👀 Ones to watch: The MOST undervalued shares to buy right nowSee Undervalued Shares

Alstom details shareholder-backed debt-reduction plan, cash flow beats forecast

Published 08/05/2024, 06:49
Updated 08/05/2024, 10:26
© Reuters. A logo of Alstom is seen at the Alstom's plant in Semeac near Tarbes, France, February 15, 2019.   REUTERS/Regis Duvignau/Files
ALSO
-

(Reuters) -French train maker Alstom (EPA:ALSO) on Wednesday detailed its plan to cut debt and reform its finances including a $1 billion rights issue supported by main shareholders, and comfortably beat cash-flow expectations.

Its two main shareholders, Caisse de dépôt et placement du Québec (CDPQ) and Bpifrance, which hold stakes of 17.4% and 7.5% respectively, have agreed to participate in the capital increase.

Alstom had flagged a potential capital increase late last year, sending shares tanking after a cash-flow warning in October made clear to investors it was struggling with debt.

Its shares were up 5% as of 0845 GMT, after rising as much as 10% earlier.

Jefferies analysts flagged a stronger second half of the year, and said Alstom's new outlook for a cash inflow of between 300 million and 500 million euros for the current fiscal year "looks fine,".

It posted a cash outflow of 557 million euros, beating a company-provided consensus that had expected an outflow of 632 million.

Alstom is the world's second-biggest train maker after China's state-owned CRRC and has contracts on its order books from Britain for its HS2 high-speed railway and for the largest train tender in Danish rail history.

Its cash problems are due in part to inheriting problem contracts after the 2021 acquisition of Bombardier's rail business.

"We knew we'd need three or four years to integrate (the acquisition)," Chief Executive Henri Poupart-Lafarge told journalists on a call.

The plan detailed on Wednesday which also includes issuing hybrid bonds for around 750 million, and previously announced disposals of parts of the business for about 700 million, would bring in about 2.45 billion, according to Reuters calculations.

That's more than it's target of cutting net debt by 2 billion euros by March 2025.

Poupart-Lafarge also told analysts on a call there could be more disposals beyond the debt-reduction plan, and the group would monitor potential acquisitions too.

© Reuters. FILE PHOTO: The Alstom logo is seen in the turbine deck on the construction site of the third-generation European Pressurised Water nuclear reactor (EPR) in Flamanville, France, June 14, 2022. REUTERS/Sarah Meyssonnier/File Photo

"We consider that demand in the market will remain favourable," the CEO added on a call, adding the debt-reduction plan should be executed in the first half of the fiscal year.

Full-year sales rose 6.7% to 17.62 billion euros.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.