GE Vernova T&D India Limited — PPTs, 04-08-2025: Investor Presentation

**Financial Highlights:**

The company reported robust Q1'26 performance with order intake surging to ₹1,330 Cr from ₹960 Cr in Q1'25. Profit Before Tax (PBT) more than doubled to ₹390 Cr from ₹180 Cr. Net Profit Margin expanded significantly to 16.2% from 10.3% in Q1'25. Revenue saw a slight increase to ₹12,960 Cr in Jun'25 from ₹12,660 Cr in Mar'25.

**Strategic Initiatives & Growth Drivers:**

Aligned with global energy transition and grid modernization, the company is targeting opportunities from rising data center demand, EV penetration, and substantial clean energy investments. India's NEP II plan and ambitious Inter-State Transmission System (ISTS) expansion for renewables provide significant domestic tailwinds.

**Business Developments:**

The company showcases strong capabilities in HVDC technology, delivering over 800 units of 765kV power transformers in India and executing major turnkey projects like the 3000MW Champa-Kurukshetra HVDC link. It actively supports "Make in India" initiatives and exports to over 60 countries worldwide.

**Market Position & Competitive Advantage:**

A leader in Transmission & Distribution (T&D), the company boasts a strong reference base across high-voltage GIS bays, industry applications, and data centers. It holds a pioneering position as India's first manufacturer for specific components like Current Transformers and Circuit Breakers.

**Investor Implications:**

These updates highlight the company's strong operational momentum and strategic alignment with key macro trends. The significant growth in order intake and profitability, combined with a robust market position, suggests positive growth potential driven by the ongoing energy infrastructure transformation.