Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Q4 2021 Earnings Presentation
19 slides from Hitachi Energy India's earnings presentation, Feb 9, 2022
Slide 1: Stock exchange cover letter for analyst presentation
HITACHI lnspire the Nex! February 09, 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) Dear Sirs Sub
Slide 2: Q4CY2021 - Analyst call presentation
Q4CY2021 - Analyst call presentation Hitachi Energy India Ltd 2022-02-09 © 2022 Hitachi Energy. All rights reserved.
Slide 3: Important notices
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, including gl
Slide 4: Tracing a stable recovery to pre-pandemic levels
Tracing a stable recovery to pre-pandemic levels Orders INR 931.0 Cr 12.7% YoY (4.9%)QoQ Key order wins ▪ 171 units of traction transformers for CLW Revenue INR 1,137.6 Cr 9.0% YoY 33.7%QoQ ▪ 31X50 MVA 132kv trafos for private T&D co ▪ 170kV AIS equipment Indonesian state utility PBT(after INR 83.4
Slide 5: Strengthening health and safety at Hitachi Energy
Strengthening health and safety at Hitachi Energy Basic Fire Safety & Emergency Preparedness Two-wheeler defensive riding in association Global workshop on eradicating fatalities & Re-fresher session by USHA Fire with Hero-MotoCorp serious injuries Noise hazard management and Industry recognition of
Slide 6: COVID-19: Continued healthcare infrastructure for employees & community
COVID-19: Continued healthcare infrastructure for employees & community Activated through country and location crisis teams: ~99% eligible employees ▪ Vaccination drive for children of employees (15-18years), and booster dose vaccinated with both doses for dependents above 60yrs initiated ▪ Contract
Slide 7: Hitachi Energy India went live on November 18, 2021
Hitachi Energy India went live on November 18, 2021 Hitachi Energy India was launched by Claudio Facchin, N Venu & Amitabh Kant Legal name change effective November 12, 2021 6 © 2022 Hitachi Energy. All rights reserved.
Slide 8: Milestones in our journey to carbon neutral operations by 2030
Milestones in our journey to carbon neutral operations by 2030 2030 Carbon Neutral Targets: India Actions Reducing our carbon footprint at our project site Switched to 100% green electricity in our own operations Rooftop solar for the electrification of a project site office • ESG Committee meetings
Slide 9: Hitachi Energy demonstrates leadership on all fronts
Hitachi Energy demonstrates leadership on all fronts Thought leadership in emerging Jointly addressing evolving energy Commissioned nation building projects technologies landscape with customers Renewable studies for private utilities Partnerships to shape future talent Building community healthcare
Slide 10: Expanding value through digitalization
Expanding value through digitalization 150+ RFATs conducted RelCare for industrial houses Remote Operations and Nerve Centre 9 © 2022 Hitachi Energy. All rights reserved.
Slide 11: Launched IdentiQ™: digital twin for HVDC and Power Quality
Launched IdentiQ™: digital twin for HVDC and Power Quality IdentiQ™ uses digital twin technology with state-of-the-art data visualization, to provide clear operational insights in real time. With seamless handling of a wide range of data types, powerful analytics and specific domain knowledge, Ident
Slide 12: Indian economy on recovery path, OMICRON wave remains an uncertainty
Indian economy on recovery path, OMICRON wave remains an uncertainty Macro-economic snapshot High Frequency Indicators * ▪ COVID-19 3rd Wave ebbing, daily cases <100k down from peak of 300k E-way bills generated (Mn) – witnessed an uptick in Dec’21 vs Nov’21 ▪ Economic Survey: GDP growth likely to b
Slide 13: Order distribution: Utilities contribute to ~50% of orders
Order distribution: Utilities contribute to ~50% of orders Q4-2021 Performance in Vision 2025 focus areas SEGMENTS Q4-2020 Renewable (Solar + Wind) Transmission ~1.8 GW of cumulative solar/wind Green Energy Corridors orders catered for in Q4-21 with HVDC 0% 20% 40% 60% 80% 100% major export order Pr
Slide 14: Diversified order base
Diversified order base Exports: third consecutive quarter of YoY growth Service: harnessing installed base ▪ Order for HV modules from USA ▪ Remote Support for Commissioning of PWC600 for heavy industries customer ▪ Order for 170kV AIS from Indonesian utility ▪ Successful completion of TXplore™ dive
Slide 15: Financial performance – Profit & Loss Statement
Financial performance – Profit & Loss Statement (INR crore) Q4 2021 Q4 2020 yoy% Q3 2021 qoq% 12M 2021 12M 2020 Orders 931 826 12.7 979 -4.9 3,504.5 3,217.7 Revenue 1,137.6 1,043.7 9.0 850.6 33.7 3,808.8 3,438.9 PBT (before exceptional item) 47.5 46.1 3.0 47.2 0.6 170 171.8 Exceptional item (35.9) -
Slide 16: Union Budget 2022-23: A climate-responsive budget
Union Budget 2022-23: A climate-responsive budget A government led capex to set INR19,500 crore Data centres and 400 Vande Bharat trains off virtuous investment cycle and grid-level BESS included with higher efficiency for lift growth Additional allocation for in harmonized list of passengers PLI of
Slide 17: Priorities for 2022-23
Priorities for 2022-23 Pandemic High Growth Segments Investing in ourselves Protect our people: Ensure continued Rail: In line with Indian Railways’ 2030 Net Carbon neutral operations healthcare infrastructure for employees and Zero ambitions Strengthen diversity and inclusion – double community Dat
Slide 18: © Hitachi Energy
© Hitachi Energy
Slide 19: Inspire the Next
HITACHI Inspire the Next