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Hitachi, Ltd. (HTCI:CA) Q4 2025 Earnings Call Transcript

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Hitachi reported strong FY2025 results, driven by its Energy segment’s Power Grid business, despite global economic uncertainty. The company emphasized progress toward its Inspire 2027 sustainability growth plan. CFO Tomomi Kato outlined FY2026 projections, highlighting continued investment in digital infrastructure and green energy solutions as core priorities under the new three-year management plan (2026–2028). CEO Toshiaki Tokunaga confirmed Hitachi’s focus on resilient growth, citing adaptive strategies in volatile markets while maintaining alignment with long-term decarbonization and digital transformation goals. Analysts questioned operational risks, but leadership reaffirmed confidence in Hitachi’s diversified portfolio, particularly in quantum and AI-driven industrial solutions, as key differentiators. The earnings call underscored Hitachi’s shift toward high-margin sectors, with quantum computing and smart energy systems positioned as critical drivers for future revenue expansion.
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Hitachi, Ltd. (HTCI:CA) Q4 2025 Earnings Call Transcript

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SA Transcripts159.46K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Hitachi, Ltd. (HTCI:CA) Q4 2025 Earnings Call April 27, 2026 3:30 AM EDT Company Participants Toshiaki Tokunaga - President, CEO, Representative Executive Officer & DirectorTomomi Kato - Rep. Executive Officer, SVP, CFO, CRMO & GM of Finance Group Conference Call Participants Noriyuki TakizawaSho Fukuhara - Jefferies LLC, Research DivisionKenji Yasui - UBS Investment Bank, Research DivisionRyosuke Katsura - SMBC Nikko Securities Inc., Research DivisionSachiko NakaneTakero Fujiwara - Citigroup Inc., Research DivisionTakuya Maeda - SMBC Nikko Securities Inc., Research DivisionMikio Hirakawa - BofA Securities, Research Division Presentation Operator [Foreign Language] The scheduled time has come. We will now begin the briefing session on the progress of Inspire 2027 management plan and consolidated financial results for the year ended March 31, 2026. First, President and CEO, Tokunaga, will say a few words. Mr. Tokunaga, please. Toshiaki TokunagaPresident, CEO, Representative Executive Officer & Director This is Tokunaga speaking. Thank you very much for joining us in such a busy schedule today. At this moment, Mr. Kato, the CFO, will talk about the earnings for FY 2025 and the 3-year management plan from 2026 to 2028. Inspire 2027, I will explain. Although we operated our business in a highly uncertain environment in fiscal year 2025, we think we were able to get off to a good start toward sustainable growth that Inspire 2027 aims for. Now, let me turn it over to Mr. Kato for a presentation. First, Kato will now explain the consolidated financial results for fiscal year 2025 and the outlook for fiscal year 2026. Tomomi KatoRep. Executive Officer, SVP, CFO, CRMO & GM of Finance Group First, I will outline the key performance highlights of this earnings announcement. Regarding the results for fiscal year 2025, in addition to continued strong performance of the Power Grid business in the Energy segment, Domestic

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Source: Seeking Alpha