GE Power India Investor Presentation: Turnaround and JSW Energy Demerger

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

+1.2%1-day move

₹873.75

prior close

₹842.00

base price

After-mkt

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+0.9+3.4+3.0+5.0+1.2-3.0-1.6-5.8-7.0-5.1-10.6———

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AI summary

GE Power India shared an investor presentation on its turnaround. EBITDA swung from a INR 251 cr loss in FY23 to INR 277 cr profit in FY26, with credit rating upgraded to BBB+ Stable. Bonds cut from INR 1,956 cr to INR 764 cr, and bank balance rose to INR 880 cr. Order book grew to INR 734 cr in FY26, with core services up about 34 percent YoY. The company is demerging the loss-making Durgapur facility to JSW Energy; shareholders will get 10 JSW Energy shares for every 139 GEPIL shares. Board has approved the scheme.

Likely market impact

Positive turnaround signals with debt cut, credit upgrade, and order growth. Demerger to JSW Energy may unlock value; shareholder vote on the scheme pending.