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

GE Power India has achieved a remarkable turnaround, with EBITDA swinging from a loss of ₹251 Cr in FY23 to a profit of ₹277 Cr in FY26, boosted by a ₹295 Cr asset sale. Net worth more than doubled to ₹483 Cr, and bank balance jumped to ₹880 Cr. Core services order booking surged ~34%, with third-party fleet (oOEM) growing 1.9x to ₹320 Cr. The company's long-term credit rating also improved to BBB+(Stable).

The company's strategy focuses on high-margin, cash-generating service deals and international expansion to drive sustainable profitability. A key development is the strategic demerger of its underutilized Durgapur manufacturing unit to JSW Energy. GEPIL shareholders will receive 10 JSW Energy shares for every 139 GEPIL shares, while retaining their current GEPIL holdings, aiming for enhanced shareholder value and simplified operations. Management ensures manufacturing support continuity through a 5-year agreement with JSW Energy, alongside developing an independent supply chain.