BSECompany Update6d ago · 7 Aug 2026, 03:29 pm

Investor Presentation for the quarter ended June 30, 2026

GE Vernova T&D India Ltd · 522275

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GE Vernova T&D India Ltd has announced its un-audited financial results for the quarter ended June 30, 2026, with revenue of ₹209.3 billion and profit before tax of ₹18.4 billion. The company has also provided an update on its order intake and execution, with multiple orders booked for supply of CTs and CVTs, GIS, and transformers.

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Earnings Impact6/10
Growth Catalyst4/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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GE Vernova T&D India Ltd - 522275 - Announcement under Regulation 30 (LODR)-Investor Presentation

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August 7, 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, Axis House, Jaypee Dalal Street Complex, Bandra (East) Wishtown, Sector-128, Noida-201304, Uttar Pradesh Mumbai-400 001 Mumbai-400 051 T +91 120 5021500 Email id: secretarial.compliance@gevernova.com Website: Code No. 522275 Symbol: GVT&D https://www.gevernova.com/regions/asia/in/gevernova-td- india Dear Sir/Madam, Sub: Analyst Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and further to our letter dated July 30, 2026, please find attached presentation in respect of Un-Audited Financial Results of the Company for the quarter ended June 30, 2026 which shall be shared with analysts/institutional investors at the Earnings Conference call scheduled today i.e. Friday, August 7, 2026, at 4:00 P.M. (IST). This is for your information and records. For GE Vernova T&D India Limited (Formerly known as GE T&D India Limited) Shweta Mehta (Membership No. A18600) Company Secretary & Compliance Officer Contact No.: +91-120-5021500 Regd. Office: A-18, First Floor, FIEE Complex Okhla Industrial Area Phase II, New Delhi – 110020 (India). Tel.: +91-11- 41610660 ANALYST PRESENTATION GE VERNOTV&AD I NDIA LTD. Q1 FY 2026 -27 © 2023 General Electric Company –All rights reserved. Internal Use Only. © 2026 GE Vernova and/or its affiliates. All rights reserved. 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 can generally be identified by the fact that they do not relate only to historical or current facts . Forward -looking statements sometimes use terminology such as “targets”, “believes”, “expects”, “aims”, “assumes”, “intends”, “plans”, “seeks”, “will”, “may”, “anticipates”, “would”, “could”, “continues”, “estimate”, “milestone” or other words of similar meaning and similar expressions or the negatives thereof . GE Vernova T&D India Limited cannot give assurance to the correctness of such information and statements . By their nature, forward -looking information and statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of the Company to differ materially from any future results, performance or achievements that may be expressed or implied by the forward -looking information and statements in this presentation . Should one or more of these risks or uncertainties materialize, or should any underlying assumptions prove to be incorrect, the Company's actual financial condition or results of operations could differ materially from that or those described herein as anticipated, believed, estimated or expected Given the aforementioned uncertainties , prospective or present investors are cautioned not to place undue reliance on any of these forward - looking statements No part of this presentation, nor the fact of its distribution, should form the basis of, or be relied on in connection with, any contract or commitment or investments decision whatsoever . Investor/prospective advisors must be sought on specific situation from well-informed legal, investment, tax, financial, and management professionals This presentation and its contents are confidential and must not be distributed, published or reproduced . This presentation does not constitute a recommendation regarding the securities of the Company . © 2026 GE Vernova and/or its affiliates. All rights reserved. 2 EXECUTIVE SUMMARY (₹ in billions) DISCIPLINED EXECUTION DRICVRINEAGT VIOANLUE ORDERS ORDER BACKLOG REVENUE PROFIT BEFORE TAX 11.4 BINR 209. 3BINR 18.4 BINR 4.9 BINR -2.5% 214.6 209.3 -30% +38% 1.25x 18.4 16.2 13.3 11.4 4.9 Q1'26 Q1'27 Mar'26 Jun'26 Q1'26 Q1'27 Q1'26 Q1'27 Cash generation of 4.3 BINR during the quarter leading to available cash balance* of 29.3 BINR *Includes lending to LM Wind Power Blades (India) Private Limited as a part of Cash Pool arrangement © 2026 GE Vernova and/or its affiliates. All rights reserved. KeyE xecution Q1 -F2Y7 26 Grid SysteInmt ergration Power Transformers Switchge–a Gr IS & AIS PGC-I LBareilly Renew Powe- Bradla Commissioned 110 MVAr Nepal Electricity Commissioned 400kV 765 kV 1 ph Shunt Outdoor GIS Bays and GIB Reactors Author-i tKyhimti Commissioned 220 kV and 400 kV GIS bays at Khimti Site in Nepal Tata Proje-ct Reson-i aBeawar Powergrid Bik aner Commissioned 110 MVAr 765 kV 1 ph Shunt Reactors Commissioned 765kV CBs and CSD Adan- iK havd a NUPP- LG hatampur Commissioned 400 kV Korba Pow, Aedran-i bays for KPS -3 and RTM Commissioned 275 MVA Package at Khavda , 765 kV 1 ph Generator Korba Gujarat. Transformers Commissioned 400kV CBs. Reson-i aBeawar Others Commissioned 125 MVAr Commissioned 765kV CBs and CSD for BHEL Powergrid, 420 kV 1 ph Shunt Sikar. Reactors Commissioned 220 kV line bay for DVC - Chandrapura Thermal Power Station in Jharkhand. © 2026 GE Vernova and/or its affiliates. All rights reserved. 4 © 2025 GE Vernova and/or its affiliates. All rights reserved. Order Intake Q1- 2 F7Y 26 (₹ in millions) KEY ORDERS BOOKED DURI-2N7G Q1 FY 26 • Multiple orders for supply of CTs and CVTs from GE Grid Renewable LLC for North America. 16,199 -30% • Supply of 400 kV GIS from GE Grid Solutions, S.A. for Spain. • Supply of 150 MVA 245 kV transformer from a leading semiconductor player. 11,370 • Multiple orders for supply of Grid Automation packages from state utilities, EPCs and data centers. • Supply of 400 kV GIS from GE Grid Solutions, Middle East for Morocco. • Multiple orders for 765kV/400kV AIS equipment from multiple EPC players. Q1 Q1 • Multiple orders for export of AIS/GIS equipment to North FY 25-26 FY 26-27 America, Europe, Middle East and Africa. © 2026 GE Vernova and/or its affiliates. All rights reserved. Financial Performance Q-217 FY 26 (₹ in millions) Q1 Q4 Q1 12M % % % % FY 26 -27 FY 25 -26 FY 25 -26 FY 25 -26 Revenue 18,361 100.0 16,371 100.0 13,301 100.0 62,063 100.0 Less : Cost of Good Sold 10,770 58.7 8,681 53.0 6,860 51.6 33,969 54.7 Gross Profit 7,591 41.3 7,690 47.0 6,442 48.4 28,094 45.3 Less : Employee Cost 1,123 6.1 1,184 7.2 972 7.3 4,473 7.2 Less : Other Expenses 1,860 10.1 2,056 12.6 1,593 12.0 6,786 10.9 EBITDA 4,608 25.1 4,449 27.2 3,876 29.1 16,836 27.1 Less : Finance Cost 34 0.2 70 0.4 28 0.2 148 0.2 Less : Depreciation 121 0.7 121 0.7 111 0.8 464 0.7 Add : Other Income 418 2.3 372 2.3 163 1.2 908 1.5 Profit Before Tax & 4,871 26.5 4,630 28.3 3,900 29.3 17,133 27.6 Exceptional Items Exceptional Items* - - (57) (0.4) - - 636 1.0 Profit before Tax 4,871 26.5 4,687 28.6 3,900 29.3 16,497 26.6 * Impact on account of new labour codes © 2026 GE Vernova and/or its affiliates. All rights reserved. 6 Order, Sales and Backlog details (₹ in millions) Q1’27 Orders : 11,370 Domestic Exports 5,205, 6,165, 46% 54% Order Backlog : 209,295 3,951 , 2% 44,860 , Private Central Utilities & PSU Q1’27 Sales : 18,361 State Utilities 160,484 , Domestic Exports 5,544, 12,817, © 2026 GE Vernova and/or its affiliates. All rights reserved. THE ENERGY TO CHANGE THE WORLD Contact us: InvestorsRelations.GEVTDIL@gevernova.com https://www.gevernova.com/regions/asia/in/gevernova -td-india © 2026 GE Vernova and/or its affiliates. All rights reserved. 8