Ge Power India Ltd. · NSE:GVPIL

Ge Power India — Q2 FY2022-23 Earnings Presentation

10 slides from Ge Power India's earnings presentation, Nov 14, 2022

  1. Slide 1: Exchange filing cover letter 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 14 November 2022 To, To, The Manager Listing, The Manager Listing, National Stock Exchange of Ind

  2. Slide 2: Earnings presentation Q2 2022-23 – Disclaimer

    GE POWER INDIA LIMITED Earnings presentation – Q2 2022-23 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

  3. Slide 3: Agenda

    Agenda • Safety update • Financials • Summary • Q&A ©©2022 2022GE GEPower Power India Limited- All India Limited - All rights rights reserved reserved 2

  4. Slide 4: Safety update

    EHS Data for Investor Safety update Call GEPIL EHS Performance-12MR Fatalities 0 Total Hours worked 25.6M Customer Award to GEPIL Service, India National Level 10th Global Safety Summit 2022 award to GEPIL CII EHS Excellence Award appreciation to NID Lapanga, GEPIL © 2022 GE Power India Limited - Al

  5. Slide 5: Financials

    GE Power India Limited Financials © 2022 GE Power India Limited - All rights reserved 4

  6. Slide 6: Business update: Q2 FY2022-23

    Business update: Q2 FY2022-23 Change in order mix composition New build vs Services EPC vs non-EPC Govt. vs Private 100% 14% 19% 53% 100% 100% 100% 86% 82% 47% Q2 Q2 Q2 Q2 Q2 Q2 FY2021-22 FY2022-23 FY2021-22 FY2022-23 FY2021-22 FY2022-23 Services New build non-EPC EPC Pvt. Govt. % Orders mix scaled

  7. Slide 7: Revenues & Profit Before Tax (PBT): Q2 FY2022-23

    Revenues & Profit Before Tax (PBT): Q2 FY2022-23 ₹ Million Revenue • Revenue & Margin impacted by : 7,321 4,278 • In FGDs due to lower order intake in the past two years Q2 Q2 FY2021-22 FY2022-23 • Execution challenges & cost updates PBT • Solapur Fire Incident provision–INR 787M Q2 FY 2021-22 Q2 FY

  8. Slide 8: FGD Update

    FGD Update GEPIL FGD PORTFOLIO STATUS AS OF Q2'23 100% 17% Challenges across market players 90% 80% 70% 36% • Sub-contractor financial health; 60% To Go 50% 40% 83% Achieved • Workforce availability and vendor delays 30% 64% 20% • Covid relief non-clarity 10% 0% Revenue Cash • GEPIL focus areas • Co

  9. Slide 9: Executive Summary Q2 2022-23

    Executive Executive Summary Summary Q2Q1 2022-23 2022-23 Q1 FY 2022-23 vs Q1 FY 2021-22 • Progress on the strategy – 1) Grow Services 2) Right mix of EP & EPC 3) Grow Industrial & Private customers • Order intake gone up to 2.5X of Q2 2021-22; active orders pipeline • Services orders up with good pr

  10. Slide 10: Slide 10

GE Power India — Q2 FY2022-23 Earnings Presentation on 6ix