Investor Presentaiton
Alstom is the market leader in Rolling Stock & Components
RSC IS A LARGE AND STEADY MARKET
UNIFE accessible market 2022-2024
(WRMS 2022) - Average in € Bn / year
ALSTOM: A CLEAR RSC MARKET LEADER
RSC Market shares 2020/21-2022/23, in % including turnkey share
35%
6%
8%
31%
Regional/Commuter
HS/VHS
11%
Urban
+2.8%¹
€44 bn
Wagons
Light Rail
Coaches
12%
Locomotives
17%
15%
19%
18%
8%
3%
3%
Alstom
Comp.1
Comp. 2
Comp. 3
Comp. 4
Comp. 5
MARKET DRIVERS:
France Rail Plan
India budget for rail 23/24
US acceleration with Jobs &
Infra Act
Europe Diesel replacement
RECENT WINS
AUSTRALIA
INDIA
FRANCE
SPAIN
100 Flexity™ low-floor Next
generation Trams
312 Metro cars for Delhi Metro
Phase IV
60 RER NG Commuter trains
€1 BILLION
49 Coradia Stream TM HC trains
for RENFE
€310 MILLION
€370 MILLION
FRANCE
15 Avelia Horizon trains for
SNCF
€590 MILLION
KAZAKHSTAN
100 KZ8A (NG) Locomotives,
services & signalling
€700 MILLION
1. CAGR of 2.8 % based on UNIFE accessible rolling stock market 2019-2021 to 2025-2027 period
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provided without liability and is subject to change without notice. Reproduction, use, alter or disclosure to third parties, without express written authorisation, is strictly prohibited.
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