Hitachi, Ltd. — Investor Presentation 2026

Jun 9, 2026

For Immediate Release

Notification regarding the disclosure of materials for Hitachi Investor Day 2026 (CEO Remarks)

Tokyo, June 9, 2026 Hitachi, Ltd. (TSE:6501) today announced the disclosure of the presentation materials for "Hitachi Investor Day 2026," which will be held on Wednesday, June 10, 2026, from 3:00 p.m. JST.

Attached materials: CEO Remarks

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HITACHI

Hitachi Investor Day 2026 CEO Remarks

June 10, 2026

Toshiaki Tokunaga
President & CEO
Hitachi, Ltd.

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

Contents

1. FY2025 Achievements
2. Further Growth Opportunities Brought by AI
3. CEO Priorities
4. Hitachi’s Aspiration

©Hitachi, Ltd. 2026. All rights reserved

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1-1. FY2025 Achievements

HITACHI

Achieved strong growth despite an uncertain business environment

Inspire2027

Growing need for innovation toward sustainable social infrastructure

©Hitachi, Ltd. 2026. All rights reserved

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1-2. FY2025 Achievements

HITACHI

Steadily executed the CEO priorities presented last year

Expand the Lumada business	Capital allocation	Deepen governance
Accelerated transformation toward Lumada 80-20*1	Disciplined investment, Record-high shareholder returns	Enhanced risk management, Commitment to capital markets
Lumada revenue ratio YoY +11pts	Growth investments 175.3 billion yen
– Expanding Energy’s service business in North America
– Strengthening AI development capabilities for HMAX expansion	Accelerated responses to geopolitical risks
Lumada Adj. EBITA margin YoY +1pts	Shareholder returns 557.2 billion yen
(YoY +167.8 billion yen)	Introduced equity compensation for employee leaders
HMAX global launch
(Recurring digital services)		Strengthened dialogue with capital markets
		Continued reinforcement of the Board of Directors’ oversight

*1 Long-term management goal: 80% revenue ratio and 20% adjusted EBITA margin for the Lumada business

©Hitachi, Ltd. 2026. All rights reserved

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1-3. FY2025 Achievements

HITACHI

Capturing growth opportunities across 4 sectors, driving significant order backlog growth

Building a strong earnings base for sustainable value creation

Surge in data center demand

Growing semiconductor demand

Strong domestic IT demand

Growing defense systems demand

Aging power grids

Rising renewable energy connections

Rail infrastructure innovation demand

21

Backlog trillion yen

(YoY +24%)

Digital Systems & Services
Connective Industries

Mobility

Energy

FY22

FY23

FY24

FY25

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

Contents

1. FY2025 Achievements
2. Further Growth Opportunities Brought by AI
3. CEO Priorities
4. Hitachi’s Aspiration

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

Threat?

AI

Opportunity?

This image was created using generative AI

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

Further growth opportunities brought by AI

Domain knowledge for resilient social infrastructure operations

$\times$ On-the-ground data

$\times$ AI

A solid business foundation underpinned by a growing order backlog

• 110 years -

• 190 countries -

• 80 years -

Social infrastructure development

On-the-ground expertise

IT systems modernization opportunities

IT Business

Market size based on internal analysis using industry reports and customer data

©Hitachi, Ltd. 2026. All rights reserved

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2-1. Further Growth Opportunities Brought by AI

HITACHI

Continuously update social infrastructure through physical AI deployment in mission-critical domains

Physical AI FDE*1, with its domain expertise, contributes to the innovation and stable operation of social infrastructure

Enhance on-site operations and maintenance by deploying Physical AI across a vast installed base

Domain knowledge built on supporting infrastructure $\times$ AI

Continuously upgrade infrastructure operations

Digitize social infrastructure

Stable growth driven by infrastructure renewal demand

*1 Forward Deployed Engineer: Specialists who work directly with clients on the ground, leveraging AI and other technologies to provide end-to-end support—from defining challenges to implementation, operations, and continuous improvement.

©Hitachi, Ltd. 2026. All rights reserved

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2-2. Further Growth Opportunities Brought by AI

HITACHI

Drive AI transformation of customer operations through large-scale system modernization

FDE, with mission-critical expertise, drives high-reliability, high-quality AX*1

Continuously upgrade infrastructure operations

Enable the AI-ready modernization of extensive IT system assets

35,000 system engineers (Japan) × AI

Digitally social infrastructure

Stable growth driven by infrastructure modernization demand

*1 AI Transformation

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

Contents

1. FY2025 Achievements
2. Further Growth Opportunities Brought by AI
3. CEO Priorities
4. Hitachi’s Aspiration

©Hitachi, Ltd. 2026. All rights reserved

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1. CEO Priorities: The Agenda Remains Unchanged, Execution Accelerates

HITACHI

Pursue relentless growth and disciplined management in a rapidly evolving business environment

| | Expand
the Lumada business | Capital allocation | Deepen governance |
| --- | --- | --- | --- |
| FY2025 | Accelerated transformation
toward Lumada 80-20 | Disciplined investment,
Record-high shareholder returns | Enhance risk management,
Commitment to capital markets |
| FY2026 | Expand HMAX and
strengthen strategic
investments | Adhere to the policy
Return-focused, flexible and
balanced capital allocation to growth
investments and shareholder returns | Reinforce risk management |
| | Continuous portfolio
reforms | Accelerate disciplined
growth investments | Deepen “One Hitachi”
management |

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

Contents

1. FY2025 Achievements
2. Further Growth Opportunities Brought by AI
3. CEO Priorities
4. Hitachi’s Aspiration

©Hitachi, Ltd. 2026. All rights reserved

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1. Hitachi's Aspiration

HITACHI

Driving sustainable growth by digitalizing social infrastructure, and providing “OS*1” to enable its stable operations

2024MTMP

Inspire 2027

Beyond

Lumada 80-20

Increase enterprise value

Non-Lumada

HMAX

Digital Services

[OS]

Digitalized Assets

[Social infrastructure]

This graph is for illustrative purposes only.

*1 Operating System

©Hitachi, Ltd. 2026. All rights reserved

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Investor Day 2026: Today's Agenda

HITACHI

To be a global leader in continuously transforming social infrastructure through digital

1 CEO Remarks	President & CEO	Toshiaki Tokunaga
Growth Strategies
2 Energy	Senior Vice President	Andreas Schierenbeck
3 Mobility	Senior Vice President	Giuseppe Marino
4 Connective Industries	Senior Vice President	Noriharu Amiya
5 Digital Systems & Services	Executive Vice President	Jun Abe
6 CFO Session	Senior Vice President, CFO	Tomomi Kato

©Hitachi, Ltd. 2026. All rights reserved

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HITACHI

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HITACHI

Cautionary Statement

Certain statements found in this document may constitute "forward-looking statements" as defined in the U.S. Private Securities Litigation Reform Act of 1995. Such "forward-looking statements" reflect management's current views with respect to certain future events and financial performance and include any statement that does not directly relate to any historical or current fact. Words such as "anticipate," "believe," "expect," "estimate," "forecast," "intend," "plan," "project" and similar expressions which indicate future events and trends may identify "forward-looking statements." Such statements are based on currently available information and are subject to various risks and uncertainties that could cause actual results to differ materially from those projected or implied in the "forward-looking statements" and from historical trends. Certain "forward-looking statements" are based upon current assumptions of future events which may not prove to be accurate. Undue reliance should not be placed on "forward-looking statements," as such statements speak only as of the date of this report.

Factors that could cause actual results to differ materially from those projected or implied in any "forward-looking statement" and from historical trends include, but are not limited to:

• economic conditions, including consumer spending and plant and equipment investment in Hitachi's major markets, as well as levels of demand in the major industrial sectors Hitachi serves;
• exchange rate fluctuations of the yen against other currencies in which Hitachi makes significant sales or in which Hitachi's assets and liabilities are denominated;
• uncertainty as to Hitachi's ability to access, or access on favorable terms, liquidity or long-term financing;
• uncertainty as to general market price levels for equity securities, declines in which may require Hitachi to write down equity securities that it holds;
• fluctuations in the price of raw materials including, without limitation, petroleum and other materials, such as copper, steel, aluminum, synthetic resins, rare metals and rare-earth minerals, or shortages of materials, parts and components;
• credit conditions of Hitachi's customers and suppliers;
• general socioeconomic and political conditions and the regulatory and trade environment of countries where Hitachi conducts business, particularly Japan, Asia, the United States and Europe, including, without limitation, direct or indirect restrictions by other nations on imports and differences in commercial and business customs including, without limitation, contract terms and conditions and labor relations;
• uncertainty as to Hitachi's ability to response to tightening of regulations to prevent climate change
• uncertainty as to Hitachi's ability to maintain the integrity of its information systems, as well as Hitachi's ability to protect its confidential information or that of its customers;
• uncertainty as to Hitachi's ability to attract and retain skilled personnel;
• uncertainty as to Hitachi's ability to continue to develop and market products that incorporate new technologies on a timely and cost-effective basis and to achieve market acceptance for such products;
• exacerbation of social and economic impacts of the spread of COVID-19;
• the possibility of disruption of Hitachi's operations by natural disasters such as earthquakes and tsunamis, the spread of infectious diseases, and geopolitical and social instability such as terrorism and conflict;
• estimates, fluctuations in cost and cancellation of long-term projects for which Hitachi uses the percentage-of-completion method to recognize revenue from sales;
• increased commoditization of and intensifying price competition for products;
• fluctuations in demand of products, etc. and industry capacity;
• uncertainty as to Hitachi's ability to implement measures to reduce the potential negative impact of fluctuations in demand of products, etc., exchange rates and/or price of raw materials or shortages of materials, parts and components;
• uncertainty as to the success of cost structure overhaul;
• uncertainty as to Hitachi's ability to achieve the anticipated benefits of its strategy to strengthen its Social Innovation Business;
• uncertainty as to the success of acquisitions of other companies, joint ventures and strategic alliances and the possibility of incurring related expenses;
• uncertainty as to the success of restructuring efforts to improve management efficiency by divesting or otherwise exiting underperforming businesses and to strengthen competitiveness;
• the potential for significant losses on Hitachi's investments in equity-method associates and joint ventures;
• uncertainty as to the outcome of litigation, regulatory investigations and other legal proceedings of which the Company, its subsidiaries or its equity-method associates and joint ventures have become or may become parties;
• the possibility of incurring expenses resulting from any defects in products or services of Hitachi;
• uncertainty as to Hitachi's access to, or ability to protect, certain intellectual property; and
• uncertainty as to the accuracy of key assumptions Hitachi uses to evaluate its employee benefit-related costs.

The factors listed above are not all-inclusive and are in addition to other factors contained elsewhere in this report and in other materials published by Hitachi.

• This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail.

©Hitachi, Ltd. 2026. All rights reserved