The rail industry is a sector with huge growth and value creation opportunity, despite the dramatic effects of the pandemic and the ongoing supply chain and commodity disruptions that we see today. 

It was a pleasure to meet with Dan Phillips, Chief Strategy Officer at Hitachi Rail to discuss the outlook for the rail industry, following the dramatic impacts of the pandemic, where we assessed the current market environment and explored the areas of technological innovation, the rising importance of ESG, and the M&A outlook for the sector that could act as a catalyst for growth in the coming years.

You can also read my recent article exploring why I believe M&A and digital innovation will be key value drivers in the sector for players seeking a return to growth after two years of unprecedented disruption.