Report
Delphine Brault ...
  • Quentin Borie

Alstom : Un T1 2022-23 de qualité, sans surprise, le manque de visibilité sur la supply-chain pèse

>Un T1 solide et conforme à la trajectoire attendue par le groupe - Alstom a publié son CA T1 2022-23 hier matin (cf. notre first take d’hier). Les commandes s’établissent à 5.6 Md€ (css à 5.5 Md€), en recul de 16% en organique, mais cela s’explique par l’exceptionnel T1 2021-22. Le groupe est aujourd’hui bien au-dessus de la tendance moyenne observée lors des 4 derniers trimestres (4.8 Md€).Le chiffre d’affaires progresse de 5% en organique par rapport au ...
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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