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Hitachi Energy India rallies on solar, battery storage and data-centre orders
Finance·Short term·▲ +2%

Hitachi Energy India’s backlog should keep investors focused on data centres and grid buildout, not the headline order dip.

This is a strong signal that India’s power and electrification capex cycle is still feeding listed industrials. The data-centre angle also ties the stock to the AI infrastructure boom.

AI reasoning

This is a strong signal that India’s power and electrification capex cycle is still feeding listed industrials. The data-centre angle also ties the stock to the AI infrastructure boom.

Curated summary

Hitachi Energy India jumped about 9 percent after Q1FY27 results and new orders in solar, battery storage and data centre segments. Revenue rose 68.6 percent to Rs 2,493.7 crore, net profit jumped 123.5 percent to Rs 294.2 crore and EBITDA grew 135 percent to Rs 399.9 crore. Order backlog reached Rs 32,222.1 crore, up 10.6 percent, even though headline order inflow fell 55.1 percent year on year because of a large HVDC order last year.

Supporting evidence

Source news

Hitachi Energy India rallies on solar, battery storage and data-centre orders

The power equipment maker posted strong Q1 numbers and a bigger backlog even as headline order inflow fell from a large prior-year base.

Blog - Trade Brains·1h ago
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