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Investor Presentation

Hitachi Energy India Investor Presentation: Key Takeaways

Hitachi Energy India delivered robust Q1FY27 performance with 68.6% YoY revenue growth. Management is leveraging operational excellence to convert a record order backlog of INR 32,222.1 crs into profitable growth.

Highlights
Revenue growth68.6% YoY growth driven by robust order backlog execution.
MarginsPBT margin 15.6%; PAT margin 11.8%; slight gross margin contraction YoY.
Order bookRecord INR 32,222.1 crs; Q1 orders up 26.1% YoY (ex-HVDC).
Demand visibilityStrong visibility from renewables, data centers, and grid modernization.
Management confidenceHigh; citing strong market fundamentals and multi-year growth opportunities.

Growth

Revenue rose 68.6% YoY to INR 2,493.7 crs. Operational EBITDA grew 135% YoY to INR 399.9 crs.

Outlook

Constructing 20th manufacturing facility in Karjan (Dec 2028 commissioning); 25% revenue share from exports; strong data center pipeline.

Risks

Unrealized FX loss of INR 36.37 crs; geopolitical challenges; potential commodity price volatility in non-transformer segments.

Last quarter's promises, checked

Delivered

  • Targeting record order backlog → delivered INR 29,555.3 crs (= BEAT)
  • Achieve 100% renewable energy in operations → delivered 100% (= BEAT)
  • Surpass water reduction targets → delivered 11% reduction vs 2019 (= BEAT)

Partly delivered

  • Commission Karjan factory by Q4 2028 → project in early groundbreaking stage (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: POWERINDIA. Summary written with AI assistance from the document.

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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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