Hitachi Energy India Limited (POWERINDIA) — Announcement Announcement

· NSE ✨ Positive
📢 Key Event
Record financial growth and new transformer facility investment announced
🔄 What Changed
Order backlog reached Rs. 29,555.3 Cr; PAT margin expanded to 12.1% from 6%; revenue growth accelerated to 46.2% YoY
🔮 What's Next
New transformer facility completion targeted for last quarter of 2028 calendar year
💡 Investor Takeaway
Shareholders benefit from accelerating margin expansion, structural demand growth in data centers and renewables, and a disciplined capex plan targeting 30-40 GVA transformer capacity by 2028.
⚠️ Risks
Inflationary pressures on freight, metal prices, and transport charges require active risk mitigation

Hitachi Energy India reported record financial performance and strategic expansion during its Q4 FY26 analyst call, with revenue surging 46.2% YoY to Rs. 2,754.1 Cr and profit after tax jumping 80% to Rs. 330.5 Cr, driven by strong order growth of 10.6% to Rs. 2,422.5 Cr and a robust order backlog of Rs. 29,555.3 Cr. The company commissioned its 1,000 MW Mumbai City HVDC infeed project and announced a new Rs. 2,000 Cr greenfield transformer facility in Karjan, Gujarat, targeting completion by Q4 2028 to support renewables and data center growth. ESG metrics remained strong with 100% renewable energy usage and zero waste to landfill certifications, while export revenue now represents 30% of total sales across SAARC and Southeast Asian markets. Structural demand growth in electrification, data centers, and energy storage underpins long-term expansion plans with phased capex extending to 2028.

📄 View Original Announcement (PDF)

About Hitachi Energy India Limited (POWERINDIA)

Capital Goods · Electrical Equipment · Listed on NSE

Market Cap: ₹1,45,016.18 Cr P/E: 172.4

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.