Hitachi Energy India Limited · NSE:POWERINDIA

Hitachi Energy India — Q1 FY23 Earnings Presentation

15 slides from Hitachi Energy India's earnings presentation, Jul 21, 2022

  1. Slide 1: Analysts/Investors' Presentation cover letter to exchanges

    HITACHI lnspire the Next July 21 , 2022 BSE Limited National Stock Exchange of India Limited P.J. Towers Exchange Plaza, 5th Floor Dalal Street Plot No. C/1, G Block Mumbai 400 001 Bandra-Kurla Complex, Sandra (E) (Atten: DCS Listing) Mumbai 400 051 (Atten: Manager Listing Department) Ref: SSE Scrip

  2. Slide 2: Q1FY23: Analyst Conference Call

    Q1FY23: Analyst Conference Call N Venu, Managing Director & CEO 21.07.2022 © Hitachi Energy 2022. All rights reserved @Hitachi Energy

  3. Slide 3: Important notices

    Important notices HITACHI lnspire the Next: This presentation includes forward-looking information and statements including statements concerning the outlook for our businesses. These statements are based on current expectations, estimates and projections about the factors that may affect our future

  4. Slide 4: Significant wins in challenging markets

    Significant wins in challenging markets HITACHI lnspire the Next: Growth vs Corr Growth Qtr. QoQ Orders INR 3,054.6 cr t 309.7% t 192.7% Key order wins Revenue INR 991.3 cr t 24.4% (13.2%) ▪ Adani, AEML: 1000MW Mumbai Infeed HVDC PBT PAT INR 2.1 cr INR 1.3 cr • (90.2%) (91.8%) (97%) (97.4%) ▪ PGCIL:

  5. Slide 5: Our license to operate: Safety & well being

    Our license to operate: Safety & well being HITACHI lnspire the Next: Regular reiteration to ensure deep understanding and practice ▪ Continued trend of zero fatal injuries ▪ High Risk Hazards resolution rate 99% ▪ Manager program to improve quality and spread of SOTs ▪ Embed Risk Management and Lif

  6. Slide 6: 360 degrees of sustainable growth

    360 degrees of sustainable growth HITACHI lnspire the Next: Mumbai 1000 MW HVDC link – to increase High voltage switchyards for industrial and Plantation drive by employees results in power inflow by 50% infrastructure segments ~1300 saplings at Vadodara location Strengthening export demand for made

  7. Slide 7: Sustainability 2030: targeting 60% reduction in CO2 emission within FY23

    Sustainability 2030: targeting 60% reduction in CO2 emission within FY23 HITACHI lnspire the Next: 2030 Carbon Neutral Targets: India Actions Q1FY23: Power Purchase Agreement signed for Maneja on Opex model Energy assessment of PGTR – Maneja completed, Total energy saving potential of 9.8% 10 locati

  8. Slide 8: COVID-19 risks overshadowed by supply chain / semi-conductor crunch

    COVID-19 risks overshadowed by supply chain / semi-conductor crunch HITACHI lnspire the Next: Macro-economic snapshot ▪ COVID-19 daily cases have remained under 20k in Apr-Jun’22. High Frequency Indicators * ▪ Analysts estimate India GDP in FY22-23 to be 7- 8% ; Growth boost expected from normal E-w

  9. Slide 9: Global semi-conductor crunch: Mitigation actions

    Global semi-conductor crunch: Mitigation actions HITACHI lnspire the Next: Root cause: Growing and Large and growing volumes required by consumer electronics, automotive competing demand from other Semiconductor market grew 7.3% in 2020, 9% in 2021 and industries 10+% 2022e Reorganization of supply

  10. Slide 10: Transmission, industries and power quality drive orders

    Transmission, industries and power quality drive orders HITACHI Key Segments lnspire the Next: Transmission Industry Power Quality Railways & Metros Green Energy Corridors II notified by Growth boost in Q1 in domestic Capacitor orders, especially those Indian Rail target net zero by 2030 government.

  11. Slide 11: Service and exports continue performing as growth levers

    Service and exports continue performing as growth levers HITACHI lnspire the Next: Exports continue trend of >20% of orders (ex HVDC) 10% yoy growth in total service orders ▪ Order for 33 kV Power Transformers from Total Oil & Gas, Uganda ▪ Digital: First Modular Switchgear Monitoring supply order f

  12. Slide 12: Financial performance – Profit & Loss Statement

    Financial performance – Profit & Loss Statement HITACHI lnspire the Next: (INR crore) April - June 2022 April – June 2021 yoy % Jan - March 2022 qoq% Orders 3054.6 745.6 309.7 1043.6 192.7 Revenue 991.3 796.8 24.4 1142.1 -13.2 PBT 2.1 21.6 -90.3 70.7 -97.0 PBT % 0.20% 2.70% 6.20% PAT 1.3 16.3 -92.0

  13. Slide 13: Priorities for FY23

    Priorities for FY23 HITACHI lnspire the Nex1: People and well being Focus areas in the future energy system Ensure continued healthcare infrastructure for employees and Service: Sustain momentum, community RELCARE, HVDC Upgrades Living Sustainability Overcoming short term Digitalization: Led by indu

  14. Slide 14: ~Hitachi Energy

    ~Hitachi Energy

  15. Slide 15: Hitachi Inspire the Next

    HITACHI lnspire the Nexl:

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