1

Alstom Transport in Asia Pacific

November 2012

Barry Howe

Director, Marketing & Strategy, APAC

Content

1. Alstom Group

2. Alstom Transport

Alstom Transport presentation – October 2012 – Page 2

3. Alstom Transport in APAC

4. Railway Sustainable Developments

2

Three main activities of the Alstom Group

92,600 employees in 100 countries

Transport sector Rail transport

Grid sector Electrical grid

Thermal and Renewable Power sector Power generation

Alstom Transport presentation – October 2012 – Page 3

2011/2012 orders received by region and by activity

Asia Pacific 25%

Europe 44%

Middle East / Africa 13% Latin America

6%

North America 12% Transport

Renewable Power Grid

Thermal Power

Alstom Transport presentation – October 2012 – Page 4

A sound commercial performance

Transport

Power Grid

54%

20%

26%

€ 19,9 bn Total Alstom sales 2011/2012

3

DISTANCE

Metro

Tram-Train Suburban Locomotive

s Very high speed

High speed

SPEED

Tramway

Regional

The largest range: from tramways, very high-speed trains…

Alstom Transport presentation – October 2012 – Page 5

At the heart of each universe, state-of-the art solutions

Infrastructure   Track systems   Electrification   Electromechanical works   Maintenance

Turnkey Systems

…to infrastructure, signalling, services and maintenance

Services and maintenance   Full maintenance management   Spare parts management   Modernisation   Traintracer

Signalling   Passenger information   Safety   Control centres   Track equipments   Point machines   Integrated solutions   Global systems

Alstom Transport presentation – October 2012 – Page 6

At the heart of each universe, state-of-the art solutions

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Alstom Transport footprint in Asia Pacific

Alstom Transport presentation – October 2012 – Page 7

Alstom footprint in Asia Pacific as of October 2012

JV’s in China • SATEE (60/40): Traction equipment • SATCO (40/60): Rolling stock • CASCO (50/50): Signalling • XAYEECO (51/49): Traction motors • AQREC (51/49): Dampers

Alstom headcount in Asia ** excludes minority JV’s

637**  452   473  

1562  

0  

200  

400  

600  

800  

1000  

1200  

1400  

1600  

1800  

China   India   Rest  of  Asia     TOTAL  

Selected past references in Asia Pacific

Alstom Transport presentation – October 2012 – Page 8

Korea KTX VHST

Australia Melbourne Tramway

China Shanghai and Nanjing 1600 metro cars

Indonesia Vietnam Mainline Signalling

China 160 EMU’s

China 860 freight locos

China 20 Urban signalling projects

Korea Incheon Airport Rail Link

Singapore Circle Line Turnkey; RS and Sig for North East Line

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Alstom Transport presentation – October 2012 – Page 9

Main current projects

Australia Suburban Trains + ETCS

Delhi Bangalore Jaipur Signalling

China Urban signaling + traction projects

Taiwan Taichung Metro signalling

Singapore 34 trains NEL CCL

Chennai 168 cars & tracks

Bangkok Blue Line track

Korea Seoul Lines 7 + 9 signalling

Key current projects in Asia Pacific

Locomotives in Kazakhstan

Alstom Transport presentation – October 2012 – Page 10

•  JV between Alstom Transport (50%), Transmashholding (25%) and KTZ JV (25%).

•  Contract signed in March 2011 •  200 freight electric locomotives •  95 passengers locomotives

•  New locomotives manufacturing site •  To be opened in December 2012 •  Production capacity up to 80

locomotives / year.

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Présentation Alstom Transport- Octobre - 2012- Page 11

Railway market trends

Asia Pacific ~ 20% of the global railway market** 105.8 124.1

2015-2017 2009-2011

+ 0.2%

Bn €

2009-2011

105.8

Bn €

Rolling Stock ~ 39% of the total market**

124.1

•  China RS market declining overall due to reduction in HS; urban remains buoyant

•  Japan Shrinking market. Protected market beginning to open?

•  India: Large-scale expansion plans - Urban and ML - public and private projects

•  South East Asia: Mainly urban rail market + ML upgrades

2015-2017

**Source : Conference UNIFE, Market Study 2012

Railway market trends

2015-2017

11.7

2009-2011

13.6 -2.5% CAGR

2.8  

1.3  

1.8  

China  

India  

Others  

The Infrastructure Market in Asia Pacific, Bn€

1.8  

2.5  

0.7   +3% CAGR

2009-2011 2015-2017

The Service Market in Asia Pacific, Bn€

2009-2011 2015-2017

5 6

5.1 5.9

+2.1% CAGR

The Signalling Market in Asia Pacific, Bn€

1.9 2.3

+3.1% CAGR

China

India Japan Others

The Rolling Stock Market in Asia Pacific, Bn€

2009-2011 2015-2017

Source : Conference UNIFE, Market Study 2012

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Sustainability : Rail advantages go beyond CO2 emissions

Source : UIC - Fast track to Sustainable Mobility

•  Travelling by rail is on average 3-10 times less CO2 intensive than road or air transport (depending on local electricity mix)

•  Rail environmental benefits also include limited land use, reduction of congestion and safety

Source : Internal Alstom – Urban trains

P 13

Alstom Transport Vision on Sustainable Development : Propose attractive rail options to support modal shift

We believe : • Rail is generally more energy efficient than other modes • Rail systems powered by clean electricity will be a key solution to reduce CO2 emissions • Rail is also the most environmental friendly mode considering congestion, space use and safety

As a railway multispecialist, we propose: • A broad portfolio of standardized products with high flexibility to offer attractive rail options • Complete rail systems with reduced environmental impacts integrating rolling-stock, infrastructures, control equipments and maintenance

As a responsible company, we commit :

•  to design and manufacture our products with a view to reducing env. impacts at all stages and to promote a life-cycle approach maximizing benefits over time

•  to make sure our most energy-efficient solutions are accessible to all customers

P 14

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Reducing environmental impacts of our operations

• Reducing energy consumption, water consumption and waste production in our facilities (manufacturing and project sites)

• ISO 14001 for all large manufacturing units

• Sharing and implementing Good Practices

Supporting our customers to reduce their environmental impacts

• Developing innovations for high env. performance

• Designing all products with a view to reducing their environmental impacts all along the life-cycle (Eco-Design)

• Promoting our Green portfolio and solutions for energy efficient rolling-stock and systems

Reduce Our Operations Footprint Reduce our Products Footprint

2 pillars of Alstom Transport Sustainability Approach

P 15

p. 16

•  Weight Reduction •  Energy efficient

traction •  Energy-efficient

auxiliaries •  Energy metering and

eco-driving •  Braking energy

recovery & storage or back to grid

•  Energy efficiency services

•  Ground-level Power Supply (APS)

•  Super-caps and combined solutions

•  Design for city identities

•  Efficient construction with Appitrack

•  Aero-acoustic studies

•  Reduction of HVAC interior noise

•  New wheels dampers

•  Motors redesign •  High Attenuation

Sleepers •  High Attenuation

Tram Track

•  Less energy

consumption •  Environmental

integration

•  Less noise

emissions •  Eco-Design

AGV: In petrol-equivalent terms, the AGV consumes only 0.4l of oil/(100kmxpas.), about 1/15th that of a plane

•  Clean materials : biodegradable oil, water-based paints, brake pads

•  High recyclability : 90 to 95%

•  Life-cycle and product carbon footprint assessments

Smart Mobility Solutions for high environmental performance rolling-stock and railway systems

http://www.cleanmobility.alstom.com P 16 More information on :

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Optimizing energy consumption in Rolling-Stock : Focus on Energy efficient Motors

  Alstom is leading research on rolling-stock application for Permanent Magnet Motors.

  First application very high speed railway trains (AGV) now expanding to other Rolling-Stock (Regional trains, TramTrain, Istanbul Tram)

  Weight reduction by self-ventilation + Improved energy efficiency + More braking energy recovery

  Intensive test already performed (world record, test benches, prototype train..)

ASM (Eurostar) PMM (AGV)

Mass (kg) 1260 780

Energy efficiency 93% 96%

Weight/Power ratio (Kg/KW)

1.23 0.87

=> WEIGHT TO POWER RATIO REDUCED BY 30 % P 17

Maximizing Braking Energy recovery A focus on recovery and storage solutions

  HESOP Reversible sub-stations •  Recover 99% braking energy that can be

regenerated into the network •  Optimize infrastructure => Positive results with RATP on Line T1 –

Pablo Picasso sub-station

  On-board storage •  Supercapacitors / Running without

pantographs •  Best energy-saving off-peak hours

=> Test positive on Citadis for RATP Line 3 in operations with passenger service

PICTURE TO BE REPLACED

Up to 20

%

savings

Up to 15

%

savings

P 18

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Integrating in urban landscape and surroundings

Reducing noise emissions

•  Aeroacoustic modelling on rolling-stock, simulation tools for optimized infrastructure

•  Redesigned HVAC (resonators, micro-perforated ducts) for reduced interior noise (e.g. Citadis Rotterdam )

•  New wheel dampers for high-speed and metro to avoid squeal

•  Re-design of traction motor rotor (new Pendolinos, metros)

•  Infrastructure : new high attenuation sleepers with rigid hull (noise reduced by more than 20 DB for human ear)

Protecting cities architectural heritage

•  “Wireless” solutions enabling tramways CITADIS™ to be integrated harmoniously into their urban environment with GPS (Ground-Power Supply), or via on-board batteries.

•  City identity reflected in design

High-Attenuation Sleepers

3D Simulation of housing : thermal , aeraulic, acoustics

- 5

dB

- 3

dB

- 20

dB

P 19

Improving recyclability and integrating bio-materials

We are able to propose innovative solutions to :

 Eliminate harmful substances and materials that can be present in fluids, oils, refrigerating gases, braking pads

 Improve recyclability : •  METROPOLIS™ and CITADIS™ trams are now

at least 90% recyclable, with levels of 95% achieved in the Hamburg metro.

•  Stockholm’s suburban CORADIA™ Lirex™ train holds the record for recyclability at 98%

 Maximize use of biomaterials from renewable resources such as wood, hemp and wool as thermal and/or sound insulation in trains.

We deliver today trains with 100% water-based paints

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Up to 98% Recyclability

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Conclusions

Alstom Transport presentation – October 2012 – Page 21

•  Alstom is a technology leader in the Rail Sector

•  Alstom has a strong presence and years of experience in Asia-Pacific

•  Everything Alstom does has the environment in mind

•  Alstom is very keen to develop further its relationship with the ADB

•  Whichever country you come from, we have the solutions for you

Alstom focuses its R&D efforts on : •  energy efficiency •  use of non-pollutant raw materials •  noise and vibrations reduction •  fluids and particulate emissions control •  landscape integration

www.alstom.com/transport

Thank you!