GE Vernova T&D India ka Profit **89%** Bhaga! IDBI Capital ne Target ₹5,214 Set Kiya

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AuthorAnanya Iyer|Published at:
GE Vernova T&D India ka Profit **89%** Bhaga! IDBI Capital ne Target ₹5,214 Set Kiya
Overview

GE Vernova T&D India ne Q4 FY26 mein kamaal kar diya! Revenue **42%** up aur Profit **89%** badh kar ₹351.77 crore ho gaya. US mein data center ki demand aur HVDC projects ne order book ko boost kiya. IDBI Capital ne 'Buy' rating hold ki hai aur target price ₹5,214 rakha hai, electrification theme ke liye company ko strong bata rahe hain.

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GE Vernova T&D India ne fiscal year 2026 ke chauthe quarter mein zabardast performance dikhaya hai.

Revenue mein 42% ki tezi aayi, jo ₹1,674.24 crore tak pahunch gaya. Net profit lagbhag double ho gaya, 89% badh kar ₹351.77 crore ho gaya pichhle saal ki tulna mein. EBITDA mein bhi 76% ka zabardast jump dekha gaya, jo ₹440 crore raha.

Fiscal year ke liye order intake bhi 37% badh kar lagbhag ₹14,800 crore ho gaya. Iska bada reason High-Voltage Direct Current (HVDC) projects aur US mein data center ki strong demand raha.

Analysts bhi kaafi positive hain. IDBI Capital ne 'Buy' rating ko maintain rakha hai aur target price ₹5,214 set kiya hai. Unka kehna hai ki company electrification aur transmission expansion sectors mein ekdum sahi position par hai.

Stock ka market cap ₹1,12,285.60 crore hai (May 19, 2026 tak).

Aage kya?

GE Vernova T&D India, Indian power transmission sector ki recovery aur growth ka fayda uthane ke liye ready hai. Agle 6 saal mein is sector mein lagbhag ₹7.6 trillion ka investment hone ka andaaza hai. US data center projects se export growth ki bhi kaafi ummeed hai.

Pichhle saal FII holdings bhi 18.46% se badh kar 20.39% ho gayi hai (March 2026 tak).

Valuation ki chinta?

Sab achha hone ke bavajood, valuation thoda stretched lag raha hai. Stock ka P/E ratio lagbhag 106.23 hai (May 19, 2026 tak) aur FY27 earnings ke 70 times par trade kar raha hai.

Power transmission sector mein challenges bhi hain, jaise grid expansion ki kami, jisse renewable energy integration mein problem aa sakti hai.

Brokerage Reports:

Emkay Global ne target badha kar ₹4,750 kiya hai. MOFSL ne bhi 'Buy' rating ke saath target ₹5,200 rakha hai.

Company ne transformers, reactors, aur AIS/GIS systems ke liye capacity expansion bhi announce kiya hai.

FY26 ke liye ₹10 per equity share ka final dividend bhi recommend kiya gaya hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.