Hitachi Energy India Q1 results: net profit rises over twofold to Rs 294 crore. PTI Last Updated: Aug 07, 2026, 06:04:00 PM IST Hitachi Energy India has displayed remarkable financial growth with a net profit soaring over 100% in the June quarter. The company reported a substantial increase in operational revenue compared to the previous year. With first-quarter orders reaching Rs 5,096.5 crore for FY27, the firm has achieved a record order backlog totaling Rs 32,222.1 crore, fueled by robust progress in energy transition and security sectors. Hitachi Energy India on Friday said its net profit jumped more than twofold year-on-year to Rs 294.2 crore in the June quarter of FY27. The company recorded a net profit of Rs 131.6 crore in the same quarter of the previous fiscal, Hitachi Energy said in a statement. * ABB power. CLOSED - 03:56 PM | 07 Aug 2026 700.00 (2.20%) Mean Recos by 18 Analysts Strong Sell Strong Buy Unlock Stock Report Key Metrics * PE Ratio (x) 147.09 * EPS - TTM 221.63 * MCap (₹ Cr.) 1,45,305 * MCap Rank 6 * PB Ratio(x) 27.47 * Div Yield(%) 0.00 * Face Value(₹) 2.00 * Beta - * 52W H/L 38,785 / 16,111 You May Like Revenue from operations rose to Rs 2,493.7 crore in the reporting quarter from Rs 1,478.9 crore in the same period a year ago. During Q1FY27, orders totalled Rs 5,096.5 crore. The company's growth saga continues in the opening quarter of FY27, resulting in the highest-ever order backlog of Rs 32,222.1 crore. N Venu, Managing Director & CEO of Hitachi Energy India, said in the statement, "Q1FY27 indicates excellent overall performance, resulting in robust order and revenue growth. It reflects strong market momentum, driven by a surge in opportunities stemming from the energy transition & security across the country and globally."

Data centre boom placing growing pressure on electricity equipment supply chains, Hitachi Energy says. August 6, 2026 The rapid expansion of Australia's data centre sector is increasing pressure on global supply chains for high-voltage electrical equipment, according to Hitachi Energy, which says stronger coordination and earlier planning will be needed to avoid delays to major infrastructure projects. Speaking at the Energy Needs of Data Centres Australia conference in Sydney, Hitachi Energy Australia Managing Director Bernard Norton said demand for electricity infrastructure was rising alongside growth in artificial intelligence (AI), the energy transition, and the electrification of transport and industry. "The challenge for data centre developments is not just energy; it's also the supply of the high voltage equipment needed to power the sector," Norton said. According to Hitachi Energy, the Australian market for data centre electricity equipment has tripled over the past three years and is projected to reach US$9 billion by 2031. Norton said the expansion of data centres was occurring at the same time as increased demand for electrical equipment from other sectors. "The market size for data centre equipment in Australia has tripled over the past three years and it's expected to reach US $9 billion by 2031," he said. "This growth is coinciding with the extra demand from the energy transition and the electrification of transport and industry. "It's creating the perfect storm for supply chains. If we want to avoid long delays to data centre development and critical electricity projects, we need to change the way we do things." Hitachi Energy said the emergence of larger AI-focused data centres was contributing to higher infrastructure requirements. According to the company, new AI facilities are around five times larger than existing data centres and can require dedicated transmission substations, with each facility needing approximately four large power transformers weighing more than 200 tonnes each. The company said a substation of this size would have the capacity to supply around 100,000 homes. Hitachi Energy also estimates that around 1,400 high-voltage transformers will be required globally by 2030 to support new data centre developments. Norton said manufacturing timelines for high-voltage transformers had increased significantly as demand for the equipment had grown. "High voltage transformers take time to construct. Lead times for this equipment has increased significantly due to the global energy transition - it's basically doubled," he said. He said Hitachi Energy had invested $1.5 billion as part of a broader expansion of its transformer manufacturing capacity, but noted that much of the additional production capacity had already been allocated. "As part of a multi-billion dollar expansion program, Hitachi Energy has invested $1.5 billion to expand electricity transformer manufacturing and production, but much of that extra capacity is already committed," Norton said. "The supply side crunch is felt equally across other equipment classes. The risk is that AI growth is increasingly constrained not by computing technology, but by power infrastructure." To help address potential bottlenecks, Norton said developers, electricity providers and technology companies should engage earlier in project planning and adopt longer-term procurement approaches. "We need earlier coordination, better forward planning and smarter procurement between the developers, the energy sector and technology providers to prevent the bottlenecks," he said. "Early conversations are focussing on a 'program of works' rather than individual projects, manufacturing slot availability, and long-term partnerships." "This helps drive certainty for projects and certainty for manufacturers, increasing bankability for projects and bankability for additional expansion."

Growing U.S. Industries that benefit from Mexico manufacturing. Article Overview: Technology has increased demand for industrial production beyond traditional sectors that have extensively relied on Mexico manufacturing in the past. Perhaps unsurprisingly, the fastest-growing U.S. industries that are next to benefit from the advantages of expanding production to Mexico are all linked in some way to artificial intelligence (AI). Mexico manufacturing has been a significant factor in the expansion of U.S. industries, including automotive, aerospace, and electronics manufacturing, among others, for decades. Much of the production for these sectors requires highly specialized talent and stable supply chains to support the increasing demand over the years. Now, as technology continues to introduce new products, interests, and audiences, companies must keep pace with a rapidly growing industry while still managing costs and meeting strict deadlines. Many manufacturers are continuing the path they know as they expand their offerings, while others are entering new territory altogether. Either way, Mexico manufacturing and the help of a shelter company remains a top strategy. All roads lead back to AI. It's no surprise that AI has opened up new pathways for manufacturers to explore. Some have begun expanding their own services and capabilities, using what they're already skilled in and finding new applications. From cooling systems needed for data centers to robotics and automation equipment used across multiple sectors, Mexico has become a central hub for the data center supply chain with a strong ecosystem producing electrical, cooling, mechanical, connectivity, and precision metal components used in data centers. Data center cooling. The appliance sector is expanding its production to support data center cooling needs. With HVAC manufacturing already in place for businesses and homes, expanding these services is a sensible next step. * Daikin, a leading global commercial and industrial HVAC manufacturer, notably invested USD $121M in a Tijuana manufacturing facility to support significant data center market growth in North America. * Vertiv operates multiple manufacturing facilities throughout Mexico to meet the surging demand for emerging technologies, including AI and power for data centers. Power distribution & AI infrastructure electrical equipment. Machine manufacturing, power distribution manufacturing, and electrical transformers are all main growing U.S. industries in Mexico. Over USD $650B in U.S. data center planning is expected in 2026, though close to half of these builds are delayed or canceled due to a shortage of key electrical components, including transformers and switchgear. While China has previously been a supplier of these types of components, the trade war between the U.S. and China has led to new investments and reshoring production in Mexico as an alternative to fulfill these needs. * Hitachi Energy has invested $155M for production expansion to include the new Reynosa distribution transformer plant. * G&W Electric has quadrupled the size of its original location in Mexico to support the company's long-term global growth Industrial robotics & automation equipment. In 2024, the International Federation of Robotics reported 5,600 industrial robot installations in Mexico, 63% of which were for the automotive sector. However, supply chain integration between the U.S. and Mexico offers the opportunity beyond automotive manufacturing alone and expands to the adoption of robotics, machine vision, and other automatic technologies. AI computing hardware (servers, networking, electronics). Manufacturers in Mexico are expanding production of laptops, servers, and other electronic components to meet North American demand and reduce dependence on Asia. * Between 2018 and 2025, U.S. goods imports from Mexico grew 55% while imports from China dropped 43%, a reflection of the implementation of the USMCA. * In 2024, the U.S. imported $114.1B in finished electronics from Mexico, a 22.5% year-over-year increase. Growing sectors, AI or otherwise, can benefit from Mexico's technically proficient labor pool, which has a higher availability rate and lower salary cost compared to the U.S. Other key manufacturers and suppliers with Operations in Mexico. | Company | Products for Data Centers | Mexico Operations | / | | Schneider Electric | Switchgear, UPS, PDUs, busway, electrical distribution | Monterrey, Tlaxcala, CDMX | | Panduit | Copper and fiber connectivity, cable management | Reynosa | | Legrand | Cabinet systems, PDUs, cable management | Monterrey | | Eaton | Switchboards, UPS, breakers, busway | Querétaro, Nogales | | nVent | Enclosures, thermal management | Reynosa | | Belden | Industrial and fiber optic cable | Nogales | | CommScope | Fiber connectivity and structured cabling | Ciudad Juarez | | TE Connectivity | High-speed connections and cable assemblies | Hermosillo, Empalme | Shelter services help streamline manufacturing setup. As the industry continues to shift gears to accommodate AI advancements, it's a race against time to stay competitive. Working with a shelter company expedites the setup process and minimizes risk for U.S. companies operating in Mexico. It saves manufacturers time, costs, and stress of launching or expanding production. Shelter services include expert assistance with compliance requirements and all administrative responsibilities to ensure companies stay flexible and cost-effective with their production goals.