Hitachi Energy India Limited — PPTs, 07-11-2025: Investor Presentation

Hitachi Energy India delivered robust performance in Q2 FY26. Revenue grew 23.3% YoY to INR 1,915.2 Cr. Profit After Tax (PAT) surged 405.6% YoY to INR 264.4 Cr, with Operating EBITDA up 130.5% YoY to INR 291.6 Cr. Strong order growth was seen in Renewables (+40% YoY) and Railways & Metro (+61% YoY).

Strategy focuses on maintaining leadership in core segments (Renewables, Utilities, HVDC, Industries, Infrastructure), tapping new data center markets, and shifting focus towards Exports, Service, and Digital solutions. Operational excellence, margin improvement, and capacity expansions are key, alongside expanding Battery Energy Storage Systems (BESS).

Recent developments include commissioning substations for Ambuja Cement, Adani Connex's data center, and solar/wind projects for Blupine Energy and Tata Power Renewables. Exports remain strong across various geographies.

Key Q2 FY26 metrics: Revenue INR 1,915.2 Cr, PAT INR 264.4 Cr (13.8% margin), Op EBITDA INR 291.6 Cr. A record order backlog of INR 29,412.6 Cr ensures strong revenue visibility.

Management emphasized the significant order backlog as a driver for future revenue. Outlook includes further BESS expansion, strengthening service units, talent development, and capacity building for the energy transition.