Narrative Update on Hitachi Energy India: Analyst Price Target Change
Analysts have raised their fair value estimate for Hitachi Energy India from ₹20,817 to ₹21,895. This reflects improved profit margin projections, even though revenue growth expectations are slightly lower.
What's in the News
- Board meeting scheduled for November 3, 2025, to consider and approve the unaudited financial results for the second quarter and half year ended September 30, 2025 (Board Meeting).
- Announced investment of INR 300 million to expand the insulation and components manufacturing facility in Mysuru, Karnataka. This aims to double capacity for high-quality pressboard and laminated board production and transition the site to ultra-low carbon operations. The expansion is a key part of the company's INR 2,000 million India investment plan to be rolled out over the next 4-5 years (Business Expansions).
- The Mysuru facility upgrade is expected to help address the significant gap in transformer and component supply both within India and globally, boosting exports to markets such as the U.A.E., Oman, Kuwait, Saudi Arabia, Turkey, Indonesia, South Korea, and South Africa (Business Expansions).
- Project completion is targeted for mid-2027, contributing to Hitachi Energy India's long-term sustainability and growth objectives (Business Expansions).
Valuation Changes
- Fair Value: Increased from ₹20,817 to ₹21,895, reflecting a modest upward revision.
- Discount Rate: Decreased slightly from 16.23% to 16.01%.
- Revenue Growth: Lowered marginally from 40.49% to 39.85%.
- Net Profit Margin: Risen from 10.78% to 11.64%.
- Future P/E: Decreased from 81.84x to 80.32x.
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