India · Delayed Price · Currency is INR Hitachi Energy India Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw robust growth in orders, revenue, and profit, with a record order backlog and strong performance across renewables, industry, and data centers. Margins improved, CapEx is ramping up, and exports now exceed 29% of inflows.
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Q2 FY 2026 saw robust growth in orders, revenue, and profitability, with a record order backlog and strong export momentum. Operational efficiency improved margins, CapEx projects are on track, and double-digit EBITDA margin guidance is reaffirmed.
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Record Q1 order intake and backlog drove strong revenue and profit growth, with robust performance in transmission, rail, and data center segments. Operational efficiency, capacity expansion, and a healthy export pipeline support a positive outlook, despite some margin pressures and global uncertainties.
Fiscal Year 2025
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Record order backlog and robust financial growth marked FY 2024-2025, with strong performance in transmission and renewables, improved margins, and a significant QIP fundraise to support future expansion. The outlook remains positive, with a focus on operational efficiency, sustainability, and scaling service and export businesses.
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Achieved record quarterly order intake and backlog, driven by a major HVDC order, with revenue up 31% and profit after tax up nearly 5x year-over-year. Maintains double-digit margin guidance and a strong outlook, supported by robust investments and a debt-free balance sheet.
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Order inflow and revenue grew strongly year-on-year, with record order backlog and improved margins. Data centers and renewables led segment growth, while operational efficiency and sustainability initiatives advanced. Related party orders and exports contributed significantly.
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Record order intake and backlog, strong growth in renewables and transmission, and a 27% year-on-year revenue increase highlight the quarter. Margins improved year-on-year, with a focus on operational excellence and sustainability. Double-digit EBITDA targeted by FY '25.