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    Daniela C. R. de Carvalho e Costa

    Research Analyst at Goldman Sachs

    Daniela C. R. de Carvalho e Costa is Managing Director and Head of the European Capital Goods Equity Research Team at Goldman Sachs, specializing in analysis of the capital goods sector with coverage of major companies such as Signify NV, Alstom, and Traton SE. She is recognized for her insightful earnings call contributions and strategic company-level questions, with a track record that includes coverage of top European industrial players and consistently influential investment research. She has held her current role as MD at Goldman Sachs for several years, and prior career details are not publicly available. Daniela is assumed to hold the requisite professional credentials for her position, including applicable securities licenses and FINRA registration, aligning with industry standards for senior equity research analysts.

    Daniela C. R. de Carvalho e Costa's questions to ALSTOM (ALSMY) leadership

    Daniela C. R. de Carvalho e Costa's questions to ALSTOM (ALSMY) leadership • Q2 2022

    Question

    Daniela C. R. de Carvalho e Costa asked for an update on the size of the problematic Bombardier backlog, previously stated at EUR 6 billion, given that EUR 1.3 billion of nonperforming contracts were delivered.

    Answer

    CEO Henri Poupart-Lafarge confirmed that the number of problematic projects has not changed. CFO Laurent Martinez added that the overall magnitude of the challenging backlog is consistent with previous statements and that a similar amount of sales at 0% margin (around EUR 1.3 billion) is expected in H2. The entire backlog is slated for delivery over the next 2-3 years.

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