Investor Presentation

HITACHI August 07, 2026 The Secretary, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Limited, 1st Floor, Phiroze Jeejeebhoy Towers, ‘Exchange Plaza’, 5th Floor, Plot No. C/1, G Block, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 543187 Scrip Symbol: POWERINDIA Subject: Analysts/Investors’ Presentation Dear Sir / Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of Presentation to be made during the conference call with Analysts/Investors as scheduled today i.e., August 07, 2026, for the information of the Stock Exchanges. The above information is also hosted on the website of the Company at: https://www.hitachienergy.com/in/en/investor-relations/analyst-section. Kindly take the same on your records. Thank you, Yours faithfully, For Hitachi Energy India Limited Poovanna Ammatanda General Counsel and Company Secretary Encl.: as above Hitachi Energy India Limited Registered and Corporate Office: 8th Floor, Brigade Opus, 70/401, Kodigehalli Main Road, Bengaluru - 560 092 Email ID: investors@hitachienergy.com Phone: 080 68473700 CIN: L31904KA2019PLC121597 hitachienergy.com/in Hitachi Energy India Ltd Q1 FY26-27 | Analyst Conference Call N Venu, Managing Director and CEO Symbol: POWERINDIA | Scrip code: 543187 7th August 2026 PPuubblliicc ©© 22002266 HHiittaacchhii EEnneerrggyy.. AAllll rriigghhttss rreesseerrvveedd.. Cautionary statement This presentation has been prepared by Hitachi Energy India Limited (“Company”) solely for information purposes. While reasonable care has been taken in preparing this presentation, no representation or warranty, express or implied, is made regarding the accuracy, completeness or correctness of the information contained herein, except as required under applicable law. The information contained in this presentation should not be construed as investment, legal, tax or other professional advice, and no reliance should be placed on it as the basis for any investment decision. This presentation may contain forward-looking statements based on current expectations, estimates, assumptions and projections, including those relating to the business outlook, plans, strategy and future performance of the Company. Forward-looking statements may be identified by terms such as “anticipate”, “expect”, “believe”, “estimate”, “target”, “forecast”, “intend”, “plan”, “may”, “will”, “could” or similar expressions. These statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions, including economic conditions, regulatory changes, market developments, currency fluctuations, compliance-related costs and other factors disclosed in the Company’s filings/disclosures with BSE Limited, National Stock Exchange of India Limited and/or SEBI, as applicable. Actual results may differ materially from those expressed or implied. Certain market, industry and economic information, if any, may be based on publicly available sources and/or third-party reports which have not been independently verified by the Company. The information in this presentation is provided as of the date of this presentation and the Company assumes no obligation to update or revise any information or forward-looking statement, except as required under applicable law. This presentation does not constitute an offer, invitation, solicitation or recommendation to purchase, subscribe for or sell any securities of the Company, nor shall it form the basis of any contract or commitment. This presentation is not a prospectus, offer document, placement document or other issue document under applicable securities laws. Investment in securities involves risks, including possible loss of principal. Viewers should consult their own independent professional advisers before making any investment decision 2 PPuubblliicc ©© 22002266 HHiittaacchhii EEnneerrggyy.. AAllll rriigghhttss rreesseerrvveedd.. License to operate Safety Performance Operations 0.16 Total recordable injury frequency rate (TRIFR) Target: 0.09 450+ Lifesaving rules inspections performed Health screening: Peenya Mock drill: Mysore Yoga Day: Doddaballapur 100% High risk hazards closed on time 63 20 1300+ Safety Observation Tours (SOTs) Health Talks and First Aid & Basic Life Employees participated performed screening programs support trainings in International Yoga Day awareness sessions Zero at factories and o(cid:264)ces Non-Conformance Reports (NCRs) open and overdue 3 PPuubblliicc ©© 22002266 HHiittaacchhii EEnneerrggyy.. AAllll rriigghhttss rreesseerrvveedd.. ESG targets and action plan Focus Segments Targets for 2030 from 2019 levels Actions and achievements against targets 78% reduction achieved to date. Actions include installation of biofuel boiler in Mysore, electrical Emission 50% reduction in CO emissions 2 retrofits, PPA for renewable electricity 100% renewable electricity across 100% renewable electricity achieved through rooftop Renewable Electricity operations solar, PPA and I-RECs Planet 16% reduction in freshwater use achieved through Water 25% reduction in freshwater use water recycling, water efficient fixtures and retrofits initiatives 50% reduction in waste disposed to More than 80% reduction achieved, with 2 sites Waste landfill or incineration attaining zero waste to landfill Zero fatalities achieved. Actions include HSE Zero harm – zero fatalities and serious masterclass training, HSE Leadership development Safety injuries program training and regular HSE internal audits and People self-assessments Increase female representation from Diversity Female representation has increased to 10% 5.8% to 16-18% Principle Corruption Zero incidents of corruption and bribery No incidents of corruption and bribery reported 4 PPuubblliicc ©© 22002266 HHiittaacchhii EEnneerrggyy.. AAllll rriigghhttss rreesseerrvveedd.. India's energy transition driving grid investments Policy support, electrification and digital infrastructure are driving unprecedented power demand growth Demand Creation Infrastructure Response 500 GW renewables by 2030 driving massive grid integration demand. Green Hydrogen Mission alone to Renewables require ~125 GW of renewable capacity by 2030 Transmission Transmission roadmap of Rs 7.9 lakh Cr investment to integrate over 900 GW non fossil by FY35 (CEA) Industry Proposed ₹1.25 lakh Cr allocation under ISM 2.0 signals stronger semiconductor push Data center India DC capacity to reach 5-8 GW by 2030 with Mumbai & Chennai being hub Indian Railways Rs 14,400 crore program with Kinet Railway Solutions aims to manufacture 120 Vande Transport Bharat Sleeper trainsets. Distribution 6 Peak demand to reach 495 GW by 2035 1.. Renewable 2. Transmission 3.Semiconductor 4. Data center 5.. Indian Railways6. Peak Demand 5 PPuubblliicc ©© 22002266 HHiittaacchhii EEnneerrggyy.. AAllll rriigghhttss rreesseerrvveedd.. Solid performance driving growth and building margins Rs Crs Growth Growth Particulars Q1FY27 YoY(%) QoQ (%) Orders in Q1FY27 Orders 5,096.5 -55.1% 110.4% Orders 26.1% 39.7% (without HVDC) – Renewables: marked a milestone by securing the company's first BESS project in Andhra Pradesh Revenue 2,493.7 68.6% -9.5% – Export: flagship order of 2GW for wind power evacuation in Europe PBT 389.5 120.2% -12.1% – Industries: won prestigious order for a 100 GW solar park in western India PAT 294.2 123.5% -11.0% – Data Centers: secured over 560 MVA power transformers, 800 MVA dry transformers and 230/33KV GIS over multiple data Op. EBITDA 399.9 135.0% -11.6% center orders during Q1FY27. Among these, the most significant was a 40x2500 KVA project in Hyderabad, awarded by a leading Op. EBITDA (%) 16.0% Indian multinational conglomerate OBL ( As on) 32,222.1 10.6% 9.0% 6 PPuubblliicc ©© 22002266 HHiittaacchhii EEnneerrggyy.. AAllll rriigghhttss rreesseerrvveedd.. 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