Ge Power India Ltd. · NSE:GVPIL
Ge Power India — Q2 FY2024-25 Earnings Presentation
13 slides from Ge Power India's earnings presentation, Nov 11, 2024
Slide 1: Exchange filing cover letter for earnings call presentation
GE Power India Limited CIN- L74140MH1992PLC068379 Corporate Office: Axis House, Plot No I-14, Towers 5 & 6, Jaypee Wish Town, Sector 128, Noida, Uttar Pradesh – 201304 T+91 0120 5011011 | F +91 0120 5011100 Registered Office: Regus Magnum Business Centers, 11th floor, Platina, Block G, Plot C-59, BK
Slide 2: Earnings Presentation Q2 2024-25 Results
GE POWER INDIA LIMITED, EARNINGS PRESENTATION Q2 2024-25 Results © 2024 GE Power India Limited. All rights reserved.
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: Contents
Contents 01 Executive Summary 02 Order intake Q2 FY 2024-25 03 Executing our strategy 04 Financials 05 Q/A © 2024 GE Power India Limited. All rights reserved. 3
Slide 5: Executive Summary Q2 2024-25
Executive Summary Q2 2024-25 TITLE 1 SLIDE HEADLINES MAY BE 2 LINES • Strong quarter for execution, significant growth in the order booking for the outlined strategy • Sale and transfer of the Gas Power Business undertaking is completed Optional subtitle • Fourth consecutive quarter of positive EBIT
Slide 6: Steam Power Order intake Q2 FY 2024-25
Steam Power Order intake AG0 Q2 FY 2024-25 ₹ Crores 653 Steam Power: Continued Strategy • Upgrade orders driven by R&M jobs of Steam 103 (209 Crs) 446 Turbine and Boiler 106 10 • Core Service ordering growth ~ 6% QoQ Continued Strategy (436 Crs) 314 444 112 Order intake from discontinued operations
Slide 7: Slide 5 review comments
Slide 5 AG0 1. The page should specify - this page is for STEAM only or GEPIL total or something else. 2. And let us put a total box on top of the two bars in the graph. 3. I think we should split the bar graph into 4 pillars? Show 5 stacks .. 4 pillars plus FGD EPC or New Build ( check what we use
Slide 8: Executing our strategy
Executing our strategy Core service Service upgrades FGDs Durgapur parts AG0 Brownfield, Equipment Orders Booked ~112 Crs. Orders Booked ~314 Crs. • Bidding for state, central Orders Booked ~10 Crs. and IPPs continues as per Major Orders: Major Orders: • Wheel assembly order strategy • MRPL Turbine
Slide 9: Slide 6 review comments
Slide 6 AG0 I don't think we have given these numbers before… let us not share numbers previous numbers since we do not do segmental reporting. Plus, don’t want to send a message that we are 2.3x the business in Core, because we are not. I think let us keep the graph without numbers and an arrow for
Slide 10: Financials
FINANCIALS © 2024 GE Power India Limited. All rights reserved. 7
Slide 11: Steam Power Revenue and PBT Q2 FY 2024-25
Steam Power Revenue and PBT Q2 FY 2024-25 Revenue ₹ Crores • Lower sales since execution of FGD/EPC under progress. 241 217 Q2 2023-24 Q2 2024-25 • Healthy sales mix with higher revenue from ‘core services’ Profit Before Tax (before exceptional item) 9 -36 Q2 2023-24 Q2 2024-25 • Key profit drivers
Slide 12: © 2024 GE Power India Limited. All rights reserved.
© 2024 GE Power India Limited. All rights reserved. 9
Slide 13: GE Vernova
GE VERNOVA