Ge Power India Ltd. · NSE:GVPIL
Ge Power India — Q2 FY2023-24 Earnings Presentation
8 slides from Ge Power India's earnings presentation, Nov 9, 2023
Slide 1: GE Power India Limited
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 09 November 2023 To, To, The Manager Listing, The Manager Listing, National Stock Exchange of Ind
Slide 2: Earnings presentation Q2 2023-24 Disclaimer
GE POWER INDIA LIMITED Earnings presentation – Q2 2023-24 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
Slide 3: Contents
Contents • Executive Summary – Q2 2023-24 • Financials • Q&A ©©2022 2023GE GEPower Power India Limited- All India Limited - All rights rights reserved reserved 2
Slide 4: Executive Summary Q2 2023-24
Executive Executive Summary Summary Q1 Q2 2022-23 2023-24 Q1 FY 2022-23 vs Q1 FY 2021-22 • Strong quarter for service orders • FGD and Hydro PSP opportunities converting to orders slower than anticipated • Revenue down 17% vs. Q2 PY due to lower orders in previous quarters and project delays • Effor
Slide 5: Financials
GE Power India Limited Financials © 2022 GE Power India Limited - All rights reserved 4
Slide 6: Business update: Q2 FY2023-24 Orders
Business update: Q2 FY2023-24 Change in order mix composition New build vs Services EPC vs non-EPC Govt. vs Private 18% 53% 66% 72% 85% 100% 82% 47% 34% 28% 15% Q2 Q2 Q2 Q2 Q2 Q2 FY2022-23 FY2023-24 FY2022-23 FY2023-24 FY2022-23 FY2023-24 Services New build non-EPC EPC Pvt. Govt. % Orders mix scaled
Slide 7: Revenues & PBT: Q2 FY2023-24
Revenues & PBT: Q2 FY2023-24 ₹ Crores Revenue • Revenue & Margin impacted by : 428 354 • New Build - lower order intake in FGD • Saundatti project continues to remain Q2 Q2 suspended FY2022-23 FY2023-24 PBT • Cost escalations due to project delays and Q2 FY 2022-23 Q2 FY 2023-24 execution challenges
Slide 8: Slide 8