Hitachi Energy India Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Hitachi Energy Q3 FY26: Strong operational momentum continued with orders at Rs. 2,477 Cr (excluding HVDC order, up 73% YoY) and revenue reaching Rs. 2,168 Cr (+29.6% YoY). PBT before exceptional items quadrupled to Rs. 402 Cr (18.5% margin), with operational EBITDA doubling to Rs. 338 Cr (15.6% margin). The financial results for the quarter and half-year reflect consistent improvement.

The company's order backlog hit an all-time high of Rs. 29,872 Cr. Management expressed confidence in robust market demand across renewables, transmission, and data centers, anticipating multi-year growth. Strategic investments in capacity expansion, focus on exports, and a growing service business are key priorities. No HVDC project delays or penalties are expected, supporting a positive sentiment for future performance.