Oddo BHF - Alstom SA (ALO) Alstom : Un S1 2024/25 solide, qui marque une nouvelle amélioration sur tous les KPIs

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Oddo BHF

Delphine Brault ...

Quentin Borie

Alstom : Un S1 2024/25 solide, qui marque une nouvelle amélioration sur tous les KPIs

>Un FCF S1 2024/25 bien supérieur aux attentes - Alstom a publié hier soir ses résultats S1 2024/25. Les commandes atteignent près de 11 Md€ (book-to-bill 1.25x), permettant au carnet de commandes de dépasser les 94 Md€ avec une marge brute associée qui s’améliore de 30 pb à 17.8%. Sur le seul T2, le book-to-bill est de 1.67x. Le groupe a notamment enregistré 3 grosses commandes sur le T2 pour un total de 5.1Md€ (670 M€ pour 1 contrat de signalisation en Australie, 3....

14/11/2024 1 FR

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.

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FR0010220475 Euronext Paris France

Provider

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.

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Analysts

Delphine Brault

Quentin Borie

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Alstom : Un S1 2024/25 solide, qui marque une nouvelle amélioration sur tous les KPIs

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/14/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/11/2024

Credit Morning 11/14/2024

Accelleron : Straight and smooth sailing with a compounder profile

Dermapharm Holding SE : All divisions contribute to better-than-expected 9M figures

ODDO BHF Small & MIDCAP MORNING NEWS - Date1

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