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Investor Presentation

Hitachi Energy India Investor Presentation: Key Takeaways

Q1FY27 presentation highlights strong top-line growth and margin expansion driven by renewables and data centers. Revenue grew 68.6% YoY with Operational EBITDA margin reaching 16%.

Highlights
Revenue growth68.6% YoY
MarginsOperational EBITDA margin improved to 16% from 11.5% YoY.
Order book32,222.1 Cr (up 10.6% YoY).
Demand visibilityStrong; fueled by India's energy transition and 500GW renewables target.
Management confidenceHigh; expanding capacity and securing flagship global orders.

Growth

Revenue rose 68.6% YoY to 2,493.7 Cr; PAT jumped 123.5% YoY to 294.2 Cr.

Outlook

Investing 2,000 Cr in a new Karjan transformer factory (4,000 Cr total capex). Targeting 2028 completion.

Risks

Sequential decline in revenue (-9.5%) and PAT (-11.0%) QoQ. Potential volatility in high-value HVDC orders.

Last quarter's promises, checked

Delivered

  • Targeted FY26 revenue growth → delivered 27.6% YoY (= BEAT)
  • Targeted FY26 PAT growth → delivered 157.3% YoY (= BEAT)
  • Targeted FY26 EBITDA margin expansion → delivered 15.4% (= BEAT)

Partly delivered

  • Targeted 2,000 Cr capex for Karjan → initial groundbreaking June 12 (= PARTIAL)
Source

Investor Presentation filed with NSE, 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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