Hitachi Energy Shares Skyrocket 14% Following Exceptional Quarterly Performance
In a remarkable display of strength, shares of Hitachi Energy witnessed a dramatic surge of 14% during intraday trading on Friday, February 06, catapulting to a multi-month peak of ₹21,889 per share. This impressive rally occurred against a backdrop of general market uncertainty, where broader indices struggled to gain momentum. The powerful uptick in this transmission and distribution (T&D) stock was directly fueled by the company's announcement of better-than-anticipated financial results for the December quarter, enabling the stock to decisively reclaim the psychologically significant ₹21,000 threshold after a two-month hiatus.
Quarterly Financial Highlights Show Explosive Growth
Post-market closure on Thursday, Hitachi Energy unveiled its consolidated financial figures for the third quarter, revealing a staggering 90.3% year-on-year (YoY) increase in net profit, which soared to ₹261.4 crore. This marks a substantial leap from the ₹137.4 crore net profit recorded in the corresponding quarter of the previous fiscal year.
Revenue for the October–December 2025 quarter exhibited robust growth as well, climbing 29.6% YoY to reach ₹2,168 crore. The company attributed this strong top-line performance to heightened demand in India and other critical international markets, an expanded market share, and the successful implementation of key strategic initiatives outlined in its earnings report.
Operational Efficiency and Profitability Metrics Shine
The company's operational performance was particularly noteworthy. Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) for Q3 stood at an impressive ₹338 crore, representing a monumental 100.4% YoY increase. This surge contributed to a significant 550-basis point expansion in the EBITDA margin, which rose to 15.6%. These figures underscore Hitachi Energy's sustained and focused efforts to enhance overall profitability and operational efficiency across its business segments.
Order Book Dynamics and Strategic Export Wins
While overall order inflows experienced a YoY decline, primarily due to the inclusion of a substantial High-Voltage Direct Current (HVDC) order in the third quarter of FY2025, the underlying trend remains positive. Excluding this one-off large order, order inflows actually demonstrated a robust 70% growth, as detailed in the company's earnings filing.
Hitachi Energy concluded the quarter with a formidable order backlog of ₹29,872.2 crore, providing strong and clear revenue visibility for several upcoming quarters. Beyond domestic market success, the company secured significant export orders, which constituted 29.8% of the total orders booked during the quarter. These export wins included contracts from utilities and data centers spread across Southeast Asia and Southern Africa, highlighting the company's expanding global footprint.
Future Growth Catalysts and Long-Term Outlook
In its forward-looking statements, the company emphasized the transformative role of artificial intelligence (AI). It noted that AI's power-intensive expansion will necessitate substantial investments in infrastructure. Concurrently, the global shift towards electrification is anticipated to support capacity expansion initiatives, strengthen grid reliability, and improve energy access. These trends align with ambitious targets, such as achieving a per capita electricity consumption of 2,000 kWh by the year 2030.
Stock Performance Trajectory and Investor Sentiment
Hitachi Energy's share price has been on a sustained upward trajectory since February 2025, accumulating a remarkable gain of 91.5% to date. During this bullish phase, the stock also achieved a fresh all-time high of ₹22,837 per share in December 2025.
Analyzing its yearly performance, the stock delivered a solid 27.22% return to its shareholders throughout the calendar year 2025. In the current year, it has already posted an additional 18% gain, reflecting strong investor confidence and bullish bets on the company's future growth prospects and its position within the evolving energy and infrastructure landscape.
