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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Hitachi
Hitachi (6501) investor relations material
Hitachi Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Jan, 2026
Executive summary
Q3 FY2025 delivered record highs in revenue, adjusted EBITDA/EBITA, and core free cash flow, driven by strong growth in Energy, Mobility, and Digital Systems & Services, with robust Japanese IT business performance.
Revenues for the nine months ended December 31, 2025, increased 7% year-on-year to ¥7,501.8 billion, with net income attributable to stockholders up 48% to ¥638.6 billion.
Upward revisions were made to full-year forecasts for revenue, profit, cash flow, and ROIC, reflecting strong business momentum across key segments.
Comprehensive income rose 76% year-on-year, driven by strong operating performance and favorable foreign currency translation.
Segment reclassification and profit calculation changes were implemented to align with a digital-centric strategy.
Financial highlights
Q3 FY2025 revenue: ¥2,714.3bn (+10% YoY), adjusted EBITA: ¥346.2bn (+64.4bn YoY), margin: 12.8% (+1.4 pts), net income: ¥165.6bn (+27.1bn YoY), core FCF: ¥289.1bn (+83.4bn YoY).
Gross profit rose to ¥2,234.9 billion, up 11% year-on-year; adjusted operating income increased 26% to ¥825.7 billion.
EBIT surged 54% to ¥1,027.5 billion; basic EPS increased 50% to ¥140.36 after a 5-for-1 share split.
Cash and cash equivalents at period end were ¥1,124.7 billion, up ¥258.4 billion from March 2025; D/E ratio improved to 0.16x.
Net cash provided by operating activities more than doubled to ¥1,161.9 billion.
Outlook and guidance
Full-year forecasts for revenue, profit, cash flow, and ROIC were revised upward; all six key KPIs are projected to improve year-on-year.
FY2025 forecast: revenue ¥10,500.0bn (+7% YoY), adjusted EBITA ¥1,260.0bn (+176.4bn YoY), margin 12.0% (+0.9 pts), net income ¥760.0bn (+144.2bn YoY), core FCF ¥1,000.0bn (+219.4bn YoY), ROIC 11.8% (+0.9 pts).
Management emphasizes continued focus on digital transformation and growth in Social Innovation Business.
Share repurchase program of up to 30 million shares (¥100 billion) authorized for Q1 2026 to enhance shareholder returns.
Strategic rationale for equity associate sales?
Drivers of business reorganization gain/loss?
Rationale for new share repurchase program?
Storage Business: Path to DSS average profitability?
HMAX: Key growth areas and partner strategy?
CI reorganization: Objectives and expected outcomes?
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Latest events from Hitachi
- Record Q1 profits and robust Energy/Mobility growth, but comprehensive income fell on FX.6501
Q1 20263 Feb 2026 - Net income up 150% to ¥175.3B, with strong digital/green growth and major portfolio moves.6501Q1 20252 Feb 2026
- Targeting ¥9T FY24 revenue with digital, green, and global expansion, led by Lumada and AI.6501Investor Day 20241 Feb 2026
- Core sectors delivered strong growth and guidance was raised, despite Astemo headwinds.6501Q2 202518 Jan 2026
- Tokunaga named next CEO to lead Hitachi’s digital transformation and global growth.6501Status Update11 Jan 2026
- Upward FY24 outlook and strong segment growth, despite some year-on-year declines.6501Q3 20259 Jan 2026
- Record profits, sector growth, and higher returns forecast despite tariff and global risks.6501Q4 202529 Nov 2025
- Digital-driven growth targets 80% Lumada sales and 13-15% EBITA margin by FY2027.6501Investor Day 202520 Nov 2025
- Record profit and raised outlook driven by Energy, IT, and strong global demand.6501Q2 202630 Oct 2025
Next Hitachi earnings date
Q4 202624 Apr, 2026
Hitachi
Next Hitachi earnings date
Q4 202624 Apr, 2026
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