Hitachi Energy Investor Days 2023
Growing backlog with higher margin
securing continued revenue and profitability growth
HITACHI
Inspire the Next
De-risking of business
model
Enhanced Terms &
Conditions (T&C)
Improved order backlog
gross margin
Order backlog (OBL) conversion to revenue, BUSD
Improved visibility from 3 years to 5+ years
Illustrative, as of Sep 2023
Volume
Improved OBL GM1
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
☐☐ FA & CRA²
Short/Medium-term
Long-term
FY 2021
FY 2022
FA & CRA²
|
I
|
Increased 2x
OBL
volume
2x
1x
FY 2023
Estimate
Public
1 Gross margin
10
5
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2 Framework Agreement (Long-Term) and Capacity Reservation Agreement
FY23 E
Products
Systems
Software &
Automation
Services
FY21
FA & CRA²
1
2
3
4 5 6
Years
OBL visibility 2x
Hitachi EnergyView entire presentation