Investor Presentaiton

100 2020 120 2021 140 2022 160 2023 Semiconductor Market Demand Electronic component crisis management Dedicated global and multi-disciplinary team driving supply chain execution Tensions on the semiconductor market... ... addressed by a complete set of reactive and proactive mitigation measures Note: Base 100 for 2020-2021 actuals, 2022-2025 forecasts (Gartner Apr. 2023) 2024 2025 DE Allocation process enabling 6 months rolling visibility and monitoring Geopolitical tension escalation Reactive Component chasing with a components measures marketplace Punctual high-end demand slowdown, but strong growth expected post-2023 Sustained tension on lead-times 2x to 6x higher vs. pre-crisis levels on critical components While Consumer segments are in excess stocks, sustained demand on Industrial and Auto Proactive measures Engineering redesign and alternatives completed for 650 parts Visibility with suppliers: 80% backlog replanning with Tier 1 and forecast agreements initiated Preferred part list being defined for 15 product families Intimacy with manufacturers / preferred relationships Legal support and client management Semiconductors market trends monitoring © 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 • 8

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