GE Vernova T&D India Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GE Vernova T&D India had a stellar Q4 & FY26! Q4 orders jumped 188% YoY to ₹8,610 Cr, with FY revenue up 45% to ₹6,210 Cr. Full-year pre-tax profit (pre-exceptional) more than doubled to ₹1,710 Cr, hitting a record 27.2% Q4 EBITDA margin. Backlog surged 49% to ₹21,460 Cr, offering multi-year visibility. The company is debt-free with ₹2,500 Cr cash and announced a ₹10/share dividend. Management eyes sustainable growth from India's energy transition & global exports, targeting mid-20s margins. Strategic capex for new capacities is underway, boosting domestic production and future prospects.