Ge Power India Ltd. · NSE:GVPIL
Ge Power India — Q3 FY2023-24 Earnings Presentation
8 slides from Ge Power India's earnings presentation, Feb 13, 2024
Slide 1: Cover letter to stock exchanges for earnings call presentation
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 13 February 2024 To, To, The Manager Listing, The Manager Listing, National Stock Exchange of Ind
Slide 2: Earnings presentation Q3 2023-24 Disclaimer
GE POWER INDIA LIMITED Earnings presentation – Q3 2023-24 Results Disclaimer • 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 follo
Slide 3: Contents
Contents • Executive Summary – Q3 2023-24 • Financials • Q&A ©©2022 2023GE GEPower Power India Limited- All India Limited - All rights rights reserved reserved 2
Slide 4: Executive Summary Q3 2023-24
Executive Executive Summary Summary Q1 Q3 2022-23 2023-24 Q1 FY 2022-23 vs Q1 FY 2021-22 • Strong quarter for service orders • FGD and Hydro PSP opportunities converting to orders slower than anticipated • Revenue down 14% vs. Q3 PY due to lower orders, depleting order backlog and continuing project
Slide 5: Financials
GE Power India Limited Financials © 2022 GE Power India Limited - All rights reserved 4
Slide 6: Business update: Q3 FY2023-24 Orders
Business update: Q3 FY2023-24 Change in order mix composition New build vs Services EPC vs non-EPC Govt. vs Private 6% 8% 38% 40% 47% 94% 100% 92% 62% 60% 53% Q3 Q3 Q3 Q3 Q3 Q3 FY2022-23 FY2023-24 FY2022-23 FY2023-24 FY2022-23 FY2023-24 Services New build non-EPC EPC Pvt. Govt. % Orders mix scaled t
Slide 7: Revenues & PBT: Q3 FY2023-24
Revenues & PBT: Q3 FY2023-24 ₹ Crores Revenue • Revenue down (14)% due to delayed FGD order intake and continued suspension of 533 456 Saundatti project • Projects margin under pressure due to Q3 Q3 project delays and execution challenges, FY2022-23 FY2023-24 focusing on accelerating claim conversio
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