Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Q3 FY23 Earnings Presentation
16 slides from Hitachi Energy India's earnings presentation, Feb 6, 2023
Slide 1: Cover letter to stock exchanges: Analysts/Investors' Presentation
HITACHI lnspire the Next: February 6, 2023 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, Bandra (E) (Atten: DCS Listing) Mumbai 400 051 (Atten: Manager Listing Department) Ref: BSE Sc
Slide 2: Analyst presentation - Q3FY23
HITAC lnspire the Next Analyst presentation - Q3FY23 Hitachi Energy India Ltd N Venu, A Singh 2023-02-06 © 2023 Hitachi Energy. All rights reserved. @Hitachi Energy
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
Slide 4: Orders show robust growth
Orders show robust growth HITACHI lnspire the Next Growth vs Corr Growth Qtr. QoQ Key order wins ▪ 500MVA 765_400kV Transformers + 110MVAr Orders INR 1,222.1 Cr t +31.3% • -4.4% 765kV Shunt Reactors for green energy corridors Revenue INR 1,041.0 Cr • -8.5% • -6.6% ▪ 1st order for V Connected transfo
Slide 5: Sustainability through collaboration
Sustainability through collaboration HITACHI lnspire the Next Customer appreciation for our rigorous HSE standards Marching towards 2030 Carbon Neutral Targets in our own t;Jt;moo operations DEVIKDT SDLAR • ~lm,{ I Devikot Solar Accelerating rooftop solar to power project site offices Certificate of
Slide 6: Noteworthy steps across the spectrum
Noteworthy steps across the spectrum HITACHI lnspire the Next Cumulative orders for >1GW of solar Customer outreach: Innorail, customer Digital wins: RelScan, CoreSense integration technology sessions Policy discussions: Invest Karnataka, India- Winning innovation: IYGA, President’s Seven substation
Slide 7: Growth slows, but remains among the fastest in the world
Growth slows, but remains among the fastest in the world HITACHI lnspire the Next Inflation: falls to one-year low of Improved outlook 5.72% in December 2022 The long tail of GDP: World Bank estimates 6.6% electronics & chips 2023 lead times for growth for FY24 supply crunch forecasted demand to go
Slide 8: Focus on future energy networks
Focus on future energy networks HITACHI lnspire the Next Central Electricity Authority - Transmission for integration of 500GW+ RE National Hydrogen Mission Transmission system has been planned for 537 GW RE capacity likely by 2030 Launched in 2021 to develop green Estimates Rs 2.4 lakh crore cost f
Slide 9: Growth in renewables and associated transmission corridors
Growth in renewables and associated transmission corridors HITACHI Key Segments lnspire the Next Renewables (Solar & Wind) Transmission Datacenters Railways & Metros 500GW Renewables by 2030 Green Energy Corridor 5G launched in India Indian Rail target net zero by 2030 Cumulative orders for >1GW of
Slide 10: Growth drivers maintain momentum
Growth drivers maintain momentum HITACHI lnspire the Next • 11% yoy order growth in quarter Exports total • Transformers for Chile utility >20% of all • AIS for copper mines in Congo orders • s/s equipment for Bhutan • New global feeder factory gradually gaining ground • Orders hold steady yoy Lifec
Slide 11: Financial performance – Profit & Loss Statement
Financial performance – Profit & Loss Statement HITACHI lnspire the Next 9MFY22 9MFY23 Performance Indicator Oct-Dec 2022 Jul-Sep 2022 Qoq% Oct-Dec 2021 Yoy% 2,655.6 5,555.2 Total Orders Received 1,222.1 1,278.5 (4.4) 931.0 31.3 2,785.0 3,147.4 Revenue 1,041.0 1,115.0 (6.6) 1,137.6 (8.5) 116.3 65.7
Slide 12: Financial summary
Financial summary HITACHI lnspire the Next Particulars 3 months ended Preceding 3 Corresponding 3 Year to date Year to date Fifteen months 31/12/2022 months ended months ended Apr-Dec 2022 Apr-Dec 2021 period ended 30/09/2022 31/12/2021 31/03/2022 Crs % Crs % Crs % Crs % Crs % Crs % Income Revenue f
Slide 13: Priorities for purpose driven growth in FY23
Priorities for purpose driven growth in FY23 HITACHI lnspire the Next Navigate chips & electronics crunch Exports and service as growth levers High growth segments remain central Build agile supply chains for impending Continue focus on cash Building our people and capacities commodity price increas
Slide 14: Register now for the Analyst Meet in our largest manufacturing location
Register now for the Analyst Meet in our largest manufacturing location HITACHI lnspire the Next 3 Mar 2023 10:00AM to 03:00PM EnergyTEC Hitachi Energy, Maneja, Vadodara Public 13 © 2023 Hitachi Energy. All rights reserved.
Slide 15: ~Hitachi Energy
~Hitachi Energy
Slide 16: HITACHI
HITACHI lnspire the Next: