Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — Nomura Investment Forum Asia 2026
19 slides from Ge Vernova T&d India's conference presentation, Jun 1, 2026
Slide 1: Exchange cover letter: Investor Presentation
• GEVERNOVA June 1, 2026 The Secretary The Manager GE Vernova T&D India Limited BSE Limited Listing Department (Formerly known as GE T&D India Limited) Phiroze Jeejeebhoy Towers, National Stock Exchange of India Ltd. L31102DL1957PLC193993 Dalal Street Exchange Plaza, Bandra Kurla Complex, Corporate
Slide 2: Investor Meeting 2026
• GEVERNOVA INVESTOR MEETING- 2026 GE VERNOVA T&D INDIA LTD 2n - 3 June 2026 © 2026 GE Vernova and/or its affiliates. All rights reserved.
Slide 3: Disclaimer
DISCLAIMER 63 se veavovA This presentation has been prepared solely for the use at analyst/ investor presentation. By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations- • The forward-looking information an
Slide 4: Fatality Free Strategy
j E VERNOVA FATALITY FREE STRATEGY We believe in a multi-year approach focused on systems, rather than people, as the most effective controls for achieving fatality free operations. PEOPLE PREVENTIVE ENGAGEMENT BARRIERS • Life Saving Rules • Everyone reports° • Hierarchy of controls • Technical Stan
Slide 5: Company built on pride, purpose and people
Company built on pride, purpose and people • GEVERNOVA Honouring Women’s Day with Creating meaningful and family, friends, and the impactful societal value broader community through CSR initiatives Promoting EHS as a top priority with active Engaging with future energy engagement with the profession
Slide 6: Key Themes
Key Themes €3 e veaNov 0 Energy super cycle… record investments fueling India's and global growth e Prudent capex… strengthening manufacturing leadership to maximize shareholder returns 0 Structural growth… driving industry-leading profitability and financial resilience e Expanding horizons… through
Slide 7: Growing complexities generating larger opportunities
Growing complexities generating larger opportunities €3 cs veaNovA MULTIPLE DEMAND FORCES INVESTMENT IN CLEAN ENERGY ELECTRIFICATION OPPORTUNITY EE AI/Data Center Global generation to grow (TWh/yr) O Large scale power evacuation … through HVDC 1.4x 45K Net-zero 32K Industrialization scenario Stated
Slide 8: Renewable addition driving transmission investment in India
Renewable addition driving transmission investment in India €3 cs veaNovA [2.8x] » In GW GENERATION m , EH 2025 2030 2035 ]3.3x] » In GW TRANSMISSION 2025 2030 2035 INVESTMENT ' .. II S88B $658 Average investment/ year: >15B$ Addressable Market/ year: ~8.5B$ Note: All the above data pertains to Rene
Slide 9: Market opportunities
Market opportunities €3 cs veaNovA Growing addressable market High growth opportunities ]CAGR 410.6% ] r • Emerging data center market… significant upside potential as India captures growth $10.9B $10.4B $9.3B $9.2B 1.2 1.5 $8.0B 0.9 0.9 • HVDC market poised to grow… 7 new projects 2.8 2.4 expected
Slide 10: Growing global market led by energy transition
Growing global market led by energy transition €3 cs veaNovA Expanding export opportunities Our reach & ambition • GIS components • OIP Bushings • HV Circuit Breakers • Instrument Transformers ~$3008 • Air Core Reactors • Drives & Associated equipments +6.7 Revised 2026 estimates including higher ex
Slide 11: End to end solutions to meet market requirements
End to end solutions to meet market requirements €3 cs veaNovA Grid Automation & High Voltage AC High Voltage DC New Technologies Software ▪ Power Transformers (up to ▪ End-to-end HVDC ▪ Substation Automation 1200kV); 800+ units delivered capabilities (LCC & VSC tech) Systems (SAS) ▪ Compact GIS for
Slide 12: Meeting demand with prudent capacity increases
Meeting demand with prudent capacity increases - GEVERNOVA • Expanding lean manufacturing to optimize factory output @ Hiring labor and developing highly skilled e Executing efficient capex investments Vadodara Hosur Padappai Pallavaram Noida Sec 63 Vallam 50% increase in +25% increase in AIS New En
Slide 13: Robust financial execution
Robust financial execution €3 cs veaNovA Orders Order Backlog Revenue & EBITDA Margin% Cash Flow 148 -3.6% 3.7% 10.1% 19.1% 27.1% 12 62.1 108 20.3 33 42.9 31.7 11.1 58 30.6 27.7 -- 7.2 18 8.4 ■E 27 22 0.8 -0.9 10 a E 7 FY 22 FY 23 FY 24 FY 25 FY 26 FY 22 FY 23 FY 24 FY 25 FY 26 FY 22 FY 23 FY 24 FY
Slide 14: Delivering industry leading profitability
Delivering industry leading profitability €3 cs veaNovA Structural profitability drivers Volume & product mix… 27.1% • > 45% growth in revenues YoY • Healthy improvement in mix ✓ Higher exports ✓ Better product mix ✓ Higher share of private sector customers Execution efficiencies… productivity, cost
Slide 15: Disciplined capital allocation strategy
Disciplined capital allocation strategy €3 cs veaNovA 25.0 Capital allocation strategy Shareholder returns • Maximizing value through consistent and sustainable returns Available balance for Dividend Payout Trend working capital and further expansion Payout Ratio 28.3% 21.0% 20.8% Announced capex of
Slide 16: Executing for the next phase
Executing for the next phase €3 cs veaNovA .m. Target DC Networks Data Center Market Strengthen localization, engineering Build early presence in emerging Qualify Indian factories for Americas, depth and execution credibility in DC market Europe and Middle East growth networks Capex Execution Bring
Slide 17: Wrap Up
€3 e veaNov Wrap Up Safety remains our #1 priority Strong localization in India with ~7 decades of execution history $ Strong order momentum across domestic and export — unleashing market potential Continuously scaling revenues and margins Positioned at the intersection of India's growth and the wor
Slide 18: Thank You
€3 e veaNov Thank You 02026 GE Vernova and/or its affiliates. AII rights reserved. 17
Slide 19: GE Vernova
GE VER NOVA 02026 GE Vernova and/or its affiliates. All rights reserved.
GE Vernova T&D India — Nomura Investment Forum Asia 2026 on 6ix