Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — GE T&D India — Q2 FY2021-22 Earnings Presentation
12 slides from Ge Vernova T&d India's earnings presentation, Nov 12, 2021
Slide 1: Analyst Presentation Cover Letter to Exchanges
GE T&D India Limited L31102DL1957PLC193993 T-5 & T-6 , Plot I-14, Axis House, Jaypee Wishtown, sector-128, Noida-201304, Uttar Pradesh T +91 120 5021500 F +91 120 5021501 https://www.ge.com/in/ge-td-india-limited November 12, 2021 The Secretary The Manager BSE Limited Listing Department Phiroze Jeej
Slide 2: Enabling India's Energy Transition
GE T&D India Limited ENABLING INDIA’S ENERGY TRANSITION Analyst Presentation Q2 Financial Year 2021-22
Slide 3: Disclaimer
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 following limitations- • The forward-looking information and statements c
Slide 4: Changes to Board
Changes to Board Mr. Rajendra Sheshadri Mr. Sushil Kumar Iyer appointed as the appointed as Whole-time Director with effect from Director and CFO with October 1, 2021 effect from January 1, 2022 Mr Emanuel Bertolini and Mr Gaurav Negi ceased to be directors of the company with effect from October 1,
Slide 5: Executive Summary
Executive Summary • Q2 FY 21-22 Orders booking at 6.3 BINR vs 5.4 BINR in Q2 FY 20-21, up 18% yoy • Q2 FY 21-22 Sales at 8.5 BINR vs 8.7 BINR in Q2 FY 20- 21, down 2% yoy • Q2 FY 21-22 Loss After Tax at 77 MINR vs Profit After Tax of 86 MINR in Q2 FY 20-21 • Continuous Focus on operational excellenc
Slide 6: Creating the Grid of Future | Key Commissioning
Creating the Grid of Future | Key Commissioning 5x220kV AIS Bays, 3x33kV Switchboards 2x765kV AIS Extension Bays with 7x 1 Bay along with line successfully 8x400kV bays, 4x220kV, 5x132kV GIS with 3x125 MVA Transformers for 80MVAr Line Reactors charged charged for Doosan at Obra Bays, 2x500 MVA ICTs
Slide 7: Making In India for the World
Making In India for the World Factory Spotlight : Pallavaram • Pallavaram Site since 1958 : Pioneer in Grid Automation and Protection Controls • One of the largest relay manufacturing and panel integration facility in Asia. • Making in India for the World – Exports to more than 60 countries • 20 mil
Slide 8: Lean Week
LEAN WEEK President Kaizen Event • HVS team at Padappai introduced Flow Line for ME4 drives in to cater to global requirements for meeting the $ 3M top line • 15 Kaizens including ergonomics - 90% reduction in Manufacturing Lead times , product & people travel distance reduction by 13 % and 30% resp
Slide 9: Order Intake
ORDER INTAKE Q2 & H1’ FY 2021-22 Key Orders booked during Q2, FY 21-22 (₹ in millions) • Multiple contracts by Bhutan Power Corporation 11,064 (BPC), to build four Gas-Insulated Substations (GIS) in Bhutan on a turnkey basis. 9,821 • 500 MVA 765KV Power Transformers from PowerGrid Corporation of Ind
Slide 10: Financial Data
Financial Data Q2 & H1 FY 2021-22 (₹ in millions) Q2 Q2 H1 H1 Change Change 2021-22 2020-21 2021-22 2020-21 Sales 8,517 8,709 -2.2% 14,898 15,137 -1.6% EBITDA 199 428 -53.6% 213 431 -50.6% % of Sales 2.3% 4.9% -2.6 pts 1.4% 2.8% -1.4 pts Profit Before Tax (96) 132 -173.4% (349) (131) -167.1% % of Sa
Slide 11: Orders, Sales and Backlog Details
Orders, Sales and Backlog Details (₹ in millions) Q2 Orders H1 Orders Domestic Domestic Order in Hand 3027, 48% 4717, 43% Exports Exports 3314, 52% 6347, 57% 7905, 19% Private State Utilities Central Utilities & PSU 7665, 18% 25933, 63% Q2 Sales H1 Sales Domestic 3439, 23% 2130, 25% Exports Domestic
Slide 12: Thank You
THANK YOU Contact us: Suneel Mishra Investor Relations Officer suneel.mishra@ge.com Anshul Madaan Head – Communications & PR anshul.madaan@ge.com http://www.ge.com/in/ge-td-india-limited