Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — Q2 FY2025-26 Earnings Presentation
10 slides from Ge Vernova T&d India's earnings presentation, Nov 3, 2025
Slide 1: Intimation of Analyst Presentation to Stock Exchanges
November 3, 2025 The Secretary The Manager GE Vernova T&D India Limited BSE Limited Listing Department (Formerly known as GE T&D India Limited) Phiroze Jeejeebhoy National Stock Exchange of India Ltd. L31102DL1957PLC193993 Towers, Exchange Plaza, Bandra Kurla Corporate Office: T-5 & T-6, Plot 1-14,
Slide 2: © 2023 General Electric Company – All rights reserved. Internal Use Only.
© 2023 General Electric Company – All rights reserved. Internal Use Only.
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 can
Slide 4: Mar'25 Sep'25 Q2'25
129.6 131.1 57.1 131.1 46.8 126.6 32.3 16.1 Q2'25 Q2'26 Jun'25 Sep'25 H1'25 H1'26 Mar'25 Sep'25 15.4 28.7 7.9 4.0 11.1 20.7 1.9 3.7 Q2'25 Q2'26 Q2'25 Q2'26 H1'25 H1'26 H1'25 H1'26
Slide 5: Capex Announcement
Capex Announcement The Board of Directors has approved investments of % 8,060 MINR as stated below: + Expanding existing capacities for Transformers & Reactors at Vadodara facility increasing capacity by more than 50% + Establishing new manufacturing lines for Air Core Reactors at our existing facil
Slide 6: Delivering from Frontline - Key Execution Q2 FY 25-26
Delivering from Frontline - Key Execution Q2 FY 25-26 Turnkey Solutions THDC -Khurja Commissioned 400 kV Bays at Khurja STPP. Viviid Renewables - Hatalgiri Commissioned 220 / 33 kV Substation. © 2025 GE Vernova and/or its affiliates. All rights reserved. Power Transformers PGCIL- Dausa Commissioned
Slide 7: Order Intake Q2 & H1 FY 25-26
Order Intake Q2 & HIFY 25-26 (in milions) KEY ORDERS BOOKED DURING Q2, FY 25-26 Supply of 765 kV, 400 kV, and 220 kV GIS substations from a private TBCB player in the state of Gujarat 5714 Supply of 400/220kV AIS Substation from a Private renewable developer in the state of Karnataka Supply of 765 k
Slide 8: Financial Performance Q2 & H1 FY 25-26
Financial Performance 02 & H1FY 25-26 (in millions) Q2 % Qi % Q2 % H1 % H1 % FY 25-26 FY 25-26 FY 24-25 FY 25-26 FY 24-25 Revenue 15,385 100.0 13,301 100.0 11,078 100.0 28,686 100.0 20,661 100.0 Less : Cost of Good Sold 8,675 56.4 6,860 51.6 6,511 58.8 15,535 54.2 12,233 59.2 Gross Profit 6,709 43.6
Slide 9: (₹ in millions)
(₹ in millions) 2,696, 4,972, 17% 15% 13,365, 27,288, 3,550 , 3% 83% 85% 37,582 , 29% 89,924 , 68% 4,897, 10,082, 32% 18,604, 35% 10,488, 65% 68%
Slide 10: GE Vernova - Contact us
GE VERNOVA © 2025 GE Vernova and/or its affiliates. All rights reserved. THE ENERGY TO CHANGE THE WORLD Contact us: InvestorsRelations.GEVTDIL@ge.com https://www.gevernova.com/regions/asia/in/gevernova-td-india
GE Vernova T&D India — Q2 FY2025-26 Earnings Presentation on 6ix