Stockrabit · Analysts
Questions across 2 calls

Umesh Raut

Firm not listed in source transcripts

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Dec24.pdf · 2025-02-05
Congratulations for the good performance in this quarter. Sir, my first question is regarding overall macro environment, which is currently kind of witnessing more of a moderation in public capex. And we have also seen moderation in power consumption growth in first 9 months of FY '25. So, in your assessment, have you seen any kind of a moderation in T&D ordering momentum in domestic market?
Got it, sir. So, do you think there is any postponement of ordering probably by another 1 quarter that is what you are reflecting in terms of delay in TBCB tender?
GE Vernova T&D India Limited CC-Dec23.pdf · 2024-02-05
Hi Sir, Good Evening. Congratulations for the good set of numbers. So, my first question pertains to ordering from the power sector. Now that you have started material order inflow from power sector, especially from thermal power. And Go vernment of India is planning to add capacity close to about 80 gigawatt over the course of next few years. So what kind of addressable ordering opportunity for a player like GE T&D has from this particular sector?
Okay. But specifically talking about these GIS orders from BHEL. So how much of a total, say, capital outlay this could be in terms of percentage of say total cost for the power plant? How much of opportunity that you can cater in terms of addressable market?