GE Power India Limited — PPTs, 03-07-2026: Investor Presentation

GE Power India is charting a strong turnaround, pivoting to high-margin Core Services. This strategy paid off with ~34% YoY growth in Core Services order booking in FY26, notably a near doubling of third-party fleet orders. Finances have robustly recovered: bank balance surged from -66 Cr in Mar’23 to 880 Cr in Mar’26, and EBITDA turned profitable at 277 Cr in FY26 (helped by a 295 Cr slump sale gain). Market cap jumped to 6,250 Cr, and the company's credit rating improved.

A major strategic development is the proposed demerger of its Durgapur facility to JSW Energy, effective July 1, 2025. This move streamlines GEPIL's portfolio, enabling a sharper focus on its core services and international expansion. Shareholders are set to receive 10 JSW Energy shares for every 139 GEPIL shares, without diluting their existing GEPIL stake. Management assures continued manufacturing support through a 5-year pact with JSW Energy while building its own independent supply chain for future stability.