GVT&D

What GE Vernova T&D India promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 11 tracked 2 delivered 0 missed 9 open
  • EBITDA Margin delivered said Q3 FY25 Promised: mid-teen to high-teen Q1 FY27: This promise for FY25-26 was achieved and is now closed.
  • HVDC Project Order Finalization delayed said Q1 FY26 Promised: Finalized in this financial year (FY26) Q1 FY27: Management acknowledged that the pace of HVDC awards is 'slightly getting delayed', confirming continued uncertainty.
  • Export Share of Revenue/Orders on track said Q3 FY25 Promised: 30% should come from exports Q1 FY27: Export diversification contributed 46% to Q1 FY27 order inflow, significantly above the 30% target. Total export backlog share is 10-15%.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for GE Vernova T&D India — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens