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Guillermo Peigneux

Research Analyst at UBS Asset Management Americas Inc.

Guillermo Peigneux Lojo is an Analyst at UBS Group AG, specializing in European industrials with a focus on companies such as ALSTOM, KION Group, and Atlas Copco. He is known for publishing research notes and investment recommendations, including a maintained Buy rating on KION Group and detailed sector analysis on earnings calls. Peigneux Lojo has participated in industry earnings calls since at least 2018, with prior exposure to major listed entities across the European manufacturing and industrial ecosystem before joining UBS. Professional credential details and FINRA registration are not publicly available, but his active role on high-profile earnings calls and regular coverage highlight his recognized analyst status within leading European equities.

Guillermo Peigneux's questions to ALSTOM (ALSMY) leadership

Question · Q1 2024

Guillermo Peigneux of UBS Group AG asked about the sustainability of the company's 7% organic growth rate and whether any bottlenecks prevent maintaining this level compared to the 5% guidance.

Answer

CFO Laurent Martinez acknowledged the strong Q1 start, driven by an acceleration in Rolling Stock, and confirmed the company is on its execution trajectory. While he reiterated the full-year guidance of at least 5% organic growth, he stated he would not bet on maintaining a 7-8% rate on a continuous mid-term basis.

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Question · Q4 2023

Guillermo Peigneux of UBS sought quantification for the 'significantly positive' free cash flow guidance for fiscal '24 and asked if the 'linear' margin progression to the 8-10% target implies reaching the lower end of the range.

Answer

CFO Laurent Martinez reiterated the 'significantly positive' free cash flow guidance, stating a precise range would be provided with H1 results. Chairman and CEO Henri Poupart-Lafarge confirmed the margin improvement will be linear, not back-end loaded, and acknowledged that the company would reach the 8-10% target range 'from the bottom of it'.

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