Report
Delphine Brault ...
  • Quentin Borie

Alstom : Une bonne fin d’année à prévoir en commandes, CA et FCF ; la dette et les restructurations coutent cher

>Résultats FY 23/24 : un bon FCF S2 à attendre, en ligne avec les annonces - Le groupe devrait, selon nous, réaliser une bonne fin d’année, tant au niveau des commandes et du chiffre d’affaires que du FCF. Les résultats devraient être néanmoins pénalisés par Aventra, la fermeture de Derby (usine UK) et les frais financiers. Des commandes T4 de 4.6 Md€, dont 2.1 Md€ de grosses commandes (dont métros France et Abidjan - 800 et 500 M€ - et un projet de tramways en A...
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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