ALFA Finder| Revenue growth | 45% YoY growth in FY26 revenues. |
|---|---|
| Margins | EBITDA margin expanded from 19.1% (FY25) to 27.1% (FY26). |
| Order book | ₹215B backlog in FY26, 55% CAGR since FY22. |
| Demand visibility | Strong, driven by AI/Data centers and renewable energy evacuation. |
| Management confidence | High, focusing on industry-leading profitability and financial resilience. |
Growth
Revenue grew >45% YoY in FY26; Order intake CAGR at 62% and Order Backlog CAGR at 55% over FY22-26.
Outlook
Planned ₹10B+ capex for capacity expansion by 2028; target 10.6% addressable market CAGR through 2030.
Risks
Rising grid complexity and execution timelines for multi-year large-scale projects like HVDC.
Earnings Call filed with BSE, NSE: GVT&D. Summary written with AI assistance from the document.
GE Vernova T&D India Ltd: key numbers
- Share price
- ₹4,238.90
- Market cap
- ₹1,08,536 Cr
- Revenue (annual)
- ₹6,206 Cr
- Net profit (annual)
- ₹1,233 Cr
- P/E (TTM)
- 75.5×Sector 51.9×
- Promoter holding
- 51.00%+0.00% QoQ
- FII holding
- 19.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from GE Vernova T&D India Ltd
All →GE Vernova T&D India Bags New Order from Power Grid Corporation of India Limited
GE Vernova T&D received a Letter of Award from Power Grid for a 6000 MW HVDC terminal station. Value is undisclosed and the definitive agreement is pending.
- From
- Power Grid Corporation of India Limited
- HVDC terminal station capacity
- 6000.0 MW
GE Vernova T&D India Earnings Call Transcript: Key Takeaways
GE Vernova T&D India delivered robust 32% revenue growth and exceptional EBITDA margins of 27.1%, significantly outperforming its mid-20s guidance.
GE Vernova T&D India Results Update
GE Vernova T&D India reported Q2 FY27 revenue up 32% year-on-year and profit after tax up 44%. Order bookings rose 52% to INR 24.4 billion.
GE Vernova T&D India Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹2,027 Cr (+32% YoY), PAT ₹431 Cr (+44%), EBITDA margin 27.1%. H1 revenue and PAT both up about 35%. Q2 order intake +52%.
GE Vernova T&D India Q2 FY27 Results: Net Profit ₹431.4 Cr, Up 44.0% YoY
GE Vernova T&D India approved unaudited standalone results for the quarter ended 30 September 2026. Quarterly net profit rose to Rs.431.4 crore from Rs.299.5 crore.
- Key figure
- Net profit ₹431.4 Cr · +44.0% YoY
GE Vernova T&D India Other Announcement
GE Vernova T&D India Limited filed the Reconciliation of Share Capital Audit Report for the quarter ended September 30, 2026, as required by SEBI regulations.