GE Vernova T&D India Q4 FY26: Order Intake Surges 188% to ₹8,610 Crore, Revenue Up 45%
GE Vernova T&D India reported a strong Q4 FY26 with order intake surging 188% YoY to ₹8,610 crore and revenue up 42% to ₹1,640 crore. Full-year revenue grew 45% to ₹6,210 crore, with backlog reaching ₹21,460 crore. The company approved ₹550 million capex for disconnectors and drives and recommended a ₹10 dividend per share.
The substantial increase in order intake, revenue, and profit, coupled with strategic investments and a dividend recommendation, indicates a significant positive impact on the company's financial health and future growth prospects.
The company reported significant year-on-year growth in order intake and revenue, along with a substantial increase in profit before tax. The recommended dividend and strategic capital investment further indicate a positive outlook.
GE Vernova T&D India Limited (formerly GE T&D India Limited) announced its financial results for the quarter and year ended March 31, 2026, along with the transcript of its earnings conference call held on May 19, 2026.
The company reported a robust financial year with significant growth across key metrics. For the fourth quarter, order intake surged by 188% year-on-year to ₹8,610 crore, compared to ₹2,990 crore in the same period last year. Revenue for Q4 stood at ₹1,640 crore, a 42% increase from ₹1,140 crore in the prior year.
On a full-year basis, revenue grew by 45% to ₹6,210 crore from ₹4,290 crore in FY25. New orders outpaced revenue, expanding the order backlog to ₹21,460 crore as of March 2026, a 49% increase from ₹14,380 crore in March 2025. Profit before tax and exceptional items for FY26 reached ₹17,100 crore, more than double the ₹8,200 crore reported in the previous year.
The company also highlighted significant strategic investments and capital allocation. The Board of Directors approved an investment of ₹550 million for new capacities for disconnectors and drives at a facility in Vallam, Tamil Nadu. Additionally, a dividend of ₹10 per equity share was recommended for FY25-26, subject to shareholder approval.
Management emphasized India's ongoing energy transition and the critical role of transmission and distribution infrastructure. The company sees strong opportunities in HVDC technology and a growing export market, driven by investments in the US, Middle East, and other regions. The 'India for the World' strategy focuses on deepening localization and enhancing competitiveness for exports.
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