Hitachi Energy India is a potent play on the strong and growing theme of power transmission in India and across the world. We like the company on the back of (1) Leadership and Rich Proficiency in HVDC Project execution (2) Strong demand drivers and tailwinds for base business and (3) Robust HVDC Pipeline. Hitachi Energy is benefitting from strong demand from end user industries such as utilities, data centres, renewables and railways. Hitachi has already bagged two mega HVDC projects namely Khavda-Nagpur and Bhadla-Fatehpur of 6GW each in FY25 and FY26 respectively which will see increasing revenue...