Investor Presentaiton
Railway infrastructure sector supported by global macrotrends
SALCEF GROUP
A
High barriers to entry, mainly due to availability of
operating fleet and highly-specialized workforce as
well as specific qualifications required by customers
Great visibility thanks to few multi-year contracts
Counter-cyclical business, especially in its
maintenance component
Long-term investments in construction, upgrade
and renewal of rail infrastructures structurally
growing globally
Italian expertise in the sector among the best in
the world
A Technologies and capabilities in common with
adiacent sectors
Sustainable mobility at the core of Governments' policies
worldwide, with railways increasingly chosen for urban/
short-medium haul passenger transportation and for logistics
EU Green Deal seeks a 90% reduction in
GHG emissions in transportation by 2050
Italian Recovery and Resilience Plan with
28 € Bn to the railway sector by 2026 and
2022-2031 FS Industrial Plan with € 110
Bn to the railway infrastructure
US "Bipartisan Infrastructure Deal"
includes 66 $ Bn to improve and expand the
nation's passenger and freight rail network
and 39 $ Bn for the upgrade of public transit
over a decade
Germany investing 86 € Bn in the upgrade
of its rail network 2021-2030
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