I reiterate my Strong Buy on Hitachi, driven by its restructuring and exposure to energy transition and digital transformation themes. 1Q25 earnings were mixed: strong power grids offset by DSS weakness, but energy margins and order momentum remain robust. Management reaffirmed full-year profit guidance, with energy segment strength expected to persist and DSS recovery targeted via higher-value solutions.
Hitachi, Ltd. (OTCPK:HTHIY) Q1 2025 Earnings Conference Call July 31, 2025 3:30 AM ET Company Participants Tomomi Kato - Rep.
With Hitachi's restructuring efforts now complete, we believe the stock is poised for a multiple re-rating. Hitachi's shift in revenue mix from a capex-heavy business to a higher margin solutions-oriented business, focusing on Digital Transformation and Green Energy, underpins our bullish outlook. Japanese businesses, which have been slow and reluctant in accepting digital practices, are increasingly adopting DX strategies for their business with the help of government tax incentives.
| Industrial Conglomerates Industry | Industrials Sector | Mr. Toshiaki Tokunaga CEO | OTC PINK Exchange | 433578507 CUSIP |
| JP Country | 268,655 Employees | 30 Sep 2024 Last Dividend | 10 Jul 2024 Last Split | - IPO Date |
Hitachi, Ltd., a global powerhouse headquartered in Tokyo, Japan, extends its expertise across a broad spectrum of digital, green energy, mobility, and industry-connected solutions to customers worldwide. Since its inception in 1910, Hitachi has demonstrated a commitment to innovation and sustainability, addressing the evolving needs of society through its diverse offerings. The company's operations are segmented into seven distinct areas: Digital Systems & Services, Green Energy & Mobility, Connective Industries, Automotive System, Hitachi Construction Machinery, Hitachi Metals, and Others. By integrating cutting-edge technology with practical applications, Hitachi aims to empower communities and businesses, contributing to the development of a sustainable future.