Investor Presentaiton slide image

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 © ALSTOM SA 2023. All rights reserved. Information contained in this document is indicative only. No representation or warranty is given or should be relied on that it is complete or correct or will apply to any particular project. This will depend on the technical and commercial circumstances. It is 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. ALSTOM 16
View entire presentation