Archive · 12 Jun 2025
GE Vernova's Stock Surges Amidst Order Inflows and Profitability
GE Vernova T&D India Ltd's stock price has gone up a lot recently.
This is because the company is getting more orders, and it's making more money from each sale.
The company's order backlog is at an all-time high.
GE's profits are up because they have strong pricing power and are managing projects well.
However, the company's exports have decreased.
GE is building a new factory and investing in upgrades to make more products.
While the stock has seen a jump in price, some analysts are concerned about the valuation and potential risks like supply chain issues.
GE Vernova T&D India Ltd stock has surged since April.
Order inflows in Q4FY25 increased significantly, leading to a record high order backlog.
Gross margin and EBITDA margin improved in FY25.
Sales in the export segment declined in Q4FY25.
GE is investing in local production and debottlenecking projects.
- Who
- GE Vernova T&D India Ltd.
- What
- GE Vernova T&D India Ltd's stock has seen a turnaround due to strong order inflows and improved profitability.
- When
- The stock has surged since April, with Q4FY25 showing significant growth.
- Where
- N/A
- Why
- Driven by strong order inflows, higher profitability, and investments in local production.
Positive Outlook
Potential Risks
Valuation
Positive Outlook
The company's impressive turnaround is backed by strong order inflows and higher profitability.
Potential Risks
The stock's valuation is considered expensive, trading at 76 times estimated FY26 earnings.
- Stock Price (approx.)
- ₹2,310
- 52-week low
- ₹1,254
- Order Inflow Increase (Q4FY25)
- 124% year-on-year
- FY25 Order Inflows
- ₹10,800 crore
- Order Backlog
- ₹12,700 crore
- Gross Margin (Q4FY25)
- 42.3%
- Export Sales Decline (Q4FY25)
- 8% year-on-year