ALFA Finder| 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
- ₹4,238.90
- 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.