Q1 2026 Hitachi Energy India Ltd Earnings Call Transcript
Key Points
- Hitachi Energy India Ltd (BOM:543187) reported a record order backlog in the first quarter of FY25-26, indicating strong future revenue visibility.
- The company achieved a significant year-on-year growth in orders by 365% and revenue by 15.3%, showcasing robust business performance.
- The company has successfully reduced seawater emissions by 84% and waste by 16% compared to the base year of 2019, highlighting its commitment to sustainability.
- Hitachi Energy India Ltd (BOM:543187) has achieved a 100% mark in using electricity from renewable sources across all operations, reinforcing its dedication to sustainable practices.
- The company has expanded its 'Women in Engineering' program and undertaken initiatives to upgrade government schools, demonstrating a strong commitment to social responsibility and education.
- There was a decline of 25% in orders from the renewable wind and solar segment, which the company attributes to a temporary timing issue.
- Despite achieving high gross margins, the company's EBITDA margins remain in the range of 10-11%, partly due to higher other expenses.
- The company faces challenges in reducing administrative costs, which are higher compared to peers, impacting overall profitability.
- The execution of HVDC projects is expected to take longer, with completion timelines extending up to 54 months, delaying revenue realization.
- The company has significant royalty and management fees, which are impacting margins and are a point of concern for investors.
Ladies and gentlemen, good evening and welcome to Hitachi Energy India Limited Q1 F 526 analyst conference call.
As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone.
Please note that this conference is being recorded.
And now the conference over to Mr.Venu, MD and CEO Hitachi Energy India Limited.
Thank you and over to you, Mr. Venu. Good evening everybody.
Thank you for joining us for the conference call today. I hope you are all doing well today we announced our results for the first quarter of the financial year 25, 26. And over the next 20 to 25 minutes together with my colleague, I will take you through our performance from April 1st to June 30th, 2025.
And for your convenience, I'll read out the
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