share_log

Earnings Call Summary | Hitachi (ADR)(HTHIY.US) Q4 2023 Earnings Conference

Earnings Call Summary | Hitachi (ADR)(HTHIY.US) Q4 2023 Earnings Conference

業績電話會議摘要 | 日立 (ADR) (HTHIY.US) 2023 年第四季度業績發佈會
富途資訊 ·  04/27 15:34  · 電話會議

The following is a summary of the Hitachi, Ltd. (HTHIY) Q4 2023 Earnings Call Transcript:

以下是日立有限公司（HTHIY）2023年第四季度業績電話會議記錄摘要：

Financial Performance:

財務業績：

  • Hitachi reported an FY '23 revenue growth of 12%, primarily from the Green Energy & Mobility and Digital Service & Systems sectors.

  • Adjusted EBITA rose 20% year-on-year with a 10.1% EBITA margin improvement.

  • Net income rose to JPY 589.8 billion, and core cash flow reached a record high of JPY 571.4 billion.

  • For FY '24, Hitachi expects revenue and profit increases in three sectors and anticipates core cash flow to reach JPY 1.5 trillion.

  • The company predicts a net income growth to JPY 600 billion in FY '24, with a projected core free cash flow of JPY 480 billion.

  • 日立報告稱，23財年的收入增長了12％，主要來自綠色能源和交通以及數字服務與系統領域。

  • 調整後的息稅折舊攤銷前利潤同比增長20％，息稅折舊攤銷前利潤率提高了10.1％。

  • 淨收入增至5,898億日元，核心現金流達到創紀錄的5,714億日元。

  • 日立預計，24財年三個領域的收入和利潤將增長，並預計核心現金流將達到1.5萬億日元。

  • 該公司預計，24財年的淨收入將增長至6000億日元，預計核心自由現金流爲4,800億日元。

Business Progress:

業務進展：

  • The Lumada business continues to grow due to solid orders, and tri-sector revenue is projected to grow 5% in H1 '24.

  • Shareholder return is slated for an increase, with a total dividend of JPY 144.5 billion and an increased share buyback of JPY 100 billion.

  • The Digital Systems & Services sector, especially GlobalLogic, is expected to grow by 15% in FY '24.

  • Green Energy & Mobility sector revenue is expected to rise by 12% in FY '24.

  • Hitachi remains ahead of its 5-7% per annum revenue growth target, now aimed at 10% per year.

  • The company plans to invest JPY 1 trillion to seize new growth opportunities, balancing cash between shareholder returns and growth investments.

  • Hitachi is transitioning toward digitalizing its social infrastructure businesses and preparing to invest in their servitization.

  • The company is working to position Hitachi Vantara storage business as a generative AI data management base and partnering with NVIDIA for data management and IT x OT solutions.

  • The company is strategically planning for a potential slowdown in China's real estate market by targeting low-risk customers and focusing on maintenance and renewals.

  • 由於訂單穩健，Lumada業務持續增長，預計三部門收入將在24年上半年增長5％。

  • 股東回報率預計將增加，股息總額爲1445億日元，股票回購將增加1,000億日元。

  • 數字系統與服務行業，尤其是GlobalLogic，預計將在24財年增長15％。

  • 綠色能源和交通行業的收入預計將在24財年增長12％。

  • 日立仍領先於其年收入增長5-7％的目標，目前的目標是每年10％。

  • 該公司計劃投資1萬億日元以抓住新的增長機會，平衡股東回報和增長投資之間的現金。

  • 日立正在向其社會基礎設施業務的數字化過渡，並準備投資其服務化。

  • 該公司正在努力將日立Vantara存儲業務定位爲生成式人工智能數據管理基礎，並與NVIDIA合作提供數據管理和IT x OT解決方案。

  • 該公司正通過瞄準低風險客戶並專注於維護和續訂，對中國房地產市場可能出現的放緩進行戰略規劃。

More details: Hitachi (ADR) IR

更多詳情： 日立 (ADR) IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的，不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論