Hitachi, Ltd.
6501・Prime Market・Electric Appliances
IT (Hitachi, Ltd.)
Core segment driving DX through Digital Solutions and IT Products, centered on the Lumada business
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue from external customers | ¥2,756,551 million | ¥2,653,087 million | ↑ |
| Inter-segment revenue | ¥183,506 million | ¥179,497 million | ↑ |
| Total revenue (including inter-segment) | ¥2,940,057 million | ¥2,832,584 million | ↑ |
| Segment income (Adjusted EBITA) | ¥450,059 million | ¥394,070 million | ↑ |
| Adjusted EBITA margin (vs. external revenue) | approx. 16.3% | approx. 14.8% | ↑ |
Business Details
Provides Digital Solutions (system integration, cloud services, consulting services), IT Products (storage, servers), software, and ATMs. Through GlobalLogic and Hitachi Vantara, the segment deploys digital engineering capabilities globally and, as the core segment of the Lumada business, is achieving improved profitability while capturing steady domestic digital demand.
Recent Overview
Achieved increased revenue and substantially higher profit driven by steady domestic digital demand and Lumada expansion
In FY2026 (ending March 2026), the Digital Systems & Services segment achieved revenue from external customers of ¥2,756,551 million (+3.9% YoY) and Adjusted EBITA of ¥450,059 million (+14.2% YoY), representing increased revenue and substantially higher profit. The capture of steady domestic digital demand and the expansion of the Lumada business drove the improvement in profitability. This segment is positioned as one of the primary factors behind the increase in the company's overall adjusted operating income.
Key Products
Growth Drivers
- Expanding demand for system integration and cloud services against a backdrop of steady domestic digital demand
- Sustained growth in revenue and profit driven by accelerated global expansion of the Lumada business
- Strengthening of digital engineering capabilities and expansion of the global customer base through GlobalLogic
- Building a continuous earnings model through a cycle of value co-creation with customers leveraging the strengths of OT x IT x Products
- Strengthening a digital-centric business structure through business realignment based on the "True One Hitachi" strategy
Risks
- Risk of impairment of substantial goodwill and intangible assets associated with the GlobalLogic acquisition (company-wide goodwill balance of ¥2,647,501 million)
- Risk of declining profitability in the Digital Solutions business due to intensifying price competition and difficulty securing talent
- Risk of impact on global business revenue from foreign exchange fluctuations (particularly yen appreciation)
- Risk of increased costs to address intensifying competition and technological innovation in the IT Products market
- Risk of fluctuations in estimated costs and contract cancellation risk in long-term contract work, etc.
Last updated: June 22, 2026