Hitachi Energy India Limited
2,693words
4turns
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Key numbers — 40 extracted
rs,
INR 1,278.5
INR 1,115.0
INR 50.2
INR 37.2
INR 20
INR 7,009
30.6%
31.1%
6.4%
8.3%
128%
Guidance — 3 items
Registered and Corporate Office
opening
“the way of eo-ordlrietlons among the ieam by Mn Hitecnl Energy found -..ery much satisfaclofy al"MI malnlalning both project progress including follow the top standard safety and quality.”
Registered and Corporate Office
opening
“▪ World Bank cuts India’s GDP growth forecast to 6.5% for FY 22-23 ▪ ▪ Inflation (CPI) rose to 7.4% in Sep’22 vs 7% in Aug’22.”
Hitachi Energy scope
opening
“Additional potential of unplanned IT capacity of 2,688 MW directly in access of DC operators Hitachi Energy scope: S/S, GIS, Automation, Dry transformers 2 X 25kV electrification of High-Density Corridors, 34,475 RkM target by 2040”
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Risks & concerns — 1 flagged
@Hitachi Energy India remains among the fastest growing economies, risk from global headwinds to growth HITACHI lnspire the Next Macro-economic snapshot ▪ COVID-19 daily cases have remained under 10k since Aug’22.
— Registered and Corporate Office
Speaking time
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Opening remarks
Registered and Corporate Office
8th Floor, Brigade Opus, 70/401, Kodigehalli Main Road, Bengaluru – 560 092, Phone: 080 68473700, 080 22041800 CIN: L31904KA2019PLC121597 www.hitachienergy.com/in @Hitachi Energy Q2FY23: Analyst Conference Call N Venu, Managing Director & CEO 4 November 2022 1 2022-10-20 © 2022 Hitachi Energy. All rights reserved. @Hitachi Energy Important notices HITACHI lnspire the Next This presentation includes forward-looking information and statements including statements concerning the outlook for our businesses. These statements are based on current expectations, estimates and projections about the factors that may affect our future performance, including global economic conditions, and the economic conditions of the regions and industries that are major markets for Hitachi Energy India Limited (formerly known as ABB Power Products and Systems India Ltd) (“Hitachi Energy India”). These expectations, estimates and projections are generally identifiable by statements containing words such as “exp
Key Market Wins
Tanzania ▪ Amendment Order from Bhutan Power for 220/33kV GIS at Gedu ▪ Order for 1 X 100 MVAR 400kV Variable Shunt Reactors for ESCOM Malawi ▪ GCB Spares Order from West Bengal Utility ▪ 52 x 245KV Disconnector Retrofit Order from Gujarat Utility ▪ HVDC Spares order from PGCIL ▪ Upgradation of Electrical Control System order from BCPL ▪ First direct supply order from Bhutan Power Corporation for Enabling Business Continuity 132/220/420 kV circuit breaker ▪ Successful completion of ZIV SAS System upgrade with Micro Scada at Adani ▪ Successful completion of overhauling of GCB at Mahagenco and NTPC Dadri ▪ Installation and commissioning of MPPTCL Bhopal and MPPTCL Indore 145 kV GIS S/S Leveraging our installed base to expand in exports & service 10 Public © 2022 Hitachi Energy. All rights reserved. @Hitachi Energy Financial performance – Profit & Loss Statement HITACHI lnspire the Next (INR crore) Jul-Sep 2022 Jul-Sep 2021 YoY% Apr-Jun 2022 QoQ% H1FY23 H1FY22 Orders Revenue PBT PBT % PAT
Hitachi Energy scope
• Digitalized Classic Services • Advanced Services • Servitized Solutions Data Centers 138 data centres with 737 MW of IT capacity Rail 100% electrification of rail network; 0 high density corridors 13 Public © 2022 Hitachi Energy. All rights reserved. STATCOM ~ 4,400 MVAR for Renewable Integration expected by 2030 Exports 45 data centres span about 13 million square feet and 1,015 MW of IT capacity by end of 2025. Additional potential of unplanned IT capacity of 2,688 MW directly in access of DC operators Hitachi Energy scope: S/S, GIS, Automation, Dry transformers 2 X 25kV electrification of High-Density Corridors, 34,475 RkM target by 2040
Resulting tenders
• 200 New Generation Energy Efficient Vande Bharat Trainsets with Distributed Power System including upgradation of govt mfg units & trainset depots • 800 units of 12000hp & 1200 units of 9000hp Electric Locomotives Target range: 25% of orders Manufacturing base of Hitachi Energy’s global demand of five products New greenfield Power Quality factory that makes in India for India & the world @Hitachi Energy Hitachi Energy 2030: Purpose driven growth HITACHI lnspire the Next Continuously strengthening our power grids core business Doubling up on Digital and Services and expanding at the edge of the energy system Plan Build Operate & Maintain Strategic planning partner Modularization System Integration Lumada software services Performance partner Tomorrow Tomorrow Innovation, Synergies, Partnerships and M&A to accelerate growth Expand as planning partner Strengthen role as product & systems partner Expand as services & operations partner Transition Strengthen & Expand Accelerate Sustainabl
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