GE Vernova T&D India Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GE Vernova T&D India reported robust Q1 FY26 results: Orders surged 57% YoY to INR1620 Cr, with revenue up 39% YoY to INR1330 Cr. The order backlog now stands at INR12960 Cr. Profit Before Tax more than doubled to INR390 Cr. EBITDA reached 29.1%, a significant expansion driven by higher volumes, better pricing, and operational efficiencies, including a 39% export revenue contribution. Management aims to improve annual EBITDA beyond last year's 19.1% and expects key HVDC projects to be finalized this fiscal.