Distribution of Revenues by Industry:

• IT services: 30%
• Energy and infrastructure projects: 25%
• Automotive systems: 20%
• Digital solutions: 15%
• Other (e.g. healthcare, construction): 10%

TOP 3 Markets and their Percentage Shares:

• Japan: 40%
• North America: 25%
• Europe: 20%

Hitachi, Ltd. generates its revenues from various industries, with IT services and energy and infrastructure projects representing a significant share. The Japanese market remains the largest single market for Hitachi, followed by North America and Europe. These markets benefit from Hitachi's broad portfolio and its ability to offer integrated solutions tailored to the specific needs of each region.

Production sites of Hitachi, Ltd.:

1. Japan: Headquarters and several production facilities.
2. China: Various plants for electronics and mechanical engineering.
3. India: Production sites for IT and infrastructure solutions.
4. USA: Plants for automotive and energy systems.
5. Europe: Production sites in the UK and other countries for rail transportation technologies and energy systems.

Hitachi, Ltd. operates numerous production facilities worldwide, focusing on various business areas such as electronics, mechanical engineering, IT solutions, and infrastructure systems. The company strategically places its production capacities in key markets such as Japan, China, India, the USA, and Europe to efficiently serve both local and international demand.

Revenue Growth: Estimated at 5-7% annually (2025)

Strategic Investments: Increase in digital solutions and green technologies

Hitachi, Ltd. is pursuing a growth strategy that is heavily focused on digital transformation and sustainability. The company is investing significantly in digital solutions, especially in the areas of Internet of Things (IoT), Artificial Intelligence (AI), and data analysis, to enhance its competitiveness and explore new business fields.

Another focus is on green technologies. Hitachi has committed to reducing its CO2 emissions and developing sustainable products and services. This includes investments in renewable energy and energy-efficient infrastructures.

In addition, Hitachi is expanding through strategic partnerships and acquisitions to strengthen its global presence and enter new markets. This strategy is aimed at stabilizing revenue growth and securing the company's market position in the long term.

Main raw materials: Steel, Copper, Aluminum, Rare Earths

Countries of origin:

• Steel: China, Japan, South Korea
• Copper: Chile, Peru, Australia
• Aluminum: Australia, Canada, Russia
• Rare Earths: China, USA, Australia

Hitachi, Ltd. is a multinational company operating in various sectors, including information technology, energy, automotive, and infrastructure. Due to its wide range of products, Hitachi imports a variety of raw materials.

Steel is an essential component for the production of machinery and infrastructure projects. Copper is mainly used in electronics and electrical systems. Aluminum is important for lightweight constructions, especially in the automotive industry. Rare earths are crucial for the manufacturing of electronics and high-tech products.

The sources of imports are strategically chosen to ensure a stable supply and minimize dependence on individual markets. China plays a central role in supplying steel and rare earths, while countries like Chile and Australia are important suppliers of copper and aluminum.

Market share in the IT sector: 10% (2024, estimate)
Revenue growth in the infrastructure segment: 8% (2024)
R&D investments: 4.5% of revenue (2024)

Hitachi, Ltd. has a significant competitive advantage due to its diversification into various sectors such as IT, energy, infrastructure, and automotive technology. The wide range of products enables the company to spread risks and benefit from various market trends.

Especially in the IT sector, Hitachi has strengthened its market position through strategic partnerships and acquisitions. The company continuously invests in research and development, leading to innovative solutions and improved competitiveness.

In the infrastructure sector, Hitachi benefits from global demand for sustainable and efficient solutions. The ability to offer comprehensive solutions that include both hardware and software gives the company an advantage over less diversified competitors.

Institutional investor share: approx. 60% (estimated 2025)
Insider purchases/sales: No significant transactions in the last year (estimated 2025)

The institutional investor share at Hitachi, Ltd. typically stands at around 60%, indicating the interest of large investment funds and pension funds. These investors value Hitachi for its stable market position and diversified business segments.

In 2025, no significant insider purchases or sales were reported. This suggests that the management and other insiders have confidence in the current corporate strategy and the future direction of the company. Such information is important as it is often seen as an indicator of the internal assessment of the company's development.

Market Share Hitachi, Ltd.: 5.2% (estimated, 2025)

Top Competitors and Their Market Shares:

1. Siemens AG: 7.8%
2. General Electric: 6.5%
3. Mitsubishi Electric: 5.9%
4. Hitachi, Ltd.: 5.2%
5. ABB Ltd.: 4.7%
6. Schneider Electric: 4.3%
7. Toshiba Corporation: 3.9%
8. Honeywell International Inc.: 3.5%
9. Emerson Electric Co.: 3.1%
10. Rockwell Automation: 2.8%

Moat of Hitachi, Ltd.:

Hitachi, Ltd. has a moderate moat stemming from its wide range of products, technological innovations, and strong customer relationships. The company has diversified into various sectors such as IT services, energy, mobility, and infrastructure, providing it with a certain level of stability and resilience.

However, compared to its competitors, Hitachi does not possess a significant technological edge or particularly strong brand awareness that could be considered a major moat. Companies like Siemens and General Electric may have a stronger moat due to their global presence, strong brands, and technological leadership in specific areas.

Hitachi's ability to position itself in new technologies such as digitalization and sustainable energy solutions could lead to a stronger competitive advantage in the future. Currently, Hitachi's moat is considered moderate compared to some competitors.

Revenue growth: 6.5% (2024) Profit growth: 8.2% (2024) R&D expenses: 4.2% of revenue (2024)

Hitachi, Ltd. recorded solid revenue growth of 6.5% in 2024, attributed to its expansion in IT services and infrastructure projects. The profit growth of 8.2% indicates that the company operates efficiently and improves its margins.

The investment in research and development, accounting for 4.2% of revenue, suggests that Hitachi continues to invest in innovations to strengthen its market position. This is particularly important in a competitive environment where technological advancements are crucial.

Furthermore, Hitachi has expanded its presence in international markets, further increasing its growth potential. Given these factors, Hitachi's stock could represent an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout in the last five years

Hitachi, Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 2.5% for the year 2025, based on recent payouts and the current stock price.

The company has a solid dividend history and is considered reliable in its payout policy. This reliability is supported by a stable financial performance and a diversified business operation, making Hitachi resilient to economic fluctuations.