : Road show feedback: plan taking shape, but visibility will take time to improve
>The ramp-up in production is not over - The ramp-up in production facing the group to deliver the € 90bn in outstanding orders is not over. The group still has one and a half years of ramp-up to manage.It delivered 4,151 cars in 2022-23 and plans to deliver 25% more by 2024-25 (in October, the number of cars produced increased by 30% vs October 2022). This ramp-up weighs on WCR, with an increase in inventories and ongoing projects. And the postponem...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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