GE Power India Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GE Power India reported strong Q4 revenue of ₹316 Cr (+19% YoY) and FY revenue of ₹1,269 Cr (+21% YoY). FY profit before tax (ex-one-offs) reached ₹340 Cr, with underlying EBITDA at 11%. The order book is ₹1,628 Cr. Core services orders surged 32% YoY, underscoring the strategic shift to high-margin, service-led business. Management prioritizes disciplined execution and cash flow. The Durgapur demerger aims to unlock shareholder value and sharpen focus on core services, backed by a 5-year manufacturing pact. With ₹880 Cr cash, growth and shareholder returns are central. A ₹7/share dividend was proposed.