Ge Power India Ltd. · NSE:GVPIL
Ge Power India — Investor Presentation (December 2020)
15 slides from Ge Power India's investor presentation, Dec 10, 2020
Slide 1: GE Power India Limited – Investors' meeting intimation letter
GE Power India Limited CIN-L74140MH1992PLC068379 Corporate Office: Axis House, Plot No 1-14, Towers 5 & 6, Jaypee Wish Town, Sector 128 Noida Uttar Pradesh - 201301 T +91 0120 5011011 F +91 0120 5011100 www.ge.com/in/ge-power-india-limited 10 December 2020 To, To, The Manager Listing, The Manager Li
Slide 2: GEPIL Investors Call
GEPIL Investors Call December 10, 2020 Confidential. Not to be copied, reproduced, or distributed without prior approval. NON-GAAP FINANCIAL MEASURES: In this document, we sometimes use information derived from consolidated financial data but not presented in CAUTION CONCERNING FORWARD-LOOKING STATE
Slide 3: Agenda
AGENDA • GE South Asia overview • GEPIL promoters’ view • GEPIL steps post GE’s announcement • GEPIL strategic direction • Q&A Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 2
Slide 4: GE
GE
Slide 5: At GE, We Rise to the Challenge of Building a World that Works
At GE, We Rise to the Challenge of Building a World that Works ~200,000 170+ 125+ years of employees countries innovation Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 4
Slide 6: GE global portfolio
GE global portfolio Power Renewable Energy Aviation Healthcare Equipping 90% of transmission 45,000+ onshore wind Powering - 37,800 commercial 4 million+ healthcare utilities worldwide turbines aircraft engines* and installations 7,700+ gas turbines ~26,000 military aircraft engines 6,000 coal and n
Slide 7: GE in South Asia
GE in South Asia • 6 Countries - India, Bangladesh, Sri Lanka, Nepal, BusinessOffices Business Offices Bhutan, Maldives • 16 Manufacturing Sites Head Office Delhi NCR • 4 Technology & Engineering Centre • 30+ Sales Offices • Over 18,000 Employees Sanand Dhaka Durgapur Vadodara Kolkata GE Businesses
Slide 8: GEPIL
GEPIL
Slide 9: Agenda
AGENDA • GE South Asia overview • GEPIL promoters’ view • GEPIL steps post GE’s announcement • GEPIL strategic direction • Q&A Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 8
Slide 10: GEPIL promoters' view
GEPIL promoters’ view • Actively assisting GEPIL in development of long-term strategic directions • Leading strategic consultant advising GEPIL in exploring potential growth opportunities • Confirms that the existing technology arrangement from GE to GEPIL for using GE’s FGD technology in India cont
Slide 11: Agenda
AGENDA • GE South Asia overview • GEPIL promoters’ view • GEPIL steps post GE’s announcement • GEPIL strategic direction • Q&A Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 10
Slide 12: GEPIL steps post GE's announcement (dated 21st Sept. 2020)
GEPIL steps post GE’s announcement (dated 21st Sept. 2020) • GEPIL via stock exchange intimation dated 01 Nov. 2020 notified its intent to continue pursuing FGD business opportunities • GEPIL’s Board continues to evaluate its options given the declining new build boiler market in India • GEPIL to co
Slide 13: GEPIL strategic directions
GEPIL strategic directions Continue offering Potential growth areas • AQCS incl. FGD • Expanded AQCS offerings • Expand Steam Power services • Steam Power services • Geographical expansion - services/ TFA • Hydro • Repurposing Durgapur for services • Gas • Flexible operation • O&M for coal plants •
Slide 14: Re-balancing the business portfolio mix
Re-balancing the business portfolio mix Orders composition New build vs Services EPC vs non-EPC Govt. vs Private 100%* Present Potential trends Present Potential trends Present Potential trends New build Services EPC non-EPC Govt. Private The above graphics are not to scale and are for representatio
Slide 15: Q&A
Q&A
GE Power India — Investor Presentation (December 2020) on 6ix