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    Guillermo Peigneux-Lojo

    Research Analyst at UBS

    Guillermo Peigneux-Lojo's questions to ALSTOM (ALSMY) leadership

    Guillermo Peigneux-Lojo's questions to ALSTOM (ALSMY) leadership • Q3 2022

    Question

    Guillermo Peigneux-Lojo of UBS questioned if there have been any significant changes, such as reorders or incremental orders, related to Bombardier's legacy contracts that might impact provision levels.

    Answer

    CFO Laurent Martinez stated that there have been no spectacular changes. He emphasized that numerous framework contracts, which represent future growth opportunities, are not yet included in the backlog, citing potential options in France, New Orleans, and Belgium.

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    Guillermo Peigneux-Lojo's questions to ALSTOM (ALSMY) leadership • Q2 2022

    Question

    Guillermo Peigneux-Lojo inquired about any changes in the composition of the EUR 2 billion in project provisions since March and asked about the specific impacts of supply chain issues on lead times and inflation.

    Answer

    CEO Henri Poupart-Lafarge and CFO Laurent Martinez confirmed that the risk assessment on the ex-Bombardier Transportation (BT) portfolio remains stable with no significant changes. Regarding the supply chain, Henri Poupart-Lafarge noted that while H1 was not impacted, the primary pressure points are electronic board availability and inflation on commodities like steel and aluminum. He added that the company is largely protected by indexation clauses but remains vigilant about inflation volatility.

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