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What smart money is saying about Hitachi Ltd.Japan flag

6305.T · Industrials · Agricultural - Machinery · Market cap $6.40B

1 fund in our archive has pitched Hitachi Ltd. — most recently Hardman Johnston Global Equity in June 2025.

Company profile

Hitachi Construction Machinery Co., Ltd., together with its subsidiaries, engages in the manufacture, sale, rental, and service of construction and transportation machinery, and other machines and devices worldwide. It offers mini excavators and wheel loaders, road construction machinery, wheel loaders, large and ultra-large hydraulic excavators, rigid dump trucks, and double arm working machines. The company also provides ICT construction solutions; ConSite that monitors machines' operational status, alarms by sending monthly operational reports, and notifies emergency alarms; Fleet management system, which offers real-time monitoring of each dump truck to optimize vehicle operation; and autonomous haulage system that enables the unmanned, autonomous operation of mining dump trucks. In addition, it provides parts, including hydraulic oil and filters, high pressure hoses, ground engaging tools, and remanufacturing components; and used equipment. The company was incorporated in 1951 and is headquartered in Tokyo, Japan. Hitachi Construction Machinery Co., Ltd. is a subsidiary of Hitachi, Ltd.

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Letters

Fund activity · 3 positions

  • HoldsHardman Johnston International Equity Strategy
    June 2026

    Listed in Hardman Johnston International Equity Strategy’s reported holdings.

    Read the letterHitachi Ltd.
  • HoldsHardman Johnston International Equity Developed Markets
    March 2026
    Our holding Cameco is one of the largest global providers of uranium fuel for nuclear energy; Hitachi is providing protection, control, and automation solutions to secure power grids.
    Read the letterHitachi Ltd.
  • HoldsHardman Johnston Global Equity
    March 2026
    Our holding Cameco is one of the largest global providers of uranium fuel for nuclear energy and Hitachi provides protection, control,
    Read the letterHitachi Ltd.

Fund coverage · 1 thesis

  • Hardman Johnston Global Equity
    June 2025

    Hitachi Ltd. is a major industrial group streamlining its portfolio to focus on high-return segments, capitalizing on energy transition and nuclear fleet restarts, while leveraging a growing software and AI strategy.

    Read the full thesis

Read every full thesis on Hitachi Ltd.

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