Hitachi, Ltd. · TSE:6501
Hitachi — Investor Presentation (2024)
23 slides from Hitachi's investor presentation, 2024
Slide 1: Hitachi Overview
HITACHI OVERVIEW © Hitachi, Ltd. 2024. All rights reserved.
Slide 2: We live in a dynamic world
We live in a dynamic world 68％ 43 3x Mobility demand Population living in cities Megacities (20m+ people) 44 tr passenger-km in 2015 > 55% in 2018 > 68% in 2050 33 in 2023 > 43 in 2023 *UN(2018) *UN(2018) 122tr passenger-km in 2050 *OECD(2019) 9.7bn World population Increase of 1.9 bn from 7.8 bn in
Slide 3: Society and industry are seeing huge changes
Society and industry are seeing huge changes CHANGES THAT ASK NEW QUESTIONS AND NEED NEW SOLUTIONS SUSTAINABLE DIGITAL GLOBAL DEVELOPMENT TRANSFORMATION PARTNERSHIPS for the planet and for people a new era with new challenges new rules and new opportunities © Hitachi, Ltd. 2024. All rights reserved.
Slide 4: Hitachi's mission & values – unchanged since our founding
Hitachi’s mission & values – unchanged since our founding Our Mission CONTRIBUTE TO SOCIETY THROUGH THE Our values DEVELOPMENT OF SUPERIOR, ORIGINAL Harmony Sincerity TECHNOLOGY AND PRODUCTS Pioneering Spirit Together these hold our responsibility to deliver real and positive impact And to accelerat
Slide 5: A track record of continual innovation
A track record of continual innovation OVER 110 YEARS OF INNOVATION TO SUPPORT SOCIETY Photo provided by JR Systems 1910 – 5HP electric motor Photo provided by JR East © Hitachi, Ltd. 2024. All rights reserved. 4
Slide 6: Hitachi has actively transformed to meet the needs of today
Hitachi has actively transformed to meet the needs of today SINCE 2009 HITACHI HAS FOCUSED ON… SOCIAL Energy Digital INNOVATION Mobility Industry Innovating and transforming some of the key infrastructures that advance the sustainable development of society © Hitachi, Ltd. 2024. All rights reserved.
Slide 7: Sustainable initiatives to deliver impact across society
Sustainable initiatives to deliver impact across society Long term commitment Beyond one company Real impact – planet & people Driven by our mission and our Our belief in transformation Reduce emissions, protect responsibility to advance a has reshaped our business to resources, increase circularity
Slide 8: We partner and collaborate
We’re ready to accelerate change WE PARTNER AND COLLABORATE Today’s problems are bigger than one team, one company and one country Co-creation is crucial to finding new ways of thinking and solutions that make a difference © Hitachi, Ltd. 2024. All rights reserved. 7
Slide 9: Ready to accelerate change
READY TO ACCELERATE CHANGE © Hitachi, Ltd. 2024. All rights reserved. 8
Slide 10: We innovate and transform
We’re ready to accelerate change WE INNOVATE AND TRANSFORM 110+ years’ track record of design thinking and innovation We’re not afraid to adapt and transform to what’s next © Hitachi, Ltd. 2024. All rights reserved. 9
Slide 11: We deliver real impact
We’re ready to accelerate change WE DELIVER REAL IMPACT Over 268,655 employees worldwide (as of March 2024) 10th largest tech company in the world* (as of 2021) 182,000 global patents (as of April 2022) ¥ 316.2B JPY ($2.35B USD*) annual investment in R&D (FY2022) We have an industrial breadth and te
Slide 12: Our capability to implement at scale
Our capability to implement at scale DIGITAL SYSTEMS GREEN ENERGY CONNECTIVE & SERVICES 28% & MOBILITY 33% INDUSTRIES 33% DIGITAL ENERGY INDUSTRY Under confirmation: Asking to Takahashi MOBILITY With cutting-edge CPS, improve the efficiency of Support the energy shift for Create a resilient supply c
Slide 13: Establishing a growing presence globally
Establishing a growing presence globally REVENUES BY REGION (FY2023) GLOBAL TOTAL JPY ¥8,564.3B NORTH EUROPE CHINA AMERICA COMPONENT RATIO COMPONENT RATIO COMPONENT RATIO 15% 17% 11% ASEAN• JAPAN INDIA COMPONENT RATIO COMPONENT RATIO 9% 41% CONNECTIVE INDUSTRIES DIGITAL SYSTEMS & SERVICES OTHER AREA
Slide 14: Hitachi Group at a glance
Hitachi Group at a glance Hitachi has 100+ years’ track record of innovation and transformation guided by our longstanding mission and values. We have structured our business across the globe, to make the biggest impact on the challenges facing society today. Through collaboration with our partners
Slide 15: Introduction of European Business
\ INTRODUCTION OF EUROPEAN BUSINESS © Hitachi, Ltd. 2024. All rights reserved. 14
Slide 16: Hitachi in Europe Key information
Hitachi in Europe Key information With 1,450.0 billion yen revenues,122 legal entities and around 42,000 employees (as of March 31st 2024) the Hitachi Group in Europe is expanding its already significant presence through the growth of its 3 strategic sectors… © Hitachi Europe Ltd. 2024. All rights r
Slide 17: Hitachi Group Companies' Headquarters in Europe
Hitachi Group Companies’ Headquarters in Europe MUNICH Hitachi Ventures DATCHET Hitachi Vantara EMEA KREFELD Hitachi High-Tech Hitachi Europe Europe LONDON Hitachi Rail Hitachi Solutions Europe UEDEM Hitachi High-Tech GlobalLogic Analytical Science GmbH BRADFORD-ON- Hitachi Information SWITZERLAND H
Slide 18: Key Manufacturing sites in Europe
Key Manufacturing sites in Europe NEWTON Hitachi Rail (Rolling Stock) AYCLIFFE ZURICH Hitachi Energy (Headquarters, High Voltage products) RIOM Hitachi Rail STS (Signalling BADEN Hitachi Energy systems) (Grid Automation & R&D) LENZBURG Hitachi Energy GENOA Hitachi Rail (Rail Control) (Power Semicond
Slide 19: Hitachi European Research & Development Centre
Hitachi European Research & Development Centre LONDON European R&D Centre Headquarters Sustainability Lab (Since 2021, Energy, Carbon management, Environment) Mobility System Lab (Since 2011, Mobility solution, Rail) Digital & Data Innovation Lab (Since 2013, AI, Optimisation, Security & trust) Desi
Slide 20: Customer partnerships delivering real impact
CUSTOMER PARTNERSHIPS DELIVERING REAL IMPACT © Hitachi, Ltd. 2024. All rights reserved. 19
Slide 21: Example: Smart ticketing for multi-modal travel in Genoa
EXAMPLE: Smart ticketing for multi-modal travel in Genoa Hitachi’s Lumada Intelligent Mobility Management suite is a world first for smart mobility. For the first time, passengers in Genoa can plan and access the most convenient, cheapest multi-modal journey. Alessandro de Grazia, Group, Head of Sma
Slide 22: Example: NordLink | Accelerating Europe's energy transition
EXAMPLE: NordLink | Accelerating Europe’s energy transition We are transforming the whole energy system in Europe from thermal-based power to renewables. There's no doubt that the electricity grid is the backbone of the energy transition and without it we will not be successful. Tim Meyerjürgens, CO
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