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Hitachi Energy India Q2 FY27 Earnings Presentation

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Hitachi Energy India Q2 FY27 Earnings Presentation — The 16-slide analyst conference call deck from Hitachi Energy India Ltd (NSE: POWERINDIA, BSE scrip code 543187), dated 12 November 2026 and filed with BSE and NSE (the Indian stock exchanges), covering July–September 2026 results with revenue of Rs 2,996.5 Crs, Operational EBITDA of Rs 494.4 Crs and an order backlog of Rs 33,335.4 Crs.

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Hitachi energy india
Earnings presentation
Q2 fy27
Analyst conference call
Powerindia

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Beschreibung

Hauptthema

Hitachi Energy India Q2 FY27 Earnings Presentation — The 16-slide analyst conference call deck from Hitachi Energy India Ltd (NSE: POWERINDIA, BSE scrip code 543187), dated 12 November 2026 and filed with BSE and NSE (the Indian stock exchanges), covering July–September 2026 results with revenue of Rs 2,996.5 Crs, Operational EBITDA of Rs 494.4 Crs and an order backlog of Rs 33,335.4 Crs.

Hauptvorteile

  • •Shows Q2 FY27 and H1 FY27 results side by side with year-on-year and quarter-on-quarter growth, in Rs Crs (crore)
  • •Includes a full income-statement breakdown with each line expressed as a percentage of revenue from operations
  • •Explains order momentum by segment (product, project, service), sector (utilities, industries, transport and infra) and channel (DEU, EPC, OEM, distributors)
  • •Covers the India grid-investment backdrop, project execution examples, factory capacity expansion and management priorities
  • •Opens with safety and ESG progress, a structure that is useful as a template for an industrial-company earnings deck

Zielgruppe

  • •Equity analysts and investors following Indian power equipment and grid technology companies
  • •Researchers comparing Hitachi Energy India with other Indian capital-goods and T&D companies
  • •Corporate finance and investor-relations teams designing their own quarterly earnings decks
  • •Students and professionals studying India's grid, HVDC and energy-transition investment themes

Anwendungsfälle

  • •Reviewing Hitachi Energy India's Q2 FY27 and H1 FY27 financial performance
  • •Benchmarking order mix and margin trends against peers in the T&D sector
  • •Using the slide sequence (safety, ESG, market, results, orders, execution, capex, priorities) as a template for an investor presentation
  • •Reading the Operational EBITDA definition and the foreign-exchange footnote when modelling the company

Einzigartige Wertversprechen

  • •A complete quarterly deck that pairs headline KPIs with a detailed percent-of-revenue income statement
  • •Order mix charts compare Q2 FY26 and Q2 FY27 across segment, sector and channel, showing a shift toward projects, industries and EPC
  • •Capacity expansion slide maps nine factory investments with progress bars and a stated target that the majority of capex completes by 2028
  • •Links company results to named policy catalysts such as the PM Dhara GEC Phase III transmission programme and data-centre electricity demand

Folien-Seiten (16)

Detaillierte Ansicht jeder Folien-Seite, einschließlich Layout, wichtigem Inhalt und visuellen Elementen.

Seite 1
title slide

Q2 FY26-27 | Analyst Conference Call

Inhalt

Title slide for Hitachi Energy India Ltd's Q2 FY26-27 analyst conference call, presented by N Venu, Managing Director and CEO. Shows symbol POWERINDIA, scrip code 543187 and the date 12 November 2026.

Layout-Struktur

Full-bleed dark photograph of high-voltage bushings with the Hitachi logo top right; company name, title, presenter and listing details stacked at bottom left.

Wichtige visuelle Elemente

  • •Full-bleed grayscale photo of transformer bushings
  • •Hitachi logo
  • •Large white title text
  • •Symbol and scrip code line
Seite 2
disclaimer

Cautionary statement

Inhalt

Standard disclaimer stating the presentation is for information only, may contain forward-looking statements subject to risks and uncertainties, refers to the Company's filings with BSE Limited, National Stock Exchange of India Limited and/or SEBI, and is not an offer or solicitation to buy or sell securities.

Layout-Struktur

Title at top left; a single large rounded text panel holding four justified paragraphs.

Wichtige visuelle Elemente

  • •Four-paragraph text panel
  • •Dark gradient background with a faint red corner glow
  • •Hitachi logo
Seite 3
KPI highlights

License to operate

Inhalt

Safety, Integrity and Quality KPIs: TRIFR (total recordable injury frequency rate) YTD of 0.10 against a target of 0.09; zero Non-Conformance Reports open and overdue; 1100+ lifesaving rules inspections; 98.75% of high risk hazards closed on time; 2000+ Safety Observation Tours performed.

Layout-Struktur

Two columns of large-number KPI callouts with short captions on the left and centre; a three-arrow circular Safety, Integrity, Quality graphic on the right.

Wichtige visuelle Elemente

  • •Oversized KPI numerals
  • •Red target label
  • •Circular cycle diagram labelled Safety, Integrity, Quality
Seite 4
ESG scorecard

ESG progress against 2030 targets

Inhalt

Planet: 74% CO2 reduction (86% excl. SF6) against a 50% target, 100% clean energy operations, 10% freshwater reduction against a 25% target, 99.59% of waste processed for recycling. People: zero-harm safety commitment and 10% gender diversity against a 16-18% target. Principle: zero-incident corruption commitment. CRISIL ESG score 69 in Sep'26 vs 61 in 2025; Peenya won an FKCCI Awards 2026 award for Excellence in Waste Management.

Layout-Struktur

Three side-by-side tables (Planet, People, Principle) with icons, and a bottom band with the CRISIL ESG rating and an awards photo. Footnote: reduction targets vs 2019; waste means waste sent to landfill or incineration.

Wichtige visuelle Elemente

  • •Three column tables with icons
  • •CRISIL ESG Ratings & Analytics logo
  • •Awards ceremony photo
  • •Footnotes
Seite 5
market context

India's energy transition drives grid investment

Inhalt

Growth drivers and catalysts: renewable capacity in India reached 299.25 GW in H1FY27 (33% of the 900 GW non-fossil target by 2036); PM Dhara GEC Phase III approves Rs 1.86 lakh cr (out of 7.93 lakh cr) to connect 135 GW of renewables including 50 Gwh of BESS; a 1150 kV system approved at about Rs 68,816 crs; data-centre electricity demand could reach 17 GW by 2031-32; draft SHANTI nuclear rules; Rs 1 lakh Crs of investment commitments under Semicon 2.0.

Layout-Struktur

Subtitle line, then a two-column table with red pill headers (Growth drivers, Grid investment catalysts), six rows with icons, and numbered source links at the bottom.

Wichtige visuelle Elemente

  • •Red pill headers
  • •Row icons for renewables, transmission, emerging technologies, data centers, nuclear, semicon
  • •Underlined source footnotes
Seite 6
financial highlights

Solid performance driving growth and building margins

Inhalt

Q2FY27 (Rs Crs): orders with HVDC 4,120.8 (+85.9% YoY, -19.1% QoQ); revenue 2,996.5 (+63.5% YoY); PBT 430.4; PAT 318.5; Op. EBITDA 494.4 (+69.5% YoY) at a 16.5% margin; order backlog 33,335.4 (+13.3% YoY). H1FY27 revenue 5,490.2 (+65.8%). Right panel lists Q2 order wins in transformers, grid automation, data centers, service and high voltage (Khavda South-Olpad HVDC project, 22 x 420 kV GIS bays).

Layout-Struktur

Left: KPI table with green and red arrows for growth. Right: bordered panel 'Orders in Q2FY27' with five checkmarked bullets. The slide's own table prints 9.217.3 and 33.335.4 with periods as separators; slide 12 shows 9,217.3.

Wichtige visuelle Elemente

  • •KPI table with up/down arrows
  • •Orders panel with check bullets
  • •Rs Crs unit label
Seite 7
project case studies

Powering growth through successful project execution

Inhalt

Four project showcases: Fatehgarh III STATCOM (first Grid Forming STATCOM in India, 400kV, 2x 550MVAR); grid automation for a leading utility, the largest pooling substation in the Southern Region, designed to evacuate 10.5 GW with 4.5 GW already connected, dedicated to the nation in August 2026; a 33/220 kV AIS main receiving substation at Pallet Plant 2.0, Sandur, Karnataka; and a 220 KV switchyard extension at Kalinganagar, Jajpur, Odisha.

Layout-Struktur

Four columns, each with a coloured title block, one or two site photos and a bullet or text block of scope details.

Wichtige visuelle Elemente

  • •Site and equipment photographs
  • •Red and grey title blocks
  • •Technical scope bullets
Seite 8
capex and capacity roadmap

Building capacity ahead of demand

Inhalt

Nine capacity projects: Karjan greenfield large power transformer; Savli high voltage factory expansion and GIS feeder factory; Mysuru insulation factory expansion; Halol dry bushing factory; Maneja power transformer factory expansion; Peenya grid automation, expansion, refurbishment and localization; Chennai HVDC and power electronics expansion; Mysuru ultra low carbon pressboard expansion; Doddaballapura capacitor factory expansion. Banner: majority of capex will complete by 2028.

Layout-Struktur

3x3 grid of cards, each with a site name, scope line and a red progress bar (no percentages shown), and a full-width red banner at the bottom.

Wichtige visuelle Elemente

  • •Nine cards with progress bars
  • •Red bottom banner
Seite 9
stakeholder engagement

Powering India's energy future through collaboration and leadership

Inhalt

Four engagement highlights: India-Japan Annual Summit in the presence of the Prime Minister of India and the Prime Minister of Japan; CIGRE 2026, bringing global energy leaders, partners and customers together; engagement with the Tamil Nadu Chief Minister on shifts in India's clean energy future and talent demand; and hosting GEC Surat B. Tech students at Vadodara's Energy Technology Experience Center.

Layout-Struktur

2x2 grid, each cell a photo beside a grey caption box with a bold heading.

Wichtige visuelle Elemente

  • •Event photographs
  • •Grey caption boxes
Seite 10
data visualization

Order growth in transmission, industries and data centers fueled Q2FY27 performance

Inhalt

Key segments growth: transmission (excl. HVDC), industries and data center up; railway and metro, and renewables (wind and solar) down. Order mix Q2FY26 to Q2FY27: Product 74% to 60%, Project 19% to 34%, Service 7% to 7%; Utilities 96% to 38%, Industries 2% to 34%, Transport & Infra 2% to 28%; DEU 87% to 62%, EPC 5% to 19%, OEM 6% to 16%, Dis 2% to 3%. Sector and channel data are domestic orders only.

Layout-Struktur

Left: segment list with green or red arrows. Right: panel with three paired bar charts (Segment, Sector, Channel) comparing grey Q2FY26 bars with red Q2FY27 bars.

Wichtige visuelle Elemente

  • •Three grouped bar charts
  • •Grey vs red series
  • •Green and red growth arrows
  • •Footnotes on domestic-only data and HVDC exclusion
Seite 11
data visualization

Export and Service orders are key levers of growth

Inhalt

Service orders grew 77.1% in Q2 (Q2FY26 to Q2FY27) and 36.4% in H1; export orders grew 41.0% in Q2 and 184.4% in H1. Service wins include digitally enabled services and SLAs, augmentation and extension service, and orders including a major semiconductor customer. Exports came from Asia, Africa, the Middle East, Europe and the USA including a TenneT order. Bar heights have no absolute values in Rs Crs.

Layout-Struktur

Two stacked sections (Service, Exports), each with two paired bar charts with growth arrows on the left and checkmark bullets on the right.

Wichtige visuelle Elemente

  • •Paired grey and red bars with growth arrows
  • •Checkmark bullets
  • •Rs Crs label
Seite 12
financial table

Financial performance

Inhalt

Rs Crs table: revenue from operations Q2FY27 2,996.5 vs Q2FY26 1,832.6 (+63.5%) and Q1FY27 2,493.7; PBT 430.4 (14.4% margin vs 19.3%); PAT 318.5 (10.6% vs 14.4%); Op EBITDA 494.4 (16.5% vs 15.9%); H1FY27 revenue 5,490.2 vs 3,311.5, Op EBITDA 894.3 (16.3% vs 13.9%). Footnote defines Operational EBITDA and states a notional loss of Rs 88.1 Crores for the quarter ended Sept 30, 2026 from unrealized FX movements.

Layout-Struktur

Full-width table with columns Q2FY27, Q2FY26, YoY%, Q1FY27, QoQ%, H1FY27, H1FY26, YoY%, followed by a long footnote block with the last line in red.

Wichtige visuelle Elemente

  • •Multi-period comparison table
  • •Margin rows
  • •Red FX loss footnote
Seite 13
financial table

Financial statement analysis

Inhalt

Income statement in Rs Crs with percent of revenue for 3 months ended 30.09.2026, 30.06.2026, 30.09.2025, 6 months ended 30.09.2026 and 30.09.2025, and year ended 31.03.2026. For the quarter to 30.09.2026: revenue 2,996.5, total income 3,053.3, material costs 1,849.5 (61.7%), personnel 186.7, other expenses 497.9, total expenses 2,622.9, profit before tax 430.4, tax 111.9, profit for the quarter 318.5 (10.6%). Year ended 31.03.2026 profit 987.8.

Layout-Struktur

Dense full-slide table with a light header row and paired Crs and % columns for six periods, grouped into Income and Expenses.

Wichtige visuelle Elemente

  • •Six-period income statement
  • •Percent-of-revenue columns
  • •Bold subtotal rows
Seite 14
strategy and priorities

Priorities

Inhalt

Markets: strengthen the core (renewables, utilities, HVDC, industries and transport); harness new segments (data centers, BESS, semiconductor); drive exports, service and digital. Business: strengthen BU service offerings; operational excellence including AI adoption; convert backlog into revenue and margin growth; capacity expansions. Function: reinforce safety culture, drive productivity and cost discipline, upskill workforce, build capacities for long growth.

Layout-Struktur

Three outlined columns (Markets, Business, Function) with bullet-style lines over a darkened office photo.

Wichtige visuelle Elemente

  • •Three outlined boxes
  • •Darkened background photo
Seite 15
Q&A divider

Q&A

Inhalt

Question and answer divider slide with the heading Q&A. No figures.

Layout-Struktur

Full-bleed photo of a worker in a hard hat and safety glasses assembling equipment; large title at top left.

Wichtige visuelle Elemente

  • •Full-bleed worker photograph
  • •Large Q&A heading
Seite 16
contact slide

For further information, please contact

Inhalt

Closing contact slide naming Priyanka Bhagat, Investor Relation, with the email address priyanka.bhagat@hitachienergy.com.

Layout-Struktur

Photo of a person with a tablet on the left; translucent contact card on the right.

Wichtige visuelle Elemente

  • •Lifestyle photograph
  • •Translucent contact card
  • •Underlined email link

Häufig gestellte Fragen

Häufige Fragen zu dieser Folie und dem zugrunde liegenden Präsentationsinhalt.

What period does the Hitachi Energy India Q2 FY27 earnings presentation cover?

It covers Q2 FY26-27 (the three months ended 30 September 2026) and H1 FY27, with comparisons to Q2 FY26, Q1 FY27 and H1 FY26. It was presented at an analyst conference call on 12 November 2026.

What does FY27 mean in this deck?

Indian companies use a fiscal year from April to March. FY27 (shown as FY26-27) runs April 2026 to March 2027, so Q2 FY27 is July to September 2026 and H1 FY27 is April to September 2026.

What were the headline financial results in Q2 FY27?

Revenue from operations was Rs 2,996.5 Crs (+63.5% YoY), Operational EBITDA was Rs 494.4 Crs at a 16.5% margin, PBT was Rs 430.4 Crs and PAT was Rs 318.5 Crs. Orders including HVDC were Rs 4,120.8 Crs (+85.9% YoY) and the order backlog was Rs 33,335.4 Crs.

Where was this presentation published?

It was filed with BSE and NSE, the Indian stock exchanges, under symbol POWERINDIA and scrip code 543187, by Hitachi Energy India Ltd.

How is the deck structured?

It has 16 slides: title, cautionary statement, safety KPIs, ESG progress, market drivers, results and orders, project execution, capacity expansion, stakeholder engagement, order mix charts, export and service growth, financial performance and statement tables, priorities, Q&A and an investor contact slide.

What does the order mix slide show?

For domestic orders it compares Q2FY26 with Q2FY27. Project orders rose from 19% to 34% of the mix while product orders fell from 74% to 60%. Industries rose from 2% to 34% of the sector mix, and EPC rose from 5% to 19% of the channel mix.

Which capacity expansions are listed?

Nine projects are listed, including Karjan (greenfield large power transformer), Savli, Halol, Maneja, Peenya, Chennai (HVDC and power electronics), Doddaballapura and two at Mysuru. The slide states the majority of capex will complete by 2028.

What format is the download and who is the investor contact?

The deck is presented here as 16 slide images that follow the original 16-slide presentation. The last slide lists Priyanka Bhagat, Investor Relation, as the contact.

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