Hitachi, Ltd.
Hitachi Energy Investor Day 2026 CEO Presentation “Powering growth: Strategic outlook”
Publication of Hitachi Energy Investor Day materials. Presents first-half revenue and Adj. EBITA trends, growth strategy through 2030, conversion of order backlog via digitalization and AI, data center market expansion, and service enhancement as pillars of medium- to long-term growth strategy.
Key Figures
- Revenue: 92 billion USD (FY2025 H1 → FY2026 H1 +20%)
- Adj. EBITA margin: 12.9% → 15.4% (FY2025 H1 → FY2026 H1)
- ROIC: 41.7% → 54.4% (FY2025 H1 → FY2026 H1)
AI要約
Summary of Strategy and Market Trends
Hitachi Energy aims to drive revenue and profit growth through execution of its order backlog and capacity expansion by 2030, leveraging growth in the power ecosystem. The company will strengthen core areas such as grid automation, HVDC, and BESS. Through a digital core and AI utilization to improve productivity and expand services, it targets improvement in Adj. EBITA margin.
Outlook and Key Initiatives
Focus areas include expanding offerings in high-growth segments, providing end-to-end solutions, enhancing operations through digital and AI, addressing the Americas/North America data center market via partnerships such as HMAX and Shermco, and expanding capacity relative to projected market growth through 2030. Ambitions and ROIC/Adj. EBITA targets through 2030 are presented.
Hitachi, Ltd.
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