Ge Power India Ltd. · NSE:GVPIL
Ge Power India — Investor Presentation (October 2020)
10 slides from Ge Power India's investor presentation, Oct 22, 2020
Slide 1: GE Power India Limited – Intimation of Investor Meeting
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 www.ge.com/in/ge-power-india-limited 22 October 2020 To, To, The Manager Listing, The Manager Lis
Slide 2: GEPIL Investors Call
GEPIL Investors Call October 23, 2020 Confidential. Not to be copied, reproduced, or distributed without prior approval. NON-GAAP FINANCIAL MEASURES: In this document, we sometimes use information derived from consolidated financial data but not presented in CAUTION CONCERNING FORWARD-LOOKING STATEM
Slide 3: Agenda
AGENDA • GE announcement • GEPIL business areas & potential impact of announcement Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 2
Slide 4: GE announcement
GE announcement • GE announced on 21st Sept. 2020, that it intends to exit the new build coal power market… subject to applicable consultation requirements • GE’s Steam Power business will work with Customers on existing obligations as it pursues this exit, which may include divestitures, site closi
Slide 5: GEPIL business areas & potential impact of announcement
GEPIL business areas & potential impact of announcement GEPIL STEAM POWER HYDRO GAS POWER BOILERS AQCS SERVICES AQCS: Air Quality Control Systems (incl. FGD) Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 4
Slide 6: GEPIL Steam Power – Boiler market & potential impact
GEPIL Steam Power – Boiler market & potential impact Durgapur Factory India new coal market +650 Acres land (incl. township) 40 35 35 30 • Decline in market demand 25 22 GW 20 15 10 11 11 9 • Focus on steam power services 10 8 7 7 4 5 3 0 0 2009 2011 2013 2015 2017 2019 2020 Source: McCoy Reports, U
Slide 7: GEPIL Steam Power – AQCS market & potential impact
GEPIL Steam Power – AQCS market & potential impact • Chinese bidders ban – opportunity for Indian bidders Emissions compliance driving FGD market • Compliance deadline - may likely to extend by ~81 GW ordered ~145 GW yet to be ordered another two years 40 • GE’s decision to exit New Build Coal inclu
Slide 8: GEPIL Steam Power – Services market & potential impact
GEPIL Steam Power – Services market & potential impact India Generation mix in TWh • Stable generation from coal plants - 2518 Steam power services growth 801 Renewable Energy Financial opportunity 1566 Distress 1388 Other 138 326 359 fuels • Flexible operational regime for coal 256 168 plants 1358
Slide 9: GEPIL Steam Power – Restructuring actions
GEPIL Steam Power- Restructuring actions • COVID-19 pandemic -no salary hikes • Headcount – adapting to market demand & business strategy Confidential. Not to be copied, reproduced, or distributed without prior approval © 2020 General Electric Company - All rights reserved 8
Slide 10: Q&A
Q&A
GE Power India — Investor Presentation (October 2020) on 6ix