>Un FCF de 562 M€ au S2, en ligne avec les objectifs - Alstom publie ce matin ses résultats annuels (clôture à fin mars) 2023-24. Les commandes atteignent 19 Md€ (book-to-bill 1.08x), permettant au carnet de commandes d’atteindre les 91.9 Md€. Le chiffre d’affaires progresse de 9.4% en comparable, à 17.6 Md€ et la marge d’EBIT ajusté atteint 5.7% (+50 pb). Ces chiffres sont globalement en ligne avec les attentes. Le résultat net intègre 147 M€ de charges de restr...
>T2 2023/24 : un très bon trimestre, grâce à Grid Technologies - Siemens Energy a publié hier matin des résultats T2 supérieurs aux attentes, principalement grâce à la division Grid Technologies. Les commandes s’établissent à 9.5 Md€, -22% en comparable (dont -76% pour Siemens Gamesa, -21% pour Gas Services, +27% pour Grid Technologies). Le CA atteint 8.3 Md€, +3.7% en comparable (-6% pour GS, +25% pour GT, -4.6% pour Siemens Gamesa). L’EBITA ajusté (avant SI – specia...
>Q2 2023-24: a very good quarter thanks to Grid Technologies - Yesterday morning, Siemens Energy published Q2 results that beat expectations, primarily thanks to the Grid Technologies division. Order intake was € 9.5bn, -22% l-f-l (of which -76% for Siemens Gamesa, -21% for Gas Services, +27% for Grid Technologies). Sales were € 8.3bn, +3.7% l-f-l (-6% for GS, +25% for GT, -4.6% for Siemens Gamesa). Adjusted EBITA (before SI – special items) was € 170m, well above for...
>A good Q1 2024, ahead of expectations for both divisions - Knorr-Bremse reported yesterday morning better-than-expected Q1 2024 results, despite a consensus which had adjusted upwards in recent weeks. The order intake topped expectations in both divisions at a consolidated € 2.11bn (css at € 1.95bn), i.e. a book-to-bill of 1.07x.The group generated revenues of € 1,974m (css € 1,962m), up 6.1% organically (css 5.1%), and an operating EBIT margin of 12.1% (cs...
>€ 2.4bn in inorganic measures to bolster the balance sheet – should be enough in our view - As expected, Alstom yesterday detailed how the € 2bn of inorganic measures would be structured: i/ € 700m of cash from disposals (TMH and conventional signalling), ii/ a € 1bn capital increase, with preferential subscription rights. CDPQ and BPI, which hold 17.4% and 7.5% of the capital respectively, will take part in the operation, and iii/ the issue of hybrid debt for € 750m...
>2.4 Md€ de mesures inorganiques pour renforcer le bilan – suffisant selon nous - Comme anticipé, Alstom a détaillé hier comment allaient s’articuler les 2 Md€ de mesures inorganiques : i/ 700 M€ de cash provenant des cessions (TMH et signalisation conventionnelle), ii/ 1 Md€ d’augmentation de capital, avec droits préférentiels de souscription. CDPQ et BPI, qui détiennent respectivement 17.4% et 7.5% du capital, participeront à l’opération, et iii/ l’émission d’une de...
>Un bon T1 2024, au-dessus des attentes dans les deux divisions - Knorr-Bremse a publié hier matin des résultats T1 2024 meilleurs qu’attendu, malgré un consensus qui s’était ajusté à la hausse ces dernières semaines. Les prises de commandes étaient supérieures aux attentes dans les deux divisions à 2.11 Md€ au niveau consolidé (css à 1.95 Md€), soit 1.07x de book-to-bill.Le groupe a réalisé un chiffre d’affaires de 1 974 M€ (css à 1 962 M€), en hausse de 6....
ABB et le Groupe Niedax forment une coentreprise pour répondre à la demande grandissante de systèmes de chemins de câbles en Amérique du Nord Intègre les forces d'ABB et du Groupe Niedax pour offrir une gamme de solutions exhaustive et améliorer la valeur pour le clientAccroît les capacités de fabrication de chemins de câbles en Amérique du Nord pour répondre aux besoins des clients en évolution constanteSe fonde sur des décennies d'innovation pour accélérer la collaboration et le développement de produits ZURICH, Suisse, 08 mai 2024 (GLOBE NEWSWIRE) -- ABB, chef de file en électrificati...
ABB and Niedax Group to create joint venture to meet growing demand for cable tray systems in North America Integrates strengths of ABB and Niedax Group to deliver a complete solution offering and enhanced customer valueExpands North American cable tray manufacturing capabilities to serve evolving customer needsBuilds on decades of innovation to accelerate collaboration and product development ZÜRICH, Switzerland, May 08, 2024 (GLOBE NEWSWIRE) -- Electrification and automation leader ABB and Niedax Group, a leading global supplier of cable management systems, have entered into an agreeme...
EQS-News: Vossloh Aktiengesellschaft / Key word(s): Incoming Orders Vossloh receives another major order to supply rail fastening systems in China 08.05.2024 / 13:30 CET/CEST The issuer is solely responsible for the content of this announcement. Vossloh receives another major order to supply rail fastening systems in China Systems serve the construction of two high-speed lines The order is valued at the equivalent of around €40 million Deliveries planned from 2025 Werdohl, May 8, 2024. Vossloh has once again been awarded a contract to supply rail fastening systems in ...
EQS-News: Vossloh Aktiengesellschaft / Schlagwort(e): Auftragseingänge Vossloh erhält erneut Großauftrag zur Lieferung von Schienenbefestigungssystemen in China 08.05.2024 / 13:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Vossloh erhält erneut Großauftrag zur Lieferung von Schienenbefestigungssystemen in China Systeme dienen dem Bau von zwei Hochgeschwindigkeitsstrecken Auftragswert beträgt umgerechnet rund 40 Mio.€ Auslieferungen ab 2025 geplant Werdohl, 8. Mai 2024. Vossloh hat erneut den Zuschlag für die Lieferung von Sch...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
>FCF of € 562m in H2, in line with targets - This morning, Alstom published its FY 2023-24 results (year to end-March). Order intake was € 19bn (book-to-bill of 1.08x), enabling backlog of € 91.9bn. Sales were up 9.4% l-f-l, at € 17.6bn and the adjusted EBIT was 5.7% (+50bp). The figures were broadly in line with forecasts. Net profit includes €147m restructuring charges and € 142m of integration costs, as well as € 118m in provisions to cover risk on two project...
>Q2 2023-24: much better operational profit and FCF - Siemens Energy this morning reported its Q2 results, with operational profit and FCF better than expected. At the consolidated level, orders came in at € 9.5bn, down 22% in comparable terms (with -76% for Siemens Gamesa, -21% for Gas Services, and +27% for Grid Technologies). Revenues came to € 8.3bn, +3.7% on a comparable basis (-6% for GS, +25% for GT, -4.6% for Siemens Gamesa). Adjusted EBITA (before SI – speci...
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