Q3 2025 GE Vernova T&D India Ltd Earnings Call Transcript

Feb 5, 2025 / 01:30 PM GMT

Release Date Price: ₹1710.25 (+3.84%)

Transcript

Key Points

Positve

GE Vernova T&D India Ltd (BOM:522275) reported a significant increase in revenue for Q3, with a 28% year-on-year growth, reaching 10.7 billion INR.
The company achieved a record high order backlog of 107.8 billion INR, providing strong revenue visibility for the coming years.
EBITDA for the quarter increased by approximately 80% year-on-year, indicating improved operational efficiency.
The company has successfully expanded its export domain, engaging with markets in Europe, Africa, Southeast Asia, and Latin America.
GE Vernova T&D India Ltd (BOM:522275) has maintained a strong cash position, with cash and cash equivalents improving to 8.6 billion INR as of December 31, 2024.

Negative

The order book for Q3 saw a decline of 12% year-on-year, primarily due to the absence of a significant order from the previous year.
There is a noted challenge in the supply chain, particularly with international vendors, which could impact future project execution.
Export revenues saw a drop of about 29% year-on-year for the quarter, indicating potential volatility in international markets.
The company faces potential pricing pressures due to raw material cost increases, which could affect future margins.
Despite strong order inflows, the execution ramp-up in terms of revenue has not yet matched the pace of order growth.

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

GETD.NS - GE Vernova T&D India Ltd
Q3 2025 GE Vernova T&D India Ltd Earnings Call
Feb 05, 2025 / 01:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to G one T&D India limited earnings 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 the conference call? Please signal an operator by pressing star 90 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Miss Mega Gupta from G 10 RT and D India Limited. Thank you and over to you, Miss Mega.

--------------------------------------------------------------------------------
Unidentified_2 [2]
------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.