GVT&DBSEGE Vernova T&D India LtdMediumNeutral
Announced Mon, 18 May · 20:22 IST

Press Release

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

GVT&D · 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
+6.0%1-day move
₹4428.70
prior close
₹4350.00
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+3.4+1.4+2.4+0.9+6.0+8.2+9.5+7.8+9.2+12.9+10.0+23.9+0.9
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AI summary

GE Vernova T&D India reported stellar Q4 and full year FY26 results with revenue of INR 16.4 billion in Q4 (up 42% YoY) and INR 62.1 billion for full year (up 45% YoY). EBITDA margin expanded significantly to 27.2% in Q4 and 27.1% for FY26, up from 21.9% and 19.1% respectively in the prior year periods. Profit after tax doubled to INR 12.3 billion for FY26 with PAT margin improving to 19.9%. The company achieved record order bookings of INR 86.1 billion in Q4 (up 188% YoY) and INR 147.8 billion for FY26 (up 37% YoY). Key new orders include HVDC projects from Adani Energy Solutions and PGCIL. The board approved INR 550 million investment for new manufacturing capacity in Tamil Nadu and recommended a dividend of INR 10 per share. Management also disclosed capital investments exceeding INR 10 billion across facilities.

Likely market impact

The company demonstrated exceptional execution with margin expansion of over 800 basis points year-over-year, indicating strong operating leverage. The near-tripling of order bookings signals a robust revenue pipeline for coming years, supporting the company's growth trajectory and making the stock attractive for investors in the power transmission sector.