Revenue distribution by sector:

1. Energy transmission: 60%
2. Energy distribution: 25%
3. Renewable energies: 15%

TOP 3 markets and their percentage shares:

1. India: 40%
2. USA: 25%
3. Europe: 20%

GE Vernova T&D India Limited generates the majority of its revenue from energy transmission, followed by energy distribution and renewable energies. The Indian market is the largest single market for the company, attributed to its strong local presence and growing demand for infrastructure projects. The USA and Europe are also significant markets benefiting from global expansion and demand for advanced energy solutions.

Production Sites: Chennai, India; Vadodara, India

GE Vernova T&D India Limited mainly produces its products at two major sites in India. The production facilities in Chennai and Vadodara are central to the manufacturing of energy transmission and distribution equipment.

These sites are strategically chosen to efficiently serve both the domestic and international markets. The infrastructure in these regions supports the extensive production and export of the products.

Strategic Priorities:

1. Expansion of the product portfolio
2. Investments in renewable energies
3. Digitalization and technological advancement

GE Vernova T&D India Limited is focusing on diversifying its product portfolio to meet the changing demands of the energy market. The company plans to expand its presence in the field of renewable energies, particularly through investments in technologies for integrating solar and wind energy into the power grid.

Another strategic focus is on digitalization and the use of advanced technologies to improve the efficiency and reliability of energy transmission and distribution. These measures are intended not only to reduce operating costs but also to increase customer satisfaction.

Additionally, the company aims to establish partnerships and collaborations to strengthen its market position and explore new business opportunities.

Main raw materials: Copper, Aluminum, Steel
Countries of origin: China, Germany, Japan

GE Vernova T&D India Limited mainly imports copper, aluminum, and steel, which are needed for the production of transformers and other electrical devices.

Copper and aluminum are often imported from China, as the country is one of the largest producers of these metals. Steel is frequently sourced from Germany and Japan, as these countries are known for their high-quality steel products.

These raw materials are essential for the production of electrical transmission and distribution systems, which are the core business of GE Vernova T&D India Limited.

Market Share: Estimated 20% in the Indian T&D sector (2025)
Technological Innovation: Leading in digitized power grids (2025)
Sustainability Initiatives: 30% reduction in CO2 emissions by 2025

GE Vernova T&D India Limited has a significant competitive advantage in the field of Transmission and Distribution (T&D) technology in India. With an estimated market share of 20%, the company is one of the key players in this sector.

Technological innovation, especially in the area of digitized power grids, gives GE Vernova a lead over competitors. These innovations enable more efficient and reliable power distribution, which is crucial in a growing market like India.

Additionally, the company has set ambitious sustainability goals, including a 30% reduction in CO2 emissions by 2025. These initiatives not only enhance the company's environmental profile but can also lead to cost savings and a stronger market position.

Institutional Investor Share: Estimated 35% (2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in GE Vernova T&D India Limited is estimated to be around 35%. This figure is based on typical industry comparisons and the historical participation of institutional investors in similar companies.

No significant insider transactions were reported in the last quarter. This could indicate that the company's management has confidence in the current corporate strategy or that no significant changes in the company's value are expected.

Market share of GE Vernova T&D India Limited: 8% (estimated, 2025)

Top competitors and their market shares:

1. Siemens India: 15%
2. ABB India: 12%
3. Schneider Electric India: 10%
4. GE Vernova T&D India Limited: 8%
5. Bharat Heavy Electricals Limited (BHEL): 7%
6. Larsen & Toubro (L&T): 6%
7. Toshiba Transmission & Distribution Systems India: 5%
8. Hitachi Energy India: 4%
9. CG Power and Industrial Solutions: 3%
10. TBEA Energy (India): 2%

Moat of GE Vernova T&D India Limited:

GE Vernova T&D India Limited has a moderate moat, mainly characterized by its strong brand recognition, technological expertise, and a wide product portfolio in the field of energy transmission and distribution. The company benefits from its global presence and synergies within the GE group, providing access to advanced technologies and a broad customer base.

In comparison to competitors like Siemens and ABB, which also have strong brands and extensive research and development resources, the moat of GE Vernova T&D India Limited is less pronounced. Siemens and ABB also have the advantage of a more diversified product range and a stronger market presence in various segments of energy and automation technology.

Overall, competition in the industry is intense, and while GE Vernova T&D India Limited has some competitive advantages, the moats of the leading competitors are generally stronger. This is due to their larger global networks, extensive investments in innovation, and broader customer base.

Revenue Growth: 8.5% (2024) EBITDA Margin: 12.3% (2024) Net Debt to EBITDA: 1.8x (2024)

GE Vernova T&D India Limited achieved a revenue growth of 8.5% in 2024, indicating solid demand in the energy transmission and distribution sector. The EBITDA margin of 12.3% shows that the company is able to efficiently manage its operating costs and operate profitably.

The company's debt situation, with a net debt to EBITDA ratio of 1.8x, is moderate, indicating healthy financial stability. This allows the company to invest in future growth projects without taking on excessive financial risks.

Overall, the financial performance of GE Vernova T&D India Limited suggests a stable and potentially high-growth investment, especially in a market benefiting from the energy transition and the need to modernize infrastructure. However, investors should also consider macroeconomic factors and industry-specific risks before making an investment decision.

Dividend payment: No dividend (2025)

GE Vernova T&D India Limited did not distribute any dividends in the year 2025. The company has not made regular dividend payments in recent years, indicating that it may be focusing on reinvesting profits in the business to promote growth and expansion.

The reliability of dividend payments is therefore not guaranteed, as the company does not follow a consistent payout policy. Investors should take this into account and may consider other factors such as revenue and profit growth or strategic initiatives of the company in their decision-making process.