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    Delphine Brault

    Research Analyst at ODDO BHF

    Delphine Brault is an Equity Research Analyst at ODDO BHF, specializing in the European industrials and capital goods sector with a focus on companies such as Atlas Copco. She provides analysis and forecasts for high-profile firms in her coverage universe and is recognized among the listed equity analysts serving major European corporates. With several years of experience at ODDO BHF, Brault has built a reputation for her detailed research inquiries, particularly in areas like organic growth and financial performance within the companies she covers. While detailed quantitative track records and specific performance rankings are not publicly available, her continued presence on key broker panels highlights her expertise in equity research for industrial leaders.

    Delphine Brault's questions to ALSTOM (ALSMY) leadership

    Delphine Brault's questions to ALSTOM (ALSMY) leadership • Q1 2024

    Question

    Delphine Brault of ODDO BHF asked for commentary on the gross margin of orders booked in Q1 and for an update on any remaining tensions within the supply chain.

    Answer

    CFO Laurent Martinez expressed pleasure with the quality of Q1 order intake, confirming profitability is consistent with the 8-10% mid-term target and that cash profiles support the 80% cash conversion goal. Regarding the supply chain, he noted that while the peak of the electronics crisis has passed, the situation remains tense but is well-monitored and not seen as a major risk.

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    Delphine Brault's questions to ALSTOM (ALSMY) leadership • Q4 2023

    Question

    Delphine Brault of ODDO BHF inquired about the organic growth rate for the rolling stock division and the reasons for the €200 million shortfall in the execution of Bombardier legacy contracts against initial expectations.

    Answer

    Chairman and CEO Henri Poupart-Lafarge clarified that while standalone rolling stock growth was modest, it was closer to 3-4% when including the rolling stock portion of the fast-growing Systems division. He attributed the legacy contract variance to a specific project phasing delay in the U.K. due to customer requirements, which is expected to be resolved in the current fiscal year.

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