Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — Investor Presentation (November 2024)
29 slides from Ge Vernova T&d India's investor presentation, Nov 9, 2024
Slide 1: Schedule of Group meeting with Investors and Investor presentation
November 8, 2024 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 Office:
Slide 2: Investor Update
GE Vernova T&D India Limited INVESTOR UPDATE GE Vernova T&D India Limited November 2024 © 2024 GE Vernova T&D India Limited (Formerly known as GE T&D India Limited) . All rights reserved.
Slide 3: Disclaimer
DISCLAIMER GE Vernova T&D India Limited 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
Slide 4: Safeguarding the Future
Safety at GE Vernova T&D India Limited GE Vernova T&D India Limited SAFEGUARDING We promote a safety-first culture that delivers results… THE FUTURE • Fatality-free… in the last 3 years • Illness & Injury rate @ 0.07 of total manhours We live a safety culture that is : worked for FY 2023-24 Enable
Slide 5: Accelerating the Energy Transition
GE Vernova T&D India Limited | Overview GE Vernova T&D India Limited ACCELERATING THE ENERGY TRANSITION 98.4 BINR 57.9 BINR* 31.7 BINR 3.4 BINR** 10.8 % As on 30/09/24 FY 23-24 FY 23-24 FY 23-24 FY 23-24 Orders in Hand Orders Revenue EBITDA EBITDA % 6.8 BINR 5 1,589 75 ~50% As on 30/09/24 Manufactur
Slide 6: GE Vernova T&D India Limited | Evolution + Footprint
GE Vernova T&D India Limited | Evolution + Footprint GE Vernova T&D India Limited Legal Entity Ownership Areva T&D India Alstom T&D India GE Vernova T&D India English Electric English Electric GEC Alsthom Limited Alsthom Ltd GE T&D India Limited Limited Limited Limited Company (P) Ltd Company Ltd In
Slide 7: About GE Vernova … the Parent
About GE VERNOVA … the Parent GE Vernova T&D India Limited $ 33 B 2023 Revenue POWER Gas Power, Hydro Power, Nuclear Power, Steam Power $ 116 B Year-end 2023 backlog WIND Onshore Wind, Offshore Wind, LM Wind Power 75K+ Global employees ELECTRIFICATION Grid Solutions, Power Conversion, Solar & Storag
Slide 8: Key Business Highlights
Key Business Highlights GE Vernova T&D India Limited 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 Vernova T&D India Page 10
Slide 9: Advanced Grid Products and Services
GE Vernova T&D India Limited Advanced Grid Products and Services GE Vernova T&D India Limited … solving the T&D sectors biggest challenges INDUSTRY LEADING PRIMARY INDUSTRY LEADING EQUIPMENT & EXPERTISE DIGITAL SOLUTIONS Power Electronics High-Voltage Equipment Automation & Protection Asset Manageme
Slide 10: Strong Domestic Manufacturing Base
Strong Domestic Manufacturing Base GE Vernova T&D India Limited … with sufficient built-up capacity <220 KV 400 KV 765 KV HVDC Vadodara Power Transformers Reactors Gujarat HVDC Transformers Paddapai GIS Equipment Circuit Breakers Tamil Nadu Current Transformers Hosur Capacitive voltage
Slide 11: GE Vernova Capabilities in T&D
GE Vernova Capabilities in T&D GE Vernova T&D India Limited … available to GE Vernova T&D India Limited Business Products/ Technology GE Vernova GE Vernova Business Products/ Technology GE Vernova GE Vernova Lines T&D India Lines T&D India Power Transformers Turnkey Substation Project office Pow
Slide 12: Established Operating Track-record
Established Operating Track-record GE Vernova T&D India Limited … delivering many first of its kind in Indian market INDIA’S FIRST INDIA’S LARGEST HIGHEST NUMBER 765 kV Air Insulated 400 kV GIS for 800kV of 765 kV Substation at Sipat, HVDC Kurukshetra Transformers/Reactors Madhya Pradesh for NTPC Su
Slide 13: Established Operating Track-record: Execution Capability
Established Operating Track-record GE Vernova T&D India Limited … strong execution capabilities demonstrated through executed contracts TECHNOLOGY DIVERSE EXECUTION CAPABILITY Champa ±800 kV 6000 MW LCC Technology 400/220 kV GIS +Civil Works for Inclement Climate HVDC Terminal for Power Grid Master
Slide 14: Long-term Relationships
Long-term Relationships GE Vernova T&D India Limited … with marquee domestic and global clients POWER GENERATION TRANSMISSION DISTRIBUTION ELECTRO-INTENSIVE INDUSTRIES Steam Hydro Solar Wind Transmission Companies Distribution Companies Chemicals Data Mining O&G Centers Serving customers across the
Slide 15: Sustainability framework
Delivering innovative technologies to create a more GE Vernova T&D India Limited sustainable electric power system Sustainability framework Catalyze access to more secure, Invent, deploy, and service sustainable, reliable and affordable technology to help decarbonize and electricity to help drive gl
Slide 16: Experienced Team of Industry Veterans
Experienced Team of Industry Veterans GE Vernova T&D India Limited Sandeep Zanzaria Managing Director & CEO BUSINESS LINES OPERATIONAL SUPPORT ENABLING SUPPORT Abhishek Srivastava Raja Ram Amritap Ghosh Sushil Kumar Radhika Sankaran Grid System Integration Power Transformers Marketing Manager Chief
Slide 17: Supported by an Experienced Board
Supported by an Experienced Board GE Vernova T&D India Limited A A A A A N N N N N R C R R S Rathin Basu Dr Kirit Parekh S Rakesh Nath Neera Saggi A Sanjay Sagar Board Chairman - Independent Former Member of India’s Former Chairperson of A Former Indian Administrative Ex-JMD & CEO of JSW Former MD G
Slide 18: Energy Transition
Energy Transition GE Vernova T&D India Limited ... multiple tailwinds leading to increased energy demand … India as well as globally The world needs more electricity India needs more electricity IEA WEO 2023 VS 2043 levels Increasing Consumption per capita (kWh) 13X Net Zero Scenario 180% 13060 Anno
Slide 19: New Challenges and Opportunities
New Challenges and Opportunities GE Vernova T&D India Limited New Challenges and Opportunities in T&D Industry HVDC networks: Long distance & cross border transmission STATCOM for voltage regulation : Renewable power absorption Green Energy Corridors: For renewable power transmission Grid digitizati
Slide 20: Energy Transition in India
Energy Transition in India GE Vernova T&D India Limited ... supported by Indian Government policies and private investment POWER GENERATION TRANSMISSION • 500GW Renewable Energy by 2030 • Transmission Plan for Integration of 500GW renewable Energy – 37GW Offshore wind; investment of $53 B – Green En
Slide 21: Energy Transition in India
Energy Transition in India GE Vernova T&D India Limited … …leading to strong market visibility for T&D sector in India Investment in electrification is accelerating +168% Projects to accelerate energy transition in India ($ B) +274% Total Available market Total Available market for 4 years $29 B (in
Slide 22: Export Opportunities Driver
Export Opportunities Driver GE Vernova T&D India Limited Expanding Global Markets Our Export Capabilities Benefits of Export $175 B Higher margin vs domestic market GIS exports to AIS exports to Digital 45+ 40+ Large customer base countries countries Grid Distribution $80 B Better utilization
Slide 23: Well defined levers for growth and Profitability
Well defined levers for growth and Profitability GE Vernova T&D India Limited ... based on technical vision to address new market challenges To stay focused on technology intensive projects New technologies G r i d O S® Focus on electrifying the world while simultaneously decarbonizing it with zero
Slide 24: H1 FY 2024-25 Performance
H1 FY 2024-25 Performance GE Vernova T&D India Limited Orders Booked Revenue Key Highlights Key Highlights (MINR) (MINR) 57,114 • Orders : 173% growth 26,783 Domestic orders up by 88% 20,661 Exports Orders : up by 460% mainly driven by 14,153 orders from GE Vernova group 20,882 30,331 4,780 St
Slide 25: Healthy Order Book
Healthy Order Book GE Vernova T&D India Limited ... with a strong visibility on pipeline Orders Booked* Orders in Hand (MINR) +112% (MINR) Commercial Focus 57,912 57,114 98,365 Selectivity : Cash/margin vs volume 62,729 Better pricing 27,359 21,666 37,227 36,995 Inflation adjustment/cost solid
Slide 26: Robust Financial Profile
Robust Financial Profile GE Vernova T&D India Limited GE Vernova T&D India’s financial trend Continued strong financial performance Revenue (MINR) EBITDA % Healthy revenue growth 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
Slide 27: Robust Financial Profile
Robust Financial Profile GE Vernova T&D India Limited ... strong balance sheet with improved return on capital Cash Generation (before Dividend) (MINR) From Debt to Cash Surplus (MINR) 4,495 4,503 6,756 2,765 800 -810 -920 -1,730 2021-22 2022-23 2023-24 H1 2024-25 2021-22 2022-23 2023-24 H1 2024-25
Slide 28: Uniquely Positioned
GE Vernova T&D India Limited GE Vernova T&D India Limited UNIQUELY POSITIONED Safety as #1 priority Sustainable operations World class products and technology Strong execution capabilities Strong team POISED TO LEAD ENERGY + TRANSITION IN INDIA … AND BEYOND STRONG MARKET OPPORTUNITIES IN I
Slide 29: The Energy to Change the World
GE Vernova T&D India Limited THE ENERGY TO CHANGE THE WORLD Contact us: Kanika Arora Communications leader, GE Vernova T&D India Limited Kanika.arora@ge.com https://www.gevernova.com/regions/in/ge-td-india-limited © GE Vernova T&D India Limited 28
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