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Home » Hitachi, Ltd. (HTCI:CA) Analyst/Investor Day Transcript
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Hitachi, Ltd. (HTCI:CA) Analyst/Investor Day Transcript

thebusinesstimes.co.ukBy thebusinesstimes.co.uk11 June 20260 Views
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Hitachi, Ltd. (HTCI:CA) Analyst/Investor Day Transcript
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Hitachi, Ltd. (HTCI:CA) Analyst/Investor Day June 10, 2026 2:00 AM EDT

Company Participants

Toshiaki Tokunaga – President, CEO, Representative Executive Officer & Director
Andreas Schierenbeck – Senior VP, Exec. Officer & CEO of Energy Business, Power Grids Business Unit and Hitachi Energy Ltd.
Giuseppe Marino – Senior VP, Executive Officer and CEO of Mobility Sector & Railway Systems Business Unit
Noriharu Amiya – SVP, Exec Ofcr, CEO of Connective Indu. Sector & CEO of Urban Solutions & Services Business
Jun Abe – EVP, CEO of Digital Systems & Services & CEO of Digital Engineering & AI Solutions Business
Tomomi Kato – Rep. Executive Officer, SVP, CFO, CRMO & GM of Finance Group

Conference Call Participants

Mikio Hirakawa – BofA Securities, Research Division
Kenji Yasui – UBS Investment Bank, Research Division
Ryo Harada – Goldman Sachs Group, Inc., Research Division
Masaya Yamasaki – Nomura Securities Co. Ltd., Research Division
Sho Fukuhara – Jefferies LLC, Research Division
Takero Fujiwara – Citigroup Inc., Research Division
Kazuo Yoshikawa – Morgan Stanley, Research Division
Junya Ayada – JPMorgan Chase & Co, Research Division
Junji Okawa – Daiwa Securities Co. Ltd., Research Division

Presentation

Toshiaki Tokunaga
President, CEO, Representative Executive Officer & Director

Hello, everyone. I am Tokunaga. Thank you very much for taking time at your busy schedule to participate in Hitachi Investor Day 2026. Also, I’d like to take this opportunity to express my sincere gratitude for your continued understanding and support of the Hitachi Group’s business activities. Since last year’s Investor Day, 1 year has already passed quickly. During this time, we have had the opportunity to discuss with many investors, not only in Japan, but also in North America, Europe and elsewhere. Just last month, we were able to hold individual dialogues with investors in North America.

The feedback we received from the investors was as follows: — while we generally appreciate Hitachi’s growth strategy, is the

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