Hitachi (OTCPK:HTHI.F) 2025 Earnings Call Presentation

Financial Performance & Growth - Hitachi Energy's H1 2025 revenue reached $9.2 billion, a 26% increase compared to $7.3 billion in 2024[5] - Adjusted EBITA increased from 10.6% in 2024 to 12.9% in 2025[6] - ROIC accelerated from 16.7% in 2024 to 41.7% in 2025[7] - The company projects revenue to reach $33 billion+ by 2030, with a CAGR of 13-15% from 2024-2030[66] - Hitachi Energy aims for an Adjusted EBITA margin of 16-20% and ROIC of 25-30% by 2030[66, 114] Market & Strategy - Global electricity demand is projected to increase over 70% by 2035[22] - Renewables are expected to represent 50% of global installed power generation capacity by 2030, up from 28% today[31] - Hitachi Energy is the 1 market share leader in Grid Automation, Grid Integration, Transformers, and High Voltage (HVDC & Power Quality) sectors[17] - The company has a $50 billion order backlog in FY2025, reflecting strong market demand[69] - Hitachi Energy plans to invest over $1 billion in its service business between 2025 and 2030[204]