GE Vernova T&D India (522275) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
17 Sep, 2026Safety and people-first culture
Multi-year EHS strategy prioritizes systems and preventive barriers for fatality-free operations.
Active employee engagement and reporting culture to strengthen safety.
Societal value created through CSR and community engagement.
Market trends and growth opportunities
Energy super cycle and record investments are fueling growth in India and globally.
Electrification, industrialization, and clean energy drive demand for advanced grid solutions.
Renewable energy expansion is increasing transmission investment, with an average annual addressable market of ~$8.5B.
High-growth segments include data centers, HVDC, grid automation, and digital solutions.
Export market expected to reach $300B by 2030, with expanded reach in Asia, Middle East, and Europe.
Technology and solutions portfolio
Comprehensive offerings in high voltage AC/DC, turnkey substations, and advanced grid automation.
Proven leadership in HVDC projects and digital grid solutions, including GridOS and cybersecurity.
Latest events from GE Vernova T&D India
- Q1 revenue up 38% year-on-year, profit before tax rose, order backlog remains robust.522275
Q1 26/27 - Record order intake, 45% revenue growth, and strong margins drive positive outlook.522275Q4 25/26
- Q3 revenue up 58% year-over-year, EBITDA margin at 26.7%, and order backlog at INR 143.8 billion.522275Q3 25/26
- Strong revenue and profit growth, major capex, and robust order backlog drive outlook.522275Q2 25/26
- Orders and revenue surged, margins hit 29.1%, and order backlog reached INR 129.6 billion.522275Q1 25/26
- Order booking up 333% YoY, revenue up 59% YoY, with record backlog and margin expansion.522275Q2 24/25
- Revenue up 34% YoY, profit before tax up 5x, and order backlog surged 59%.522275Q1 24/25
- FY25 revenue rose 35%, profit tripled, and a Rs. 5 dividend was recommended.522275Q4 24/25
- Record order backlog, 28% revenue growth, and net profit nearly tripled in Q3 FY25.522275Q3 24/25