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Earnings Call

Hitachi Energy India Earnings Call: Key Takeaways

Hitachi Energy India delivered a robust Q4FY26 with 46.2% revenue growth and 157.3% PAT growth for the full year. Strategy focuses on high-growth segments like data centers, renewables, and HVDC technology.

Highlights
Revenue growthFY26 revenue grew 27.6%; Q4 grew 46.2% YoY.
MarginsOperational EBITDA margin improved to 15.4% in FY26 from 9.3% YoY.
Order bookRecord ₹29,555cr as of March 31, 2026, up 53.6% YoY.
Demand visibilityRecord order backlog of ₹29,555cr provides multi-quarter revenue visibility.
Management confidenceStrong confidence in multi-year growth driven by energy transition and electrification.

Growth

FY26 revenue grew 27.6% YoY to ₹8,147.7cr; PAT surged 157.3% to ₹987.8cr. Q4 revenue grew 46.2% YoY.

Outlook

Board approved ₹2,000cr additional capex for greenfield transformer facility by Q4 2028; total cumulative capex reaches ₹4,000cr.

Risks

Geopolitical volatility in Middle East impacting supply chains; commodity price inflation and elevated freight costs remain challenges.

Source

Earnings Call filed with BSE, NSE: POWERINDIA. Summary written with AI assistance from the document.

Read the document ↗

Hitachi Energy India Ltd: key numbers

Share price
₹31,035.00
Market cap
₹1,38,330 Cr
Revenue (annual)
₹8,148 Cr
Net profit (annual)
₹987.8 Cr
P/E (TTM)
120.2×Sector 53.6×
Promoter holding
71.31%+0.00% QoQ
FII holding
12.44%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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