Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Q4 FY25-26 Earnings Presentation
15 slides from Hitachi Energy India's earnings presentation, May 26, 2026
Slide 1: Exchange filing cover letter: Analysts/Investors' Presentation
HITACHI May 26, 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 - 400 00
Slide 2: Q4 FY25-26 Analyst Conference Call
Hitachi Energy India Ltd Q4 FY25-26 | Analyst Conference Call N Venu, Managing Director & CEO Symbol: POWERINDIA Scrip code: 543187 May 2026 Internal
Slide 3: Cautionary statement
HITACHI Cautionary statement This presentation has been prepared solely for information purposes. No representation or warranty, express or implied, is made regarding the accuracy, completeness, or correctness of the information or opinions contained herein, and no reliance should be placed on them.
Slide 4: License to operate: Safety
HITACHI License to operate: Safety HSE performance in FY26 vis-à-vis past years Health initiatives during Q4FY26 Total recordable injury frequency rate 0.14 0.12 0.11 0.10 0.09 0.09 0.08 FY20 FY21 FY22 FY23 FY24 I FY25 FY26 Health related sessions and workshops Awards during FY26 • First Aid and Bas
Slide 5: ESG targets and action plan
ESG targets and action plan HITACHI ESG targets FY26 Actions and achievements against targets ESG Ratings CO2 Emissions: CO2 Emissions: ~74% reduction achieved in FY26 50% reduction along the value chain from 2019. Actions include biofuel boiler in Mysore, electrical retrofits, PPA for renewable ele
Slide 6: Structural transformation and investments strengthen the sector
Structural transformation and investments strengthen the sector Energy security1 is emerging as a India’s electricity requirements2 to Higher3 loads and load density, As technology becomes structural, policy driven investment in grow materially over the coming stringent reliability requirements, inc
Slide 7: Solid performance driving growth and building margins
HITACHI Solid performance driving growth and building margins Rs Crs Growth Growth Particulars Q4FY26 YoY(%) QoQ (%) FY25 FY26 Growth YoY(%) Orders in Q4FY26 @l - Orders 2,422.5 10.6% -2.2% 18,173.8 18,456.5 1.6% t Industries: Control & protection upgrade using MACH, 400/200 KV AIS in Karnataka < Re
Slide 8: Commissioning across the renewable and utility segment
HITACHI Commissioning across the renewable and utility segment Commisioning of Mumbai Transformer for the Renewable Substation at Transformer at Jamnagar city infeed HVDC 1000MW leading utility at Ramgarh Shiv Barmer Rajasthan for a leading O&G VSC Project and Bhiwani company • Design ,engineering S
Slide 9: Leading the thought leadership voice across the industry
HITACHI Leading the thought leadership voice across the industry India Energy Week 2026 Summit on AI and AI Impact Summit Bharat Electricity Summit Electric Energy The event brought together Pre-summit event on “AI and Leaders spoke at a NAMTECH Hosted key ministers, regulators, various leaders in t
Slide 10: Order growth across sectors fuelled FY26 performance
HITACHI Order growth across sectors fuelled FY26 performance Order Mix Key Segments Growth Segment ~ b Transmission 't ~---------,!.-----+----------=----------------1 Industries 45% 53% 11 I I __ : 51% 41% 3% 5% FY25 FY26 Product Project Service IF~~ Data Center t Sector 81% 85% II __ __ : ~-----2..
Slide 11: Additional capex of Rs 2,000 crore
HITACHI Additional capex of Rs 2,000* crore to set up, in addition to others, a greenfield large power transformer facility in Karjan, Vadodara, Gujarat taking cumulative capex to Rs 4,000 crore 10 * In October 2024, we announced Rs 2,000 Crs and now additional capex of Rs 2,000 Crs leading to Rs 4,
Slide 12: Financial performance
HITACHI Financial performance Rs Crores Particulars Q4FY26 Q4FY25 YoY% Q3FY26 QoQ% FY26 FY25 Orders 2,422.5 2,190.8 10.6% 2,477.6 -2.2% 18,456.5 18,173.8 Revenue from operations 2,754.1 1,883.7 46.2% 2,082.2 32.3% 8,147.7 6,384.9 PBT before exceptional item 443.4 246.7 79.7% 402.0 10.3% 1,375.2 516.
Slide 13: Financial Result Analysis
Financial Result Analysis HITACH Rs Crores Particulars 3 months ended 3 months ended 3 months ended Year ended Year ended 31.03.2026 31.12.2025 31.03.2025 01/04/2025 to 01/04/2024 to 1- - - - 31/03/2026 31/03/2025 Crs % Crs % Crs % Crs % Crs % INCOME Revenue from operations 2,754.1 100.0% 2,082.2 10
Slide 14: Priorities
HITACHI Priorities Markets Business Function Maintain leadership in core segments – Strong Focus on BU service Reinforce safety culture Renewables, Utilities, HVDC, Industries and Infrastructure. Operational excellence to improve Cost Focus productivity, quality & usage of AI Harness new segments –
Slide 15: Thank you
Thank you For further information, please contact: Priyanka Bhagat, Investors Relation priyanka.bhagat@hitachienergy.com Follow us 14 Internal
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