Hitachi Energy India Limited · NSE:POWERINDIA

Hitachi Energy India — Q4 FY23 Earnings Presentation

16 slides from Hitachi Energy India's earnings presentation, May 24, 2023

  1. Slide 1: Analysts/Investors' Presentation cover letter

    HITACHI lnspire the Next: May 24, 2023 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, Bandra (E) (Atten: DCS Listing) Mumbai 400 051 (Atten: Manager Listing Department) Ref: BSE Scrip

  2. Slide 2: Q4 FY23 Analyst Presentation

    Q4 FY23 Analyst Presentation N Venu, Managing Director & CEO Hitachi Energy India Limited 2023-05-24 © 2023 Hitachi Energy. All rights reserved. @Hitachi Energy

  3. 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

  4. Slide 4: Commitment to safety – From sites to factories and offices

    Commitment to safety – From sites to factories and offices HITACHI lnspire the Next: Electrical safety awareness programs Inauguration of Safety Park & Commitment campaign - Mumbai HVDC Site Appreciation for excellence in HSE – across renewables, mines, ports ad a n i CERTIFICATE OF APPRECIATION ...

  5. Slide 5: Sustainability 2030 actions in Q4

    Sustainability 2030 actions in Q4 HITACHI lnspire the Next: Rooftop Solar – ~950kW of solar power installations SPT, Traction and Instrument transformer factories to our largest manufacturing location switched Piped Natural Gas for heating CommIss1oned and operat,onal ~~- - - ~ -· =- ~ EnergyTee Wor

  6. Slide 6: Consistent order growth, progressive margin recovery

    Consistent order growth, progressive margin recovery HITACHI lnspire the Next: Growth Growth Growth vs Q4FY23 QoQ YoY FY23 Apr’21-Mar’22 Orders INR 1,262.0 Cr +3.3% +20.9% INR 6,817.2 Cr +84.3% Revenue INR 1,336.3 Cr +28.4% +17% INR 4,483.7 Cr +14.2% PBT(after exceptional INR 65.1 Cr +386.5% -7.9% I

  7. Slide 7: In tandem with the energy transition

    In tandem with the energy transition HITACHI lnspire the Next: Expanding installed base of digital solutions Power quality solutions commissioned Shaping strategies for the energy transition in steel industry across cement, mines, ports ¢) Hitachi Energy Energizing women in STEM Technology showcase

  8. Slide 8: Inauguration of HVDC & Power Quality Factory, Chennai, India

    Inauguration of HVDC & Power Quality Factory, Chennai, India HITACHI lnspire the Next: The new factory will manufacture advanced power electronics for HVDC Light®, HVDC Classic, and STATCOM, together with MACH™ control and protection system These technologies are key for growth in transmission, espe

  9. Slide 9: Indian economy continues to perform well in FY24: IMF

    Indian economy continues to perform well in FY24: IMF HITACHI lnspire the Next: Macro-economic snapshot High Frequency Indicators * E-way bills generated (Mn) – E-way bills remain at high levels COVID-19: Gradual spike in COVID-19 cases in several states India GDP expected to grow at 5.9% (IMF) for

  10. Slide 10: Key Segments

    Growth areas: Renewables, associated transmission corridors & rail HITACHI Key Segments lnspire the Next: Renewables (Solar & Wind) Transmission Datacenters Railways & Metros 500GW Renewables by 2030 Green Energy Corridor 5G launched in India Indian Rail target net zero by 2030 Cumulative orders for

  11. Slide 11: Growth levers hold steady, remain focus

    Growth levers hold steady, remain focus HITACHI lnspire the Next: Service orders maintain momentum Highest ever exports orders booked Key Market Wins Key market wins ▪ Life Cycle Service Support Orders from PGCIL for HVDC Stations ▪ 72.5 EDI CB from Hitachi Energy Sweden for end use in Saudi Arabia

  12. Slide 12: Financial performance – Profit & Loss Statement

    Financial performance – Profit & Loss Statement HITACHI lnspire the Next: FY22 FY23 Performance Indicator Q4FY23 Q3FY23 Jan- Mar22 Qoq % Yoy% 3,699.2 6,817.2 Total Orders Received 1,262.0 1,222.1 1,043.6 3.3% 20.9 4,672.3 7,070.9 Order Backlog (end of period) 7,070.9 7,231.3 4,672.3 3,927.1 4,483.7

  13. Slide 13: Financial performance – expenses overview

    Financial performance – expenses overview HITACHI lnspire the Next: Amount in Rs. Crore Particulars 3 months ended 3 months ended Corresponding 3 months Year to date figures for the Year to date figures for the Fifteen months period 31/03/2023 31/12/2022 ended 31/03/2022 current period from previous

  14. Slide 14: Priorities for FY23-24

    Priorities for FY23-24 HITACHI lnspire the Next: Focus on high growth segments Build corresponding capabilities – People Upskilling & Investing in capacity build-up Capitalize on easing semi-conductor crunch Focus on operational excellence to improve productivity, supply chain management and drive c

  15. Slide 15: ~Hitachi Energy

    ~Hitachi Energy

  16. Slide 16: HITACHI

    HITACHI lnspire the Next:

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