GE T&D India Limited has informed the Exchange regarding Investor Presentation

GE T&D India Limited (formerly ALSTOM T&D India Limited) L31102DL1957PLC193993

T-5 & T-6, Plot 1-14, Axis House, Jaypee Wishtown, sector-128, Noida-201304, Uttar Pradesh

T +91120 5021500 F +91120 5021501

https://www.ge.com/in/ge-td-india-limited

February 20, 2019

The Secretary BSE Limited Phiroze Jeejeebhoy Towers Dalal Street

MUMBAI 400 001

The Manager Listing Department National Stock Exchange of India Ltd Exchange Plaza, Bandra Kurla Complex, Bandra (East)

The Secretary The Calcutta Stock Exchange Limited 7, Lyons Range

KOLKATA 700 001

MUMBAI 400 051

Code No. 522275

Symbol: GET&D

Code No. 17035

Dear Sir,

Sub:

Analyst Presentation

Further to our letter dated February 13, 2019, enclosed please find a copy of the analyst presentation in

respect of earnings conference call with analysts/ institutional investors scheduled today.

You are requested to take note of the same.

Thanking you,

Yours faithfully,

For GE T&D India Limited

~

v# anoj Prasad Singh

Company Secretary

Regd Office: A 18, First Floor, FIEE Complex, Okhla Industrial Area, Phase II, New Delhi - 110020 (India). T +911141610660 F+911141610659

GE T&D India Limited

Financial results for the quarter and nine months ended on Dec 31, 2018 (unaudited)

Feb 20, 2019 , Noida

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 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.

GETDIL_Q3 2019 Results

February 20, 2019

2

Key Executions

Commissioned Pole 3 of Champa Kurukshetra HVDC project

40 MW and 20 MW Solar Plant commissioned for Essel at Maharashtra, Parbani

400 kV Series Reactor Package for PGCIL at Mandola and Ballabhgarh

First Traveling Wave Fault Locator (TWFL) for 765kv line commissioned in Power Grid Bhiwani Moga Line

400/220kV AIS Substation commissioned for OPTCL in Lapanga

… Some large and critical projects commissioned during the quarter

February 20, 2019

3

Key Orders

Customer

Project

PGCIL

RRVPNL

UPPTCL

400/230kV Tuticorin-II & Extension of 765/400/220 kV substation package in Bhuj

A first-of-its kind grid stabilization package for Smart Transmission Network and Asset Management System

420/220/132 KV GIS Substation in Shahupuri and an order for three 500 MVA transformers

Jharkhand Urja Sancharan Nigam Limited

Turnkey 132/33KV Substation package

BPCL

220KV GIS Substation in Kochi

Damodar Valley Corporation

Turnkey 220 kV GIS substation package and a retrofitting and modernisation package for five substations in West Bengal

Adani

765 kV Ghatampur Evacuation Transmission system

…Mixed Basket; Some landmark deals from PGCIL and State utilities

February 20, 2019

4

Order Intake

(Million ` )

Orders Q3 (18-19)

Orders 9M (18-19)

Powergen

₹ 8,100

₹ 14,414

₹ 27,768

₹ 22,847

₹ 7,832

3M Dec 2017

3M Dec 2018

9M 2017

9M 2018

…Power market size stable, well positioned with order backlog of over 64 BINR as of Dec-18 ….Further,~5BINR contracts signed/won in Q4 18-19 till date

GETDIL_Q3 2019 Results

February 20, 2019

5

Sales Execution

(Million ` )

Sales Q3 (18-19)

₹ 14,386

₹ 11,678

Sales 9M (18-19)

₹ 35,719

₹ 14,386

₹ 33,235

₹ 11,678

₹8,700

₹9,933

₹ 12,634

₹ 11,624

Q3

Q2

Q1

3M Dec 2017

3M Dec 2018

9M 2017

9M 2018

Total Sales HVDC Sales (Ex-HVDC)

Q3 17-18 14,386 3,607 10,779

Q3 18-19 11,678 838 10,840

+0.5%

9M 17-18 35,719 6,740 28,979

9M 18-19 33,235 2,361 30,874

+6.5%

… Operational performance in line

GETDIL_Q3 2019 Results

February 20, 2019

6

Profit after tax

(Million ` )

PAT Q3 (18-19)

₹ 718

PAT 9M (18-19)

₹ 530

₹ 1,810

₹ 1,866

3M Dec 2017

3M Dec 2018

9M 2017

9M 2018

… Cost optimization and operational excellence continues

GETDIL_Q3 2019 Results

February 20, 2019

7

Key Data : 3rd Quarter and 9M YTD ended 31st Dec 2018

(Million ` )

Oct- Dec 18

April- Dec 18

Q3 2018-19

Q3 2017-18

Change 

9M 2018-19

9M 2017-18

Change 

Sales Revenue

11,678

14,386

-19%

33,235 35,719

-7%

Operating Profit (EBIT) % of Sales

1,021

1,337

3,382

3,510

8.7%

9.3% -0.6 pts

10.2%

9.8% +0.4 pts

Profit After Tax % of Sales

530 4.5%

718 5.0% -0.5 pts

1,866 5.6%

1,810

5.1% +0.5 Pts

GETDIL_Q3 2019 Results

February 20, 2019

8

Thank you http://www.ge.com/in/ge-td-india-limited

Suneel Mishra Investor Relations Officer Email id - suneel.mishra@ge.com

GETDIL_Q3 2019 Results

February 20, 2019

9