Hitachi Energy India Ltd has released its presentation for the conference call with analysts and investors for the Q2 FY26-27 period. The document, hosted on the company’s investor relations website, provides an overview of the company’s performance, strategic priorities, and future outlook. Key highlights include safety performance metrics, ESG progress against 2030 targets, and a breakdown of order growth drivers.
Hitachi Energy India Ltd Shares Q2 FY26-27 Performance and Strategy
Hitachi Energy India Ltd has officially submitted its analyst and investor presentation for the second quarter of the fiscal year 2026-27. This release, dated November 12, 2026, is in accordance with regulatory disclosures and offers stakeholders a comprehensive look at the company’s operational and strategic landscape.
Key Highlights from the Presentation:
Safety, Integrity, and Quality
The company emphasized its commitment to safety with a Total Recordable Injury Frequency Rate (TRIFR) of 0.10 for the year-to-date, targeting 0.09. It reported zero Non-Conformance Reports (NCRs) open and overdue, alongside 1100+ lifesaving rule inspections performed and a 98.75% high-risk hazard closure rate. Over 2000+ Safety Observation Tours (SOTs) were also conducted.
ESG Progress Against 2030 Targets
Hitachi Energy is making progress towards its 2030 targets across Environmental, Social, and Governance (ESG) factors. For the ‘Planet’ category, it aims for a 74% reduction in CO2 emissions (targeting 50% reduction) and 100% clean energy operations. ‘People’ initiatives include zero-harm commitment in safety and achieving 10% gender diversity. The ‘Principle’ aspect focuses on a zero-incident commitment for corruption.
Grid Investment Catalysts and Growth Drivers
The presentation details how India’s energy transition is driving grid investment. Key growth drivers include Renewables (reaching 299.25 GW in H1FY27), Transmission (with a Rs 1.86 lakh crore investment approved for connecting renewables), and Emerging Technologies. Other catalysts include data centers projected to demand 17 GW by 2031-32 and advancements in the nuclear and semiconductor industries.
Financial Performance Overview
The financial performance for Q2FY27 shows robust growth. Orders with HVDC saw a 85.9% YoY growth, while revenue increased by 63.5% YoY. Profit Before Tax (PBT) grew by 22.0% YoY, and Profit After Tax (PAT) saw a 20.5% YoY increase. Operational EBITDA surged by 69.5% YoY, with margins at 16.5%.
Key Order Wins in Q2FY27
Significant orders secured include TBCB transformers and substation orders from leading EPC players, multiple grid automation projects involving digital substation control, data center projects for global hyperscalers, and a key win in the high-voltage segment from the Khavda South-Olpad HVDC project.
Project Execution and Capacity Expansion
The company highlighted its successful project execution, including the First Grid Forming STATCOM in India at Fatehgarh III, grid automation for utilities, and the 33/220 KV AIS Main receiving Substation at Pallet Plant. Capacity expansions are underway across multiple locations like Karjan, Savli, Mysuru, Halol, Maneja, Peenya, Chennai, and Doddaballapura, with a majority of capex expected to complete by 2028.
Priorities for Growth
Hitachi Energy’s priorities focus on strengthening core markets (renewables, utilities, HVDC), harnessing new segments like data centers and semiconductor industries, driving exports and services, enhancing BU service offerings, and achieving operational excellence. The company is also focused on upskilling its workforce for the energy transition and building capacities for long-term growth.
Source: BSE
