Hitachi, Ltd. · TSE:6501
Hitachi — Investor Day (November 2023)
13 slides from Hitachi's investor day presentation, Nov 13, 2023
Slide 1: Hitachi Energy Investor Days 2023: Supply chain and footprint
Hitachi Energy Investor Days 2023 Supply chain and footprint – Expanding our capacity for growth Bruno Melles BU Managing Director Transformers Hitachi Energy Hitachi Energy - Hitachi a – Energy Advancing Advancing sustainableaenergy sustainable energy future future for all for all 1
Slide 2: A global footprint to serve our end customers and address local needs
A global footprint to serve our end customers and address local needs 120+ factories across 6 continents Serve the market nearest to our end customer Build resilience in supply chain with ability to serve customers from different factories Address local customer needs / local regulation Public 2 © 2
Slide 3: We are leveraging our strengths and proactively taking actions to capture the growth opportunity
We are leveraging our strengths and proactively taking actions to capture the growth opportunity TProduction Supply Chain Business model Leverage and expand global Integrated global supply chain Build partnership ecosystems across manufacturing capacity (own and structure (e.g., Feeder Factory) the
Slide 4: We are further expanding our manufacturing capacities & global footprint
We are further expanding our manufacturing capacities & global footprint Transformers High Voltage Products Grid Integration New factory: Bac Ninh, Vietnam Expansion: Dosquebradas, New factory: Bangalore, India Colombia New factory: Chongqing, China Expansion: Bland and Jefferson New factory: Xi’An,
Slide 5: Feeder Factory Concept allows us to produce close to customers
Feeder Factory Concept allows us to produce close to customers using common components from global manufacturing centers Benefits Standardization of parts and components Modularization of products and systems Feeder Factory (FF) Economies of scale in global Future Feeder Feeder Factories Facto
Slide 6: We are vertically integrated across the entire life-cycle
We are vertically integrated across the entire life-cycle In-house design and manufacturing of all In-house activities across the entire life-cycle key components Bushings R&D and innovation Material manufacturing 1 2 Cover and Accessories Pulp/paper/pressboard Manufacturing 3 Core slitting and cut
Slide 7: We proactively manage our supply chain globally and locally
We proactively manage our supply chain globally and locally We have a market leading supply chain We proactively equip our supply chain to meet future demands Global scale across business Reserving capacity with suppliers/logistics partners Long-standing relationships with suppliers Expanding supply
Slide 8: Investing in talent, global engineering capacity and capabilities
Investing in talent, global engineering capacity and capabilities New Global Technology and Innovation Center in Chennai, India • 2,500+ technologists across business and functions in one campus • Extensive capabilities from hardware to software, from HVDC to microgrids Global engineering in central
Slide 9: E.ON collaboration on circularity to reduce carbon footprint
E.ON | Collaboration on circularity to reduce carbon footprint A collaborative model enables the use of recycled oil in the distribution transformers for E.ON in Sweden Lower carbon footprint of the 90% 90% recycled oil compared to new mineral oil 18% Increase of total recycled content of the transf
Slide 10: Transgrid and Hitachi Energy cooperation
Transgrid and Hitachi Energy cooperation Accelerating the Enhanced Sustainability and energy transition in Australia Significant investments in System reliability 4 Projects Important role of shunt reactors critical transmission projects Long term partnership TransGrid Reinforcing the 500kV transmis
Slide 11: Key takeaways
Supply chain and footprint: Expanding our capacity for growth Key takeaways The energy transition growth opportunity requires scaling and Our leading 01 flexibility supply chain and Feeder Factory concept allows scaling and agile production and global footprint 02 supply chain enable our profitable
Slide 12: Hitachi Energy
@ Hitachi Energy
Slide 13: Hitachi: Inspire the Next
HITACHI Inspire the Next