Stockrabit · Analysts
Questions across 2 calls

Viren Deshpande

Alphapeak Investments

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Feb26.pdf · 2026-01-28
Congratulations for the excellent growth, which the company has achieved consistently over the last 1 year. And the order book also INR14,000 crores plus, plus the HVDC order of Adani, which will also be quite substantial, I hope, where the company has the order book fully for maybe next 2 years, if you consider a reasonable growth of about 20%, 25% and so, as you mentioned, that Chinese competition also is just a speculation. And even if it comes, it is likely to face the issues like testing and various other things, and it will take a lot of time. So our growth projections and all those things and the order booking continues to be good. So it is good. I would like to wish only the best for the company. I don't have any questions.
Yes, yes. So the government has not mentioned anything on that. This news has been appearing for the last 15 days or 1 month, because there is some shortage in some transformer parts, etcetera. But as you mentioned, these things even if they are clarified, there is only 1 manufacturing company which has to produce it in India. Normally things government is sanctioning for China is that you should produce here in India. So, if that is the case, if people have to put up a plant and all those things , it will again be a matter, which will be after 2, 3 years only. So is this understanding, correct?

Transformers And Rectifiers (India) Limited

Transformers And Rectifiers (India) Limited CC-Nov25.pdf · 2025-11-10
I'm Viren Deshpande. See, actually, the inventory in this quarter, as you rightly mentioned, is about INR155 crores. And normally, we have inventory hardly of INR2 crores or about INR15 crores, INR20 crores. At the end of the way also we had inventory of INR49 crores. So as you mentioned that there were delays in execution and the billing. So can you quantify the impact of this in this quarter sale? Had we had the normal inventory?
And in that is your -- in this quarter?