ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Thursday, 12 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

GE Vernova T&D India Investor Presentation: Key Takeaways

Q1 FY27 revenue grew 38% YoY to ₹18.4B with PBT rising 25% to ₹4.9B. Company maintains a strong order backlog of ₹209.3B.

Highlights
Revenue growth38% YoY growth in Q1 FY27.
MarginsEBITDA margin at 25.1%, down from 29.1% YoY.
Order book₹209.3 billion; 77% from Central Utilities & PSU.
Demand visibilityHigh visibility via ₹209.3 billion order backlog.

Growth

Revenue rose 38% YoY; EBITDA margins contracted to 25.1% from 29.1% YoY. Order intake decreased 30% to ₹11.4B.

Outlook

Strong visibility with ₹209.3B backlog. Focused on 765kV/400kV AIS/GIS equipment exports and grid automation.

Risks

Quarterly order intake declined significantly (-30% YoY). Gross margins compressed to 41.3% from 48.4% YoY.

Last quarter's promises, checked

Delivered

  • Guided mid-20s margins → delivered 25.1% (= BEAT)
  • Targeted domestic order growth → delivered 38% revenue growth (= BEAT)
  • Maintain zero debt → delivered zero debt/₹29.3B cash (= BEAT)

Partly delivered

  • Expand high-margin exports → delivered 30% of revenue (= PARTIAL)

Missed

  • Sustain robust order intake → delivered ₹11.4B (-30% YoY) (= MISS)
Source

Investor Presentation filed with BSE, NSE: GVT&D. Summary written with AI assistance from the document.

Read 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 →