Alstom Sa · EURONEXT:ALO
Alstom Sa — H1 FY2011/12 Earnings Presentation
46 slides from Alstom Sa's earnings presentation, Nov 3, 2011
Slide 1: Fiscal Year 2011/12 Results
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! "# # # # # '( ) "* + $ % & %
Slide 3: ! " # # • . " # - . • (( ) #7
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Slide 5: C0 3 $ B 6D+ 9
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Slide 6: C DF ;%< <
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Slide 10: B D&A'
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Slide 11: E E E
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1 - ." 1 2 F 1#$ ! 4 7 5 $ "$ < !="$= 4#;$ !" 7 /7 "$ < ;! < !5 7 ' G ' • ( 2 ( )# # " ? • * ( 2 $ I' 5 1 2 11 3 2 A' ' A'
Slide 13: I & /CHC5 3 CI
% ( ' ( ? ( I 3 CI & /CHC5 D 3 7= ( "1 # 7D 6N 9 6 B ( " ? C ( 19 7< ( "1 # %= 6 9 6 <B ( " ? C ( 9
Slide 14: = ( & "H;":" #7" "#$ 2!#77 : - I$# ! 9< $ -
= ( & "H;":" 9 #7" "#$ 2!#77 : - I$# ! 9< $ - 6#! $= $= $= / ; / ; $ % = = 3 & # G ) & 1 # * ( • ; " ) # = . 1 " * ( % ' = $ ' < 1 " ) • - # * ( M >#$:"$= =; ! $ 7 1 F 6N 9 • ;< " ) # . 1 0 F 6O +9 @ " 6; ) * ( 9 • : ; * ( 6 )# #; + 9 %
Slide 15: ! "# # # # # '( ) "* + $ % & %
! "# # # # # '( ) "* + $ % & % =
Slide 16: I# ) ! " !: !7 -9 < ! > 458#= / ; A
I# ) ! " 6 9 !: !7 -9 7 < 7 ! > 458#= / ; A ( ( : . &A A+ B %A * ( 1 # * ( & • * "6 ) # . J 9 == • ( . • < 6 D " 9 • * * C&* +
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I# ) ! " 6 9 8 7 -9 7 < 7 ! $4#< 6!#< # ! "#$7 $: # ! "$= < !="$ / ; A B (% ' A & < %B • - ) ( 7 0( 7 ) .( • 1 ( ) 7# . 0 $
Slide 18: I# M ( 0 J
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Slide 19: #7" "/ :- 6!#< 4;7 #< !7 • @H ) # *# # C
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Slide 20: I# ) ! "( / ( # G* ) ( 2? & # #
I# ) ! "( 2 3 / 5 ( 7 # G* 3 ) ( 1 2? & # # ,5 J1 1 E "7 (
Slide 21: ) ) ! " !: !7 -9 < ! > 458#= / ; A
) ) ! " 6 9 !: !7 -9 7 < 7 ! > 458#= / ; A : . A B A & %( D * ( 1 # * ( • 3 # #" ) • - 4 6 . 0( # " 9
Slide 22: ) ) ! " -9 < ! $4#< 6!#< # ! "#$7 $: #
) ) ! " 6 9 8 7 -9 7 < 7 ! $4#< 6!#< # ! "#$7 $: # ! "$= < !="$ / ; & A +B D B %' • * #" • 5 0 6#" ) 9 ( ( )
Slide 23: ) ) M ( J :#: ! 9:!#I
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) ) 1 M # " ( #( ? 3 1 2? 0 ;!-"$ 1 L % 3 ) # " E % B ? *7 2 • - # 1? * # ( " " ( ) " # . 6 • * ! . # # 3? # %
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) ) ! "( ? * # ( # # ,5 7 # # ) # 6&# 7@H 9 # ( " 3 3 ) " # # (# ( " " # 3 > C # ( # 6& * ) 7 # 7 89 =
Slide 26: I ( ! " > 458#= !: !7 -9 < ! (A & ((
I ( ! " 6 9 > 458#= !: !7 -9 7 < 7 ! (A & (( A / ; A& : . A B &&A * ( 1 # * ( % +D • * " . . C C ( +
Slide 27: I ( ! " -9 < ! $4#< 6!#< # ! "#$7 $: #
I ( ! " 6 9 8 7 -9 7 < 7 ! $4#< 6!#< # ! "#$7 $: # ! "$= < !="$ / ; +B $ B ( A% ' & • - ) " ( 2 . • 5 " ( $
Slide 28: I ( M ( J
I ( 1 M ( 0 1 J / ; & #4 8"7 "#$ "$ 6 7 =!#0 "$= < !5 7 <
Slide 29: I M M N M
I ( 1 M # " ( #( M N M & @H ) # I1 D= ( 6@H !IP7I1 7 9 ( ) # I1 P5 # 6@H !IP7I1 7 9 ) =B I1 1 'G ) " @H ) # 6 9 @H ) # ! . 6 9 # ) # I1 P5 # ( @H & 1 'G ; += # (( # # ( 7 7 8 D
Slide 30: I ( ! "( > - ( #( / ( ) > . :
I ( ! "( 2 > - ( #( / ( ) > . : > J1 1 '( ( ? . E "
Slide 31: ! " !: !7 -9 < ! > 458#= A & A / ;
3 ! " 6 9 !: !7 -9 7 < 7 ! > 458#= A & A / ; ((A : . A * ( 1 # * ( % D • * 4 >& % # 6 @ * ( 9
Slide 32: A = <B A% '
3 ! " 6 9 8 7 -9 7 < 7 ! $4#< 6!#< # ! "#$7 $: # ! "$= < !="$ / ; A = <B A% ' • 1 ( ( . ( >& % # 6 @ * ( 9
Slide 33: M ( J / ; #458 #0 ! ! $76#!< !I " ( A
3 1 M ( 0 1 J / ; #458 #0 ! ! $76#!< !I " 0 ( A 1I & < .H I - A K;- / 2 & ( 1 $# 7 ( >& % # 6 @ * ( 9
Slide 34: M 6H H5 & H*&
3 1 M # " ( #( 1 2 • & # H5 & H*& • ) < .H H5 & ? : # • / G " 0 6H * & 9 ( " # ) . 1 ) • == .H - I .& : . • C C1 :/QM =1? ) # . . ) # ( A " 6* 7-" 7 : 09 • 5 ( " M( # L 1 /&' 1 % 0 • * M= 6 G* 7 C ( 9 %
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* ( 6/ ' 9 $4#< 6!#< # ! "#$7 $: /#8; "#$ #67 8 7 # ! "$= < !="$ / ; $+ > 7% > +D & ( ( 6%9 6 9>> $ B &% ' H 1 ' # >3 % # >> 6 @ * ( 9 >> / " $
Slide 38: A E 6D<9 6 D9
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Slide 39: # ) / ; 1+ $= "$ #!5"$= " • - ) $4#< 6!#<
# ) / ; 1+ $= "$ 0 #!5"$= 4 " 8 • - ) $4#< 6!#< # ! "#$7 $+ & ( ( " • * # 6%=9 ) * I ( . 5 ( +D ( " ( ) . ( # & ( 0( 6 D+9 ) ((* ( ,5 ( , E # 6%D9 )A * 6 7 6+=9 ) * / 9 &# ) . ( 6 7< 9 ) (* & # 6 9 ) * " "= "#$7 I 0 # 6 %9 ) A(* • 5 ( ) # ) # 6 9 ) * M I# ' # + ) * ) 6: 9 I ( 6 "9 ! 4 7+ 68#0 6D+ 9
Slide 40: 6D %9 < D ) A * $=9 ) *
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Slide 41: CE " ' # CE " # * (
CE " / ; + 6 < 9 % 6 %9 %7 = CE " 5 ' # CE " 1 # * ( %
Slide 42: ! "# # # # # '( ) "* + $ % & %
! "# # # # # '( ) "* + $ % & % %
Slide 43: ' . - !7 4#$: + • ' • C0( " • / (
' . - !7 4#$: + 86 • ' • C0( " • / ( "# # • # ) ;889 !=;": $4 4#$6"!< : • '( " ) $B <B %
Slide 44: • C &#R H /
& , • C &#R H / A 6 9 % %D $ < • @ - 5 ( "H / A 6 9 % %D + • 5 " (# ) . "7&# & - A 6 9 % %D $ = % • D ' # # • = + " 5 " • % = %%
Slide 45: I# ( ) . )# # ( L * # ) . " #
5 I# ( ) . )# # ( L * # ) . " # 2 ( . " 6 # # # " ) # # # 1 9 # # ( 7 2 0( 0( # ) . I# # ) . ( . " # )# # # " 7 . ( " # 7) # # ) 7 # ) %=
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