GE Vernova India Reports Strong Q2 FY26 Results, Announces ₹806 Crore Expansion Capex
About GE Vernova T&D India Ltd
GE Vernova T&D India Ltd, a subsidiary of the global GE Vernova Group, provides advanced grid infrastructure and energy transition technologies. It operates across transmission, distribution, and grid automation, supporting India's push for renewable integration and reliable power delivery.
Q2 FY26 Financial Highlights
| Parameter | Q2 FY26 | Q2 FY25 | YoY Change |
|---|---|---|---|
| Revenue | ₹1,538 Cr | ₹1,107 Cr | ↑ 39% |
| EBITDA | ₹396 Cr | ₹204 Cr | ↑ 94% |
| EBITDA Margin | 25.7% | 18.5% | +720 bps |
| Net Profit | ₹299 Cr | ₹144 Cr | ↑ 108% |
GE Vernova’s strong Q2 performance was driven by operational excellence, project execution, and growing demand for grid reliability and renewable integration. The company’s new investments underline its commitment to India's clean energy transition and self-reliance in power infrastructure.
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Strategic Highlights
- ✅ Announced ₹806 crore capex to expand manufacturing capacity for transformers and reactors.
- ✅ Capacity expansion at Vadodara, Hosur, and Padappai facilities to enhance production by over 50%.
- ✅ Grid automation and smart transmission products to see a 20% output rise post-expansion.
- ✅ Record order book from both public utilities and private renewable developers.
- ✅ Export order inflows from Europe, Middle East, and North America continue to strengthen.
Management Commentary
GE Vernova India CEO stated, “Our results reflect the accelerating pace of India’s grid modernization and renewable integration. With disciplined execution and customer focus, we aim to sustain margin accretion while expanding manufacturing capabilities.”
The company emphasized that the ₹806 crore capex will enhance its ability to serve upcoming large-scale renewable and transmission projects under India’s energy transition roadmap.
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Investor Takeaway
GE Vernova India’s strong earnings momentum and capacity expansion reinforce its leadership in power transmission solutions. With robust margins, strong order visibility, and large capex-backed growth, it remains a key beneficiary of India’s renewable and infrastructure cycle. Discover more actionable power-sector strategies at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
Related Queries on Power Stocks
- How will GE Vernova’s ₹806 crore expansion impact margins?
- Which sectors are driving new transformer demand in India?
- How does GE Vernova support India’s renewable energy targets?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
