GE Vernova T&D India Limited · NSE:GVT&D
GE Vernova T&D India — Q2 FY2026-27 Earnings Presentation
10 slides from GE Vernova T&D India's earnings presentation, Oct 30, 2026
Slide 1: Analyst Presentation Intimation to Stock Exchanges
October 30, 2026 The Secretary The Manager GE Vernova T&D India Limited BSE Limited Listing Department (Formerly known as GE T&D India Limited) Phiroze Jeejeebhoy National Stock Exchange of India Ltd. L31102DL1957PLC193993 Towers, Exchange Plaza, Bandra Kurla Corporate Office: T-5 & T-6, Plot 1-14,
Slide 2: Analyst Presentation Q2 FY 2026-27
ANALYST PRESENTATION GE VERNOVA T&DINDIA LTD. Q2 FY 2026 - 27 © 2026 © 2023GE General Electric Vernova and/orCompany – AllAllrights its affiliates. rightsreserved. reserved.Internal Use Only.
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared solely for the use at analyst/ investor presentation . By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations - The forward - looking information and statements
Slide 4: Executive Summary
EXECUTIVE SUMMARY (₹ in billions) POWERING THE FUTURE THROUGH DISCIPLINED EXECUTION AND SUSTAI Q2 FY -27 26 H1 FY -27 26 Order Intake Order Backlog Order Intake Order Backlog +11% + 52 % 35.8 24.4 209.3 214.4 32.3 214.6 214.4 16.1 Q2'26 Q2'27 Jun'26 Sep'26 H1'26 H1'27 Mar'26 Sep'26 Revenue Profit be
Slide 5: Key Executions Q2 FY27
Key Executions Q2-27 FY 26 Grid System Intergration Power Transformers Switchgear –GIS & AIS PGCIL - Bidar Commissioned 80 MVAr Senegal -MCA - Bel Air Nepal Electricity 765 kV 1 ph Shunt Commissioned 220kV GIS Reactors Bays Authority - Barhabise Commissioned 400 kV GIS bays at Barhabise Site in Nepa
Slide 6: Order Intake Q2 & H1 FY27
Order Intake Q2 & H1 -27FY 26 (₹ in millions) KEY ORDERS BOOKED DURING -27 Q • Supply of 400 kV Generator Transformers and 420 kV GIS package for a major 1,500 MW pumped storage hydro project in the state +11% 35,751 of Maharashtra 32,259 24,381 16,060 • Supply of 800 kV and 420 kV GIS packages for
Slide 7: Financial Performance Q2 & H1 FY27
Financial Performance Q2 &-27 H1 FY 26 (₹ in millions) Q2 % Q1 % Q2 % H1 % H1 % FY 26 -27 FY 26 -27 FY 25 -26 FY 26 -27 FY 25 -26 Revenue 20,270 100.0 18,361 100.0 15,385 100.0 38,631 100.0 28,686 100.0 Less : Cost of Goods Sold 11,245 55.5 10,770 58.7 8,675 56.4 22,015 57.0 15,535 54.2 Gross Profit
Slide 8: Order, Revenue and Backlog details
Order, Revenue and Backlog details (₹ in millions) Q2’27 Order Intake : 24,381 H1’27 Order Intake : 35,751 Domestic Domestic 5,109, Exports 21% Exports 10,314, 29% Orders Backlo g : 214,432 25,437, 3,627 , 2% 19,272, 71% 79% Private 42,605 , 20% Central Utilities & PSU Q2’27 Revenue : 20,270 H1’27 R
Slide 9: Major Related Party Approvals
Major Related Party Approvals Approvals Lapsed Related Party Transaction Amount MINR Validity Period Status Sale of goods/material, One year from the date of Major anticipated order on Grid Solutions Middle East FZE including project related and 9,000 passing (AGM 2025 to AGM hold at customer end ot
Slide 10: The Energy to Change the World
THE ENERGY TO CHANGE THE WORLD Contact us: [email protected] © 2026 GE Vernova and/or its affiliates. All rights reserved. https://www.gevernova.com/regions/asia/in/gevernova - td - india 9
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