Q4 2026 Ge Power India Ltd Earnings Call Transcript
Key Points
- GE Power India Ltd (BOM:532309) reported a 32% increase in core service orders year-over-year, reflecting strong execution and market positioning.
- The company achieved a 21% increase in annual revenue, driven by core services and upgrades.
- GE Power India Ltd (BOM:532309) has a healthy order book of 1,628 crores, providing visibility for nearly two years of execution.
- The company has made significant progress in resolving legacy receivables, enhancing cash flow visibility.
- A dividend payout of 70% of the face value has been recommended, marking the highest dividend in the last decade.
- Order backlog has declined from the previous year, driven by the termination of two contracts.
- The company's focus on transitioning to a service-led model has resulted in a reduction of new build orders.
- The recalibration of emission norms may impact near-term ordering for flue gas desulfurization (FGD) systems.
- The company is operating in a challenging environment with limitations on FGD installations.
- Despite strong financial performance, the company faces potential threats from the increasing share of renewable energy.
Ladies and gentlemen, good day and welcome to the GE Power India Limited Q4 FY26 Investors Conference Call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Puneet Bhatla.
Thank you and over to you, sir.
Thank you. Good morning, good evening, all whoever are there over the globe, in case somebody is joining us from the other side of the world. And thank you for joining us for the GE Power India Limited Q4 and the full year FY26 earnings call. I would like to extend a warm welcome to our investors, analysts, and all the stakeholders. Our financial results for the quarter and the full year has been released and are available on the stock exchanges and on our website.
Joining me on this call is our Chief Financial
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