Update shared on 22 Nov 2025
Fair value Increased 15%Analysts have raised their price target for GE Vernova T&D India from ₹3,079.75 to ₹3,538.50, citing modest improvements in the company's revenue growth outlook and a lower discount rate. These factors together support a higher valuation.
What's in the News
- The Board of Directors approved an investment of approximately INR 8,060 million to expand transformer and reactor capacities at the Vadodara facility, as well as GIS and AIS product lines at Padappai and Hosur. The investment also includes establishing new manufacturing lines for air core reactors and bushings at Hosur (Key Developments).
- GE Vernova T&D India Limited scheduled a Board Meeting on November 3, 2025, to consider and approve the unaudited financial results for the quarter and period ended September 30, 2025 (Key Developments).
- The company approved a final dividend of INR 5 per equity share for the financial year ended March 31, 2025, during the AGM held on September 10, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from ₹3,079.75 to ₹3,538.50, reflecting a higher fair value assessment.
- Discount Rate has fallen slightly, moving from 16.30% to 16.03%, which has a positive impact on valuation.
- Revenue Growth expectation has risen modestly from 27.18% to 27.52%.
- Net Profit Margin is projected to decrease slightly from 16.77% to 16.61%.
- Future P/E has increased from 70.04x to 80.34x. This indicates that investors may be willing to pay more for future earnings relative to previous estimates.
Disclaimer
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