GE Vernova T&D India Limited
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Key numbers — 28 extracted
rs,
• GEVERNOVA June 1, 2026 The Secretary BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street Mumbai-400 001 The Manager Listing Department National Stock Exchange of India Ltd
1.4x
a Center Industrialization 32K INVESTMENT IN CLEAN ENERGY Global generation to grow (TWh/yr) 1.4x 45K Net-zero scenario Stated policies Electrification/ Power for all 2025 2030 Global in
1.8x
or all 2025 2030 Global investment in clean energy Electric Vehicle ($T/yr) Green Hydrogen 1.8x 5.6 3.2 2025 2030 ELECTRIFICATION OPPORTUNITY O Large scale power evacuation … through H
2.8x
riving transmission investment in India €3 cs veaNovA GENERATION TRANSMISSION INVESTMENT [2.8x] » In GW m EH , 2025 2030 2035 ]3.3x] » In GW 2025 2030 2035 $658 .. II S88B
3.3x
eaNovA GENERATION TRANSMISSION INVESTMENT [2.8x] » In GW m EH , 2025 2030 2035 ]3.3x] » In GW 2025 2030 2035 $658 .. II S88B ' Average investment/ year: >15B$ Addressabl
410.6%
et opportunities €3 cs veaNovA Growing addressable market High growth opportunities r ]CAGR 410.6% ] • Emerging data center market… significant upside DATA CENTER HVDC+STATCOM DIGITAL $6.6
11.7%
y transition €3 cs veaNovA Expanding export opportunities Our reach & ambition +6.7 CAGR 11.7% ~$3008 + $768 Revised 2026 estimates including higher expected investments in AI Data Cente
2.5GW
ilities (LCC & VSC tech) Systems (SAS) ▪ Compact GIS for 72.5 kV to 800 kV applications ▪ Won 2.5GW Khavda VSC- based HVDC project ▪ Asset Performance Management (APM) ▪ Instrument Transformer up
1GW
AIS Products including HV Bushings, Air Core Reactors ▪ Turnkey Substation Capabilities ▪ Won 1GW Chandrapur HVDC LCC based refurbishment project ▪ Commissioned 6GW Champa to Kurukshetra HVDC p
6GW
station Capabilities ▪ Won 1GW Chandrapur HVDC LCC based refurbishment project ▪ Commissioned 6GW Champa to Kurukshetra HVDC project ▪ Substation SCADA & telecontrol ▪ Digital Substations &
50%
xecuting efficient capex investments Vadodara Hosur Padappai Pallavaram Noida Sec 63 Vallam 50% increase in Transformer & Reactor capacity +25% increase in AIS capacity; New lines for Bushin
25%
sur Padappai Pallavaram Noida Sec 63 Vallam 50% increase in Transformer & Reactor capacity +25% increase in AIS capacity; New lines for Bushings & ACR +25% capacity increase for GIS & AIS Ne
Guidance — 2 items
“8 Growing global market led by energy transition €3 cs veaNovA Expanding export opportunities Our reach & ambition +6.7 CAGR 11.7% ~$3008 + $768 Revised 2026 estimates including higher expected investments in AI Data Center, Grid modernization, and Renewables As per early 2025 estimates $2248 2025 2030 • GIS components • HV Circuit Breakers • Air Core Reactors • OIP Bushings • Instrument Transformers • Drives & Associated equipments 4 ,f 0u Mr3.”
“) Current exports to 60+ countries Source: /EA World Energy Outlook, Bloomberg New Energy Finance, Global Data Research Target to add new countries in Asia, Middle East and Europe Leveraging GE Vernova's global reach and network to unlock export potential from India 02026 GE Vernova and/or its affiliates.”
Opening remarks
Website
https://www.gevernova.com/regions/in/ge-td- india-limited Dear Sir/Madam, Sub: Investor Presentation This is in continuation to our letter dated May 26, 2026, intimating about participation of management of the Company in Nomura Investment Forum Asia 2026. In this regard, please find enclosed presentation that will form part of the discussions during the meetings. This is for your information and records. For GE Vernova T&D India Limited (Formerly known as GE T&D India Limited) Shweta Mehta Company Secretary & Compliance Officer Membership No: A-18600 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 • GEVERNOVA INVESTOR MEETING- 2026 GE VERNOVA T&D INDIA LTD 2n - 3 June 2026 © 2026 GE Vernova and/or its affiliates. All rights reserved. DISCLAIMER 63 se veavovA This presentation has been prepared solely for the use at analyst/ investor presentation. By attending the meeting where