| Management target | Revenue 10.6% 2030 |
|---|
| Revenue growth | 38% YoY in Q1 FY27 to ₹18.4 billion. |
|---|---|
| Margins | EBITDA margin expanded from 3.7% (FY23) to 27.1% (FY26). |
| Order book | ₹209.3 billion as of June 2026. |
| Demand visibility | Strong, driven by renewables, HVDC, and AI data centers. |
| Management confidence | High, citing strategic positioning in 'energy super cycle'. |
Growth
Revenue grew 38% YoY to ₹18.4B; PBT increased 25% YoY to ₹4.9B. FY26 EBITDA margin reached 27.1%.
Outlook
Investing ~₹10B in capacity expansion through 2028. Targeting exports to 60+ countries and high-growth AI data center markets.
Risks
Rising grid complexity requiring advanced cybersecurity and potential supply chain execution risks during rapid capacity expansion.
Last quarter's promises, checked
Delivered
- Guided mid-20s EBITDA → delivered 25.1% (= BEAT)
- Guided ₹10B capacity expansion → tracking on schedule (= BEAT)
- Targeted zero debt → maintained zero debt position (= BEAT)
Partly delivered
- Guided ₹7B-₹8B annual base orders → delivered ₹1.1B in Q1 (= PARTIAL)
- Targeted 33% export revenue → delivered 30% in Q1 (= PARTIAL)
Missed
- Expected Q2/Q3 RPT data center order → ₹0 booked in Q1 (= MISS)
Investor Presentation filed with BSE, NSE: GVT&D. Summary written with AI assistance from the document.
GE Vernova T&D India Ltd: key numbers
- Share price
- ₹4,280.00
- Market cap
- ₹1,09,588 Cr
- Revenue (annual)
- ₹6,206 Cr
- Net profit (annual)
- ₹1,233 Cr
- P/E (TTM)
- 84.0×Sector 53.6×
- Promoter holding
- 51.00%+0.00% QoQ
- FII holding
- 22.89%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 Other Announcement
GE Vernova T&D India Limited received an unsolicited Environmental, Social and Governance (ESG) rating of 'Crisil ESG 68' and 'CRISIL Core ESG 74' from CRISIL.
GE Vernova T&D India Management Change
GE Vernova T&D has announced the re-appointment of Deloitte Haskins & Sells as statutory auditor and Sushil Kumar as Executive Director, alongside appointing Marco Simiano as Director.
GE Vernova T&D India Annual General Meeting
GE Vernova T&D India Limited conducted its 70th Annual General Meeting on September 9, 2026. Shareholders transacted various ordinary and special business items during the proceedings.
GE Vernova T&D India Bags New Order from Power Grid Corporation of India Limited
GE Vernova T&D India has been selected as the L1 bidder by Power Grid Corporation for an HVDC Terminal Station project. No financial value was disclosed.
- From
- Power Grid Corporation of India Limited
- Execution
- multiple years
- HVDC Terminal Station
- 6000.0 MW
GE Vernova T&D India Earnings Call Transcript: Key Takeaways
GE Vernova T&D India reported 38% YoY revenue growth, but margins contracted due to a product mix shift toward lower-margin high-voltage segments and elevated commodity costs.
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.