Hitachi, Ltd. · TSE:6501
Hitachi — Hitachi ABB Power Grids — Investor Presentation (July 2020)
14 slides from Hitachi's investor presentation, Jul 2, 2020
Slide 1: Powering Good for Sustainable Energy
Powering Good for Sustainable Energy July 2, 2020 Claudio Facchin CEO, Hitachi ABB Power Grids Ltd HITACHI ABB POWER GRIDS © Hitachi ABB Power Grids Ltd 2020. All rights reserved. 0
Slide 2: Power systems of the future – an evolutionary vision
Power systems of the future – an evolutionary vision Today Tomorrow Grid Interconnection Factors: – Full scale deployment of renewables across all regions – Utilities adjusting to new, additional business model – Increased share of energy by wire and distributed energy resources – Fully flexible pow
Slide 3: Attractive market with high growth segments
Attractive market with high growth segments Global market ~approx. $100B* USD Customer value proposition High-growth segments (ex.)* +2-3% EV Charging Rail Reliable, high-quality power CAGR to electrify transport and datacenters >8% ~5% Grid integration and / Mobility or self-sufficiency via microgr
Slide 4: Power Grids global footprint
Power Grids global footprint Business mix (by revenue) Transport & Infrastructure World’s largest installed base 36,000 employees Industry Utilities 4 business units +100 years of pioneering innovation Customers – Grid Automation – Grid Integration ~5,500 sales employees Services and field engineers
Slide 5: The 4 pillars of the world’s #1 power grids business
The 4 pillars of the world’s #1 power grids business Grid Automation – Supporting 50% of the top 250 global electric utilities with leading portfolio – ~US $4 trillion mission critical infrastructure assets managed with our software solutions – ~480 million electricity consumers Grid Integration – ~
Slide 6: Pioneering the digital grid
Pioneering the digital grid Digital Substation – Substation Automation, Digital Substation – Distribution Automation Asset Performance Management and Workforce Management – Mission-critical Communications – Service & Digital Solutions Digital Distribution – Grid Edge Solutions Communication and – Ne
Slide 7: Hitachi ABB Power Grids
Hitachi ABB Power Grids Powering good for a sustainable energy future, with pioneering and digital technologies, as the partner of choice for enabling a stronger, smarter and greener grid. Utilities Industry Infrastructure Products and components Software and automation Systems Service Broadest port
Slide 8: Hitachi & Power Grids: Powering good for sustainable energy
Hitachi & Power Grids: Powering good for sustainable energy Technology and business model innovation leveraging collaboration on Digital & Energy Platforms Energy/Utilities Industry Mobility Smart Life (Cities) IT We co-create innovative solutions with customers and partners across the value chain S
Slide 9: Energy, managed better e-mesh™ EMS
Energy, managed better Uniting real-time forecasting and historical data to deliver operational efficiencies At a newly developed industrial campus... Office buildings Rooftop solar + Load data › Lumada e-mesh™ PowerStore™ Grid data › Real-time Forecast Hourly, daily, and Market data › weekly load p
Slide 10: COVID-19 impact on market perspectives
COVID-19 impact on market perspectives Pandemic causing temporary dip, but market recovery expected 2021+ ~ +3% Preserve Protect ~ 0-1% ~ 2-3% business ~ +2% people continuity Prepare for “new norm” 2017 2018 2019 2020 2021+ Team up, collaborate and prioritize to manage and overcome the crisis HITAC
Slide 11: Power Grids Vision 2025
Power Grids Vision 2025 Growth and portfolio shift Ambition Double % of revenues Grow faster than the market from service Strengthen #1 market position Fully digitalized portfolio Key SDGs* embedded - Focus on 7 SDGs #1 Grid planning 2017 2025 Grid automation and software Renewables integration Cons
Slide 12: In summary
In summary Powering good for a sustainable energy future, with pioneering and digital technologies, as the partner of choice for enabling a stronger, smarter and greener grid. Sustainable Energy in Focus Profitable and Sustainable Growth Focus on Customers and People Hitachi ABB Power Grids, a new l
Slide 13: HITACHI ABB POWER GRIDS
HITACHI ABB POWER GRIDS © Hitachi ABB Power Grids Ltd 2020. All rights reserved.
Slide 14: HITACHI Abb
HITACHI Abb
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