Bombardier Transportation PDF

Profile, Strategy and
Market
FEBRUARY 2014
Bombardier Inc. or its subsidiaries. All rights reserved.
Bombardier
Transportation
Forward-Looking Statements
This presentation includes forward-looking statements, which may involve, but are not limited to: statements with respect to our objectives, guidance, targets, goals,
priorities, our market and strategies, financial position, beliefs, prospects, plans, expectations, anticipations, estimates and intentions; general economic and business
outlook, prospects and trends of an industry; expected growth in demand for products and services; product development, including projected design, characteristics,
capacity or performance; expected or scheduled entry-into-service of products and services, orders, deliveries, testing, lead times, certifications and project execution
Forward-looking statements generally can be identified by the use of forward-looking terminology such as may, will, expect, intend, anticipate, plan, foresee,
believe, continue, maintain or align, the negative of these terms, variations of them or similar terminology. By their nature, forward-looking statements require us
to make assumptions and are subject to important known and unknown risks and uncertainties, which may cause our actual results in future periods to differ materially
from forecasted results. While we consider our assumptions to be reasonable and appropriate based on information currently available, there is a risk that they may not
be accurate. For additional information with respect to the assumptions underlying the forward-looking statements made in this presentation, refer to the respective
Guidance and forward-looking statements section in Transportation section in the Managements Discussion and Analysis (MD&A) of the Corporations annual report
for the fiscal year ended December 31, 2013.
Certain factors that could cause actual results to differ materially from those anticipated in the forward-looking statements include risks associated with general
economic conditions, risks associated with our business environment (such as risks associated with the financial condition of the airline industry and major rail
operators), operational risks (such as risks related to developing new products and services; doing business with partners; product performance warranty and casualty
claim losses; regulatory and legal proceedings; the environment; dependence on certain customers and suppliers; human resources; fixed-price commitments and
production and project execution), financing risks (such as risks related to liquidity and access to capital markets, exposure to credit risk, certain restrictive debt
covenants, financing support provided for the benefit of certain customers and reliance on government support) and market risks (such as risks related to foreign
currency fluctuations, changing interest rates, decreases in residual values and increases in commodity prices). For more details, see the Risks and uncertainties
section in Other in the MD&A of the Corporations annual report for the fiscal year ended December 31, 2013. Readers are cautioned that the foregoing list of factors
that may affect future growth, results and performance is not exhaustive and undue reliance should not be placed on forward-looking statements. The forward-looking
statements set forth herein reflect our expectations as at the date of this presentation and are subject to change after such date. Unless otherwise required by
applicable securities laws, we expressly disclaim any intention, and assume no obligation to update or revise any forward-looking statements, whether as a result of
new information, future events or otherwise. The forward-looking statements contained in this presentation are expressly qualified by this cautionary statement.
All amounts are expressed in U.S. dollars unless otherwise indicated
in general; our competitive position; and the expected impact of the legislative and regulatory environment and legal proceedings on our business and operations.
1
OUR PROFILE
2
OUR STRATEGY
3
OUR MARKETS
Agenda
Highlights of the year
Bombardier Transportation
WE ARE A
LEADER IN THE
RAIL INDUSTRY
REVENUES
EBIT
EBIT
MARGIN
$8.8B
$505M
5.8 %
CUSTOMERS
IN
PRESENCE
IN1)
ORDER
BACKLOG2)
> 60
40
countries
countries
EMPLOYEES3):
$32.4B
38,500
HEADQUARTERS
IN BERLIN, GERMANY
OUR PROFILE
1)
2)
3)
Defined as countries with BT employees

As at December 31, 2013
Including inactive and contractual employees
[Fiscal Year ended December 31, 2013]
North America
18%
23%
Europe
67%
67%
Rest of world1)
6%
2%
Total BT revenues 2013: 8.8$B
Customers in > 60 countries
5
OUR PROFILE
Asia-Pacific
9%
8%
Total BT employees2): 38,500

Global Headquarters
Note: As at December 31, 2013

1) Rest of world includes CIS (incl. Russia), South America, Central America, Africa and
the Middle East
2) Including inactive and contractual employees
Bombardier Transportation a global player with a

European base
Traditionally strong in rolling stock, BT is diversifying the

portfolio in growth areas
TRANSPORTATION REVENUES BREAKDOWN BY BUSINESS
[IN %]
ANNUAL AVERAGE
2008-2010
ANNUAL AVERAGE
2011-2013
Syst. &
Sig.
17%
Syst. &
Sig.
16%
Serv.
16%
System and
Signalling
19%
Rolling
Stock
68%
Serv.
17%
Rolling
Stock
66%
Services
18%
Total Revenues 2013 = 8.8 $B
OUR PROFILE
Rolling Stock
63%
2013 REVENUES
BT offers one of the broadest and most innovative portfolio

of products and services in the industry (1)
LIGHT RAIL VEHICLES

Application: Efficient transit in urban centers
Major products: FLEXITY family (FLEXITY 2, Outlook, Freedom, Berlin, Classic, Swift)
Competitive advantages: The broad portfolio of FLEXITY vehicles with high technical
capabilities, low life-cycle costs together with our profound and long-lasting customer
relationships makes of our light rail vehicles the first choice in the market
METROS
Application: High-capacity mobility for urban mass transit
Major products: MOVIA and INNOVIA platforms
Competitive advantages: Flexible modular product platform adaptable to the
requirements of customers across diverse markets, with a track record for rapid, reliable,
cost and energy efficient operation, including driverless solutions
COMMUTER AND REGIONAL TRAINS
Application: Suburban and regional rail transit for urban centres and surrounding regions
Major products: OMNEO, SPACIUM, TALENT 2, TWINDEXX Vario, ELECTROSTAR
Competitive advantages: Broad product line featuring electric, diesel and dual mode
multiple unit trains/vehicles, along with locomotive-hauled coaches in both single and
double-deck configurations. Our modular train platforms offer very high flexibility to transit
authorities and operators, as well as highest levels of comfort and capacity
OUR PROFILE
ROLLING STOCK

INTERCITY, HIGH SPEED TRAINS, AND VERY HIGH SPEED TRAINS

Application: Equipment for medium and long-distance operations
Major products: ZEFIRO family, REGINA and TWINDEXX Express
Competitive advantages: Solutions offering very high operating flexibility, high comfort and
safety standards for the passengers in combination with efficiency gains of up to 50%
covering the full spectrum of speed requirements: intercity (160-200 km/h), high speed (200250 km/h) and very high speed (250-380 km/h)
ELECTRIC AND DIESEL LOCOMOTIVES
Application: Locomotives for intercity, regional and freight rail service
Major products: TRAXX platform, ALP electric and dual-power locomotives
Competitive advantages: Versatile product platform offering electric, diesel-electric,
dual-power and multi-system propulsion, last-mile diesel or battery drive features.
Innovative solutions increase power and reliability capacity in combination with high
energy efficiency. Homologated in 18 countries in Europe, allowing cross-border service
PROPULSION AND CONTROLS
Application: Complete propulsion and control product portfolio for all rail vehicles and emobility applications, including traction and auxiliary converters, traction motors and train
control & management systems for onboard solutions
Major products: MITRAC permanent magnet motor and ORBIFLO monitoring system
Competitive advantages: A leader in reliability, modular design, energy efficiency and
ease of maintenance technologies, applicable to the full spectrum of rolling stock
OUR PROFILE
ROLLING STOCK

BOGIES
Application: Complete solutions for our full portfolio and third-party businesses
Major products: FLEXX bogies portfolio including latest technologies: FLEXX Eco, FLEXX
Urban, FLEXX Speed, FLEXX Power and Innovation award-winning WAKO Technology
Competitive advantages: Advanced product technology and complete aftermarket services
covering the full spectrum of rolling stock applications. Our track-friendly bogies ensure safe
and smooth operation, reduce wheel and rail wear, minimizing operational costs and noise
SYSTEMS
MASS TRANSIT AND AIRPORT SYSTEMS
Application: Fully Automated People Mover (APM), metro, monorail and light rail systems
Major products: INNOVIA APM 300 system, INNOVIA Monorail 300 system, INNOVIA
Metro 300 system, FLEXITY 2 tram systems
Competitive advantages: Broad rolling stock portfolio for urban and airport applications
that can be customized to provide a complete turnkey system solution. Strong track record
for reliability and availability across 60 complete systems around the world
MAINLINE SYSTEMS
Application: System solutions for intercity and high speed applications covering medium- to
long-distance operations
Competitive advantages: Turnkey system approach to provide reliable rail systems for
mainline applications featuring very high passenger comfort and safety standards. Highly
experienced in systems integration and engineering as well as in operations and maintenance
OUR PROFILE
ROLLING STOCK

OPERATIONS AND MAINTENANCE OF SYSTEMS

Application: Operations and maintenance (O&M) services for fully automated transit and
mass transit systems
Competitive advantages: Strong O&M experience in automated, driverless technologies,
including APM, metro and monorail systems as well as fleet management solutions for
urban and intercity transportation systems
PRIMOVE TRUE E-MOBILITY
Application: Bombardiers PRIMOVE portfolio offers vehicle manufacturers and operators a
flexible package of zero-emission e-mobility solutions for several types of electric rail and
road vehicles such as trams, buses, trucks and cars. The fully integrated system of fast
inductive charging, long-life batteries and efficient propulsion equipment allows cities and the
transportation industry to easily incorporate electric mobility
Major products: PRIMOVE charging, PRIMOVE battery, PRIMOVE propulsion 1)
Competitive advantages: Bombardier develops unique solutions for true e-mobility.
PRIMOVE provides a convenient, automatic and wireless energy supply system that allows
electric vehicles to be charged dynamically and statically at high power levels without
affecting driving habits or journey times. It delivers high power battery systems that are
optimized for long lifetime. The PRIMOVE opportunity charging concept has been designed
to achieve even longer battery life and to reduce the battery size. The PRIMOVE propulsion
and controls system integrates electrical driveline solutions with clever interfaces for all major
vehicle components to boost the overall efficiency and performance of electric buses
10
1)
OUR PROFILE
The PRIMOVE product family referred to here and in the following consists of products
under development
SYSTEMS

MASS TRANSIT SIGNALLING
Application: Rail control and signalling solutions for mass transit systems such as
metros, light rail or APMs
Major products: CITYFLO
Competitive advantages: Complete portfolio of solutions ranging from manual
applications to fully automated Communication-Based Train Control (CBTC), which helps
to increase infrastructure capacity and can be installed without interruption to service
MAINLINE SIGNALLING
Application: Rail control and signalling solutions for mainline railways ranging from
freight traffic to regional/commuter, intercity and high speed lines
Major products: INTERFLO and EBI Cab Automatic Train Control (ATC) onboard
equipment
Competitive advantages: Complete portfolio of conventional signalling systems. A leader
in European Rail Traffic Management System (ERTMS) technology1), which already
functioning in several countries inside and outside of Europe. Bombardier is the only
supplier deploying moving block technology on non-mass transit lines
INDUSTRIAL SIGNALLING (mining solutions)
Application: Rail control and signalling solutions for industrial sector, major application in
mining industry
Major product: INTERFLO 150
Competitive advantages: Innovative signalling system technologies used to transport
ore from the excavation in a secure and cost effective manner. Our technology covers the
whole process, enhancing not only the underground operation, but also the transfer of ore
to the transportation hub (e.g. port)
11
1)
OUR PROFILE
By kilometres of track with ERTMS and by number of global route km in operation
SIGNALLING

MATERIAL SOLUTIONS
Application: Supply chain, spare parts inventory management, obsolescence management
and technical support services for rail operators
Competitive advantages: Advanced material supply solutions together with global
engineering and purchasing power through vast network of parts and components suppliers.
Logistics capability to source and deliver what is needed, when needed, where needed
FLEET MANAGEMENT
Application: Comprehensive portfolio of fleet and operations management services
Competitive advantages: Robust and effective back office solutions support rail operators in
delivering their front line service every day. Engineering expertise, whole life maintenance
techniques and tools optimize availability, reliability, punctuality, safety and cost. Our innovative
life cycle management approach secures reliable and efficient operations for the long term
ASSET LIFE MANAGEMENT, COMPONENT RE-ENGINEERING AND OVERHAUL
Application: Upgrade, life extension and overhaul of rail vehicles and components
Competitive advantages: Broad portfolio of system and component upgrades executed at
Bombardier specialist facilities and customer sites. We leverage Bombardiers engineering and
supply chain strength to bring operational performance and whole life cost advantages. More
than 4,000 vehicles refurbished. Experience in more than 4,000 different component types
12
OUR PROFILE
SERVICES
Our game-changing products shape the market
1)
C30 Metro Stockholm

Latest flagship of MOVIA metros for Swedens capital
New generation of metros, meeting the highest environmental standards
and offering best value for money to our customer
Redefining the urban transport of one of the worlds greenest cities
New TRAXX generation
Launched new TRAXX family with a frame agreement for up to 450
electric locomotives with Deutsche Bahn, to cover DBs needs for
locomotives in the next years, for passenger as well as for freight
services
Standardization and modular technologies will help to meet todays
customers needs
AC/DC, multisystem and diesel-electric solutions all built from the same
TRAXX platform
PRIMOVE
E-mobility redefined, offering modern and smart solutions for trams, cars
and buses
Complete e-mobility package for urban solutions of tomorrows cities
13
1)
OUR PROFILE
Pictures extracted from BT Bid Design Proposal

Final Design under Development Between BT and the customer
BOMBARDIER TRANSPORTATIONS GAME CHANGING PRODUCTS
C30 project for Stockholm
Latest flagship of MOVIA metros
Environmentally friendly
1)
14
1)
OUR PROFILE
Pictures extracted from BT Bid Design Proposal

Final Design under Development Between BT and the customer
Highest environmental standards regarding

energy consumption (fulfilling Environmental Product
Declaration according to ISO 14025 and the Product
Category Rules for Rail Vehicles, 2009:05)
Choice of almost entirely recyclable materials,
with 98% recyclability
The modern FLEXX Eco Bogies minimize energy
consumption as well as track wear
1)
C30 increases capacity by 34%, without higher axle

loads compared to older trains on the line
Bombardier offered the best value for money to our
customer: C30 offered the overall the best solution to
the customer (incl. energy consumption, passenger
comfort)
Low operational costs, increasing return on investment
Intelligent remote control and diagnostic through
Bombardier ORBIFLO communication system
New family of TRAXX 3 locomotives
Our new locomotives fulfil the most demanding

customer requirements, either for freight or
passenger applications (e.g., proven track record
for reliability; low life-cycle costs and energy
consumption; cross border operations)
Only minor adaptions are required to change
between both service types
This helps our customers to reduce costs through a
higher percentage of commonality in spare parts,
stock reduction and maintenance
TRAXX 3 locomotives are reliable and

flexible
Proven technology by using components present
in more than 1,500 TRAXX locomotives in service
worldwide
3 in 1 solution: in the same platform we build
AC/DC, multisytem and diesel-electric locomotives
High modularity enables adaption to different
requirements all over the world
Large service network throughout Europe, where
almost 40% of the locomotives running, or shortly
entering into operations, are TRAXX locomotives1)
BT is well positioned to deliver the best value for
money to our customers
15
OUR PROFILE
1)
According to data of BT and competitors who publish orders
Standardization and modular technologies

help our customers
PRIMOVE enabling true emission-free mobility
PRIMOVE introduces a complete e-mobility

package that allows cities and the transportation
industry to easily incorporate electric mobility for
improved economics and quality of life
It includes PRIMOVE wireless charging,
PRIMOVE high power battery and PRIMOVE
efficient propulsion
PRIMOVE reduces local CO2 emissions to zero,
eliminates noise pollution and frees e-mobility
from the constraints of cables, wires and plugs
Available for all types of electric transport
from light rail and bus networks to commercial
vehicles and cars
On the way to mass market

PRIMOVE is being successfully implemented
in a number of research and commercial
projects around Europe (Germany, Belgium) and
China
16
OUR PROFILE
Main advantages
Clean: no emissions, carbon or noxious gases for a
healthier environment
Quiet: no noise or vibrations for greater passenger
comfort
Invisible: no cables, wires or plugs for more
attractive cities
Energy efficient: fast charging and minimized
energy loss for reduced operating costs
Practical: small and compact products for easy
maintenance and higher passenger capacity
Complete: a one-stop-shop that delivers a turnkey
system solution for true e-mobility
E-mobility redefined
1
OUR PROFILE
2
OUR STRATEGY
3
OUR MARKETS
Agenda
We offer innovative solutions to our customers during the

whole lifecycle
We continue to leverage our technology leadership to respond to our customers needs taking a
comprehensive and long-term perspective
We are a trusted partner for our customers worldwide and we work hard to earn this distinction
again with every project
We are committed to:
DEVELOP INNOVATIVE AND COST

OPTIMIZED SOLUTIONS
18
OUR STRATEGY
CAPTURE THE FULL POTENTIAL

OF FAST-GROWING MARKETS
ACHIEVE FLAWLESS EXECUTION
Innovation, local presence and flawless execution will

enable us to remain an industry leader
We constantly invest in innovations and successfully implement them in our products to satisfy customer needs
C30, Stockholm metro: high environmental standards through lower energy consumption and high
degree of fully recyclable materials, delivering our customers the best value for money solution.
ZEFIRO, very high speed train: efficiency gains of up to 50% our ECO4 technologies optimizes energy
use, decreases waste, minimizes CO2 output and increases economic value
SBB TWINDEXX: innovative tilting technology makes the train 15% faster in curves, ensuring tight
operating schedules and causing less friction on rail (savings of ~$280M p.a.in maintenance costs for SBB1))
CAPTURE THE FULL POTENTIAL OF FAST-GROWING MARKETS
We use different approaches to capture new opportunities and promising new markets:
Local footprint, e.g., in Brazil and India with fully owned manufacturing plants
Partnership with local players, e.g., in China (JV for VHS, Metro, Services, PPC) and Russia (JV for
Metro, Signalling and Locomotives)
Local capability building, e.g., with a Project Management academy in Saudi Arabia
Licensing agreements, e.g., with a local partner in China to address new market segments (e.g. LRV)
ACHIEVE FLAWLESS EXECUTION
19
Customers recognize our excellence in execution:

We have a strong focus on execution, supported by our Bombardier Operations System (BOS) and
upfront investments in R&D to reduce execution risks (e.g. the ironbird)
We now further expand our efforts by adopting initiatives from BAs Achieving Excellence System program
The trust of our customers is proofed through a large amount of project options executed worldwide
1)
OUR STRATEGY
Source: Independent scientific study, cole polytechnique fdrale de Lausanne, Switzerland
DEVELOP INNOVATIVE AND BEST VALUE FOR MONEY SOLUTIONS
Innovation is a driving factor across all our products and

divisions
OUR INNOVATIVE
SOLUTIONS CREATE GREAT CUSTOMER VALUE
We attract creative engineers and qualified

project managers, who develop innovative
technologies and unique solutions
We have state of the art engineering and

manufacturing capacities worldwide for efficient
design and optimized production
Our employees, latest technologies and innovations make it possible to

transform customers ideas in to reality and deliver rail products with high
efficiency and reliability covering the needs of operators worldwide:
DOUBLE DECK TRAINS

Regio 2N,
France
TWINDEXX
Regio, Germany
METRO TRAINS
EXAMPLES FROM
OUR PORTFOLIO
Fully automated
metro, Singapore
VERY HIGH SPEED TRAINS

ZEFIRO, Italy
20
OUR STRATEGY
ZEFIRO, China
C30 MOVIA
metro, Stockholm
We continue to expand our global presence

WE ARE
ACTIVE ALL OVER THE WORLD AND CONTINUE TO ENTER NEW MARKETS
New markets opened1) by

Bombardier Transportation in the
last 5 years (2009-2013)
Existing markets that have
ordered1) products from
Bombardier Transportation in the
last 5 years (2009-2013)
Other Bombardier Transportation
Markets1)
21
1)
OUR STRATEGY
Only orders with a total value >5 M$ were considered in this overview, based on published
orders
Flawless execution: we are committed to deliver our

projects as sold
Understanding our customers

needs is key for Bombardier
Transportation
We assist our customers in
every step of the project process
A close collaboration and latest
technologies are keys to fully
satisfy customer needs and
deliver our products as sold
ZEFIRO 380,
China
MOVIA Metro,
Singapore
FLEXITY Swift,
Melbourne (AU)
ZEFIRO V300,
Italy
WHAT WE DELIVER (END PRODUCTS IN EXECUTION)

THE TRUST OF OUR CUSTOMERS IS PROOFED THROUGH OPTIONS EXECUTED WORLDWIDE
For the first time in its history, Singapore Land Transport Authority executed an option on a vehicle family
before final delivery started
San Francisco Bay Area executed an option for 365 additional metro cars in January 2014, only one year
after signing the base contract, taking the total number of cars to be delivered to 775 units
Deutsche Bahn and SNCF (Socit Nationale des Chemins de fer Franais) continued to exercise call off
orders from the frame agreements for double deck trains of the new families TWINDEXX Regio for Germany
and Rgio 2N for France
22
OUR STRATEGY
WHAT WE PROMISE (PRODUCT RENDERED IMAGES)
1
OUR PROFILE
2
OUR STRATEGY
3
OUR MARKETS
Agenda
In 2013, BT year-on-year revenues grew by double digit percentage points,

clearly outgrowing the rail market1)
BT continues to secure large and strategic orders around the world
BT remains the manufacturer with the most differentiated portfolio to
withstand international competition
Our markets continue to grow steadily in our traditional core markets, and
dynamically in fast-growing rail markets
BT is well-positioned for key upcoming opportunities in all markets
The industry fundamentals are positive global trends continue to favor rail
24
1)
OUR MARKETS
According to the 2012 UNIFE study, worldwide market growth of BTs accessible and relevant market
between the periods 2010-12 and 2015-17 is forecasted to be at 2.8% p.a.
Our product portfolio and global presence sustain our longterm growth
BT continues to secure large and strategic orders around

the world
450 cars and maintenance
for Queensland Rail
2.7 $B (2014)
O&M for
Metrolinx and Go Transit
937 $M (2012)
130 TRAXX Locomotives2)

for DB
573 $M (2013)
300 metro cars

for MTA in New York
599 $M (2012)
180 commuter cars

for S-Bahn Hamburg
427 $M (2013)
210 commuter cars

for RATP/STIF in Paris
417 $M (2012)
384 MOVIA metro cars

for Stockholm Metro
771 $M (2013)
PPC, bogies and services

for high-speed rail in
Saudi Arabia
367 $M (2012)
CITYFLO200 signalling
for Kars-Baku in Azerbaijan
203 $M (2013)
CITYFLO650 signalling
for Delhi Metro (DMRC)
62 $M (2013)
60 LRVs for Basel

241 $M (2012)
39 FLEXITY LRVs
for BVG in Berlin
168 $M (2012)
25
OUR MARKETS
Note: Contract values, BT share only, only year of base contract signature considered
1) Including an option for 365 cars exercised in January 2014
2) First call-offs from a frame agreement for up to 450 locomotives
48 FLEXITY 2 LRVs
for DeLijn
165 $M (2012)
775 metro cars1)

for BART in San Francisco
1.5 $B (2012)
BTs backlog includes several very high-volume projects to

be executed through 2016 and beyond
SELECTION OF BTS ORDER BACKLOG
PROJECTS WITH BT SHARE OF >650 $M
780 metro car for Stockholm, Sweden

775 metro cars for San Francisco, USA
2010
130 ICx trains for DB1), Germany

2010 2010 2010
376 cars and system for Sao Paulo monorail network, Brazil
50 ZEFIRO trains for Italy2)
59 TWINDEXX DD trains for SBB, Switzerland
2009 2009
159 Rgio2N DD trains for SNCF, France

176 VHS+HS ZEFIRO trains for China
386 FLEXITY trams for Toronto, Canada
2011
2012
Base contract
2013
Base + Option
2014
2015
2016
Delivery of some projects go beyond 2016
A significant number of projects are currently being executed across the world, providing BT
with a solid backlog to be delivered over the next years
26
OUR MARKETS
1) With Siemens
2) With AnsaldoBreda
BT offers the broadest portfolio of products of all players

in the rail industry
BOMBARDIER TRANSPORTATIONS KEY COMPETITORS
Rolling stock
Metros
High speed
and
Intercity
BT
Alstom
Ansaldo STS
CAF
CNR
CSR
GE
Hitachi
Kawasaki
Rotem
Siemens
Stadler
Thales
Locomotives
Monorail
System
integration
Signalling
Headquarters
Germany
France
Italy
Spain
China
China
U.S.
Japan
Japan
Korea
Germany
Switzerland
France
BT offers a full spectrum of efficient rail solutions from complete trains to sub-systems,
services, systems integration, and signalling
27
OUR MARKETS
Source: publicly available from competitor reports/websites
Light-rail
Commuter
and
Regional
Our accessible markets are expected to grow, reaching

$112.6B per year in 2015-17
ANNUAL ACCESSIBLE MARKET 1) BY SEGMENT
ANNUAL ACCESSIBLE MARKET 1) BY REGION

[3-year average, $B]
112.6
100.5
System and
Signalling
15.4
Services
35.9
112.6
17.9
100.5
26.3
Rest of world
40.8
2011-2013
53.9
2015-2017
19.7
North America 16.4 17.2

Asia-Pacific
Rolling 48.2
49.2
Stock
20.9
24.6
23.4
24.1
39.0
42.5
2011-2013
2015-2017
Europe 37.9
The rail market has been resilient despite a challenging economic environment, showing
commitment from governments to invest in rail solutions
Rolling stock continues to be the biggest segment, representing $53.9B per year in 2015-17
Europe will see continuous investment and remain the largest market
28
OUR MARKETS
Source: calculation based on UNIFE World Rail Market Study forecast 2012 to 2017 published in September
2012
1) The accessible market excludes the share of markets in which contracts are awarded to local players
without open-bid competition. The breakdown of the market by category excludes the infrastructure, freight
wagons and shunter segments
Europe the largest market for rail maintains its high level
of investment
42.5
39.0
System and
Signalling
Services
8.7
7.8
13.2
Rolling 48.2
18.0
Stock
2011-2013
14.6
19.2
2015-2017
OUTLOOK
Following large orders and options in the
regional and intercity segment, France and
Germany will invest in better solutions for
commuters in major cities
The UK will continue to see strong
investments, e.g. in London Underground
and Crossrail projects
In addition, other Western European
countries are also planning major
investments (e.g. Belgium)
High potential also exists in Eastern
Europe, where large ageing fleets could be
replaced or renewed
In addition, the demand for locomotives will
remain high
29
OUR MARKETS
2012
Asia-Pacific focus will be on urban mass transit
OUTLOOK
System and
Signalling
Services
23.4
24.1
2.9
3.5
6.3
6.9
Rolling 48.214.2
Stock
2011-2013
30
OUR MARKETS
13.7
2015-2017
In China we see a continued need for

rolling stock products, especially mass
transit and a growing demand for services
solutions
Activities are also starting in the light rail
vehicle segment
The Indian market could be driven by an
active mass transit and locomotive
segment
Investments are also expected to continue
in Australia and Southeast Asia, especially
in the mass transit and freight segments
2012
North America significant investment is expected in

metros, high speed and signalling have promising potential
System and
Signalling
17.2
1.6
19.7
2.0
New opportunities will come in Mexico for urban

transport (LRV, metro, commuter trains)
5.8
6.5
The services market is widely accessible, and

typical service activities (e.g., O&M) are
regularly outsourced by operators
2011-2013
2015-2017
Deployment of new signalling standards in the

U.S. could trigger a wave of investment
9.8
48.2
31
OUR MARKETS
The market has been resilient to the economic

downturn with major cities such as New York,
San Francisco, Montreal and Toronto continuing
investments into greener transportation. This
trend is forecasted to be sustained
11.2
Services
Rolling
Stock
OUTLOOK
2012
Rest of world mega-events, ageing fleets and freight drive

rail investment
OUTLOOK
26.3
3.8
System and
Signalling
20.9
3.0
8.2
6.7
Services
48.2
Rolling
Stock
11.2
2011-2013
32
OUR MARKETS
14.3
In light of upcoming Olympic Games and

FIFA World Cups, governments in Brazil,
Russia, and the Middle East are investing in
state-of-the-art rail projects
In addition, Russia and other CIS states
plan to renew their ageing fleet and
infrastructure
Investment in freight to accelerate the
movement of goods is expected to trigger
orders for locomotives in Brazil and South
Africa
2015-2017
2012
We deliver on our promises we secured the large majority

of target opportunities we announced since 2009
Very-high speed
trains
Toronto light rail
WE ARE SUCCESSFUL IN THE
Intercity
replacement
Stockholm metro
COMPETITION FOR THE RIGHT

PROJECTS
Intercity
replacement
Very high speed
trains
Intercity trains
(Porteur
Hyperdense)
Montreal metro
LRV for Berlin
33
OUR MARKETS
Thameslink
London
San Francisco
rapid transit
Riyadh Metro
Delhi Metro III
Queensland Rail
Project
We are competing for the largest

orders proving our good market
visibility and right priority setting
We are successful in winning large
projects understanding
customers better than competitors
PROJECTS MENTIONED AS OPPORTUNITIES

SINCE 2009 IN OUR ANNUAL REPORTS:
Selection of upcoming key opportunities for BT by region
Metro projects in London and

the Crossrail project
Options for regional and
commuter trains for SNCF
Call-offs from DB for double
decks; new commuter trains
KEY PROJECTS NORTH AMERICA

United
Kingdom
Metro, signalling, LRV and

O&M opportunities
USA
France
LRV and signalling projects
Canada
Commuter trains
Mexico
Germany
KEY PROJECTS REST OF WORLD

Locomotives, Monorails
Brazil
Mass transit and locomotives
Locomotives
South
Africa
Mass transit and signalling
Singapore
GCC1)
High speed, services and

LRV
China
Signalling opportunities
1) Gulf Cooperation Council

34
KEY PROJECTS ASIA
OUR MARKETS
India
KEY PROJECTS EUROPE
Urbanization, energy cost and environmental issues

continue to favour rail
GLOBAL TRENDS
According to the McKinsey Global Institute1), by 2025, the 600 largest cities by GDP will represent nearly 65% of
world GDP. Rapidly expanding medium-sized and mega cities have to mitigate major challenges in urban planning,
pollution and traffic management by implementing optimized urban and intercity mass transportation systems
OIL SUPPLY AND ENERGY PRICE

An International Union of Railways (UIC) study2) showed that rail transportation is on average two to five times
more energy efficient than road, water or air transportation. Efficient and eco-friendly rail solutions are the mode of
transportation required by changing travel behaviour
ENVIRONMENTAL AWARENESS
The UIC conducted a study demonstrating that rail transportation is three to ten times less CO2 emission intensive
compared to other modes. As environmental awareness increases worldwide and regulations are introduced,
behaviour and investment will continue to change towards greener transportation
+ =
35
OUR MARKETS
Indicates a favourable, neutral or negative trend in the market categories in which we compete
1) McKinsey Global Institute (2012), Urban world: Cities and the rise of the consuming class
2) UIC (2012), High-speed rail Fast track to sustainable mobility
+
+
URBANIZATION AND POPULATION GROWTH
Public funding and liberalization of the transport system

secure cash flow to the rail market
GLOBAL TRENDS
Governments responded to the 2008 financial crisis through stimulus packages and rescue plans which partly
targeted rail. Nevertheless, since over 90% of the rolling stock business is conducted with rail operators from the
public sector, a potential consequence of budget constraints is that under the current economic uncertainties,
funding for new projects might be more difficult to obtain
REPLACEMENT, UPGRADE AND EXTENSION OF AGEING RAIL EQUIPMENT

Ageing fleet upgrades, replacements and urban rail network extensions are driving growth, especially in fastgrowing markets. The modernization of signalling equipment is also key to improving network safety, maximizing
existing infrastructure and relieving growing capacity needs, to optimize overall operations
LIBERALIZATION OF RAIL TRANSPORT MARKETS
=
+
+
The continued liberalization of rail markets across Europe has improved the conditions for new operators to invest
and enter the market, with Sweden, U.K., Denmark, Germany and the Netherlands leading the way
Industry fundamentals remain positive rail is uniquely suited to provide energy-efficient

mobility for millions of people, today and tomorrow
36
OUR MARKETS
+ =
Indicates a favourable, neutral or negative trend in the market categories in which

we compete
PUBLIC FUNDING

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Profile, Strategy and

Bombardier Inc. or its subsidiaries. All rights reserved.

All amounts are expressed in U.S. dollars unless otherwise indicated

Bombardier Inc. or its subsidiaries. All rights reserved.

Highlights of the year

Defined as countries with BT employees

Bombardier Inc. or its subsidiaries. All rights reserved.

[Fiscal Year ended December 31, 2013]

Total BT employees2): 38,500

Note: As at December 31, 2013

Bombardier Inc. or its subsidiaries. All rights reserved.

Bombardier Transportation a global player with a

Traditionally strong in rolling stock, BT is diversifying the

Total Revenues 2013 = 8.8 $B

Bombardier Inc. or its subsidiaries. All rights reserved.

BT offers one of the broadest and most innovative portfolio

LIGHT RAIL VEHICLES

Bombardier Inc. or its subsidiaries. All rights reserved.

BT offers one of the broadest and most innovative portfolio

INTERCITY, HIGH SPEED TRAINS, AND VERY HIGH SPEED TRAINS

Bombardier Inc. or its subsidiaries. All rights reserved.

BT offers one of the broadest and most innovative portfolio

Bombardier Inc. or its subsidiaries. All rights reserved.

BT offers one of the broadest and most innovative portfolio

OPERATIONS AND MAINTENANCE OF SYSTEMS

Bombardier Inc. or its subsidiaries. All rights reserved.

BT offers one of the broadest and most innovative portfolio

By kilometres of track with ERTMS and by number of global route km in operation

Bombardier Inc. or its subsidiaries. All rights reserved.

BT offers one of the broadest and most innovative portfolio

Bombardier Inc. or its subsidiaries. All rights reserved.

Our game-changing products shape the market

C30 Metro Stockholm

Pictures extracted from BT Bid Design Proposal

Bombardier Inc. or its subsidiaries. All rights reserved.

BOMBARDIER TRANSPORTATIONS GAME CHANGING PRODUCTS

C30 project for Stockholm

Latest flagship of MOVIA metros

Pictures extracted from BT Bid Design Proposal

Highest environmental standards regarding

Bombardier Inc. or its subsidiaries. All rights reserved.

C30 increases capacity by 34%, without higher axle

New family of TRAXX 3 locomotives

Our new locomotives fulfil the most demanding

TRAXX 3 locomotives are reliable and

According to data of BT and competitors who publish orders

Bombardier Inc. or its subsidiaries. All rights reserved.

Standardization and modular technologies

PRIMOVE enabling true emission-free mobility

PRIMOVE introduces a complete e-mobility

On the way to mass market

Bombardier Inc. or its subsidiaries. All rights reserved.

We offer innovative solutions to our customers during the

Bombardier Inc. or its subsidiaries. All rights reserved.

DEVELOP INNOVATIVE AND COST

CAPTURE THE FULL POTENTIAL

ACHIEVE FLAWLESS EXECUTION

Innovation, local presence and flawless execution will

CAPTURE THE FULL POTENTIAL OF FAST-GROWING MARKETS