GE Power India Ltd (NSE:GVPIL)

Q2 2026 Ge Power India Ltd Earnings Call Transcript

Nov 14, 2025 / 10:30 AM GMT

Release Date Price: ₹354.95 (+18.20%)

Transcript

Key Points

Positve

GE Power India Ltd (BOM:532309) reported a 23% increase in overall sales, driven by strong performance in core services.
The company successfully settled disputes with BSL and JP Venture Power Limited, unlocking cash inflow and strengthening its financial position.
GE Power India Ltd expanded its international presence by securing orders in seven countries, including Saudi Arabia, Turkey, and Australia.
The strategic demerger of the Durgapur undertaking to JSW Energy is expected to streamline the portfolio and unlock shareholder value.
The company reported a significant increase in core order intake, marking a 45% rise compared to the previous year.

Negative

The order backlog decreased from INR 2,662 crores to INR 1,825 crores due to the termination of two FGDEP contracts.
Gross margins for the current quarter were reported at 33%, a decline from 42% in the corresponding quarter of the previous year.
The company incurred a charge of INR 27 crores related to the JP Power settlement, impacting profitability.
There is a concern over the scalability of the service business, especially with the sale of hydro and gas businesses and the Durgapur factory.
Receivables remain a concern, with a significant portion tied up in settlements and retention linked to project milestones.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GEPO.NS - Ge Power India Ltd
Q2 2026 Ge Power India Ltd Earnings Call
Nov 14, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the earnings conference call in respect of inter alia, the unaudited financial results for the quarter and half year ended on 30th September 2025, hosted by GE Power India Limited.

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 the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

I now hand the conference over to Mr. Punit Bhatla, managing director of GE Power India Limited.

Thank you and over to you, sir.

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