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Alstom SA (ALO.PA) is the world's second-largest railway equipment manufacturer (post-Bombardier acquisition 2021), headquartered in Saint-Ouen, France.
No controlling shareholder. Alstom URD 2024/25 shareholder chart: institutional investors 71.36%, CDPQ 17.54%, individuals 9.08%, employees 2.02%. Bpifrance Investissement sits on the board but its stake is not in the chart text we could extract, so no stake is filed; a ~7.6% figure from a secondary aggregator was dropped as unverified. GLEIF (LEI 96950032TUYMW11FB530, FR) shows Alstom as its own ultimate parent.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Alstom press release: long-term framework contract with Deutsche Bahn for modernisation and digitalisation of the German rail network, contract value over EUR 600 million; this follows earlier named DB orders (e.g. Stuttgart S-Bahn ETCS/ATO retrofit, ~EUR 130m). No share of Alstom's total order backlog or annual sales is disclosed for this contract.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇨🇦 CA accounts for 100% of severity-weighted pressure.