Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Q2 FY26 Earnings Presentation
15 slides from Hitachi Energy India's earnings presentation, Nov 7, 2025
Slide 1: Exchange filing cover letter: Analysts/Investors' Presentation
HITACHI November 07, 2025 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: Q2 FY25-26 Analyst conference call
Hitachi Energy India Ltd. Q2 FY25-26 – Analyst conference call N Venu, Managing Director & CEO 07th Nov 2025
Slide 3: Important Notices
HIT AC HI 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, in
Slide 4: License to operate: Safety
License to operate: Safety HITACHI Health initiatives Total recordable injury frequency rate 0.17 0.1 0.09 0.09 0.11 0.09 0.08 2019 2020 2021 2022 2023 2024 2025 Industry appreciation and awards – safety and sustainability CII ( M.11111 ,11 CH l'\.ltll( IP\.IION Health Sessions and Initiatives: --·-
Slide 5: ESG targets FY25 and action plan
HITACHI ESG targets FY25 and action plan Focus Segments Targets 2030 Targets FY’25 and actions (base year 2019) Emission 50% reduction in CO2 Keep CO2 emissions below 50% from 2019 level, currently emissions along the value chain 76% reduction projected for FY25 Renewable Electricity 100% renewable
Slide 6: Economy growing steady, sectors also progressing
HITACHI Economy growing steady, sectors also progressing Economic highlights Investment reflect growth for the sectors • World Bank upgraded its growth outlook1 for India India's renewable energy investments reached 11.8BUSD (~INR 1.0 Lakh Cr) in H1 2025, according to Bloomberg NEF6 to 6.5% for FY26
Slide 7: Strong orderbook, resilient margins and strategic execution driving sustained growth
HITACHI Strong orderbook, resilient margins and strategic execution driving sustained growth (INR crore) Q2FY26 YoY % QoQ % H1FY26 YoY % Orders 2,217.1 13.6% 28%* 13,556.3 208.9% Revenue 1,915.2 23.3% 25.2% 3,435.6 19.2% PBT 352.9 399.8% 99.5% 529.8 518.5% PAT 264.4 405.6% 100.9% 396.0 531.4% Key or
Slide 8: Commissioning across renewables, data center and industries
HITACHI Commissioning across renewables, data center and industries Ambuja Cement: Adani Connex: 220 kV Blupine Energy: Tata Power Renewables: 220/33 kV AIS package GIS S/S commissioning 150 MW EBOS 220 kV AIS S/S at New Essel Rajasthan for a data center in Pune commissioning at installation for 200
Slide 9: Purpose in action: advancing sustainable energy across stakeholder
HITACHI Purpose in action: advancing sustainable energy across stakeholder Powering India’s energy Power Transformer Leading with purpose: Industry leadership transition factory achieves NABL Impact across society conversations re-accreditation Energy and Digital World Hitachi Energy's Power >1,350
Slide 10: Sharp growth in renewables and railways, steady growth in industries
Sharp growth in renewables and railways, steady growth in industries HITACHI Order Mix Key Segments YoY Growth Segment 74% 64% Transmission -43%* ■ Q2 FY25 24% - 19% -- 12% ■ Q2 FY26 7% Industries 10% Products Projects Services Sector 59% 52% Data Centre -51% 24% ■ Q2 FY25 22% 23% 19% Railway and Me
Slide 11: Exports, service: Levers of growth
Exports, service: Levers of growth HITACHI Diverse geographies and industries help sustain Service drives lifecycle engagement with exports momentum customers • 114 Nos IMB 800kV CTs to Canadian utilities • First high voltage SF6-free circuit breaker – ECONIQ – to CTU • 12 Nos 800 kV Breakers to Ukr
Slide 12: Financial performance
Financial performance HITACHI (INR crore) Q2FY26 Q2FY25 YoY% Q1FY26 QoQ% H1FY26 H1FY25 Orders 2,217.1 1,952.0 13.6% 11339.2 28%* 13,556.3 4,388.6 Revenue 1,915.2 1,553.8 23.3% 1529.8 25.2% 3435.6 2,881.2 PBT 352.9 70.6 399.8% 176.9 99.5% 529.8 85.7 PBT % 18.4% 4.5 % 11.6% 15.4% 3.0% PAT 264.4 52.3 4
Slide 13: Financial result analysis
Financial result analysis HITACHI INR Crores Particulars 3 months ended 3 months ended 3 months ended Year to date figures Year to date figures Year to date figures 30.09.2025 30.06.2025 30.09.2024 from 01/04/2025 to from 01/04/2024 to from 01/04/2024 to 30/09/2025 30/09/2024 31/03/2025 Crs % Crs %
Slide 14: 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 Upskill & cross-skill talent and Infrastructure. improve productivity, quality & for agile energy tr
Slide 15: HITACHI
HITACHI