Alstom SA (ALSMY) Q2 2027 Earnings Call Transcript
Alstom SA (ALSMY) Q2 2027 Earnings Call November 2, 2026 2:00 AM EST Martin Sion - CEO & DirectorBernard-Pierre Delpit - Executive VP & CFO Andre Kukhnin - UBS Investment Bank, Research DivisionGael de-Bray - Deutsche Bank AG, Research DivisionAkash Gupta - JPMorgan Chase & Co, Research DivisionVladimir Sergievskiy - Barclays Bank PLC, Research DivisionMartin Wilkie - Citigroup Inc., Research DivisionWilliam Mackie - Kepler Cheuvreux, Research DivisionDelphine Brault - ODDO BHF Corporate & Markets, Research DivisionDaniela Costa - Goldman Sachs Group, Inc., Research DivisionJonathan Mounsey - BNP Paribas, Research Division Welcome to the Alstom conference call.
[Operator Instructions] Now I will hand the conference over to the speakers to begin today's call.
Good morning, everyone, and thank you for joining us at short notice.
I'm Martin Sion, CEO of Alstom, and I'm joined by Bernard Delpit, Executive Vice President and CFO.
Bernard and I will make a few introductory remarks and today's announcements before opening the floor to Q&A.
The start of the year is challenging, to say the least.
It has reinforced the need to trends across the organization and the need to strengthen our balance sheet.
On my first few months in the company, I visited more than 35 sites.
I met with Alstom teams, customers, suppliers and investors, and immersed myself in some of our largest projects.
My objective was to move quickly from diagnosis to action.
I know that it takes time to change an organization of this size.
And this is why shortly after joining, I launched several urgent actions to deliver early improvement across the company.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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