Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — GE T&D India — Investor Presentation (August 2024)
28 slides from Ge Vernova T&d India's investor presentation, Aug 30, 2024
Slide 1: Schedule of one-on-one meetings with investors and investor presentation
August 30, 2024 The Secretary The Manager GE T&D India Limited BSE Limited Listing Department L31102DL1957PLC193993 Phiroze Jeejeebhoy Towers, National Stock Exchange of India Dalal Street Ltd. Corporate Office: T-5 & T-6, Plot 1-14, Axis House, Mumbai-400 001 Exchange Plaza, Bandra Kurla Jaypee Wis
Slide 2: GE T&D India Limited – September 2024
» s . ¢ as Oo. + Dae 3 ! e e ‘ a a @ vs 2 GE T&D INDIA LIMITED — September 2024 eae v4 Pe % s © 2024 GE T&D INDIA LTD. Alll rights reserved’ > ts PPG @-; &
Slide 3: Disclaimer
DISCLAIMER B ce ta Noa LT 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 a
Slide 4: Safety at GE T&D India Ltd: Safeguarding the Future
Safety at GE T&D INDIA LTD SAFEGUARDING THE FUTURE We live a safety culture that is : Enabled by innovation Supported by technology Driven by Science-based programs B GE T&D INDIA LTD We promote a safety-first culture that delivers results... Fatality-free... in the last 3 years Illness & Injury rat
Slide 5: GE T&D India Limited | Overview
B GE T&D INDIA LTD GE T&D India Limited | Overview ACCELERATING THE ENERGY TRANSITION As on 31/03/24 Orders in Hand FY 23-24 Orders FY 23-24 Revenue FY 23-24 EBITDA FY 23-24 EBITDA % As on 30/06/24 Manufacturing Cash and Cash Plants No of Countries served No of Employees as of 31/03/24 of India’s po
Slide 6: GE T&D India Limited | Evolution + Footprint
GE T&D India Limited | Evolution + Footprint GE TADINDIA LTD ©) ©) am == FA AREVA LST English Electric GEC Alsthom Limited Alsthom Ltd Areva T&D India Ltd Alstom T&D India Ltd GE T&D India Ltd GE T&D India Ltd* English Electric Camarviitel Company (P) Ltd uci) Incorporation Conversion to Public Merg
Slide 7: Power, Wind, Electrification, Accelerators
POWER WIND ELECTRIFICATION ACCELERATORS
Slide 8: GE T&D India Limited | Key Business Highlights
GE T&D India Limited | Key Business Highlights ® ce reo wo1a cto o Advanced Grid Products and Services ... solving the T&D sectors biggest challenges Page 8 o Strong domestic manufacturing base... with sufficient built-up capacity Page 9 o GE Vernova Capabilities in T&D... available to GE T&D India
Slide 9: Advanced Grid Products and Services
GE T&D INDIA LTD Advanced Grid Products and Services … solving the T&D sectors biggest challenges Power Equipment +
Slide 10: Strong Domestic Manufacturing Base
Strong Domestic Manufacturing Base @ ce reo wowarto ... with sufficient built-up capacity <220 KV 400 KV 765 KV HVDC > Power Transformers * Reactors * HVDC Transformers GIS Equipment Circuit Breakers “© Current Transformers * Capacitive voltage transformers © Wave Trap Relays / C&R Panels SCADA Comm
Slide 11: GE Vernova Capabilities in T&D
❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖ ❖
Slide 12: Established Operating Track-record
Established Operating Track-reco .. delivering many first of its kind in Indian market at Sipat, Madhya Pradesh for NTPC. - First to establish GIS factory in India - for Champa for Power Grid Kurukshetra Project for at Manesar Power Grid Corporation of India at Jambuva, Gujarat for Gujarat Energy Tr
Slide 13: Established Operating Track-record
Established Operating Track-record ... strong execution capabilities demonstrated through executed contracts B GE T&D INDIA LTD Champa +800 kV 6000 MW 400/220 kV GIS +Civil Works for HVDC Terminal for Power Grid HP power transmission at Gumma bye so a = Salting ee 765 kV GIS + Civil Works for 220kV
Slide 14: Long-term Relationships
Long-term Relationships ® ce te0 no1a 10 ... with marquee domestic and global clients POWER GENERATION TRANSMISSION DISTRIBUTION ELECTRO-INTENSIVE INDUSTRIES MO aad f t T SH Bh Hydro Solar Wind Transmission Companies Distribution Companies Chemicals Data Mining 8G Centers Sp yeefas adani @®@ Ls haat
Slide 15: Delivering innovative technologies to create a more sustainable electric power system
Delivering innovative technologies to create a more @ ce reo novo sustainable electric power system Sustainability framework Catalyze access to more secure, sustainable, reliable and affordable electricity to help drive global economic development Invent, deploy, and service technology to help decar
Slide 16: Experienced Team of Industry Veterans
Experienced Team of Industry Veterans BUSINESS LINES Abhishek Srivastava Grid System Integration Ashok Sajja Grid Automation Sridharan Narayanan High voltage Systems © 2024 GE T&D INDIA LTD. All rights reserved. Raja Ram Power Transformers Nilesh Raje Electrification Software Sandeep Zanzaria Managi
Slide 17: Supported by an Experienced Board
Supported by an Experienced Board B ce tao orto Rathin Ba: Dr Kirit KI h Saggi Board Chairman - Independent Former Member of India hairperson of Former Indian Administrative Ex-JMD & CEO of JSW Former MD GE T&D India Limited nning Commission Central Electricity Authority c 5 Energy Ltd Fabrice Au 2
Slide 18: India, China, US comparison
13060 6340 1640 2250 779 1161 1327 India China US • • • • •
Slide 19: New Challenges and Opportunities
New Challenges and Opportunities YESTERDAY Centralized and predictable CONVENTIONAL GENERATION v ‘i TRANSMISSION Vv Tt DISTRIBUTION v aia CUSTOMERS © 2024 GE T&D INDIA LTD. All rights reserved. Constantly changing, unprecedented complexity f A ! 4 $4 p RENEWABLES GENERATION 4 DISTRIBUTED RENEWABLES
Slide 20: Energy Transition in India
Energy Transition in India B GE T&D INDIA LTD .. supported by Indian Government policies and private investment Renewable Energy by 2030 — 37GW Offshore wind; investment of $53 B — 57 GW Pump Storage potential identified. Waiver of ISTS charges + Nomination basis allocations to CPUs + Green Finance
Slide 21: • • • 6.0 • 4.0 0.5 1.2 • 0.9 • 0.5 • 5.0
• • • 6.0 • 4.0 0.5 1.2 • 0.9 • 0.5 • 5.0 • 4.0 2.9
Slide 22: ✓ ✓ ✓ ✓ ✓ → ✓ → 2019-20 2020-21 2021-22 2022-23 2023-24
✓ ✓ ✓ ✓ ✓ → ✓ → 2019-20 2020-21 2021-22 2022-23 2023-24
Slide 23: Well defined levers for growth and Profitability
Well defined levers for growth and Profitability ce reo mo1at0 ... based on technical vision to address new market challenges To stay focused on technology intensive projects New technologies Focus on electrifying the world while simultaneously decarbonizing it with ne zero to lower carbon STATCOM t
Slide 24: Order trends FY22-FY24
✓ ✓ ✓ FY 22 FY 23 FY 24 FY 22 FY 23 FY 24 ✓ ✓ ✓ ✓
Slide 25: Order backlog (MINR)
MINR 33,263.1 33,196.5 33,130.0 33,063.5 32,997.0 32,930.4 32,863.9 32,797.4 32,730.8 32,664.3 32,597.8 32,531.3 32,464.7 ✓ 32,398.2 32,331.7 32,265.2 32,198.6 32,132.1 32,065.6 31,999.1 31,932.5 31,866.0 31,799.5 31,733.0 31,666.4 31,599.9 31,533.4 31,466.9 31,400.3 31,333.8 31,267.3 31,200.7 31,13
Slide 26: Financial profile FY2021-22 to Q1 2024-25
2021-22 2022-23 2023-24 1Q 2024-25 2021-22 2022-23 2023-24 1Q 2024-25 2021-22 2022-23 2023-24 1Q 2024-25 2021-22 2022-23 2023-24
Slide 27: GE T&D India Limited
GE T&D India Limited B ce tao nora to Safety as #1 priority Sustainable operations World class products and technology Strong execution capabilities Strong team + © 2024 GE T&D INDIA LTD. All rights reserved.
Slide 28: The Energy to Change the World – Contact us
@ GE T&D INDIA LTD THE ENERGY TO CHANGE THE WORLD Contact us: Kanika Arora Communications leader, GE T&D INDIA LTD Kanika.arora@ge.com https://www.gevernova.com/regions/in/ge-td-india-limited © GE T&D India Limited 97