Q4 2026 GE Vernova T&D India Ltd Earnings Call Transcript

May 19, 2026 / 10:30 AM GMT

Release Date Price: ₹4385.3 (-0.94%)

Transcript

Key Points

Positve

GE Vernova T&D India Ltd (BOM:522275) reported a robust order intake of INR 86.1 billion in Q4, marking a 188% increase year-on-year.
The company's revenue for Q4 stood at INR 16.4 billion, up by 42% year-on-year, and full-year revenue increased by 45% to INR 62.1 billion.
Profit before tax and exceptional items for the quarter grew by more than 1.8 times to INR 4.6 billion.
The company has a strong cash position with cash and cash equivalents at INR 25 billion as of March 31, 2026.
GE Vernova T&D India Ltd (BOM:522275) is strategically positioned to benefit from India's energy transition, with a focus on HVDC technology and export opportunities.

Negative

The company faces risks and uncertainties related to forward-looking statements, which may impact future performance.
There is a significant reliance on long-cycle HVDC projects, which may affect revenue growth rates in the short term.
The localization of certain components, such as thyristor valves and controls, is still in progress, which may impact cost efficiency.
The exposure to state utilities, although reduced, remains a concern for investors due to historical issues.
The domestic data center market is currently small, limiting immediate growth opportunities in this segment.

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
Q4 2026 GE Vernova T&D India Ltd Earnings Call
May 19, 2026 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and Gentlemen, Good day and welcome to conference call hosted by GE Vanova T&D India Limited for Quarter 4 of Financial Year 2025-26.

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 touch tone phone.

Please note that this call is being recorded.

Now hand the conference over to Ms. Megha Gupta from GE Varnova T&D India Limited.

Thank you and over to you.

------------------------------------------------------------------------------

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.