Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Energy & Digital World 75 (EDW75) (October 2024)
30 slides from Hitachi Energy India's conference presentation, Oct 8, 2024
Slide 1: Analysts/Investors' Presentation cover letter
HITACHI lnspire the Next October 8, 2024 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 (Ea
Slide 2: Powering India: Advancing energy transition for India's net zero journey
Energy & Digital World 75 751 Powering India Advancing energy transition for India’s net zero journey N Venu, MD & CEO, India and South Asia © 2024 Hitachi Energy. All rights reserved. ~Hitachi Energy
Slide 3: 75 years of powering in India; Making in India for India and the world
75 years of powering in India; ''Making in India'' for India and the world HITACHI lnspire the Nexl Expands manuracturing or transformers and HT air blast circuit breakers <220kV Commissioned India's in Howrah and Baroda first long distance (Vadodara) as part or a (814kms) HVOC link technical collab
Slide 4: Nations to come together to avoid tipping point
Nations to come together to avoid tipping point HITACHI lnspire the Nex1: UNEP Emissions Gap Report 2023 Global energy-related CO2 emissions grew by 1.1% in 2023 to reach a new record high of 37.4 billion tonnes India accounts for 18% of the world population, but to date contributed 5% of emissions.
Slide 5: India's journey to a net-zero future
India’s journey to a net-zero future HITACHI lnspire the Nex1: Energy Mix evolution as per India National ambitions for 2030 Energy Security Scenario (IESS)* ,., Growing Energy Demand: India’s per-capita primary energy -o- '•' 500 GW 500 GW raj.,....,... renewable ISTS to evacuate consumption will l
Slide 6: The renewable energy revolution is happening now
The renewable energy revolution is happening now HITACHI lnspire the Nex1: Ambition of 500GW by 2030 Annual installation rate of around 50GW is imperative 1 GW offshore wind energy projects in Gujarat & Tamil Nadu approved by Union Cabinet Moody’s Ratings estimate India to spend up to 385 BUSD (3.2
Slide 7: National Electricity Plan 2032 lays clear path to improve India's power infrastructure
National Electricity Plan 2032 lays clear path to improve India’s power HITACHI and transmission infrastructure and support renewable integration lnspire the Nex1: INR 9.15 lakh cr to be invested ~ 2x growth in transformation Other key announcements 1.3x growth in transmission line (lakh Transformat
Slide 8: Decarbonization of industries, transport & infrastructure
Decarbonization of industries, transport & infrastructure HITACHI lnspire the Nex1: Peak power demand expected to nearly double by 2032 Datacenter and Transport to drive power demand growth India has a potential for 5X data center capacity expansion to fuel digital transformation and the 458 GW coun
Slide 9: Digitalization - an enabler for the accelerating energy transition
Digitalization - an enabler for the accelerating energy transition HITACH 1nspiTe th eNex1: I Visibility from the asset to the control room, across the entire life cycle ' I 751 Powering India Plan Build Operate Maintain Internal 8 © 2024 Hitachi Energy. All rights reserved. rgy
Slide 10: The energy transition needs technologies, services and partnerships
Harnessing an installed base of +10BUSD HITACHI lnspire the Nex1: The energy transition needs technologies, services and partnerships Technology implementation Business models Policies and regulatory framework Digitalized Classic Services Demonstrators and pilots Research Advanced Services Talents a
Slide 11: Making in India for India & the world
Making in India for India & the world HITACHI lnspire the Nex1: Chennai HVDC factory – Greenfield Power Quality supplying to Mumbai city- factory in Bengaluru - infeed and Marinus link in Doubling manufacturing Australia capacity Direct exports & EPCs Global feeder factories Via global Hitachi Energ
Slide 12: Investing in India's journey to net zero
Investing in India’s journey to net zero HITACHI lnspire the Nex1: Powering India Hitachi Energy India has invested Hitachi Energy India Limited plans to invest >INR 350crore since 2020, ~INR 2,000 crores over the next four to five including: years to add capacities of ▪ Power quality factory in Ban
Slide 13: What is Energy & Digital World 75?
What is Energy & Digital World 75? HITACHI lnspire the Nex1: Immersive showcase Technical conferences People in energy 1,000 60 2,000 sqm of exhibition global technology experts & innovators customers, policy makers, suppliers, academia, think tanks, regulators, diplomats 40 27 portfolio exhibits in
Slide 14: Showcasing for the first time in India
Showcasing for the first time in India HITACHI lnspire the Nex1: SAM600 3.0: One-device Grid-enSure is a fully merging unit and switchgear integrated portfolio that control unit comprises Hitachi Energy’s top end solutions, present Relion REF650 delivers and future, based on Power advanced protectio
Slide 15: Hitachi Energy 2030: Purpose-driven growth
Hitachi Energy 2030: Purpose-driven growth HITACHI lnspire the Nex1: Continuously strengthening Plan Build Operate & Maintain our power grids core business Strategic planning Modularization Lumada Performance partner System Integration software partner services Doubling up on Digital and Services an
Slide 16: Energy and Digital World (EDW75)
HITACHI lnspire the Next Powering India Energy and Digital World (EDW75) Oct 7-8, Taj Palace, New Delhi #75yrsPoweringIndia #EDW75 ♦ Hitachi Energy Internal © 2024 Hitachi Energy. All rights reserved.
Slide 17: Evolving energy landscape and technologies for tomorrow
HITACHI lnspire the Next Evolving energy landscape 751 Powering India and technologies for tomorrow Gerhard Salge, CTO, Hitachi Energy 2024-10-08 © 2024 Hitachi Energy. All rights reserved. ~Hitachi Energy
Slide 18: Electrification in India and globally will be growing like never before
Electrification in India and globally will be growing like never before HITACHI lnspire the Nex1: • • • • Stated Po lic ies Scenario in India -$ ..c Net Zero Emission Scenario in India 8000 - · · · · Stated Po lic ies Scenario in Europe Powering India I- Net Zero Emission Scenario in Europe --- "'C
Slide 19: The Power System Evolution – Future Power Systems
The Power System Evolution – Future Power Systems HITACHI lnspire the Nex1: Generation Grid Industry and large commercial - 8 -----<JlJ------, HVDC 1 HVDC 1 grids HVDC1 o+----- - ----===:c:::~ ~=====iL------===~mr 11 n~~~ y. ■J --------==tm+----7.--------t------t'-ll.lT ~ -----r-- ~ Central Meshed A
Slide 20: Transitioning Power System landscape
Transitioning Power System landscape HITACHI lnspire the Nex1: Operation under Normal operation Normal operation disturbance high probability 0 years months Flexibility Stability While reliability and stability remain foundational principles of Power System operation, the evolving requirements have
Slide 21: Residual demand curves for India and Germany towards 2030
Residual demand curves for India and Germany towards 2030 HITACHI lnspire the Nex1: India 2030: Solar 300GW, Wind 150GW Evolution of Germany’s residual load profile 80GW 75# 60GW 8 GW/h 40GW .... ··.... ........·•. 10 GW/h :: Demand (GW) : 20GW ....• ..• : :•• ~ •• • . . •• 0GW -16.4 G~h\ , 9.6 GW/h
Slide 22: Four levers of flexibility with digital and power electronics at the core
Four levers of flexibility with digital and power electronics at the core HITACHI lnspire the Nex1: Fundamental technology areas for the Power System evolution e Act sid ive owenng nrna y l gr pp Sustainable Products ids ' I , Su -0- , I ' ....::::i:::... & Solutions Power Electronics Digital -~. '
Slide 23: Grid-enSure: A future-proof solution available today
Grid-enSure TM: A future-proof solution available today HITACHI lnspire the Nex1: Grid-enSure TM is a fully integrated portfolio that comprises Hitachi Energy’s top end solutions based on Power Electronics and advanced Control systems. Designed to enhance the flexibility, resilience and stability of
Slide 24: The power of connection – one step at a time
The power of connection – one step at a time HITACHI lnspire the Nex1: Step 1 Step 2 Step 3 Step 4 Make it digital Run the grid in real- Turn data into Drive actions with time insights data From analog to digital as Future-proof network Advanced decision- Connected assets and critical foundation man
Slide 25: Leading digitalization solutions
Comprehensive digital portfolio HITACHI lnspire the Nex1: Digital transformation G ldbolllooi• ..,,. c - - - - - 3H1tachi Digital Services & integration services .. - ( i , . . . . , ~ '' Leading 03 Software systems ·-- .... ____ ... ~1 all~ - digitalization Energy Trading & Planning Asset Managemen
Slide 26: Sustainable products and solutions deliver total life-cycle optimization
Sustainable products and solutions deliver total life-cycle optimization HITACHI lnspire the Nex1: Products Services Consulting Eco-efficient EconiQ services Circuit Breaker (GIS, DTB & LTB) Raw material Extraction EconiQTM retrofill Transformers with Material services End of life Processing enhance
Slide 27: Fast adoption of SF6-free equipment – Becoming the new norm
Fast adoption of SF6-free equipment – Becoming the new norm HITACHlt • the Nex lnsp1re Cigre 2022: World’s first fully type-tested SF6-free Global penetration of SF6-free GIS* 420 kV circuit-breaker enabling our customers to ~100% transition to net zero ~80% 300 breakers ordered ~40% Cigre 2024: Eco
Slide 28: Summary
Summary HITACHI lnspire the Nex1: 1. Global Power System of 2050 – much bigger and more complex 2. Indian Power System is evolving in the same way as all other large grids worldwide – much more flexibility required 3. Hitachi Energy India has the technology, the global experience and the competences
Slide 29: Hitachi Energy
@Hitachi Energy
Slide 30: Hitachi
HITACHI lnspire the Next
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