GVPILBSEGE POWER INDIA LIMITEDLowNeutral
Announced Thu, 16 Jul · 17:27 IST

GE Power India Investor Meet: Turnaround Details and Durgapur Demerger Plan

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

GVPIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+1.3%1-day move
₹822.05
prior close
₹826.95
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.2-2.4-1.9-3.0+1.3-0.4-2.1-5.5-2.5
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AI summary

Management detailed a sharp turnaround since FY2024. Net worth rose over 8x to INR 483 crores, cash position reached INR 880 crores, and EBITDA swung from a loss of INR 251 crores to profit of INR 277 crores. Credit rating upgraded to BBB+ stable, and a dividend was declared in 2026. Order bookings hit INR 734 crores, a 25% CAGR. The firm also proposed demerging its underutilised Durgapur factory to JSW Energy, giving shareholders 10 JSW shares per 139 GEPIL shares.

Likely market impact

Strong turnaround metrics support outlook. Durgapur demerger removes loss-making asset and gives shareholders direct JSW Energy stake with no dilution to GEPIL holding.