GE Power India Ltd
GE Power India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Future Growth Expectations for GE Power India Limited: - Focus on Core Services: The company aims to strengthen its core services franchise, which is the primary driver of future growth. FY'25-26 normalized EBITDA margin at entity level stands at 11%, excluding one-offs; Q4 margin at 18%.
From GE Power India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
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Profitability & Margins
See what GE Power India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- GE Power India is transitioning to an asset-light, service-led structure, reducing fixed cost exposure, notably through the demerger of the Durgapur manufacturing facility to JSW Energy.
- A long-term five-year service agreement has been signed with JSW Energy to secure manufacturing capacity for core services during this period.
- The company is actively developing an alternate supply chain, aiming for independence post the five-year agreement, with good progress expected over the next 18 months.
- Capital deployment focus remains on growth areas, particularly the high-margin, short-cycle, and cash-accretive core services business.
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- As of March 31, 2026, GE Power India Limited's order backlog stood at INR 1,628 crores, down from INR 2,662 crores as of March 31, 2025.
- The decline is due to termination of two FGD EP contracts worth INR 775 crores and closure of large upgrade orders worth INR 591 crores in the previous year.
- Core services order book increased by around 40% year-over-year.
- Around 85% to 90% of the current order book is expected to be executed in FY 2026-27.
- The company expects revenues around INR 1,300 crores for FY 2027 based on order book execution.
- Core services, which is margin-accretive and cash-positive, is the focus area, with 32% year-over-year growth in core orders.
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GE Power India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹316 Cr, net profit ₹113 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What GE Power's management said in earlier quarters
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Frequently Asked Questions
What were GE Power India Ltd Q4 FY26 results?
Future Growth Expectations for GE Power India Limited: - Focus on Core Services: The company aims to strengthen its core services franchise, which is the primary driver of future growth. FY'25-26 normalized EBITDA margin at entity level stands at 11%, excluding one-offs; Q4 margin at 18%.
What is GE Power India Ltd share price analysis?
GE Power India Ltd currently shows a neutral. The stock trades at a P/E of 17.9 with a market cap of ₹4,992 Cr. Investors should review the full earnings analysis for detailed insights.
Is GE Power India Ltd planning capital expenditure?
GE Power India is transitioning to an asset-light, service-led structure, reducing fixed cost exposure, notably through the demerger of the Durgapur manufacturing facility to JSW Energy.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.