1. High quality railway vehicles
North American market
Martin Ritter; October, 19th 2017

2. agenda Stadler Overview Stadler in North America: Projects
Stadler Localization
Facility Tour
Caltrain Project
Future
ABB
Journalistenreise| Martin Ritter| October 2017

3. 1. Stadler Corporate Overview

4. Stadler Rail Group Divisions
SWITZERLAND
GERMANY
CENTRAL EUROPE
SPAIN
COMPONENTS
SERVICE
Stadler Bussnang
1850 employees
Stadler Pankow Berlin
1050 employees
Stadler Polska
680 employees
Stadler Rail Valencia
740 employees
Stadler Winterthur
280 employees
Stadler Austria
30 employees
Stadler Switzerland
80 employees
Stadler Algeria
90 employees
Stadler Hungary
80 employees
Stadler Italy
30 employees
Stadler Altenrhein
950 employees
Stadler Pankow Velten
40 employees
Stadler Praha
70 employees
ERION
60 employees
Stadler Stahlguss
100 employees
Stadler Netherlands
90 employees
ERION France
40 employees
Stadler Poland
30 employees
Stadler Sweden
20 employees
Stadler US
120 employees
Stadler Reinickendorf
50 employees
Stadler Minsk
420 employees
Stadler Szolnok
410 employees
Consolidated turnover 2017 (Budget): ca. 2,3 bn. CHF | Number of employees (Budget, FTE): approx. 7000
Journalistenreise| Martin Ritter| October 2017

5. Market segment SEGMENTATION MODULAR CONCEPTS Adhesion engines
TAILOR-MADE VEHICLE CONCEPTS
Adhesion and rack-and-pinion engines
URBAN TRANSPORT
LRV
Street Car
≤80 kph
Light Rail
≤100 kph
Metro
Metro
≤100 kph
HEAVY RAIL
DMU
Regional Rail/
Suburban Rail
≤140 kph
EMU
Regional Rail/
Suburban Rail
≤160 kph
Intercity Trains
≤200 kph
High-speed Trains
≤250 kph
Very High-speed Trains >250 kph
Loco-motives
Main-line Locomotives Diesel/Dual-power/Electric
Shunting Locomotives/ Special Vehicles
Coaches
Passenger and Sleeper Coaches
Freight Cars
Journalistenreise| Martin Ritter| October 2017

6. Alternate Compliance FRA Approved
Denton County Transportation Authority's (DCTA) GTW 2/6 DMU
First Vehicle Approved for Alternate Compliance by FRA
Meets All Tier 1 Requirements for Alternate Designed Passenger Rail Equipment
Allows for Co-mingling with Traditional Compliant Equipment
Journalistenreise| Martin Ritter| October 2017

7. 2. Stadler in North America
Projects

8. Timeline USA History & Projects 2002 2011 2017 2017-18 2007-08 2016
20 GTW NJT
2002
11 GTW DCTA
2011
4 GTW CMTA
2017
8 FLIRT TEXRail
Since
2002
6 GTW CMTA
2016
8 GTW eBART
10 Custom Coaches Rocky Mountaineer
16 KISS Caltrain
Stadler US, SLC Utah Established
3 FLIRT SBCTA
Journalistenreise| Martin Ritter| October 2017

9. Stadler Projects and Facility
North America
Rocky
Montaineer
Stadler US
Facility
Oakland
eBART
Newark
NJT
Fort Worth
TEXRail
Lewisville
DCTA
Silicon Valley
CALTRAIN
San Bernardino
SBCTA
Austin
CMTA
New Jersey - 20 GTW DMU Delivered on time/budget, March 2004
Austin TX - 6 GTW DMU Delivered on time/budget, Oct. 2007
Denton TX - 11 GTW DMU Delivered on time/budget, Aug. 2011
Oakland CA - 8 GTW DMU Delivery began May 2016
Austin TX - 4 GTW DMU Delivery starts early 2017
Fort Worth TX - 8 FLIRT DMU Delivery starts early 2018
Vancouver CAN - 10 GL Cars Delivery starts mid 2017
CALTRAIN CA - 16 KISS EMU Delivery starts 2019
SBCTA - 3 FLIRT DMU Delivery starts 2020
PROJECT
FACILITY
Journalistenreise| Martin Ritter| October 2017

10. GTW DMU For New Jersey, NJ, USA New Jersey Transit Route
Customer
New Jersey Transit
Facts
Route
Camden - Trenton
Number of Cars 3
Number of Trains 20
Buy America 0%
Assembled
STAG
Delivered
2004
Journalistenreise| Martin Ritter| October 2017

11. Capital Metro, Austin, Texas, USA
GTW DMU 2/6 Low-Floor
Capital Metro, Austin, Texas, USA
Customer
Capital Metro Transportation Authority (CMTA), Austin, Texas, USA
Facts
Route
Metrorail Austin to Leander
Maximum Speed
120 km/h (75 mph)
Seats
108
Standing Spaces 96
Number of Cars 3
Number of Trains 10
Buy America 0%
Assembled
STAG
Delivered
2007 / 2017
Journalistenreise| Martin Ritter| October 2017

12. GTW DMU 2/6 low-floor DCTA, Texas, USA
Customer
Denton County Transportation Authority (DCTA), Texas, USA
FActs
Route
A-Train from Denton to Carrolton
Maximum Speed
120 km/h (75 mph)
Seats
104
Standing Spaces 96
Number of Cars 3
Number of Trains 11
Buy America
n/a
Assembled
STAG
Delivered
2011
Journalistenreise| Martin Ritter| October 2017

13. BART
GTW for eBart, CA
Customer
San Francisco Bay Area Rapid Transit District Authority, California, USA
Facts
Route
Pittsburg-Antioch, CA,
Maximum Speed
120 km/h (75 mph)
Seats
104
Standing Spaces 96
Number of Cars 3
Number of Trains 8
Buy America
n/a
Assembled
STAG
Delivered
2016
Journalistenreise| Martin Ritter| October 2017

14. Panorama coaches Vancouver, CAN Rocky Mountaineer, Vancouver CAN Route
Customer
Rocky Mountaineer, Vancouver CAN
Facts
Route
Vancouver – Banff / Lake Louis / Jasper
Maximum Speed
177 km/h (110 mph)
Seats 72
Equipment
Restrooms, Kitchen, Restaurant, Elevators
Number of Cars 10
Buy America
n/a
Assembled
Stadler Berlin
Delivery
2018
Journalistenreise| Martin Ritter| October 2017

15. FLIRT DMU Fort Worth TX, USA
Customer
Fort Worth Transit Authority, Fort Worth TX
title
Route
Fort Worth - DFW International Airport
Maximum Speed
130 km/h (79 mph)
Seats
240
Number of Cars 5
Number of Trains 8
Buy America
60%
Designed
STAG
Built
STAUS
Delivery
Journalistenreise| Martin Ritter| October 2017

16. Bay Area San Francisco CA, USA
KISS EMU
Bay Area San Francisco CA, USA
title
Peninsula Corridor Joint Powers Board, California, USA
title
Route
San Francisco - San Jose
Maximum Speed
177 km/h (110 mph)
Seats
573
Number of Cars 6
Number of Trains 16
Buy America
60 %
Designed
STAR
To build
STAUS
Delivery
Journalistenreise| Martin Ritter| October 2017

17. FLIRT DMU San Bernardino CA, USA
Customer
San Bernardino County Transit Authority, CA
title
Route
San Bernardino Transit Center with the University of Redlands
Maximum Speed
130 km/h (79 mph)
Seats
108
Number of Cars 3
Number of Trains
Buy America
70%
Build
STAUS
Delivery
2019
Journalistenreise| Martin Ritter| October 2017

18. Buy America act Two Components
100% of Final Assembly has to be performed in the US
In-house: Know how transfer
60 respective 70% of the components are required to be of domestic origin
Supplier Development
Journalistenreise| Martin Ritter| October 2017

19. The Combination Minimizes the Risks
Supplier Development
Localization approach
European
European with Existing US Op
Existing supplier = Existing relationship
Know how intensive = One time costs
Meets European specification
Examples: carbody, truckframe, engines, some composite, some interiors
Transportation / Lead-time
Existing suppliers which have existing US operations
Suppliers set-up was appropriate or needed to be expanded
Systems such as: couplers, power converter, traction motors, doors, HVAC
Designed in Europe
Internal communication
European to Relocate
New to US
Existing suppliers which decided to open an US facility for Stadler
European specified and larger procurements
Examples: roof panels, ceiling system, floor and interior walls
Setting up a new operations in a new country
New supplier, domestic US operations
Components we specified to US norms
Strategic components for Buy America reasons
Large components (Transportation costs)
E.g. front cap, restroom, seats, interiors
Communicate with a new supplier
The Combination Minimizes the Risks
Journalistenreise| Martin Ritter| October 2017

20. 3. Stadler localization
Today & tomorrow

21. First US Operations Salt Lake City, Utah
Final Assembly began January 2017
Utah Transit Authority (UTA): Facility Landlord
Existing Maintenance Shop
Existing Car Wash and Fuel Station
Crane and Indoor Track Served
Elevated Track
18,000 ft² of final assembly space
3,000 ft² of pre-assembly space
2,000 ft² of office space
30’000 ft² of warehousing
Journalistenreise| Martin Ritter| October 2017

22. Localized Activities Salt Lake City, Utah Truck Production Car Body
Production & Surface
Truck Final Assembly
Pre- Assembly
Final Assembly
Commissioning
After-Sales Service
Journalistenreise| Martin Ritter| October 2017

23. Ground Breaking October 13th
New Stadler Facility
Ground Breaking October 13th
Journalistenreise| Martin Ritter| October 2017

24. New Facility – to be Completed in 2018

25. Please do not take pictures
Facility Tour
Please do not take pictures

26. Current US Projects
KISS Caltrain

27. KISS Caltrain Overview Track since 1851, commuter train since 1864
Region with > 5 million people (SF + Silicon valley)
Today appx. 55, 000 passengers per day Expected growth up to > 100,000 passengers per day!
Future «blended system» with high-speed rail
% Utilization of seating today
11% with bikes: appx. 6,000 bikes per day; 64 bikes per train
49 miles, 24 stations
Journalistenreise| Martin Ritter| October 2017

28. Caltrain Award history
Delayed NTP
Contract content
Awarded in June 2016
Caltrain awarded Stadler ahead of schedule despite not having 100% funding
All steps have now been taken other than the actual signing
Plan was to have the full fund grant agreement by Feb 2017
Was to be signed during the first week of the new administration
FFGA was temporarily put on-hold
Review for approx. 4 months
Important for the industry
Journalistenreise| Martin Ritter| October 2017

29. KISS Caltrain Content 16 6-Car EMUs = 96 cars
Option for Additional 96 cars
Part of the Calmod Modernization Program
Electrification of the Corridor
Vehicle Procurement
Journalistenreise| Martin Ritter| October 2017

30. The Vehicle: Facts & Figures
KISS CALTRAIn
The Vehicle: Facts & Figures
8-car: 676’ 11.2’’ H G
Optional extension
Convenience Features B C D E F A
6-car: 510’ 4.8’’
6000kW
2.24mphps = 1m/s2
110mph
Technical Features
Journalistenreise| Martin Ritter| October 2017

31. Vehicle KISS Comparison 160km/h 3kV AC 6 toilets 28.8m 177km/h 25kV AC
Journalistenreise| Martin Ritter| October 2017

32. Comparison: Main Differences
Vehicle / Project
Comparison: Main Differences
Vehicle:
Current US Rail standards may exclude state-of-the-art design (and thus needs to be waived, e.g. torsional resistance for couplers)
Operation:
Conductor focused, no automated processes (doors, wheelchair lift)
Usage of the horn (25% = severe air consumption)
General:
Strong involvement of public, bike lobby, ADA
Very demanding and formal customer
All expertise is outsourced
No simultaneous manufacturing / engineering
Unknown Quality Assurance expectations
Strong supervising, no delegation of tasks to manufacturer
Journalistenreise| Martin Ritter| October 2017

33. KISS Caltrain
Preview
Journalistenreise| Martin Ritter| October 2017

34. Stadlers Future in North America
Market
Stadlers Future in North America

35. Existing Market shares
Product Placement
Existing Market shares
Journalistenreise| Martin Ritter| October 2017

36. Thank you
For your attention