GE Power India Limited — Investor Meet, 16-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GE Power India detailed a strong turnaround, with Net Worth climbing from INR 57 Cr in March 2024 to INR 483 Cr by March 2026. EBITDA shifted from a loss of INR 251 Cr in FY23 to a profit of INR 277 Cr in FY26, alongside order bookings surging to INR 734 Cr. The company is demerging its underutilized Durgapur business, which incurred annual losses of ~INR 27 Cr, to JSW Energy. Shareholders will receive 10 JSW Energy shares for every 139 GEPIL shares, retaining existing GEPIL ownership. Management is confident in a streamlined, growth-focused future, ensuring continuity via a 5-year manufacturing agreement.