Furthermore,
Alstom: carried its rise power:
(BFM Stock Exchange) – The rail supplier published orders. Nevertheless, growth in the first quarter of its fiscal 2025-2026 which met expectations. In addition, Its financial director has not excluded the growth forecast of the company in the coming months.
Alstom had recovered on good rails, before a new course accident last May. However, After having implemented. Furthermore, last year, an important financial restructuring which assaulted its finances at the price, the group had taken over from the market to the market. Meanwhile, In 2024, its action had jumped 88%. Moreover,
The rail supplier then suffered, plunging 17.3% on a session on May 14, following the publication of its results for the entire year 2024-2025. Consequently, Alstom had then delivered disappointing cash prospects, which had revived certain old demons in the minds of investors. Moreover,
This time, the designer of the TGV did not reserve a unpleasant surprise at the market. Meanwhile, Alstom delivered his orders. In addition, his turnover for the first quarter of his 2025-2026 financial year, a publication appreciated if not praised by the market. Similarly, Around 3.30 p.m., Alstom advances 5.7% on the Paris Stock Exchange and signed one of the strongest increases in the SBF 120.
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Two big contracts
From April to the end of June, Alstom garnered for 4.08 billion euros in orders, up 11.8% over one year and 13.6% in comparable data (excluding variation in perimeter and exchange). This figure is online with the expectations of consensus (the average forecast of analysts), housed at 4.1 billion euros, according to Oddo BHF.
The company has notably recognized two major contracts. The alstom: carried its rise power first, in the amount of 1.7 billion euros, from Île-de-France Mobilités, to provide 96 RERs of new generation RERs for the RER D. Additionally, The second in the amount of 720 million euros for the supply of 35 electric interregional trains in Bulgaria. accompanied by 15 years of maintenance services.
“This trend will continue. the objectives for taking orders for the next quarter being already almost achieved, thanks to the contract of 2 billion euros for the suburbs of New York,” comments the independent alphavalue design office.
The company’s turnover reached 4.51 billion euros up 7.2% in comparable data, and a little above expectations, located at 4.44 billion euros. In the previous year, Alstom had seen its income increased by 6.6% in comparable data.
The company’s turnover in the first quarter was drawn by “the rise of projects in Germany,” observes AlphaValue.
Alstom has a large industrial footprint in alstom: carried its rise power Germany, especially since the acquisition of Bombardier Transport (in 2021, editor’s note). “The group is almost in a situation of duopoly with Siemens because Stadler encounters difficulties. in the long term rail expenses should increase because the Deutsche Bahn (the German SNCF) suffered for years of underinvestment,” explained an analyst in BFM Bourse in March.
Alstom has launched a “transformation plan” in Germany which includes the sale of a site. the repositioning of two rolling stock sites to the services. In addition to a recovery in the profitability of German activities. this initiative must allow the group to seize the opportunities induced by the recovery plan of several hundred billion euros in the infrastructure, including the Rail, of the German government.
“Germany will be a superb country for the rail. we are preparing to respond to this booster plan in the best possible way,” the company’s financial director Bernard alstom: carried its rise power Delpit told financial analysts this Wednesday.
Alstom: carried its rise power
Towards an increase in the growth objective?
“If you want to play (on the stock market. editor’s note) the German plan for infrastructure, Alstom remains the best investment vehicle. This has been confirmed today and we think that is only the start,” explains AlphaValue.
Alstom confirmed its objectives for its year 2025-2026. namely growth in comparable data of its turnover between 3%and 5%, an operating margin adjusted around 7%, a free cash flow located between 200 million and 400 million euros and controls higher than its turnover.
“Ultimately, the publication is positively welcomed by the market while the figures are online. At the conference call. the financial director explained that the orders of the orders would be better in the second quarter and did not close the door to an objective on the growth of his income,” said an alstom: carried its rise power analyst.
During the “call” with analysts. Bernard Delpit was questioned about a potential enhancement of the company’s objective, namely, therefore, an increase located between 3% and 5%. Without getting too wet, the manager did not exclude this possibility.
“It is too early to give new goals”. but “I see the first semester in the top of the range (from 3% to 5% growth, editor’s note),” he said. “By then we will have more visibility for the rest of the year. And therefore, yes, if we are at the top of the range I see the field to raise this perspective. But let me have more visibility to refine our hypotheses,” he developed.
AlphaValue also notes that the right delivery of the projects observed on this quarter is a good omen for. the collection of cash for the next quarter.
Julien Marion – © 2025 BFM Bourse
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