Alstom SA (OTCPK:ALSMY) Q3 2025 Outcomes Convention Name January 21, 2025 12:30 PM ET
Firm Individuals
Bernard Delpit – Govt Vice President & Chief Monetary Officer
Convention Name Individuals
Daniela Costa – Goldman SachsAndre Kukhnin – UBSAkash Gupta – JPMorganGael de-Bray – Deutsche BankWilliam Mackie – Kepler CheuvreuxMartin Wilkie – CitiJonathan Mounsey – BNP Paribas Exane
Operator
Hey, and welcome to Alstom’s 9 Months Outcomes for Fiscal 12 months 2024-2025 Presentation. My title is George, and I will be coordinator for as we speak’s occasions. Please word, this convention is being recorded and during the decision, your traces can be on listen-only. [Operator Instructions] [Operator Instructions]
I might like handy you host this night, Mr. Bernard Delpit, Govt Vice President and Chief Monetary Officer. Please go forward, sir.
Bernard Delpit
Good night, everybody, and welcome to Alstom’s webcast devoted to the third quarter of the fiscal yr ’24-’25, presenting orders and gross sales.
Earlier than leaping to slides, let me please emphasize some context factors. Market views stay stable, business exercise is excessive, and we see a secure pipeline for subsequent quarter, i.e., no change to final talks we had in November with H1 launch. Quite a lot of giant initiatives have been awarded these days and choices on giant body contracts have been exercised. Value additionally noting that competitors has been intensifying these days in sure areas like Center East, Asia or Latin America.
That being mentioned, let’s deal with Alstom orders and gross sales. And I will begin with orders on Web page 3. Order intakes totaled €4.3 billion in Q3, with giant orders at €2.2 billion, and a sound degree of base orders round €2 billion. So, after 9 months, Europe remains to be main the pack and represents giant maturity of whole order consumption. 58% of whole orders come from companies and signaling year-to-date.
