GE Vernova T&D India Limited — PPTs, 01-06-2026: Investor Presentation

GE Vernova T&D India reported strong financial performance. FY26 orders surged to ₹621 Cr (62% CAGR since FY22), with the order backlog hitting ₹4290 Cr (55% CAGR). Revenue grew over 45% year-on-year to ₹3300 Cr in FY26, boosting EBITDA margin to 27.1%. The company remains debt-free with robust cash flow of ₹1400 Cr.

Growth is propelled by India's energy super cycle and the global energy transition. Key drivers include electrification, AI/data centers, HVDC, and grid modernization. The company is actively expanding its global presence, targeting new export markets in Asia, the Middle East, and Europe, leveraging its advanced technologies.

Recent successes include winning 2.5GW Khavda VSC-based and 1GW Chandrapur HVDC projects. To meet demand, GE Vernova plans a ₹1010 Cr capacity expansion by December 2028, enhancing transformer, AIS, GIS, and HVDC valve production, alongside a new engineering lab.

Management is focused on strengthening localization, scaling digital grid solutions, and ensuring timely capacity delivery to capitalize on future growth. The company is strategically positioned at the intersection of India's economic growth and the world's energy transition.