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Visual31 Oct 2025
Three decades of Rolls-Royce
Hitachi (6501) investor relations material
Hitachi Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary30 Oct, 2025
Strategic outlook and market trends
Electrification is accelerating globally, with electricity demand projected to rise over 70% by 2035, while renewables are expected to reach 50% of global installed power generation capacity by 2030, up from 28% today.
Significant capital is flowing into renewables, grids, and storage, with grid investments expected to increase 3-4x and major utilities deploying large expansion programs.
Hitachi Energy holds #1 market share across transformers, high voltage, grid integration, and service, supporting 50% of the top 250 global electric utilities.
Financial performance and growth targets
Revenue grew at a 21% CAGR from 2021-2024, exceeding the mid-term management plan, with adjusted EBITA at 11.1% and ROIC at 25% in 2024.
Ambition for 2024-2030 is a 13-15% revenue CAGR, 16-20% adjusted EBITA margin, and 25-30% ROIC.
Record $50B order backlog in FY2025, with continued investments in capacity, digitalization, and workforce expansion.
Business model transformation and execution
Shift from project-based to program-based business models, emphasizing standardization, frame agreements, and capacity reservation for higher margin and visibility.
$9B investment planned for 2024-2027 in production capacity, service, R&D, and partnerships, with a focus on scaling manufacturing and digital capabilities.
Operational efficiency driven by a unified ERP system, diversified supply chain, and process automation, targeting $150-250M annual profit contribution by 2030.
Plan to reach $6-8B service revenue by 2030?
Strategy for $50B backlog execution?
How to achieve 4x Lumada revenue by 2027?
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Q3 202630 Jan, 2026
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Frequently asked questions
Hitachi, Ltd., incorporated on December 17, 1910, provides information technology, energy, industry, mobility, and smart life solutions in Japan and internationally. It operates through Information & Telecommunication Systems, Social Infrastructure & Industrial Systems, Electronic Systems & Equipment, Construction Machinery & High Functional Materials & Components, Automotive Systems, Smart Life & Ecofriendly Systems, Power Systems and Financial Services segments.
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