Hitachi Energy India Ltd. Share Price

Summary: Q2 FY27 Financial & Operational Performance

Key Financial Highlights Revenue Growth: Consolidated revenue for Q2 FY27 rose 34.1% year-on-year to ₹294 crore (H1 FY27 revenue grew 33.2% to ₹550 crore). Profitability (PAT): Consolidated Profit After Tax surged 80.1% year-on-year to ₹63.33 crore, compared to ₹35 crore in Q2 FY26 (H1 FY27 PAT grew 52.4% to ₹110.05 crore). EBITDA Expansion: EBITDA jumped 70.3% year-on-year to ₹84 crore, with margins expanding significantly by 610 basis points to 28.6% (vs. 22.5% in Q2 FY26), reflecting strong operational efficiencies. Order Book Momentum: The consolidated order book stands strong at approximately ₹2,010 crore, offering high revenue visibility diversified across global utilities, transmission system operators, OEMs, and EPC contractors. Strategic Developments & Global Expansion Key Global Wins: Secured major international contracts, including a FACTS equipment order in Japan via subsidiary Endoks Enerji, 400 kV instrument transformer orders from Hitachi Energy India via subsidiary Mehru, and initial high-voltage interconnect orders for hyperscale AI data center campuses in the US. Proposed Acquisition: Executed a share purchase agreement on September 23, 2026, to acquire up to a 100% stake in Winwin Speciality Insulators Limited, following successful confirmatory due diligence. Winwin brings strong capabilities in porcelain and high-voltage (up to 800 kV HVDC and 765 kV) insulator applications. Outlook & Management Focus The management maintains an encouraging outlook, driven by secular tailwinds in global energy transition, grid stabilization, and digital infrastructure expansion. Management's primary strategic priorities center on seamless capacity ramp-up, timely execution of the ₹2,010 crore order book, and proactive management of raw material cost dynamics (particularly electrical-grade steel, copper, and specialized insulation systems) to protect operational margins.

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Data Centre Boom: Key Indian Power & Cable Players

⚡ Data centres need power 24x7 and companies like

sit right in the middle of that story. India's data centre industry is expanding with AI, cloud computing and digital services. But every data centre depends on reliable electricity, transmission, cables, switchgear, UPS systems and cooling. In my latest short, I map the listed Indian companies connected to this infrastructure theme: ✅ Power & Grid: NTPC, Power Grid, Tata Power, Adani Energy Solutions ✅ Cables & Electrical Equipment: Polycab India, KEI Industries, Apar Industries ✅ Power Technology & Automation: Hitachi Energy India, ABB India, Siemens India ✅ Key themes: data centre power demand, electricity transmission and grid modernisation ✅ Why a company's mention does not automatically mean direct exposure to data centre projects - always check official disclosures Which part of the chain do you think matters most for India's data centre build-out: power generation, transmission or cables? Share your view in the comments 👇 📲 For daily market notes, search "Neha Gupta SEBI RA" on Telegram and join the FREE channel. Neha Gupta | SEBI Registered Research Analyst | Reg. No. INH000016542 ⚠️ Disclaimer: This content is for educational purposes only and is not investment advice or a buy/sell recommendation. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.

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CG Power Q2FY27 revenue up 30%, PAT rises 44%

CG Power and Industrial Solutions Limited (CGPOWER) has reported its Q2FY27 results. Revenue from operations stood at ₹3,801.54 crore, up 30.07% YoY and 15.87% QoQ. Revenue was ₹3,801.54 crore versus ₹2,922.79 crore. EBITDA rose to ₹539.58 crore from ₹376.71 crore (+43.23% YoY, +35.82% QoQ). EBITDA margin improved to 14.19% from 12.89% YoY and 12.11% QoQ. Profit before tax (PBT) was ₹559.22 crore versus ₹388.07 crore (+44.10% YoY, +32.24% QoQ). Profit after tax (PAT) stood at ₹409.09 crore versus ₹284.44 crore (+43.82% YoY, +32.70% QoQ). PAT after minority interest was ₹412.04 crore versus ₹286.72 crore (+43.71% YoY, +31.64% QoQ). Other income was ₹81.71 crore versus ₹66.10 crore YoY and ₹83.58 crore QoQ. The key triggers are the 30% YoY revenue growth and 44% rise in PAT, supported by margin expansion across the business. This reflects strong demand in power systems and industrial segments, aiding earnings momentum. Peers such as ABB India, Siemens, and Hitachi Energy India may face comparison on order book growth and margin trends. Near-term prices could react positively to the robust top-line and bottom-line performance. Risks include any moderation in order inflows or execution delays in large projects. Competitors listed: ABB India, Siemens, Hitachi Energy India.

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🚀 AI Boom = Massive Opportunity for Indian Power Stocks? ⚡

🚀 *AI Boom = Massive Opportunity for Indian Power Stocks? ⚡ Everyone is talking about NVIDIA, GPUs, and AI... but very few investors are looking at the companies that supply the **power infrastructure behind AI Data Centers**. In this video, we break down the complete *AI Data Center Power Value Chain in India* and discuss the sectors that could benefit from India's growing AI and Data Center industry. 📌 Covered in this Video: ✅ AI Data Centers Explained ✅ Why Power Infrastructure is Critical for AI ✅ Power Generation Companies ✅ Transformer Stocks ✅ Switchgear Companies ✅ Wires & Cables Stocks ✅ UPS & Battery Companies ✅ Power Quality Equipment ✅ Cooling & HVAC Companies ✅ Hidden AI Investment Theme in India Companies Covered: ⚡ Tata Power ⚡ Adani Energy Solutions

⚡ Techno Electric & Engineering ⚡ TD Power Systems ⚡ Hitachi Energy India ⚡ GE Vernova T&D India ⚡ Transformers & Rectifiers India ⚡ Siemens India ⚡ ABB India ⚡ Schneider Electric India ⚡ HFCL ⚡ Sterlite Technologies ⚡ RR Kabel ⚡ Finolex Cables ⚡ Exide Industries ⚡ Amara Raja Energy & Mobility ⚡ HBL Power Systems ⚡ Apar Industries ⚡ Voltamp Transformers ⚡ Indo Tech Transformers ⚡ CG Power & Industrial Solutions ⚡ Blue Star ⚡ Voltas ⚡ Kirloskar Pneumatic ⚠️ *Disclaimer:* This video is for educational purposes only and should not be considered investment advice. Please do your own research before investing in the stock market. 👇 Comment below: Which Indian company do you think will benefit the most from the AI Data Center revolution? 👍 Like | 💬 Comment | 🔔 Subscribe for more stock market research and hidden multibagger opportunities.

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Sensex slips 400 pts; IT stocks shine amid sell-off

Indian markets are trading weak today (Oct 23, 2026): Sensex is down over 300 points at ~72,850, while Nifty has slipped below 22,500. IT stocks are the only bright spot, with TCS, Infosys, and HCL Tech gaining, while metals, autos, and banks drag indices lower. Globally, Nasdaq fell 2.6% overnight, sparking risk-off sentiment across Asia. 📉 India Market Snapshot (Oct 23, 2026, 10:15 AM IST) Sensex: 72,847.43 (▼401.96, -0.54%) Nifty 50: 22,491.20 (▼196.46, -0.87%) Nifty Bank: 54,237.90 (▼1.25%) Nifty IT: 32,398.65 (▲0.99%) – only sector in green Midcap & Smallcap: Down ~2–2.5%, showing broader weakness Top Gainers Cyient Ltd: ▲7.5% after strong Q2 revenue growth TCS: ▲2.7% Infosys: ▲1.6% HCL Tech: ▲1.2% Top Losers Adani Energy Solutions: ▼4.5% ABB India: ▼5.4% Hitachi Energy India: ▼5.1% BHEL: ▼4.7% 🌍 Global Market Cues US Markets (Oct 22, 2026): Nasdaq: ▼2.6% (biggest drop since June, led by tech sell-off) S&P 500: ▼1.2% Dow Jones: Flat (+0.02%) Bond yields: US 10Y fell to 4.95% (risk-off buying in Treasuries) Asia Today: Nikkei 225: ▼0.99% Hang Seng: ▲0.58% ASX 200: ▼0.10% Shanghai Composite: ▼1.2% Europe Futures: Euro Stoxx 50 flat to slightly negative ⚠️ Key Factors Driving Markets Crude Oil: Brent above $113/barrel due to Middle East tensions, hurting oil-sensitive stocks. Weak Rupee: Trading near ₹94.9/USD, adding import cost pressures. Global Tech Rout: Nasdaq slump spilling over into Indian sentiment. FII Selling: Foreign investors net sold ₹3,458 crore yesterday, while DIIs bought ₹2,891 crore. 📌 What to Watch Today Jio Platforms IPO: Final subscription day; bids already crossed ₹1 lakh crore. Corporate Earnings: Infosys, Kotak Bank, HPCL, and Nuvoco Vistas results in focus. Sector Trends: IT stocks showing resilience; metals, autos, and PSU banks under pressure.

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ADANI POWER — INDIA’S ELECTRICITY DEMAND, ITS GROWTH ENGINE!

AI data centres, manufacturing, urbanisation and electrification all need one thing: reliable power. And India’s thermal power fleet remains central to meeting that demand. Adani Power is one of India’s largest private-sector thermal power producers, with an expanding generation portfolio and long-term power supply opportunities. 📊 Q1 FY27: RECORD OPERATING PERFORMANCE 💰 Reported revenue: ₹19,322 crore, up 32.6% YoY. 🚀 Reported EBITDA: ₹8,369 crore, up 36.1%. 📈 Net profit: ₹4,867 crore, up 47.2%. ⚡ Power sales climbed 16.9% to 28.8 billion units, supported by higher demand and increased operating capacity. Continuing EBITDA, excluding prior-period items, grew 21.6% to ₹6,983 crore. 🔥 WHAT COULD POWER THE NEXT LEG? ✅ Rising electricity demand: Industrial expansion, cooling requirements and digital infrastructure could support long-term power consumption. ✅ Capacity expansion: Adani Power has outlined plans to expand its portfolio substantially, creating potential for higher generation and revenue. ✅ Long-term contracts: The company secured a 25-year agreement to supply 1,234 MW to Uttarakhand, subject to regulatory tariff approval. ✅ Acquisitions and new projects: Additional assets and power purchase agreements could expand its operating base, provided execution and financing remain disciplined. ⚠️ WHAT CAN DERAIL THE STORY? Coal prices, environmental regulations, capital expenditure, debt and project delays can affect returns. Merchant power prices can fluctuate, while reported earnings may include prior-period adjustments that do not recur. 🎯 THE BOTTOM LINE Adani Power offers exposure to India's growing electricity needs, backed by strong Q1 FY27 operating performance and an ambitious expansion pipeline. The opportunity is substantial — but capacity growth must translate into sustainable cash flow, manageable leverage and attractive returns on capital.

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