Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Q3 FY26 Earnings Presentation
14 slides from Hitachi Energy India's earnings presentation, Feb 5, 2026
Slide 1: Exchange filing cover letter: Analysts/Investors' Presentation
HITACHI February 05, 2026 The Secretary, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Limited, 1st Floor, Phiroze Jeejeebhoy Towers, ‘Exchange Plaza’, 5th Floor, Plot No. C/1, G Block, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai - 4
Slide 2: Q3 FY25-26 Analyst Conference Call
Hitachi Energy India Ltd. Q3 FY25-26 | Analyst Conference Call N Venu, Managing Director & CEO 5th February 2026
Slide 3: Important Notices
HITACHI Important Notices 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 performance, incl
Slide 4: License to operate: Safety
License to operate: Safety HITACHI Health initiatives HSE performance in FY26 vis-à-vis past years Total Recordable Injury Frequency Rate 0.17 Target 0.10 Blood donation: 470 units blood donated by employees 0.11 0.1 0.09 0.09 0.09 0.09 Annual Health Check: 89% participation Awareness sessions: • Fa
Slide 5: ESG targets FY26 and action plan
ESG targets FY26 and action plan HITACHI ESG targets FY26 Actions and achievements against targets ESG Ratings CO2 Emissions: CO2 Emissions: ~70% reduction projected for FY26 50% reduction along the value chain from 2019. Actions include biofuel boiler in Mysore, electrical retrofits, PPA for renewa
Slide 6: Economy growing steady, sectors looking up
HITACHI Economy growing steady, sectors looking up Economic highlights Investment reflect growth for the sectors • India’s economy is projected to grow 7.4% in the fiscal year ending India added Renewable energy of close to 50 GW in 2025 with an March 26, higher than 6.5% last fiscal investment4 of
Slide 7: Solid performance driving growth and building profit margins
Solid performance driving growth and building profit margins HITACHI Quarterly Financials for Q3FY26 (Oct to Dec 2025) and 9M FY26 (Apr to Dec 2025) Orders Q3 FY 26 9M FY 26 Industries: wins for transformer business, including (Oct-Dec Growth YoY(%) Growth (Apr-Dec Growth multiple high-capacity 765
Slide 8: Commissioning across utilities, renewables, data center and industries
Commissioning across utilities, renewables, data center and industries HITACHI A leading O&G Datacenter: 220 kV GIS Chemical Industry :132 Renewables: 300MW Company: 132/33KV GIS S/S commissioning for a KV GIS Bay Extension solar energy 220/33kV substation, at Panbang, data center in Pune, at Odisha
Slide 9: Purpose in action: advancing sustainable energy across stakeholders
Purpose in action: advancing sustainable energy across stakeholder HITACHI Powering India’s energy 25 years of Power Leading with purpose: Industry leadership transition Innovation in Impact across society conversations transformers H1tach1 Energy 3.0d National nspire the next era of Dee Energy and
Slide 10: Growth in industries, data center and renewables
Growth in industries, data center and renewables HITACHI Order Mix Segment 87% 79% Growth Q3 Key Segments •Q3 FY’25 FY26 (YoY) 17% 10% •Q3 FY’26 • 3% 4% ~ Transmission Products - - Projects - - Services ~ Industries • Sector 61% ~~~ Data Center • 47% 43% 26% •Q3 FY’25 ~ Railway and Metro • Utilities
Slide 11: Financial performance
Financial performance HITACHI (INR crore) Q3FY26 Q3FY25 YoY% Q2FY26 QoQ% 9MFY26 9MFY25 Orders 2,477.6 11,594.3 -78.6% 2,217.1 11.7% 16,033.9 15,982.9 Revenue 2,168.0 1,672.4 29.6% 1,915.2 13.2% 5,603.6 4,520.3 PBT before 402.0 184.1 118.4% 352.9 13.9% 931.8 269.7 exceptional item PBT before 18.5% 11
Slide 12: Financial result analysis
Financial result analysis HITACHI INR Crores Particulars 3 months ended 3 months ended 3 months ended Year to date figures from Year to date figures from Year to date figures from 31.12.2025 30.09.2025 31.12.2024 01/04/2025 to 31/12/2025 01/04/2024 to 31/12/2024 01/04/2024 to 31/03/2025 Crs % Crs %
Slide 13: Priorities
FY 26 Priorities Markets Business Function Maintain leadership in core Strong Focus on BU service Reinforce safety culture segments – Renewables, Utilities, HVDC, Industries Operational excellence to Cost Focus and Infrastructure. improve productivity, quality & opportunities in One Hitachi Upskill
Slide 14: HITACHI
HITACHI