POWERINDIA IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | — | — | 90.0% | — | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No Description of Main Activity Description of Business Activity % of Turnover of the e…” AR p.75 · 31-MAR-26 · +2 DOC | ||||||||
| Business | REV SHARE | — | — | 90.0% | CAPEX | FY25 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % of Turnover of the …” AR p.73 · 31-MAR-25 · +2 DOC | ||||||||
| Mumbai | REV SHARE | — | — | 10.0% | — | FY26 | DISC | 90% |
| “(iii) No customer individually accounted for more than 10% of the revenues for the year ended March 31, 2026 and Adani Electricity Mumbai Infra Limited account…” AR p.285 · 31-MAR-26 · +1 DOC | ||||||||
| POWERGRIDPower Grid Corporation of India Ltd. | CONTRACT | — | — | 90.0% | CAPEX | FY25 | EST | 80% |
| “Subject: Disclosure of information under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulatio…” ORDER p.1 · 25-NOV-24 · +1 DOC | ||||||||
| ABBABB India Ltd. | UNSTATED | — | — | 90.0% | — | FY26 | EST | 75% |
| “c) Amalgamation adjustment deficit account Amalgamation adjustment deficit account is the deficit between the carrying value of assets, liabilities and reserve…” AR p.268 · 31-MAR-26 · +2 DOC | ||||||||
| Financial Year | UNSTATED | — | — | 90.0% | — | FY25 | EST | 75% |
| “Due dates for transfer to IEPF are as under: Type Declaration Date Due Date Transfer of unclaimed Fractional shares amount (arising of fractional shares sold i…” AR p.132 · 31-MAR-25 · +1 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | 90.0% | — | FY26 | EST | 75% |
| “B) As at March 31, 2026, trade and other payables amounting to Rs. 108.46 crores (March 31, 2025: Rs. 48.23 crores), advance from customers amounting to Rs. 14…” AR p.270 · 31-MAR-26 DOC | ||||||||
| POWERGRIDPower Grid Corporation of India Ltd. | UNSTATED | — | — | 90.0% | — | FY25 | EST | 75% |
| “Power Grid Corporation of India Ltd (POWERGRID) has awarded the consortium of Hitachi Energy India Limited and Bharat Heavy Electricals Limited (BHEL) to desig…” AR p.57 · 31-MAR-25 DOC | ||||||||
| Parties | UNSTATED | — | — | 90.0% | — | FY25 | EST | 75% |
| “[Pursuant to clause (h) of sub-section (3) of Section 134 of the Act and Rule 8(2) of the Companies (Accounts) Rules, 2014] Form for disclosure of particulars …” AR p.204 · 31-MAR-25 DOC | ||||||||
| Others | UNSTATED | — | — | 90.0% | CAPEX | FY26 | EST | 70% |
| “No. Public policy advocated Method resorted for such advocacy Whether information available in public domain (Yes/No) Frequency of Review by Board Annually/ Ha…” AR p.123 · 31-MAR-26 DOC | ||||||||
| Office | UNSTATED | — | — | 90.0% | CAPEX | FY26 | EST | 70% |
| “Customers can register complaints through multiple accessible channels, including: • Contact Center • Email or written communication addressed to the concerned…” AR p.126 · 31-MAR-26 DOC | ||||||||
| Office | UNSTATED | — | — | 90.0% | — | FY26 | EST | 70% |
| “PROXIES IN ORDER TO BE EFFECTIVE MUST BE DULY FILLED, STAMPED, SIGNED AND SHOULD BE DEPOSITED AT THE COMPANY’S REGISTERED OFFICE NOT LATER THAN FORTY-EIGHT HOU…” AR p.136 · 31-MAR-26 · +1 DOC | ||||||||
| United States | UNSTATED | — | — | 90.0% | — | FY26 | EST | 70% |
| “Utility Received an order for 72.5 KV DS for a giant IT company in United States.” AR p.175 · 31-MAR-26 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | 90.0% | — | FY26 | EST | 70% |
| “Corporate Website: https://www.hitachienergy.com/in/en f) Share Transfer System: In order to enhance ease of doing investment and to further strengthen transpa…” AR p.202 · 31-MAR-26 · +1 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | 90.0% | CAPEX | FY26 | EST | 70% |
| “Steps taken by the Company for utilizing alternate sources of energy: • To achieve fossil free electricity, various steps were taken during the year such as in…” AR p.223 · 31-MAR-26 DOC | ||||||||
| Others | UNSTATED | — | — | 90.0% | — | FY26 | EST | 70% |
| “Details of changes in provisions during the year (Figures in brackets are in respect of the previous year) Class of provisions As at April 01, 2025 Additions A…” AR p.271 · 31-MAR-26 · +1 DOC | ||||||||
| Indian Railways | UNSTATED | — | — | 90.0% | CAPEX | FY25 | EST | 70% |
| “Energized the world’s highest rated 1,200kV transformer Commissioned the world’s first multi-terminal UHVDC link - the 6,000MW, 800kV DC link connecting North-…” AR p.20 · 31-MAR-25 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | 90.0% | — | FY25 | EST | 70% |
| “This was achieved on the back of the large HVDC order received to transmit renewable energy over a distance of 1,200 kms from Khavda in Gujarat to Nagpur in Ma…” AR p.54 · 31-MAR-25 DOC | ||||||||
| BHELBharat Heavy Electricals Ltd. | UNSTATED | — | — | 90.0% | — | FY25 | EST | 70% |
| “Power Grid Corporation of India Ltd (POWERGRID) has awarded the consortium of Hitachi Energy India Limited and Bharat Heavy Electricals Limited (BHEL) to desig…” AR p.57 · 31-MAR-25 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Indicate input material Recycled or re-used input material to total material April 1, 2024 - March 31, 2025 Current Financial Year April 1, 2023 - March 31, 20…” AR p.88 · 31-MAR-25 DOC | ||||||||
| NHPCNHPC Ltd. | UNSTATED | — | — | 90.0% | CAPEX | FY24 | EST | 70% |
| “51 x 2000 kVA, 33 kV dry type transformers • Steady momentum of renewable energy projects • 400 kV, 375MW substation in Jaisalmer, Rajasthan • 500 MW Solar int…” AR p.166 · 31-MAR-25 DOC | ||||||||
| Australia | UNSTATED | — | — | 90.0% | CAPEX | FY25 | EST | 70% |
| “• Orders for transformers, power quality technologies and other key products were booked from markets like Europe, the Middle East, Australia and neighboring c…” AR p.166 · 31-MAR-25 DOC | ||||||||
| United States | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Financial Year 2024-25 (i.e., April 01, 2024 to March 31, 2025) Terms and conditions vary based on various order(s)/ contract(s)/ agreement(s) • Delivery of Ma…” AR p.204 · 31-MAR-25 DOC | ||||||||
| Australia | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Financial Year 2024-25 (i.e., April 01, 2024 to March 31, 2025) Terms and conditions vary based on various order(s)/ contract(s)/ agreement(s) • Delivery of Ma…” AR p.204 · 31-MAR-25 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | 90.0% | — | FY25 | EST | 70% |
| “Steps taken by the Company for utilizing alternate sources of energy: • To achieve fossil free electricity, various steps were taken during the year such as in…” AR p.210 · 31-MAR-25 DOC | ||||||||
| Tennet | CONTRACT | — | — | 90.0% | — | 2026-08 | EST | 70% |
| “First question pertains to the 2GW Tennet order. What is the quantum of that order of the total order inflow of this quarter?” CONCALL p.9 · 31-AUG-26 DOC | ||||||||
| Rajasthan | CONTRACT | — | — | 90.0% | CAPEX | FY25 | EST | 70% |
| “Subject: Disclosure of information under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulatio…” ORDER p.1 · 09-FEB-25 · +1 DOC | ||||||||
| Khavda | CONTRACT | — | — | 90.0% | CAPEX | FY25 | EST | 70% |
| “Power Grid Corporation of India Ltd (POWERGRID) has awarded the consortium of Hitachi Energy India Limited and Bharat Heavy Electricals Limited (BHEL) to desig…” ORDER p.1 · 25-NOV-24 DOC | ||||||||
| South East Asia | UNSTATED | — | — | 90.0% | — | 2025-11 | EST | 65% |
| “The company received export orders from utilities in Europe, data centres in South East Asia, and renewables in Middle East and North America.” CONCALL p.7 · 30-NOV-25 DOC | ||||||||
| Mumbai | UNSTATED | — | — | 90.0% | CAPEX | 2026-06 | EST | 65% |
| “This project includes entire design, engineering supply, erection and commissioning of HVDC converter station at Aarey and Kudus and supporting 1,000 megawatts…” CONCALL p.6 · 30-JUN-26 DOC | ||||||||
| ABBABB India Ltd. | UNSTATED | — | — | 90.0% | CAPEX | FY25 | EST | 60% |
| “Energized the world’s highest rated 1,200kV transformer Commissioned the world’s first multi-terminal UHVDC link - the 6,000MW, 800kV DC link connecting North-…” AR p.20 · 31-MAR-25 DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | — | — | 90.0% | CAPEX | FY25 | EST | 60% |
| “Energized the world’s highest rated 1,200kV transformer Commissioned the world’s first multi-terminal UHVDC link - the 6,000MW, 800kV DC link connecting North-…” AR p.20 · 31-MAR-25 DOC | ||||||||
| FY27 | UNSTATED | — | — | 90.0% | — | FY27 | EST | 60% |
| “I am pleased to share that we have started the FY27 on a strong note, delivering robust growth in both orders and revenues.” CONCALL p.3 · 31-AUG-26 DOC | ||||||||
| MSETCL | UNSTATED | — | — | 90.0% | — | 2026-06 | EST | 60% |
| “It is for our customers in MSETCL, upgrade of control and protection.” CONCALL p.10 · 30-JUN-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| JBMAJBM Auto Ltd. | UNSTATED | 5,479 | 3,014–5,479 | — | — | FY25 | EST | 70% |
| “Total workforce: 17,000+ employees L&D infrastructure, including e-learning platforms, simulation labs, Skill Development Centers (SDCs) Apprenticeship tie-ups…” AR DOC | ||||||||
| TARILTransformers And Rectifiers (India) Ltd. | UNSTATED | 2,256 | 251–2,256 | — | — | FY26 | EST | 75% |
| “The tier of companies capable of serving the 400 kV and above market with reliable, tested products is limited to: Hitachi Energy India (formerly ABB Power Pro…” AR p.55 · 31-MAR-26 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Percentage of input material (inputs to total inputs by value) sourced from suppliers: Particulars April 1, 2025 - March 31, 2026 Current Financial Year April …” AR p.124 · 31-MAR-26 · +1 DOC | ||||||||
| Hitachi Energy Sweden AB (“HE Sweden”) | CONTRACT | CT 2,000 | — | — | COGS | FY26 | EST | 75% |
| “Hitachi Energy Sweden AB (“HE Sweden”) Sale or purchase of product(s), component(s), system(s), spares and / or rendering or receipt of services under multiple…” AR p.218 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Mode and frequency of engagement – Business review meet of senior business team members with key suppliers.” AR p.41 · 31-MAR-26 · +1 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 3/3 | 100% | 08-NOV-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 10-NOV-26 |
| ORDERS | 3/3 | 100% | 08-NOV-26 |
| RATINGS | 0/1 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +8.3% | 14-NOV-26 | from 15-OCT-26 · ABB India Ltd. +3.5% w 0 · Bharat Heavy Electricals Ltd. +0.5% w 0 · NHPC Ltd. +4.3% w 0 · Bank of India +18.2% w 0 · BSE Ltd. +14.9% w 0 |
| SUPP MOM 1M | -6.6% | 14-NOV-26 | from 15-OCT-26 · JBM Auto Ltd. -7.0% w 1 · Transformers And Rectifiers (India) Ltd. -5.6% w 0 |