Company Talgo, S.A.

Company Talgo, S.A.

TLGO

ES0105065009

Heavy Machinery & Vehicles

Analysts' Consensus

Equities

TLGO

ES0105065009

Heavy Machinery & Vehicles

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Talgo, S.A.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Locomotive Engines & Rolling Stock

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Talgo, S.A.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Locomotive Engines & Rolling Stock

Real-time Estimate Tradegate Other stock markets 10:40:30 2024-04-19 am EDT			5-day change	1st Jan Change
4.388 ^EUR	-0.95%		+4.52%	+0.11%

Mar. 25	Deals of the day-Mergers and acquisitions	RE
Mar. 25	Dpa-AFX Overview: COMPANIES from 25.03.2024 - 15:15	DP

Talgo SA is a Spain-based company primary engaged in the design and manufacture of rolling stock. The Company's activities are divided into three business segments: Rolling stock, Auxiliary machines and Others, as well as General. The Rolling stock division is responsible for the train production, as well as for the maintenance of trains that use the Company's technology. The Auxiliary machines and Others segment provides manufacture and technical service of lathes, as well as sale of related spare parts. The General area includes corporate operations. The Company's product range comprises high speed rolling stock, intercity trains and locomotives, among others. It offers products and services worldwide to a number of railway operators, such as Amtrak, Metrovias, Russian Railways, Metro Beijing, Fertagus, Chiltern Railways, Jernhusen AB and Bochum Trams. The Company operates manufacturing plants in Spain and Kazakhstan.

Number of employees: 3,328

EUR in Million	2022	Weight	2023	Weight	Delta
Rolling Material 95.4 %	437	93.0 %	622	95.4 %	+42.57%
Auxiliary Machines and Others 4.6 %	33	7.0 %	30	4.6 %	-8.97%

EUR in Million	2022	Weight	2023	Weight	Delta
Rest of Europe 41.9 %	40	8.6 %	273	41.9 %	+574.86%
Spain 33.9 %	247	52.6 %	221	33.9 %	-10.34%
Middle East and North Africa 15.2 %	124	26.4 %	99	15.2 %	-19.83%
Commonwealth of Independent States 7.8 %	47	9.9 %	51	7.8 %	+8.72%
America 1.1 %	11	2.3 %	7	1.1 %	-33.46%
APAC 0.0 %	0	0.1 %	0	0.0 %	-31.35%

Managers	Title	Age	Since
Gonzalo Urquijo Fernández de Araoz CEO	Chief Executive Officer	63	21-03-17
Álvaro Segura DFI	Director of Finance/CFO	-	19-12-09
José María de Oriol Fabra BRD	Director/Board Member	-	86-12-31
Fernando Aznar Alonso PRN	Corporate Officer/Principal	-	-
María Pacheco López AUD	Comptroller/Controller/Auditor	-	-
Yolanda Juanas Garrido HRO	Human Resources Officer	-	-
María José Zueco Peña SEC	Corporate Secretary	-	-

Members of the board	Title	Age	Since
John Pope BRD	Director/Board Member	74	15-03-27
José María de Oriol Fabra BRD	Director/Board Member	-	86-12-31
Carlos María de Palacio y de Oriol CHM	Chairman	-	97-12-31
Francisco Javier Bañon Treviño BRD	Director/Board Member	59	15-03-27
Emilio Novela Berlín BRD	Director/Board Member	-	15-03-27
Antonio Oporto del Olmo BRD	Director/Board Member	-	18-09-19
Javier Olascoaga BRD	Director/Board Member	-	15-03-27
Marisa Poncela García BRD	Director/Board Member	-	20-07-20

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	123,860,214	60,585,638 ( 48.91 %)	3,254,740 ( 2.628 %)	48.91 %

Name	Equities	%	Valuation
Trilantic Capital Management LP 39.89 %	49,414,003	39.89 %	240 M €
Blasco Ana Patricia Torrente 5.020 %	6,218,132	5.020 %	30 M €
Amundi Asset Management SA (Investment Management) 1.580 %	1,956,490	1.580 %	9 M €
GVC Gaesco Gestión SGIIC SA 1.512 %	1,872,988	1.512 %	9 M €
José María de Oriol Fabra 1.415 %	1,752,882	1.415 %	9 M €
Caixabank Asset Management SGIIC SA 1.347 %	1,668,374	1.347 %	8 M €
DWS Investment GmbH 1.086 %	1,345,633	1.086 %	7 M €
GLS Investment Management GmbH 1.080 %	1,337,141	1.080 %	6 M €
Santa Lucía SA Compañía de Seguros y Reaseguros 0.9712 %	1,202,919	0.9712 %	6 M €
Oriol Carlos Maria Palacio 0.9069 %	1,123,323	0.9069 %	5 M €

Name	Equities	%	Valuation
TALGO, S.A. 0.77%	956,901	0.77%	4,645,372 $

Talgo SA

Paseo del Tren Talgo 2 Las Rozas

28290, Madrid

+34 91 631 38 00

http://www.talgo.com

Name	Category and Sector
Patentes Talgo SL Patentes Talgo SL Trucks/Construction/Farm MachineryProducer Manufacturing Patentes Talgo SLU designs, manufactures, and commercializes railroad equipment. Its services include maintenance engineering, maintenance management system, cleaning, facilities maintenance, after-sales and updating. The firm also offers maintenance services to railroad operators worldwide. The company was founded on October 28, 1942 and is headquartered in Madrid, Spain.	Trucks/Construction/Farm Machinery

Name

Category and Sector

Trucks/Construction/Farm Machinery

Trading Rating

Investor Rating

ESG Refinitiv

B-

More Ratings

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

4.43 EUR

Average target price

4.705 EUR

Spread / Average Target

+6.21%

Consensus

Estimates Revisions

Company calendar

	1st Jan change	Capi.
TALGO, S.A.	+0.23%	582M
CRRC CORPORATION LIMITED	+47.72%	28.67B
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION	+13.69%	25.51B
HYUNDAI ROTEM COMPANY	+54.70%	3.26B
TRINITY INDUSTRIES, INC.	-1.28%	2.15B
THE GREENBRIER COMPANIES, INC.	+16.03%	1.6B
CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES, S.A.	-3.07%	1.17B
NANJING KANGNI MECHANICAL & ELECTRICAL CO.,LTD	+6.46%	753M
CHENGDU XINZHU ROAD&BRIDGE MACHINERY CO.,LTD	-30.24%	375M
QINGDAO VICTALL RAILWAY CO., LTD.	-15.84%	306M

Locomotive Engines & Rolling Stock

Industrials

Industrial Goods

Machinery, Equipment & Components

Heavy Machinery & Vehicles

Locomotive Engines & Rolling Stock