Ge Vernova T&d India Limited · NSE:GVT&D
Ge Vernova T&d India — GE T&D India — Investor Presentation (September 2023)
41 slides from Ge Vernova T&d India's investor presentation, Sep 13, 2023
Slide 1: Analyst Presentation Intimation Letter to Exchanges
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 September 12, 2023 The Secretary The Manager BSE Limited Listing Department Phiroze Jee
Slide 2: Powering the New India
GE T&D India Limited POWERING THE NEW INDIA Analyst Presentation September 13, 2023
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: Safety Moment
Safety Moment How Our Reactions Slow This chart shows the percentage increase in distracted drivers’ response times. An undistracted driver typically reacts in 1 second Drink-drive limit High on cannabis Hands-free phone Driving at S6mph the stopping distance for a driver using a hand-held phone inc
Slide 5: GE Vernova Group Overview
GE Vernova Group Overview T&D Challenges/ Growth Drivers Technology to address Market/Challenges GE T&D India Ltd Financials
Slide 6: We Are
WE ARE © 2023 GE VERNOVA and/or its affiliates. All rights reserved.
Slide 7: For the new era of energy, a new company focused on the energy transition
For the new era of energy…a new company with full focus on the energy transition 80K 12 OUR CHALLENGE: ELECTRIFY THE WORLD Global employees WHILE DECARBONIZING IT Businesses Digital 140+ Financial Services Gas Power Grid Solutions Solar and Storage Solutions Hydro Power Countries Nuclear Power LM Wi
Slide 8: GE Vernova Portfolio of Businesses: One-of-a-Kind
GE Vernova Portfolio of Businesses: One-of-a-Kind Planned Structure CONVENTIONAL POWER WIND E L E C T R I F I C AT I O N D I G I TA L Gas Power Onshore Wind Grid Solutions • Heavy Duty Gas Turbines • Aeroderivative Gas Turbines • 2 -3.5 MW platform • Transmission • Steam Turbines/Generators • 5 – 6
Slide 9: Electrification Portfolio
Electrification Transmission, Distribution & Energy Intensive Industries Portfolio GRID SOLUTIONS POWER CONVERSION SOLAR & STORAGE SOLUTIONS Generation Transmission Distribution Industries Marine Oil & Gas Power Electro- Hybrid Power Evacuation Distribution Intensive Industries Converters, Switches,
Slide 10: GE Grid Solutions
GE GRID SOLUTIONS $3.2B 70+ 12,000 2,800 1,200+ 90% 2022 Revenue Countries In Global Employees Engineers Recognized of Power Transmission Which We Have Worldwide Power System Utilities Have Been Employees Industry Experts Equipped By GE Note: In 2022, the Electrification segment’s revenue amounted t
Slide 11: Our Mission as GE's Grid Solutions
Our Mission as GE’s Grid Solutions We electrify the world with advanced grid technologies and accelerate the energy transition. © ©2022, 2021 GE. Proprietary information. All rights reserved.
Slide 12: Enabling Safe, Reliable, and Efficient Processes
Enabling Safe, Reliable, and Efficient Processes FLEXIBLE SOLUTIONS FOR DEMANDING APPLICATIONS ACROSS INDUSTRIES GENERATION TRANSMISSION DISTRIBUTION INFRASTRUCTURES & CITIES OIL & GAS MINING METALS PROCESSING & MANUFACTURING
Slide 13: T&D Challenges/Growth Drivers
GE Vernova Group Overview T&D Challenges/ Growth Drivers Technology to address Market/Challenges GE T&D India Ltd Financials
Slide 14: Trends Disrupting The Traditional Power Sector
Trends Disrupting The Traditional Power Sector DECARBONIZATION DIGITIZATION DECENTRALIZATION ELECTRIFICATION RENEWABLE ENERGY will account GROWING NUMBER of connected MORE GENERATION INCREASE of electric transportation for 64% of new assets through will be coming from and electrical heating global c
Slide 15: The Energy Transition: how does it impact the grid?
The Energy Transition: how does it impact the grid? FUEL GENERATOR GRID LOADS FROM • Easy to control • Provides inertia One-way flow of • Relatively Predictable electricity from • Dispatchable on • Can start grid from zero transmission to demand distribution TO • Intermittent • Limited natural inert
Slide 16: Understanding Our Industry Challenges
Understanding Our Industry Challenges CONNECTING RENEWABLES TO IMPROVING GRID RESILIENCE AND THE GRID ENERGY EFFICIENCY BALANCING GENERATION REDUCING GRID & DEMAND ENVIRONMENTAL FOOTPRINT © 2022, GE. Proprietary information. All rights reserved.
Slide 17: Understanding Our Industry Challenges
Understanding Our Industry Challenges CONNECTING RENEWABLES IMPROVING GRID RESILIENCE AND TO THE GRID ENERGY EFFICIENCY Larger distances between generation and demand and increased number of decentralized power sources BALANCING GENERATION REDUCING GRID & DEMAND ENVIRONMENTAL FOOTPRINT © 2022, GE. P
Slide 18: Understanding Our Industry Challenges
Understanding Our Industry Challenges CONNECTING RENEWABLES TO IMPROVING GRID RESILIENCE AND THE GRID ENERGY EFFICIENCY BALANCING GENERATION REDUCING GRID & DEMAND ENVIRONMENTAL With increased variability, new FOOTPRINT flexible sources and new transport and heat usages © 2022, GE. Proprietary infor
Slide 19: Understanding Our Industry Challenges
Understanding Our Industry Challenges CONNECTING RENEWABLES TO IMPROVING GRID RESILIENCE AND THE GRID ENERGY EFFICIENCY Maximizing asset utilization by up to 15% and identifying equipment issues in advance Digital substations, turnkey solutions, services BALANCING GENERATION REDUCING GRID & DEMAND E
Slide 20: Understanding Our Industry Challenges
Understanding Our Industry Challenges CONNECTING RENEWABLES TO IMPROVING GRID RESILIENCE THE GRID AND ENERGY EFFICIENCY BALANCING GENERATION REDUCING GRID & DEMAND ENVIRONMENTAL FOOTPRINT Reduce the environmental impact of grid infrastructure to cope with country regulations and objectives © 2022, G
Slide 21: Technology to address Market/Challenges
GE Vernova Group Overview T&D Challenges/ Growth Drivers Technology to address Market/Challenges GE T&D India Ltd Financials
Slide 22: Six Breakthrough Technologies
Six Breakthrough Technologies SF6-free alternatives FACTSFlex Multi-terminal HVDC, Multi Modern power Vendor for elimination of world’s worst electronics for for increased supply greenhouse gas enhanced AC grid security, supply chain controllability & flexibility & resilience power transfer Next-Gen
Slide 23: The GE Advantage
THE GE ADVANTAGE A BROAD PORTFOLIO OF PRODUCTS & SOLUTIONS HELP ENSURE THE HIGHEST LEVELS OF AVAILABILITY, SUSTAINABILITY & EFFICIENCY OIL & GAS COMPREHENSIVE MINING APPLICATION METALS ENGINEERING WATER & PROJECT PROCESSING SERVICE && PORTFOLIO EXPERTISE SERVICES WASTEWATER MANAGEMENT MANUFACTURING
Slide 24: HVDC - High Voltage DC Transmission Systems
BULK POWER TRANSFER TO INTERCONNECT REGIONS HVDC - HIGH VOLTAGE DC TRANSMISSION SYSTEMS 3x CAPACITY WORLD’S LONGEST DC LINK (2,400 KMS) WORLD’S HIGHEST RATED SUBMARINE CABLE LINK (2000 MWatts) OVER LONGER DISTANCES WORLD’S 1st 3-TERMINAL WORLD’S 1ST OVERHEAD LINE HVDC LOWER COST HVDC SYSTEM USING DM
Slide 25: Decongesting Transmission Networks with FACTS
DECONGESTING TRANSMISSION NETWORKS WITH FLEXIBLE AC TRANSMISSION SYSTEMS (FACTS) TO MAXIMIZE POWER FLOW & STABILITY WORLD’S 1ST SERIES BANK INSTALLED PIONEERED SUB-SYNCHRONOUS RESONANCE REDUCE LINE IMPEDANCE TO INCREASE IN 1928 FILTERING INTO FIXED SERIES COMPENSATION TRANSMISSION LINE CAPACITY by u
Slide 26: Intelligent Digital Substation
INTELLIGENT DIGITAL SUBSTATION DELIVERING ADVANCED CONTROLS, ASSET DIAGNOSTICS, SITUATIONAL AWARENESS SOLUTIONS & TURN-KEY SUBSTATIONS REDUCE SUBSTATION ELIMINATE UPTO 200 KMs of COPPER WIRING UP TO 15% INCREASE IN ASSET UTILIZATION PROTECTION & CONTROL LABOR AND MATERIAL COST IMPROVE SERVICE TEAM 5
Slide 27: Alternative to SF6 – GE's g3 Gas
ALTERNATIVE TO SF6 – GE’s g3 GAS © 2021, GE. Proprietary information. All rights reserved.
Slide 28: Grid Software Solutions
GRID SOFTWARE SOLUTIONS SINGULAR PRODUCT MENTALITY Previously product lines held independent market realities and did not aggressively look for opportunities to leverage and complement each other MOVING RAPIDLY TOWARDS INTER-OPERABILITY Sharing resources and budgets, leveraging standards based data
Slide 29: Asset Lifecycle Management
ASSET LIFECYCLE MANAGEMENT IMPROVING FLEXIBLE SERVICES OPTIMIZING GRID ASSET PERFORMANCE MANAGEMENT STRATEGIES RELIABILITY AND VALUE DIGITALIZED ENERGYAPM POWERED WITH MODELS & up to 50% INSPECTIONS ANALYTICS MAINTENANCE & failure rates reduction OPTIMIZATION GUARANTEED ON-LINE OUTCOMES SERVICES MON
Slide 30: GE T&D India Ltd
GE Vernova Group Overview T&D Challenges/ Growth Drivers Technology to address Market/Challenges GE T&D India Ltd Financials
Slide 31: Electrifying India 2023 and 2030 Targets
Electrifying India 2023 2030 Targets REN GEN 500GW Total Generation Per Capita Units Consumption 1640Twh 1255kwh REN Share +40% Peak Power deficit AT&C Losses- 18.87% 0.4% Peak Total Power Average AT&C Loss Installed- Power Generation 423GW Generation- <8% 232 GW 203GW Share of Other Per capita Rene
Slide 32: Advanced Grid Products & Services
Advanced Grid Products & Services INDUSTRY LEADING PRIMARY EQUIPMENT & EXPERTISE INDUSTRY LEADING DIGITAL SOLUTIONS Power Electronics High Voltage Equipment Automation & Protection Asset Management High Voltage DC Transformers Protection & Control Remote Monitoring & Diagnostics + Flexible AC Transm
Slide 33: Making in India Since 1957
Making in India Since 1957 Corporate Office in Noida, 5 Manufacturing Sites, 8 Sales Offices Pallavaram, Chennai Paddapai, Chennai Vadodara, Gujarat • Est 1958 • Est 2009, existed since 1995 • Est 2009, existed since 1957 in Naini • Relays Manufacturing and service Perungudi • Trafo & Reactor up to
Slide 34: Pioneer in T&D Technology
Pioneer in T&D Technology INDIA’S FIRST INDIA’S LARGEST HIGHEST NUMBER 765 kV Air Insulated Substation at 400 kV GIS for 800kV HVDC of 765 kV Transformers/Reactors Sipat, Madhya Pradesh for PGCIL Kurukshetra Substation – First (>600) manufactured locally + 800 to establish GIS factory in India kV HV
Slide 35: Board of Directors
Board of Directors Audit Committee Corporate Social Responsibility Committee Mahesh Palashikar Ms. Neera Saggi Chairman Ms Neera Saggi is member Mr. Mahesh Palashikar is an ✓ Dr. Kirit S Parikh (C) of Indian Administrative ✓ Rakesh Nath (C) accomplished global business Service. She has worked ✓ Sand
Slide 36: Management Team
Management Team Mr. Sandeep Zanzaria Managing Director & CEO Mr. Abhishek Srivastava Mr. Ashok Sajja Mr. Sridharan Narayanan Mr. Raja Ram Mr. Deepak Pandey Business Leader - Business Leader - Business Leader - Business Leader - Business Leader- Grid Systems Integration Grid Automation High Voltage S
Slide 37: Safety Focus
Safety Focus Certificate of Merit from Tata Motors Ltd, Pantnagar Certification of Appreciation from Adani for Warora National Safety Week celebrated across all Plants Projects & Project Sites Tree Plantation on World Environment day Safety footprint training at Digital Office Fire Hydrant Pump trai
Slide 38: Sustainability @GE T&D India
Sustainability @GE T&D India Steps towards Zero Carbon: GE Ethics: Reduction of electricity ➢ Zero Tolerance toward corruption/ bribery consumption, water consumption, ➢ Zero Tolerance toward Code of Conduct. reduction of plastics use as well as ➢ Maintenance of strong internal controls. reduction o
Slide 39: Financials
GE Vernova Group Overview T&D Challenges/ Growth Drivers Technology to address Market/Challenges GE T&D India Ltd Financials
Slide 40: GE T&D India Limited: Order Intake, Sales, Backlog, Operating Profit
GE T&D India Limited (₹ in billions) (₹ in billions) Order Intake Sales + 67.9% + 21.0% 10.1 7.8 8.7 7.0 7.0 7.2 7.8 5.9 6.0 4.9 5.2 7.8 4.8 5.7 5.0 5.3 5.0 3.9 4.2 2.9 2.5 3.5 1.8 1.9 2.2 2.0 2.2 2.0 2.0 2.2 1Q'23 2Q'23 3Q'23 4Q'23 1Q'24 1Q'23 2Q'23 3Q'23 4Q'23 1Q'24 Export Domestic Export Domestic
Slide 41: Thank You
THANK YOU Contact us: Anshul Madaan Head – Communications & PR anshul.madaan@ge.com http://www.ge.com/in/ge-td-india-limited
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