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GE Vernova T&D India (522275) investor relations material
GE Vernova T&D India Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary3 Nov, 2025
Executive summary
Q2 FY 25-26 revenue grew 39% year-over-year to INR 15.4 billion, with profit before tax up 2.1x to INR 4.0 billion and a robust order backlog of INR 131.1 billion as of September 2025.
Major CapEx of INR 8 billion (INR 806 crore) announced for advanced grid technologies and capacity expansion at Vadodara, Hosur, and Padappai, increasing transformer and reactor capacity by over 50% and GIS & AIS products by up to 25% over three years, all funded from internal accruals.
Focus on HVDC, STATCOM, digital solutions, and performance management as key growth drivers, with digitization and engineering expansion as differentiators.
Board approved unaudited standalone financial results for the quarter and six months ended September 30, 2025, and a major investment plan for capacity expansion.
Cash generation in H1 FY 25-26 was INR 6.0 billion, with available cash equivalents of INR 15.2 billion before dividend payment.
Financial highlights
Q2 revenue at INR 15,384.6 million, up 39% year-on-year from INR 11,077.7 million; H1 revenue at INR 28.7 billion, up 39% year-on-year.
Profit before tax for Q2 FY 25-26 was INR 4.0 billion, more than double the previous year; net profit for the quarter was INR 2,994.8 million.
EBITDA margin for Q2 at 25.8%, up from 18.5% last year; H1 EBITDA margin at 27.3%.
Cash and cash equivalents at INR 15.2 billion as of September 30, 2025, with no debt.
Basic and diluted EPS for the quarter was INR 11.70, up from INR 5.65 in the same quarter last year.
Outlook and guidance
Management expects to deliver EBITDA margins in the mid-20s for the full year.
Revenue run-rate projected at INR 5,500–6,000 crore for FY 2025-2026, implying 35% growth.
Strategic capex of INR 8,060 million approved for capacity expansion and new manufacturing lines, to be completed over 2026-2028 and funded through internal accruals.
Data center segment expected to become a significant growth driver by FY 2027–2028.
Expansion aims to meet growing demand in domestic and export markets for power transmission equipment.
Phasing of the INR 806 crore investment
Reason for significant increase in trade receivables?
When will OCI derivative losses hit P&L?
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Next GE Vernova T&D India earnings date
Q3 25/264 Feb, 2026
Next GE Vernova T&D India earnings date
Q3 25/264 Feb, 2026
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