Hitachi Energy India Limited · NSE:POWERINDIA

Hitachi Energy India — Q1 FY24 Earnings Presentation

15 slides from Hitachi Energy India's earnings presentation, Jul 25, 2023

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

    HITACHI lnspire the Next: July 25, 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: Q1FY24 Analyst Presentation

    Q1FY24 Analyst Presentation N Venu, Managing Director & CEO Hitachi Energy India Limited 25.07.2023 © 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: License to operate: Safety, Integrity & Quality

    License to operate: Safety, Integrity & Quality HITACHI lnspire the Next II Qid'i!fcbs -1 J,' POWEJIGRID -._IIOfllOCOlll"Olllf~ ~ .... . .-...... -..Q}l: Mlut,..._.Jltlll,S• ~ ~-i.: Jlc-( WR I/ IIVl>r./ ltGll/ ll11ad11/ thhrn,t;111!J- l)I J l / r'IS/'ZO'll T~ M/ S H hachi Enc-rgy Indi a Umitcd, 800

  5. Slide 5: Sustainability 2030 – initiatives across employees, factories & projects

    Sustainability 2030 – initiatives across employees, factories & projects HITACHI lnspire the Next Maneja: Advanced Energy Monitoring System Green initiatives at HVDC project sites The monitoring system integrates, 7 power substations, 63 458 energy, water and gas flow meters 22. MWh Tons of CO2 avoi

  6. Slide 6: Energy transition drives broad-based order momentum

    Energy transition drives broad-based order momentum HITACHI lnspire the Next Q1FY24 Growth Growth INR CR YoY QoQ (Apr-Jun’23) Key order wins Orders (incl HVDC) 1,147.5 t +6% (w/o HVDC) -9.1% ▪ Multiple orders totalling over 200 traction transformers by BLW, CLW Revenue 1,043 t +5.2% -21.9% ▪ Utiliti

  7. Slide 7: In tandem with the energy transition

    In tandem with the energy transition HITACHI lnspire the Next Successfully type tested prototype unit for Commissioned 132/11KV GIS Sub-Station Digital services pick up 765kV according to new CEA specification for auto major in Rhotak, Haryana Hitachi E ergyT ITI students visit, training and experie

  8. Slide 8: India remains one of the fastest growing major economies in FY23-24

    India remains one of the fastest growing major economies in FY23-24 HITACHI lnspire the Next Macro-economic snapshot Growth drivers remain intact; tracking upwards Sector Trend India’s GDP expected to grow at 6.5% (RBI*) for FY23-24 30 GW annually to be added to reach Inflation dropped to a 2-year l

  9. Slide 9: Diversified orders from across growth segments

    Diversified orders from across growth segments HITACHI Key Segments lnspire the Next Renewables (Solar & Wind) Datacenters Industry Railways & Metros 500GW Renewables by 2030 5G launched in India Revival in private CAPEX Indian Rail target net zero by 2030 Cumulative orders for ~1GW of Data Localiza

  10. Slide 10: Step up performance in growth levers

    Step up performance in growth levers HITACHI lnspire the Next Services post ~40% YoY growth Export contribute >30% of total orders in Q1FY24 ▪ FEED Study Order- 1 for upcoming Leh-Kaithal HVDC ▪ 400kV GIS order from power utility in Singapore 2x2500 MW Symmetrical Monopoles ▪ 400kV GIS order from ag

  11. Slide 11: Financial performance – Profit & Loss Statement

    Financial performance – Profit & Loss Statement HITACHI lnspire the Next (INR crore) Q1FY24 Q4FY23 Q1FY23 Performance Indicator QoQ % YoY % (Apr to Jun 23) (Jan to Mar 23) (Apr to Jun 22) Orders 1,147.5 1,262.0 -9.1% 3,054.6 -62.4% Order Backlog (end of period) 7,024.0 7,070.9 6,777.2 Revenue 1,043.

  12. Slide 12: Financial performance – expenses overview

    Financial performance – expenses overview HITACHI lnspire the Next Particulars 3 Months ended 3 Months ended 3 Months ended 30/06/2023 31/03/2023 30/06/2022 Crs % Crs % Crs % Income Revenue from operations 1,040.1 100.0 1,334.0 100.0 986.0 100.0 Other income 0.2 0.0 2.3 0.0 5.3 0.0 Exchange and comm

  13. Slide 13: Priorities for profitable and sustainable performance

    Priorities for profitable and sustainable performance HITACHI lnspire the Next High growth Focused investments in talent and capacity for high growth segments 01. segments Leverage newly established factories to strengthen footprint ​ Grow market for service & digital through pilots, adoption and fa

  14. Slide 14: @Hi tach i Ener gy

    @Hi tach i Ener gy

  15. Slide 15: HITACHI

    HITACHI lnspire the Next:

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