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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Hitachi
Hitachi (6501) investor relations material
Hitachi Hitachi Energy Investor Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Hitachi Energy Investor Day 2026 summary3 Nov, 2026
Market outlook and growth opportunities
Electricity’s share of global energy consumption is projected to rise from 20% in 2020 to 42% in 2050, as total energy consumption doubles.
Global TSO capital expenditure is projected at $2.4T for 2026-2035; the energy supercycle is expected to continue for ~10-15 years.
Addressable market expected to reach $400B by 2030, with ~7% CAGR for 2025-2030 and 5% for 2030-2035; market nearly doubles from 2025 to 2035.
2020-2050 demand projections include HVDC 4x, battery storage >10x, power electronics 6-8x and software solutions >6x.
Adjacent edge market projected at ~$130B by 2035: ~$60B core substations and ~$70B new offerings, serving utilities, industry and data centers.
Financial performance and outlook
H1 FY2026 revenue $11.0B, up 20% nominally; adjusted EBITA margin 15.4% vs. 12.9% H1 FY2025, and ROIC 54.4% vs. 41.7%.
FY2030 targets raised vs. October 2025: revenue $38B+ and mid-teens FY2024-2030 CAGR; adjusted EBITA margin 19-21% vs. prior 16-17%; ROIC 30-40% vs. 25-30%.
Backlog exceeded $65B in H1 FY2026, more than 4x FY2021; margin ~7% higher vs. FY2022 and 3-5 years of revenue visibility.
Average cash flow conversion targeted above 90%; disciplined capacity investment aims to support growth with lower capital intensity.
Strategy and capacity expansion
Five priorities: convert backlog, expand capacity, improve efficiency with AI, grow technology-enabled services, and launch end-to-end offerings through partnerships and M&A.
More than 40 capacity projects underway; $9B investment planned for FY2020-2027 across manufacturing, M&A and partnerships; workforce additions of 5,000+ annually in FY2025-2027.
Revenue projected to grow at ~16% CAGR from FY2020 to FY2030, reaching ~$38B; backlog projected to grow at ~25% CAGR to ~$60B.
AI optimization ambition raised by $100M from the June 2026 announcement to $350M+ annual adjusted EBITA by FY2030; automation and AI also target +20% factory throughput.
Service revenue targeted to grow at 15-20% CAGR from FY2024 to FY2030, supported by HMAX Energy, Shermco synergies, R&D, partnerships and M&A.
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Latest events from Hitachi
- Record Q2 growth across sectors as FY2026 guidance rose.6501
Q2 2027 - Revenue up 20% year-over-year with record profits and raised full-year guidance.6501Q1 2027
- AI-driven growth, HMAX expansion, and disciplined investment drive record profits and margin targets.6501Investor Day 2026
- Record Q1 profits and robust Energy, Mobility, and Lumada growth drive strong FY2025 outlook.6501Q1 2026
- Leadership transition prioritizes digital growth, global expansion, and sustained financial outperformance.6501Status Update
- Accelerating digital-driven growth, targeting ¥9T FY24 revenue with Lumada and global investments.6501Investor Day 2024
- Digital transformation targets 80% Lumada sales, 13-15% EBITA margin, and global digital growth.6501Investor Day 2025
- Record FY2024 profits and robust FY2025 outlook with expanded shareholder returns.6501Q4 2025
- Upward FY24 guidance and robust growth in digital, energy, and mobility sectors.6501Q3 2025
Next Hitachi earnings date
Q3 202728 Jan, 2027
Hitachi
Next Hitachi earnings date
Q3 202728 Jan, 2027
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Hitachi, Ltd., incorporated on December 17, 1910, provides information technology, energy, industry, mobility, and smart life solutions in Japan and internationally. It operates through Information & Telecommunication Systems, Social Infrastructure & Industrial Systems, Electronic Systems & Equipment, Construction Machinery & High Functional Materials & Components, Automotive Systems, Smart Life & Ecofriendly Systems, Power Systems and Financial Services segments.