Hitachi Energy's order inflows, excluding HVDC, rose 26 per cent Y-o-Y to Rs 5,100 crore, while its order book increased 11 per cent to Rs 32,200 crore in Q1FY27
Hitachi Energy shares: Today's buying activity in Hitachi Energy was buoyed by the company's stellar Q1 numbers, with its net profit jumping more than twofold Y-o-Y to ₹294.2 crore in Q1FY27.
At 01:59 PM on Friday, the Nifty Midcap 100 and Nifty Smallcap 100 indices were down 0.6 per cent each, as against 0.7 per cent rise in the Nifty 50 index.
According to a Reuters report, the Indian government has allowed four Chinese power equipment manufacturers to participate in government tenders for critical power projects.
Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)
Citi estimates that HVDC-related investments represent an opportunity of around ₹1.6 trillion as India works toward integrating 900 GW of renewable energy capacity by FY36.
India's data centre market, valued at $5.55 billion in 2025, is projected to reach $13.11 billion by 2034, driven by digital transformation, cloud adoption and escalating AI workloads
Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook
Shares of power companies surged as investors cheered strong order books, renewable energy demand and robust earnings visibility across the sector
Siemens Energy, CG Power and Industrial Solutions, GE Vernova T&D India, Thermax, ABB India, Hitachi Energy India, Siemens and Adani Green Energy were up in the range of 4-8% in Wednesday's trade.
In the past one month, the Nifty Midcap 100 index outperformed the market by gaining 3.4 per cent, as compared to 0.1 per cent decline in the Nifty 50.
Hitachi Energy shares fell after Q4FY26 margin pressure despite strong revenue and profit growth. Brokerages await management commentary
Stocks to Watch today, May 26, 2026: Hitachi Energy, Container Corp, IRCTC, Indian Metals & Ferro Alloys are among the top stocks to watch during today's trading session
Q4FY26 company results: Firms including Amara Raja Energy & Mobility, Awfis Space Solutions, Campus Activewear, and Chemplast Sanmar are also to release their January-March earnings today
Stocks to Watch today, May 25, 2026: Shares of oil marketing companies will remain in focus today after petrol and diesel prices were raised by ₹2.61-2.71 per litre on Monday
The T&D value chain, particularly segments focused on high voltage transformers, continues to benefit from a robust capex outlay, say analysts at Motilal Oswal.
While describing midcaps as a stock-specific universe, analysts attributed the outperformance to healthy valuation normalisation in the segment over the past few quarters
BSE Capital Goods index hit a new high of 79,887.59, up nearly 2% in Thursday's intra-day deal. The index has surged 17% in the past two months.
IDBI Capital believes that Hitachi Energy India is a potent play amid a growing theme of power transmission in India
Jyoti CNC, Apar Ind, BHEL, Thermax, Kirloskar Oil Engines, Siemens Energy, ABB, CG Power and Hitachi Energy were up 2 per cent to 5 per cent on the BSE in Monday's intra-day trade.