Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — GE T&D India — Q2 FY2023-24 Earnings Presentation
9 slides from Ge Vernova T&d India's earnings presentation, Nov 8, 2023
Slide 1: Exchange filing cover letter: Analyst Presentation
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 8, 2023 The Secretary The Manager BSE Limited Listing Department Phiroze Jeeje
Slide 2: Powering the New India: Analyst Presentation Q2 FY 2023-24
GE T&D India Limited POWERING THE NEW INDIA Analyst Presentation Q2 Financial Year 2023-24
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: Executive Summary
Executive Summary Orders Booking and Backlog • Q2 FY 23-24 Orders booking at 10.8 BINR vs 4.9 BINR in Q2 FY 22-23, up by 123% YoY • H1 FY 23-24 Orders booking at 20.9 BINR vs 10.9 BINR in H1 FY 22-23, up by 92% YoY • Order backlog of 43.4 BINR vs 37.0 BINR as at March 23 Revenue • Q2 FY 23-24 Revenu
Slide 5: Creating the Grid of Future | Key Commissioning
Creating the Grid of Future | Key Commissioning 220 kV GIS Substation at UPPTCL Sahupuri 765kV AIS Substation at Adani C’peta 765kV AIS Substation at Adani Warangal 110 kV GIS Substation at KSEB Shornur © GE T&D India Limited
Slide 6: Order Intake
Order Intake Key Orders booked during Q2, FY 23-24 H1 2023-24 (₹ in millions) • Package for supply of 110 MVAR 765 kV Reactors and 125 MVAR 400 kV 20,882 Reactors from Sterlite Power 10,816 • Construction of 765/400 kV GIS Substation at Narendra & 765 kV Bay Extn at Pune including civil works from A
Slide 7: Financial Data Q2 & H1 FY 2023-24
Financial Data Q2 & H1 FY 2023-24 (₹ in millions) Q2 Q2 H1 H1 Change Change 2023-24 2022-23 2023-24 2022-23 Revenue 6,978 7,006 -0.4% 14,153 12,936 9.4% EBITDA* 698 337 1,326 648 % of Revenue 10.0% 4.8% +5.2 pts 9.4% 5.0% +4.4 pts Profit Before Tax & exceptional Items 503 101 889 203 % of Revenue 7.
Slide 8: Orders, Sales and Backlog Details
Orders, Sales and Backlog Details (₹ in millions) Q2’24 Orders Domestic 2542, 24% Order in Hand Exports 8274, 76% 6629, 15% Private 4106, 10% State Utilities Central Utilities & PSU 32642, 75% Q2’24 Sales Domestic 2011, 29% Exports 4967, 71% © GE T&D India Limited
Slide 9: Thank You
THANK YOU Contact us: Anshul Madaan Head – Communications & PR anshul.madaan@ge.com http://www.ge.com/in/ge-td-india-limited