For Immediate Release

Notification regarding the disclosure of materials for Hitachi Investor Day 2026 (Connective Industries Business Strategy)

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: Connective Industries Business Strategy

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HITACHI

Hitachi Investor Day 2026

Connective Industries Business Strategy

June 10, 2026

Noriharu Amiya
Senior Vice President and Executive Officer,
CEO of Connective Industries Sector,
Hitachi, Ltd.

HITACHI

Noriharu Amiya

Senior Vice President and Executive Officer,
CEO of Connective Industries Sector, Hitachi, Ltd.

After joining Hitachi, Ltd., engaged in the design of transit and signaling systems for the railway systems business. Led numerous overseas transportation system projects, including railway projects in China

Managed global railway operations as COO of the Railway Systems Business Unit, which included UK-based Hitachi Rail Europe

Involved in corporate-wide business strategies as General Manager of Management Planning Office at Headquarters

As CEO of the Building Systems Business Unit oversaw the entire business

Possesses extensive experience across a wide range of areas, from hands-on field management to corporate strategy, spanning railways systems, building systems, and corporate planning

Since last fiscal year, as COO of the Connective Industries Sector and CEO of the Urban Systems Business Unit, has driven the digitalization of business operations, including HMAX for Buildings

Driving global industrial transformation through
Strong Products × Deep Domain Knowledge × Physical AI

HITACHI

Progress on Inspire 2027 / FY2025 Review
Connective Industries Sector Vision
Growth Strategy Centered on Physical AI Business
Summary

Progress on Inspire 2027 / FY2025 Review

HITACHI

Further Improving Profit Margins Through Robust Lumada Growth by Capturing AI Demand

DC: Data Center UPS: Uninterruptible Power Supply
1 Calculated based on revenue from the new reporting segments, excluding certain restructuring operations
2 Revenue, Adj. EBITA margin, and ROIC for FY2024-FY2025 are restated figures based on the new reporting segments
3 (↓): Previous target announced at Hitachi Investor Day 2025 (as of June 11, 2025). Restated based on the new reporting segments
4 Business areas targeting social infrastructure and facilities that require high reliability, such as data center equipment, elevators and escalators, industrial HVAC, and industrial equipment (compressors, etc.)
*5 Healthcare business (diagnostics and treatment) + Pharmaceutical manufacturing business

FY2025 Results

Facilities Business*4: Expanding related services such as UPS, leveraging DC demand

Revenue:	Record High	Expansion of Connected Services
¥762.2bn	YoY +23%	Number of Connected Units
Service Business Ratio
YoY +15%
YoY +10pts

Semiconductor Business: Diversifying the customer base and growing by capturing AI demand

Revenue:	Record High	Process Equipment Assurance Base Diversification
¥305.7bn	YoY +26%	Approx. 70% from single company
Approx. 70% from 5 companies
2019
Revenue by customer
2025

Life Sciences Business*5: Revolutionizing diagnostic and pharmaceutical processes with AI

Record-high Diagnostic equipment shipments	Expanding Pharmaceutical Manufacturing Business
Diagnostics & treatment business
¥285.4bn	Units shipped
Approx. 16,000 units
¥63.7bn
Pharmaceutical manufacturing business
¥63.7bn	Biopharmaceuticals maintenance (sub-segment)
Approx. 2x
FY2023-FY2025

HITACHI

Progress on Inspire 2027 / FY2025 Review
Connective Industries Sector Vision
Growth Strategy Centered on Physical AI Business
Summary

2-1. Connective Industries Sector Vision

HITACHI

To Become the Leading Physical AI Company for the Industrial Area

2-2. Growth Model for the CI Sector Leveraging Physical AI
HITACHI

Shortening Time to Market by Physical AI Based on Strong Products

Changing Customer Challenges Due to Technological Complexity

Semiconductor Verification Time
50% increase*1
Types of Genetic Testing and Diagnostics
Approx. 189x*2
2010-2022
Efficacy testing for Biopharmaceuticals
11% increase*3
Advanced Data Utilization Driven by Deeper Customer and Partner Co-creation
Implementation of Physical AI through Measurement + Control
☐
Combinations of multiple measurement devices and data
☐
Further Advancements in Measurement Technology

Why Hitachi?

Shortening Time to Market

Physical AI

Translation into Customer Value
OT Knowledge
Integration of Multiple Products and Data
Strong Products
Generating High-Precision Data

1 McKinsey Growth rate of test and verification time in semiconductor development and manufacturing over the past few years
2 NIH Genetic Testing Registry Comparison of the number of genetic testing and diagnostic menus available in the U.S. from 2010 to 2022
*3 McKinsey / Tufts CSDD Comparison of the average duration of biopharmaceutical clinical trials conducted from 2011 to 2015 versus 2016 to 2021
©Hitachi, Ltd. 2026. All rights reserved

HITACHI

Progress on Inspire 2027 / FY2025 Review
Connective Industries Sector Vision
Growth Strategy Centered on Physical AI Business
Summary

3-1. Focus Areas of the CI Sector

HITACHI

Driving Growth Through Our Physical AI Business by Focusing Management Resources on Areas with Strong AI Investment

Customer Market : Calculated based on market reports from Grand View Research, etc. Revenue : FY2025 Revenue CAGR : FY2025-FY2030 *1 Revenue and Revenue CAGR are for the Healthcare Business (diagnostics and treatment)

3-2. Physical AI in the Facilities Area
HITACHI

Optimizing Operational Efficiency with Globally Top-Class Connected Elevators & Escalators and Physical AI

FY2025 Revenue ¥762.2bn
FY2025 Adj. EBITA margin 16%
FY2025–FY2030 Revenue CAGR 16%

Digitalized Assets

Connected Elevators & Escalators

Number and rate of connected elevators & escalators
Global Top-Class* (650,000 units)
HVAC
UPS
For Data Centers

Physical AI Value

Optimizing Equipment Operations and Facility Management

HMAX for Buildings
Optimization Solution for Building Management
BuilMirai™

Maintenance/Operational Efficiency
(Predictive maintenance, control & congestion relief, high operational efficiency)
Facility Operations Optimization
(HVAC, industrial equipment, security, energy, robot integration)

Energy Consumption
Approx. 16%*3 reduction

Facility Management Costs
Approx. 3%*3 improvement per building

Customer and Service Expansion

Key Customers

&
MITSUI FUDOSAN
[Enhancing disaster response through Generative AI
[Implementation of BuilMirai to Shibaura Project]

Service Rollout to Partners

Co-Creation Partners
BOSCH
[Co-creation through AI and Digital Solutions]

3 million units*
Energy optimization connected to Bosch’s HVAC equipment

Facilities Market
(AI and Software Area)
CAGR 22%
2025–2030
Market Size: Approx. ¥5tn (2030)*5

Source: Hitachi, Ltd. Buildings are a registered trademark of Hitachi, Ltd. in Japan. I Hitachi estimates.
*A Hitachi licensed VRE, installed in overseas market for the past 10 years (estimated) As source: Market Intelligence.
©Hitachi, Ltd. 2026. All rights reserved

3-3. Physical AI in the Semiconductor Manufacturing Area
HITACHI
Improving Productivity in Semiconductor Manufacturing Through Physical AI, Starting from Global No.1 Measurement Equipment

FY2025
Revenue
¥305.7 bn

FY2025
Adj. EBITA margin 17%

FY2025-FY2030
Revenue CAGR 15%

Digitalized Assets

CD-SEM

Acquiring quality benchmark data through high-precision measurement

Global market share
Approx. 76%*1

World-class 2nm measurement technology
Industry standard for cutting-edge processes

Physical AI Value

Integrated Process Optimization: Deposition, Lithography, and Etching

ExTOPE*2
IoT Integration Platform

Support AI for Maintenance of Process Monitoring

Recipe AI*3 for Process Recipe Optimization

Core process accounting for 80%*4 of the front-end process

100+ cycles

A single-cycle defect can result in massive wafer loss

Deposition → Lithography → Etching

Inspection Systems

X-ray

Deposition Equipment Manufacturer (Co-creation Partners)

CD-SEM

tmec [Co-creation Partner]

CD-SEM In-house Equipment

Customer and Service Expansion

Key Customers and Co-Creation Partners

SAMSUNG
[Digital solutions development partner for semiconductor manufacturing]
Accelerating productivity improvement and process optimization through equipment data integration

intel.
[Strategic collaboration to accelerate AI transformation]
Process optimization through high-precision data, achieving higher manufacturing yield and improved quality

Semiconductor Manufacturing Market (AI and Software Area)

CAGR 22%
2025-2030
Market Size: ¥3tn (2030)*5

1 Source: Hitachi, Ltd.
2 "ExTOPE" is a registered trademark of Hitachi High-Tech, Corp. in Japan, the United States, Europe, the United Kingdom, China, Taiwan, and South Korea
3 "Recipe AI" is a registered trademark of Hitachi, Ltd. in Japan
4 Composition ratio of major processes in the semiconductor manufacturing equipment (front-end) market (based on Technavio's ratios)
*5 Source: DATAINTELO, MarketsandMarkets, Technavio, Virtuo Market Research, market.us
©Hitachi, Ltd. 2026. All rights reserved

HITACHI

3-4. Physical AI in the In Vitro Diagnostics Area

Optimizing Diagnosis and Treatment with Global No.1 In Vitro Diagnostic Systems and Physical AI

FY2025
Revenue ¥285.4bn
FY2025
Adj. EBITA margin 15%
FY2025-FY2030
Revenue CAGR 11%

Digitalized Assets

Clinical Chemistry and Immunoassay Analyzers

Global Market Share
No. 1¹

cobas¹ pro integrated solutions
cobas is a registered trademark of Roche

Global installed base
of over 90,000 units²

Genetic Testing Instruments

(Capillary Electrophoresis DNA Sequencers)

Global Market Share
No. 1¹

Applied Biosystems SeqStudio Flex
Applied Biosystems is a trademark of Applied Biosystems LLC
SeqStudio is a trademark of Thermo Fisher Scientific Inc

Physical AI Value

Accurate Treatment Selection and Healthcare Optimization Through High-precision, Multi-modal Diagnostics

HMAX for Healthcare

Supporting Digital Cancer Boards

Contributing to testing segments that account
for 80%¹ of in vitro diagnostics

Connecting diagnostic data to expand into pathology and treatment,
enabling optimal cancer care

Co-creation Partners
GENCLRIX
GENCURIX
¹invivoscribe
[Cancer Molecular Diagnostics]

Testing
Standardization

Number of Biochemical
and Immunoassay Tests

Data generation of
1 bn
people per year

Testing
Automation

Scope of testing process: automation, starting from biochemical testing
10 times more

Customer and Service Expansion

Key Customers and Co-Creation Partners

Thermo Fisher
SCI EPISTO

[Co-creation on genetic testing]

Seegene Medical Foundation

[Major Customers: Large-Scale Clinical Laboratories]

Providing workflow optimization & automation systems, including third-party analytical instruments, in addition to clinical chemistry analysis

Diagnostics Market
(AI and Software Area)
CAGR 21%
2025-2030
Market Size: ¥1.1tn (2030)¹⁴

Financial figures are for the Healthcare Business (diagnostics and treatment). 1 Source: Hitachi, Ltd. 2 Current number of cobas Clinical chemistry and immunoassay analyzers in operation 3 Composition ratio of major testing areas in the in vitro diagnostic devices market (based on Technavio's ratios) 4 Source: Grand View Research

HITACHI

3-5. Physical AI in Pharmaceutical Manufacturing (Future High-Growth Domain)

Accelerating Scale-up from Process Development to Commercial Production by Seamlessly Connecting Lab to Fab

FY2025
Revenue ¥63.7bn

FY2025
Adj. EBITA margin 14%

FY2025-FY2030
Revenue CAGR 17%

Digitalized Assets

Spectrophotometers
(Fluorescence Fingerprinting)

Early detection of abnormalities in cells, DNA, etc.

Bioreactors

AI analysis and simulation

Line Build

Industry-leading production and quality control digital solutions

Physical AI Value

Seamless Support from Lab to Fab Driven by Process Development

Scale-up time reduction through risk mitigation

>30% reduction

Optimization through AI-driven maintenance planning

Approx. 10% facility utilization improvement*1

Customer and Service Expansion

Key Customers and Co-Creation Partners

FUJIFILM

Service Rollout to Pharmaceutical Companies

Pharmaceutical Industry Customer Base

Approx. 350 companies

Significantly shortening the time from process development to stable commercial production quality through our Lab-to-Fab automation solutions

Pharmaceutical Manufacturing Market (AI and Software Area)

CAGR 17%

2025-2030

Market Size: ¥0.6tn (2030) *2

1 Hitachi estimates 2 Source: EXACTITUDE CONSULTANCY

3-6. Strategy for Expanding Physical AI

HITACHI

Further Strengthening No.1 Products with AI Semiconductors and Expansion of Physical AI Business Together with Partners

Developing Edge AI Semiconductors

Accelerating integration across a range of products

Over 10 times more power-efficient than cutting-edge GPUs
Real-time analytics without the need for dedicated servers
Enables intelligent operation of various industrial machinery and robots

1. Integrating AI Semiconductors to Further Strengthen Our No. 1 Products

Analyzing diverse on-site data in real time to dramatically improve productivity

2. Deepening Co-Creation through AI Semiconductor Integration in Partner Products

Maximizing customer value through the strategic integration of multiple products and data

3. Accelerating the Verification and Creation of Solutions through Customer Zero Model

Leveraging AI semiconductors to revolutionize internal manufacturing and drive customer deployment

*1 This image was created using generative AI

3-7. Strengthening R&D to Expand the Physical AI Business

HITACHI

Enhancing and Intelligently Optimizing Products to Accelerate the Scalable Deployment of Physical AI

R&D Investment

FY2022-2024 3-year cumulative

275.0 billion yen

FY2025-2027 3-year cumulative

370.0 billion yen

Advancements in Measurement Technology

Accelerating the mass production of advanced materials X-ray Measurement: Multi-element SDD

Quality Enhancement Driven by High-Sensitivity Measurement

New Laser Spectroscopy Technology

1 Silicon drift detector 2 This image was created using generative AI

Physical AI Enablers

Making products smarter

Product Evolution

Robot Autonomy powered by Edge AI Semiconductors

Promoting collaboration with robot manufacturers

Expansion of Green Products

High-efficiency products and

the Circular Economy

15
HITACHI

3-8. Portfolio Transformation for Growth Leveraging Physical AI

Building a Business Portfolio Centered on Physical AI and Generating Next Global Top Products

Expanding the Physical AI business centered on global top products
Driven by facilities, semiconductors, in vitro diagnostics, and pharmaceutical manufacturing businesses

Focused investments in key areas
- Expansion of the measurement portfolio
- Strengthening OT
(Advanced Physical AI engineering capabilities driven by multi-measurement data integration)

Further expansion of Physical AI business through the generation of our next global top products

Data Centers
High-power-consumption cooling and UPS

Robotics
Edge AI Automation

Advanced Materials
Cutting-edge measurement equipment

Circular Economy
Green products, traceability

Structural reform of non-Lumada businesses
In April 2026, announced the transfer of an 80.1% stake in the new home appliance company to Nojima Corporation
Maximizing business value through succession to the best owner

*1 Restated figures for FY2025 based on new reporting segments

HITACHI

Progress on Inspire 2027 / FY2025 Review
Connective Industries Sector Vision
Growth Strategy Centered on Physical AI Business
Summary

The Future Ambition in Figures

HITACHI

Inspire 2027 on Track: Targeting 6-8% Revenue Growth Through the Expansion of Physical AI Business

Clear focus on Physical AI business by leveraging our strong products portfolio
Accelerating business portfolio transformation
Scaling Customer Zero initiatives by leveraging our strengths as a manufacturer
Global business expansion (FY2027 overseas revenue ratio 55%)

	FY2024*3	FY2025*3	FY2026	FY2027
Revenue Growth*1	YoY +3% [+1%]	YoY ±0% [(1%)]	YoY +2% [+2%]
(YoY +6%)*2	6-8%
(6-8%)*4
FY2024-FY2027 CAGR
Adj. EBITA Margin	10.2%	11.0%	11.8%	13%+
(13%+)
ROIC	11.5%	12.0%	11.1%	11-13%
(11-13%)
Lumada Revenue Ratio*2	34%	43%	45%	ca. 50%
(ca. 45%)

1 Figures in [ ] exclude the impact of foreign exchange fluctuations
2 Calculated based on revenue from the new reporting segments, excluding certain structural reform businesses
3 Revenue growth, Adj. EBITA margin, and ROIC for FY2024-FY2025 are restated figures based on the new reporting segments
4 FY2027 figures in ( ) are figures announced at Hitachi Investor Day 2025 (as of June 11, 2025). Restated based on the new reporting segments

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.

AI assistant

Hitachi, Ltd. — Investor Presentation 2026

11834_rns_2026-06-09_b74fc745-d89b-452a-bfaa-d37800e18a77.pdf

Notification regarding the disclosure of materials for Hitachi Investor Day 2026 (Connective Industries Business Strategy)

Hitachi Investor Day 2026

Connective Industries Business Strategy

Noriharu Amiya

Contents

Further Improving Profit Margins Through Robust Lumada Growth by Capturing AI Demand

FY2025 Results

Contents

To Become the Leading Physical AI Company for the Industrial Area

Shortening Time to Market by Physical AI Based on Strong Products

Changing Customer Challenges Due to Technological Complexity

Why Hitachi?

Shortening Time to Market

Physical AI

Contents

Driving Growth Through Our Physical AI Business by Focusing Management Resources on Areas with Strong AI Investment

Optimizing Operational Efficiency with Globally Top-Class Connected Elevators & Escalators and Physical AI

Digitalized Assets

Connected Elevators & Escalators

Physical AI Value

Optimizing Equipment Operations and Facility Management

Customer and Service Expansion

Key Customers

Service Rollout to Partners

Digitalized Assets

CD-SEM

Physical AI Value

Customer and Service Expansion

3-4. Physical AI in the In Vitro Diagnostics Area

Optimizing Diagnosis and Treatment with Global No.1 In Vitro Diagnostic Systems and Physical AI

Digitalized Assets

Clinical Chemistry and Immunoassay Analyzers

Genetic Testing Instruments

Physical AI Value

Accurate Treatment Selection and Healthcare Optimization Through High-precision, Multi-modal Diagnostics

HMAX for Healthcare

Customer and Service Expansion

Seegene Medical Foundation

3-5. Physical AI in Pharmaceutical Manufacturing (Future High-Growth Domain)

Accelerating Scale-up from Process Development to Commercial Production by Seamlessly Connecting Lab to Fab

Digitalized Assets

Physical AI Value

Customer and Service Expansion

Further Strengthening No.1 Products with AI Semiconductors and Expansion of Physical AI Business Together with Partners

Developing Edge AI Semiconductors

1. Integrating AI Semiconductors to Further Strengthen Our No. 1 Products

2. Deepening Co-Creation through AI Semiconductor Integration in Partner Products

3. Accelerating the Verification and Creation of Solutions through Customer Zero Model

Enhancing and Intelligently Optimizing Products to Accelerate the Scalable Deployment of Physical AI

3-8. Portfolio Transformation for Growth Leveraging Physical AI

Building a Business Portfolio Centered on Physical AI and Generating Next Global Top Products

Contents

Inspire 2027 on Track: Targeting 6-8% Revenue Growth Through the Expansion of Physical AI Business

HITACHI

Cautionary Statement

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Hitachi, Ltd. Investor Presentation 2026