Archive · 23 Dec 2025
GE Vernova T&D India surges 11% on Adani Energy order win
GE Vernova T&D India's stock price went up by 11% on Monday because they got a big order from Adani Energy Solutions.
This order is for a project that helps move a lot of renewable energy from one place to another.
The project is worth a lot of money, around ₹8,000-10,000 crore.
The company already has a lot of other orders, making them very busy and promising for the future.
Analysts think the stock could go up even more in the next few years.
The stock has been doing really well, going up by 54.60% this year and a huge 2739% in the last three years.
However, some people think the stock is too expensive right now.
GE Vernova T&D India's stock surged 11% on December 22, 2023, following a significant order win from Adani Energy Solutions Limited (AESL).
The order is for a 2500 MW, ± 500 kV High Voltage Direct Current (HVDC) VSC Terminal Station project, estimated to be worth ₹8,000-10,000 crore.
The company's order backlog is at its highest ever, ₹13,100 crore, providing strong revenue visibility for the next 30-36 months.
Analysts predict a 20-30% upside to FY28-29 earnings, with target prices set at ₹3,680 by Nuvama and ₹3,596 by Antique Stock Broking.
The stock has seen a remarkable rally, up 54.60% year-to-date and 2739% over the past three years, but some analysts believe the stock is overvalued.
- Who
- GE Vernova T&D India, Adani Energy Solutions Limited (AESL)
- What
- Stock price surge due to a significant order win
- When
- Monday, December 22, 2023
- Where
- BSE (Bombay Stock Exchange)
- Why
- Order win from Adani Energy Solutions Limited for a high-voltage direct current project
Bullish View
Bearish View
Valuation
Bullish View
The stock's strong performance and future growth prospects justify its current valuation.
Bearish View
The stock is overvalued, trading at 60 times FY27 estimated earnings, with growth potentially priced in.
- Stock Price Increase
- 11%
- Order Value
- ₹8,000-10,000 crore (estimated)
- Project Details
- 2500 MW, ± 500 kV HVDC VSC Terminal Station
- Order Backlog
- ₹13,100 crore
- Year-to-Date Gain
- 54.60%
- Three-Year Gain
- 2739%
- Target Price
- ₹3,680 (Nuvama), ₹3,596 (Antique Stock Broking)
- H1FY26 Revenue Growth
- 39% year-on-year
- Ebitda Margin
- 27.3%
- Expected FY26 Ebitda Margin
- 25%
- Expected Earnings Growth (FY25-28)
- 41% CAGR
Sources
GE Vernova surges 11% as stock analysts up targets post Adani Energy order win
2740% rally in three years! Multibagger stock surges 11% on bagging order from Adani Energy Solutions
GE Vernova T&D jumps 10% on massive Rs 10,000 cr HVDC win: Why analysts see a 20% upside ahead still
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