Hitachi, Ltd.
Hitachi Energy Investor Day 2026 CFO Presentation “Financial performance and outlook”
FY2026 first-half results achieved profitable growth, maintaining high revenue growth, raised target for Adj. EBITA margin to 19–21%, and set ROIC target at 30–40%. Emphasized backlog expansion and productivity improvement through digital and AI, and driving cash generation through updated Ambition to 2030 and capital allocation.
Key Figures
- Adj. EBITA margin: 19~21%
- ROIC: 30~40%
- Overall revenue growth outlook: FY2026 H1 results and Ambition upward revision
AI要約
Performance Overview
Hitachi Energy, under Hitachi, Ltd.'s group, indicated a policy of pursuing high returns through a sustainable growth strategy in FY2026 first-half results. The company expects revenue expansion and improvement in Adj. EBITA margin while aiming to maintain a high level of ROIC. It emphasized backlog expansion, productivity gains through its digital core and AI utilization, and margin improvement via disciplined capital investment. The Ambition through 2030 has been updated.
Outlook and Impact on Shareholders
With an elevated Ambition looking to 2030, revenue and margin targets have been set at higher levels. The company advocates capital policies focused on cash generation and disciplined capacity expansion, and intends to drive cash creation using long-term contracts and advance payments. Productivity improvements from digitalization and AI are expected to contribute to medium- to long-term profit, which should support stable growth from a shareholder-return perspective.
Revenue Trend
Operating Profit Trend
Margin Analysis
ROIC Trend
Guidance vs. Actual Comparison
Hitachi, Ltd.
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