Exclusive extracts from this 71-page-long report:
- Who are the key players?
The rail supply industry serves four main market segments: rolling stock (freight and passenger vehicles), infrastructure, rail control and signalling, and other services. In recent years, a fifth segment has emerged: system integration, which encompasses a very small share of the total market value but is seeing fast growth. [...]
Groups analysed in this report include: General Electric, Siemens, Hitachi, CRRC Corp, Bombardier, Kawasaki Heavy, Hyundai Rotem, Alstom, The Greenbrier Companies and CAF.
- What are the players' strategies?
GE is looking to expand its locomotive and digital rail software solutions worldwide. The group's latest orders (e.g. in India, Kazakhstan, Egypt and Canada) have mainly consisted of diesel-electric Evolution series locomotives. In January 2018, GE won a €800m order for 300 shunter locomotives with Kazakhstan's state-run rail operator Kazakhstan Temir Zholy. This followed another significant award in Egypt (€500m for 00 GE ES30ACi Light Evolution Series Locomotives and associated technical support) in June 2017. […]
- What are the players' key growth and profitability drivers?
Siemens' net sales expanded 4.3% on an annual basis in FY2017, primarily driven by the acquisition of Gamesa, and strong Digital Factory performance. Mobility revenue rose 3.5% yoy in FY2017, on account of large rolling stock and locomotive order deliveries. The division accounted for 9.5% of Siemens' consolidated sales. [...]