Hitachi, Ltd. stands at a crossroads in its growth strategy after achieving a V-shaped recovery from its largest-ever loss. In-depth reporting reveals the direction it is taking in the AI era and the nature of management's sense of urgency.
Over nearly 20 years, Hitachi, Ltd. has pursued structural reforms and recovered from its largest-ever net loss. It is now aiming for a new stage of growth, but the current management team is said to be showing a sense of urgency about the outlook for growth.
In the first installment of the series, the importance of "physical AI," centered on AI, is highlighted as the core of Hitachi's growth, even as record profits are expected for the second consecutive fiscal year ending March 2027. The significance of integrating businesses through the roughly ¥1 trillion acquisition of GlobalLogic is also discussed.
To chart Hitachi's future direction, the series focuses on the speed of decision-making by its management, including the chair and president, as well as efforts to acquire and integrate businesses across multiple fields. The 10-part series is scheduled to provide a detailed account of Hitachi's transformation and overall growth strategy in successive installments.
The authors, several Nikkei Business reporters, are tracking Hitachi's current position and future prospects, with the stated aim of providing an analysis of its direction based on in-depth reporting.