HITACHI ENERGY: ORDER INFLOWS SOAR 86% RECORDS

POWERINDIA Record order book. Strong revenue growth. Is the momentum sustainable? Hitachi Energy India has announced its Q2 FY27 results. Key financial highlights: Revenue: ₹2,996.5 crore, up 63.5% YoY. Net profit: ₹318.5 crore, up 20.5% YoY. Operational EBITDA: ₹494.4 crore, up 69.5% YoY. Operational EBITDA margin: 16.5%. New orders: ₹4,120.8 crore, up 85.9% YoY. Order backlog: Record ₹33,335.4 crore. Why this matters: Strong order inflows from transmission, utilities and data centres provide significant revenue visibility. However, investors should also track how efficiently the company executes its growing order book. What to monitor next: Order execution and revenue conversion Operational EBITDA margin Data centre and transmission orders Export business growth Working capital and cash flows My analytical view: This is a strong operational quarter, particularly on orders and revenue. The key question is whether the company can sustain execution and convert its record backlog into profitable growth. Disclosure: State your actual holding or interest, if any, before publishing. SEBI RA Disclaimer: Umang Rajesh Bhutada is a SEBI-registered Research Analyst (INH000023001). This content is for educational and informational purposes only and is not investment advice. Securities investments are subject to market risks. Please consult a qualified financial professional before making investment decisions.