GVPILNSE13 February 2025

GE Power India Limited

991words
2turns
0analyst exchanges
0executives
Key numbers — 7 extracted
rs 5
E Power India Limited CIN- L74140MH1992PLC068379 Corporate Office: Axis House, Plot No 1-14, Towers 5 & 6, Jaypee Wish Town, Sector 128, Noida, Uttar Pradesh - 201304 T+91 0120 5011011 F +91 0120 501
rs,
esh - 201304 T+91 0120 5011011 F +91 0120 5011100 Registered Office: Regus Magnum Business Centers, 11th floor, Platina, Block G, Plot C-59, BKC, Bandra (E), Mumbai, Maharashtra – 400051 T + 91 22
3x
Turbine Upgrade order received • Growth in the order booking QoQ as supported by the Strategy • ~3x QoQ growth as compared to the preceding, as a result of Vindhyachal Steam Optional subtitle Opti
3X
u n i t n o C ) s r C 1 6 4 ( 461 1 348 112 Steam Power: • The continued strategy has growth ~3X • Upgrade order driven by R&M jobs of Steam Turbine - Vindhyachal ST Order intake from discont
210 MW
r spares for Refurbishment NTPC Rihand supply of ST spares Birsinghpur Generator Rotor Rewinding 210 MW • • Vindhyachal ST Upgrade 60+ GW pipeline by the Govt of India (110 units of 210 MW and rest >
8%
Y 2024-25 Revenue ₹ Crores 294 317 quarter, supported by our Strategy. • Sales increased by ~8% in current quarter vs Dec’23 Q3 2023-24 Q3 2024-25 Profit Before Tax (before exceptional item)
INR 21 crore
exceptional item relatively flat vs Dec’23 quarter. o Exceptional item in Q3 FY 24-25 includes INR 21 crores loss of Hydro business. © 2025 GE Power India Limited. All rights reserved. 8 © 2025 GE Power I
Guidance — 1 items
Major Orders
opening
• Danieli Corus – Wheel Assembly for SAIL • CENAL ELEKTRIK Turkey - for Mill spares • Dispatches in progress for export project of JSW Mingo USA © 2025 GE Power India Limited.
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Speaking time
Steam Power
1
Major Orders
1
Opening remarks
Steam Power
• The continued strategy has growth ~3X • Upgrade order driven by R&M jobs of Steam Turbine - Vindhyachal ST Order intake from discontinued operations (not included in the graph on the left): • Hydro- ~522 Crs. Q3 2024-25 -Saundatti unit variation order ~273 Crs. y g e t a r t S d e u n i t n o C ) s r C 9 1 1 ( 134 119 15 Q3 2023-24 FGD Core Upgrade FGD-EP Durgapur -Super Trishuli ~243 Crs © 2025 GE Power India Limited. All rights reserved. Executing our strategy Core service Service upgrades FGDs Durgapur parts Brownfield, Equipment Orders Booked ~112 Crs. Orders Booked ~348 Crs.
Major Orders
• • • Birsinghpur Boiler spares for Refurbishment NTPC Rihand supply of ST spares Birsinghpur Generator Rotor Rewinding 210 MW • • Vindhyachal ST Upgrade 60+ GW pipeline by the Govt of India (110 units of 210 MW and rest >210 MW) • Bidding for state, central and IPPs continues as per strategy Orders Booked ~1 Crs. • Danieli Corus – Wheel Assembly for SAIL • CENAL ELEKTRIK Turkey - for Mill spares • Dispatches in progress for export project of JSW Mingo USA © 2025 GE Power India Limited. All rights reserved. FINANCIALS © 2025 GE Power India Limited. All rights reserved. 7 Revenue and PBT Q3 FY 2024-25 Revenue ₹ Crores 294 317 quarter, supported by our Strategy. • Sales increased by ~8% in current quarter vs Dec’23 Q3 2023-24 Q3 2024-25 Profit Before Tax (before exceptional item) • Key profit drivers in Q3 FY 2024-25: 9 8 Q3 2023-24 Q3 2024-25 Profit Before Tax (after exceptional item) -2 -20 Q3 2023-24 Q3 2024-25 o Profit before exceptional item relatively flat vs Dec’23 quarter. o Exce
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