Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Investor Presentation (February 2025)
35 slides from Hitachi Energy India's investor presentation, Feb 2, 2025
Slide 1: Exchange filing cover letter: Analysts/Investors Presentation
February 02, 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 - 400 001 M
Slide 2: Advancing a sustainable energy future for all
Advancing a sustainable energy future for all Corporate Presentation – February 2025 Hitachi Energy India Limited N Venu MD & CEO, Hitachi Energy India Ltd. Public © 2024 Hitachi Energy. All rights reserved. RESTRICTED
Slide 3: Disclaimer
Disclaimer THIS PRESENTATION IS NOT AN OFFER TO SELL ANY SECURITIES OR A SOLICITATION TO BUY ANY SECURITIES OF HITACHI ENERGY INDIA LIMITED (THE “COMPANY” or “HITACHI ENERGY INDIA”) The material that follows is a presentation (the “Presentation”) of general background information about the Company’s
Slide 4: Table of Contents
01 Company overview Table of 02 Industry tailwinds Contents 03 Financial performance 04 Conclusion 3
Slide 5: Company overview
01 Company overview
Slide 6: Safety, Integrity and Quality – our license to operate
Safety, Integrity and Quality – our license to operate Five pillars to drive our culture and performance and make Safety, Integrity and Quality, part of our DNA Safety Organization Compliance 01 We learn from events and experience 04 We act with transparency and speed to and focus on human factors m
Slide 7: Advancing the world's energy system to become more sustainable, flexible, and secure
Advancing the world’s energy system to become more sustainable, flexible, and secure Hitachi Energy India – at a glance Strong fundamentals Energy transition tailwinds and government focus on electrification and renewables 75 INR ~82,000cr creating opportunities years in India1 installed base in Ind
Slide 8: Our heritage in India: 75 years of powering India
Our heritage in India 75 years of powering India Commissioned back- to-back HVDC Commissioned India’s transmission link for first long distance Digital substation ABB Power Hindustan NTPC at (814kms) commercial Energized the for reliable, round the clock Products & Name changed Electric Vindhyachal,
Slide 9: Comprehensive solutions across all business units
Comprehensive solutions across all business units Grid Automation (GA) Grid Integration (GI) High Voltage Products Transformers (TR) Remote monitoring control Integration of digital electric Wide range of HV products End-to-end solutions for system for grid network control network for AC systems up
Slide 10: Serving customers across the energy value chain
Serving customers across the energy value chain Power generation Power transmission and distribution Energy intensive industries Offshore wind1 Conventional generation Onshore wind Industries Data centers Power transmission Power distribution Hydrogen1 Transportation Solar Transform through Accelera
Slide 11: Comprehensive offerings creating new opportunities for business
Comprehensive offerings creating new opportunities for business Products Projects Services • Comprehensive portfolio of products ranging from • Integrates systems, solutions and services of our • Power consulting services substation automation, high voltage products and business' DC and AC fields, i
Slide 12: Making in India for India and the world
Making in India for India and the world Wide network of manufacturing, sales & service Expanding position as a supplier for export markets Sales office 1. Bengaluru (Country Headquarters) 2. Vadodara 3. Chennai 4. Faridabad 5. Hyderabad 6. Mumbai 7. Kolkata 11 8. Bhubaneswar 9. Lucknow 10. Ahmedabad
Slide 13: Comprehensive electrification portfolio – key product suite
Comprehensive electrification portfolio – key product suite Gas Insulated Generator Circuit Locomotive & Dry Type Power & HVDC Prefabricated & STATCOM Switchgear Breakers EMU Transformer Distribution Transformers Mobile Substations Transformers Mixed Technology Capacitors Transformer HVDC Software &
Slide 14: Capabilities across the project value chain
Capabilities across the project value chain Plan Build Operate & Maintain RP800 UHVDC Link - Transferring energy over 1,800 km to meet power needs of more than 80 million people First HVDC city infeed project in India, which will bring in almost 50 percent more power to 20 million people of Mumbai S
Slide 15: Our Go To Market – Strategy
Our Go To Market – Strategy Our multi-channel go-to-market strategy resonates with customer requirements Market Coverage – Regions Segments Enables solutions tailored to address end-user needs in our main customer segments: • Utilities : Electric – Generation, Transmission & Distribution End User •
Slide 16: Professional and experienced board and management team
Professional and experienced board and management team Board of Directors Country Management Committee N Venu Ajay Singh Managing Director & CEO Chief Financial Officer Neha Ahluwalia Akilur Rahman Head of Human Resources Chief Technology Officer Achim Michael Braun N. Venu Ismo Antero Haka Karthik
Slide 17: Industry recognition
Industry recognition India Smart Grid Forum's (ISGF) India's Most Sustainable Company Power Equipment Company of the Year International Safety Award RoSPA Gold 2024 Best Smart Grid Project in India (Electronics and Hardware) award by in award in ET Energy Leadership Awards for Mumbai HVDC infeed pro
Slide 18: Focus on sustainability
Focus on sustainability Hitachi Energy's targets to drastically reduce greenhouse gas Milestones in key areas in FY24 emissions (GHGs) and achieve net-zero by 2050 have been approved by leading independent experts SBTi1 Our three strands are based on external benchmarks + alignment with external and
Slide 19: Industry Tailwinds
=> HITACHI Inspire t —" as Q2 Industry Tailwinds
Slide 20: Indian economy showing progress and reflecting forward growth
Indian economy showing progress and reflecting forward growth… Macro-economic snapshot Growth drivers remain intact and tracking upwards GDP (India) USDtn 30 Economic National ambitions for 2030 target India is currently the 5th largest 3.4 50% Net-zero economy Installed power Carbon emitter: Indian
Slide 21: Investments in key sectors remain steady
Investments in key sectors remain steady India’s power sector to draw INR 22.3 lakh crore from FY25-30, with Renewables renewable generation sector set to attract INR 18.8 lakh crore: CRISIL Projections1 With INR 9.16 lakh crore investment for transmission expansion as per Transmission NEP-24, CERC
Slide 22: Supported by market opportunities ahead (1/2)
Supported by market opportunities ahead (1/2) Transmission Renewables Industries 191,000 km 600 GW 3 GW p.a Increase in average power requirement Transmission lines to be added (FY23-FY32) Renewable energy capacity by 2032 by diversified industries 33 GW 47 GW 15% Bi-pole HVDC network be added (FY23
Slide 23: Supported by market opportunities ahead (2/2)
Supported by market opportunities ahead (2/2) Transportation Data Centers Emerging segments USD 41bn USD 6-7bn USD 98bn EV market in India by 2030 India’s data center market value by 2027 Investment under National Green Hydrogen Mission by Largest EV market by 2030 growing at 12-14% CAGR (2024-27) 2
Slide 24: Four levers of grid evolution; with digital and power electronics at the core
Four levers of grid evolution; with digital and power electronics at the core Ac side tiv e Sustainable y products & Power electronics l solutions pp gr ids Su Fundamental Digital technology areas for the Power System evolution i cs Po we r E l e ctr o n E ne e sid rg st an y or d ag e m e D Digital
Slide 25: Delivering swift returns on investments
Delivering swift returns on investments Collaborating with Solutions to stabilize the customer to power rising intermittency in the high-speed rail grid Transformers factory, Maneja Greenfield Power Quality factory, Inaugurated Feb 2024, Bengaluru India’s highest power-rated Scott Inaugurated Aug 20
Slide 26: Next generation of products - for the first time in India
Next generation of products - for the first time in India SAM600 3.0 One-device merging unit & switchgear control unit Grid-enSure is a fully integrated portfolio that Relion REF650 comprises Hitachi Energy’s top end delivers advanced protection and EconiQ solutions, present and future, based contro
Slide 27: Financial performance
03 Financial performance Public © 2024 Hitachi Energy. All rights reserved. RESTRICTED
Slide 28: Consistent track record of growth, with healthy financial performance
Consistent track record of growth, with healthy financial performance Orders received & backlog Revenue (INR cr) 18,994.4 (INR cr) 15,982.9 5,246.8 4,950.9 4,483.7 4,520.3 3,547.6 6,817.2 7,071.0 7,229.5 7,552.3 5,536.3 4,548.1 4,672.3 4,129.6 FY 2021-22 (15M) FY 2022-23 FY 2023-24 9M FY 2023-24 9M
Slide 29: Consistent track record of growth, with healthy financial performance
Consistent track record of growth, with healthy financial performance Return on equity Return on capital employed 1 26.0% 27.3% 19.7% 18.4% 1 18.2% 12.7% 11.7% 8.0% 9.2% 5.4% FY 2021-22 (15M) FY 2022-23 FY 2023-24 9M FY 2023-24 9M FY 2024-25 FY 2021-22 (15M) FY 2022-23 FY 2023-24 9M FY 2023-24 9M FY
Slide 30: Conclusion
HITACHI ; J P i, Inspire the Next a ~ Ofc heen ec
Slide 31: Contributing to India's sustainable development
Contributing to India’s sustainable development 8 out of 16 HVDC links 1 out of 3 locomotives* of ~60GW of renewables 80% metro use in India powered by Indian Railways is powered by connected through Hitachi Hitachi Energy solutions Hitachi Energy technology Hitachi Energy Transformers Energy techno
Slide 32: Hitachi Energy 2030: Purpose-driven strategic growth plan
Hitachi Energy 2030: Purpose-driven strategic growth plan Utilities – Industry – Transport and Infrastructure Strengthen the Core 01 Continuously strengthening our power grids core business Plan Build Operate and Maintain Expand Digital and Services 02 Doubling efforts on Digital and Services. Expan
Slide 33: Q&A Advancing a sustainable energy future for all
Q&A Advancing a sustainable energy future for all Public 32 © 2024 Hitachi Energy. All rights reserved. RESTRICTED
Slide 34: Hitachi Energy
©®Hitachi Energy
Slide 35: Hitachi – Inspire the Next
HITACHI lnspire the Next:
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