Hitachi Energy India Limited · NSE:POWERINDIA

Hitachi Energy India — Q2 FY23 Earnings Presentation

17 slides from Hitachi Energy India's earnings presentation, Nov 4, 2022

  1. Slide 1: Analysts/Investors' Presentation cover letter to stock exchanges

    HITACHI lnspire the Next: November 4, 2022 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 Sc

  2. Slide 2: Q2FY23: Analyst Conference Call

    Q2FY23: Analyst Conference Call N Venu, Managing Director & CEO 4 November 2022 2022-10-20 © 2022 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: Consistent performance on a strong order pipeline

    Consistent performance on a strong order pipeline HITACHI lnspire the Next YoY QoQ Key order wins Orders INR 1,278.5 Cr t +30.6% t +18.4%* ▪ NTPC REL: 10 x 315 MVA 400 kV transformers ▪ BLW: 132 no traction transformers Revenue INR 1,115.0 Cr t +31.1% t +12.5% ▪ BNC Power: 132kV & 220kV Scott Connec

  5. Slide 5: Our license to operate: Safety & well being

    Our license to operate: Safety & well being HITACHI lnspire the Next Road Safety programs in association Sustainability Masterclass Customer appreciation for safety with Hero MotoCorp and quality standards • 23 Road Safety Program Sessions • >3000 participants across all locations • 32 participants

  6. Slide 6: Broad spectrum of activities across stakeholders

    Broad spectrum of activities across stakeholders HITACHI lnspire the Next Awarded “Golden Peacock Awards for First order of 100MVA Scott Trafo Pediatric ICU in Mysore District Hospital Excellence in Corporate Governance - 2022” WINNERof Golden Peacock Award for Excellence in Corporate Go ernance - 2

  7. Slide 7: Investing to support expansion and deliver growth

    Investing to support expansion and deliver growth HITACHI lnspire the Next Maneja, Vadodara Maneja, Vadodara Dodaballapur, Bangalore Dry bushings for transformers Operating mechanism for HV Power Quality Products switchgear Public 6 © 2022 Hitachi Energy. All rights reserved.

  8. Slide 8: Sustainability 2030: targeting 60% reduction in CO2 emission within FY23

    HITACHI Sustainability 2030: targeting 60% reduction in CO2 emission within FY23 lnspire the Next 2030 Carbon Neutral Targets: India Actions Q2FY23: >40% YoY reduction in operational carbon footprint Green House Gas Standard implemented Smart Metering Work in Progress Oversight & continuity: Managem

  9. Slide 9: India remains among the fastest growing economies, risk from global headwinds to growth

    India remains among the fastest growing economies, risk from global HITACHI headwinds to growth lnspire the Next Macro-economic snapshot ▪ COVID-19 daily cases have remained under 10k since Aug’22. High Frequency Indicators * ▪ World Bank cuts India’s GDP growth forecast to 6.5% for FY 22-23 E-way b

  10. Slide 10: Growth in Renewables and Rail, balanced spread across segments

    Growth in Renewables and Rail, balanced spread across segments HITACHI Key Segments lnspire the Next Renewables Industry Datacenters Railways & Metros 50% of generation from renewables CAPEX revival 5G launched in India Indian Rail target net zero by 2030 by 2030 Metals & Mining Data Localization Re

  11. Slide 11: Drivers of organic margin expansion

    Drivers of organic margin expansion HITACHI lnspire the Next Export share at 24% of total orders Services: Continued trend of breakthroughs and firsts ▪ Order for various ratings of 220kV transformers for TANESCO Key Market Wins: Tanzania ▪ GCB Spares Order from West Bengal Utility ▪ Amendment Order

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

    Financial performance – Profit & Loss Statement HITACHI lnspire the Next (INR crore) Jul-Sep 2022 Jul-Sep 2021 YoY% Apr-Jun 2022 QoQ% H1FY23 H1FY22 Orders 1,278.50 979 30.59 3054.6* -58.1 4,333.1 1,724.6 Revenue 1,115.00 850 31.18 991.3 12.5 2,106.3 1,647.4 PBT 50.2 47.2 6.36 2.1 2290.5 52.4 68.8 PB

  13. Slide 13: Transfer of 100% of shares to Hitachi Ltd. at global level

    Transfer of 100% of shares to Hitachi Ltd. at global level HITACHI lnspire the Next Ahead of schedule with purpose- driven growth plan Hitachi announced acquisition of remaining shares from ABB ahead of schedule further supporting Hitachi Energy's 2030 Plan The joint venture company was launched and

  14. Slide 14: High growth segments

    High growth segments HITACHI lnspire the Next ' I , Solar Capacity addition needs to grow 5X to reach 280 GW of cumulative solar -0- generation capacity by 2030 Service , I ' 60.8 GW -- 1.... current installed capacity Hitachi Energy scope: EBOS, Solar Evacuation S/S, energy & grid management automa

  15. Slide 15: Hitachi Energy 2030: Purpose driven growth

    Hitachi Energy 2030: Purpose driven growth HITACHI lnspire the Next Plan Build Operate & Maintain Continuously strengthening our power grids core business Strategic planning Modularization Lumada Performance partner System Integration software partner services Doubling up on Digital and Services and

  16. Slide 16: Hitachi Energy

    ~Hitachi Energy

  17. Slide 17: HITACHI

    HITACHI lnspire the Next:

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