Hitachi Energy India Limited · NSE:POWERINDIA
Hitachi Energy India — Q3 2021 Earnings Presentation
15 slides from Hitachi Energy India's earnings presentation, Oct 22, 2021
Slide 1: Cover letter to stock exchanges
HITACHI lnspire the Next: October 22, 2021 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 Sir
Slide 2: Q3 2021 – Analyst Conference Call
/ INTERNAL / ,. Q3 2021 – Analyst Conference Call ABB Power Products and Systems India Ltd. 2021-10-13 © Hitachi Energy 2021. All rights reserved @Hitachi Energy
Slide 3: Important notices
Important notices HITACHI lnspire the Next: 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
Slide 4: Protecting our people: awareness & adoption through regular trainings
Protecting our people: awareness & adoption through regular trainings HITACHI lnspire the Next: Varied mix of HSE trainings through the quarter Customer recognition COVID-19 awareness & engagement World Heart Day – Virtual Session Life Saving Rules G TI\TI\ POWER SOLAR TATA ·--- -- -------- -- ----
Slide 5: Marching on in high growth segments
Marching on in high growth segments HITACHI lnspire the Next: Orders INR 979.0 Cr t 31.3% QoQ t 10.0% YoY Revenue INR 850.6 Cr t 6.8% QoQ • (10.1)% YoY ~INR 73 crore of orders where ABB Power Products and Systems India Ltd. was L1 have been deferred by PBT(after exceptional items) INR 47.2 Cr t 118.
Slide 6: Steps towards a sustainable future
Steps towards a sustainable future HITACHI lnspire the Next: Constitution of Committee on Environment, Social Road to sustainability 2030 and Governance Propose to create ESG Committee of Directors 100% fossil free electricity at Mysore factory To oversee we steer towards our stated commitment Energ
Slide 7: A full quarter on all fronts
A full quarter on all fronts HITACHI lnspire the Next: C M - - - - r vt111on Fast facts Rail segment leading the order book Industry thought leadership Expertise at technical conferences Women in engineering – laptop distribution Mysore factory - 100% green electrification Driving mindset change for
Slide 8: Continuing collaborations to shape future talent
Continuing collaborations to shape future talent HITACHI lnspire the Next: MoU with IIT Roorkee Inaugural of Smart Electric Grids lab at NIT Warangal To pilot smart energy management system and microgrid with battery Creating the right educational framework and facilities to ensure talent energy sto
Slide 9: Indian economy on recovery path, IMF projects India to be fastest growing major economy
Indian economy on recovery path, IMF projects India to be fastest HITACHI lnspire the Next: growing major economy in current FY Macro-economic snapshot High Frequency Indicators * ▪ COVID-19 Second wave on way down. Daily cases ~20k. 20.2 % of population fully E-way bills generated (Mn) – recorded a
Slide 10: Transport & Industries contribute to ~50% of orders
Transport & Industries contribute to ~50% of orders HITACHI lnspire the Next: Segments Sectors Channels Order distribution (Q3 2021 vs Q3 2020) 2020 2020 2020 2021 2021 2021 • Products • Projects • Services • Utilities • Industries • Transport & Infra • Direct Sales • EPC • OEM • Distributor Renewab
Slide 11: Growth levers: Exports, Service
Growth levers: Exports, Service HITACHI lnspire the Next: Exports: Steady performance despite restrictions Service: Mix of traditional & digital offering 220kV/132kv transformers to Nepal Remote support for PWC600 commissioning, Saudi Arabia LTB 170kV SPO Breakers to Uruguay Biggest order for single
Slide 12: Profit & Loss Statement
Profit & Loss Statement HITACHI lnspire the Next: INR Crores Performance Indicator Q3, 2021 Q2, 2021 QoQ% Q3, 2020 YoY% 9M 2021 9M 2020 YoY% Orders Received 979.0 745.6 31.3% 890.2 10.0% 2,573.5 2,391.7 7.6% Order Backlog (end of period) 4,896.5 4,770.8 5,175.3 4,896.5 5,175.3 Revenue 850.6 796.8 6.
Slide 13: Priorities
Priorities HITACHI lnspire the Next: 0 IQ\ People Processes Partnerships 0 0 0- 0 Promote Covid appropriate behavior Flexible and agile supply chain Collaboration between government, to ensure safety of employees academia and industry to accelerate during festive season Timely order conversion the e
Slide 14: The evolution of Hitachi Energy
The evolution of Hitachi Energy HITACHI lnspire the Next: ®Hitachi Energy Our Purpose Hitachi Energy – Advancing a sustainable energy future for all. We are advancing the world’s energy system to be more sustainable, flexible and secure. As the pioneering technology leader, we collaborate with cust
Slide 15: Hitachi
@ Hitachi Energy