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522275: Capacity Expansion And Dividend Will Drive Strong Future Upside

Analysts Raise GE Vernova T&D India Price Target Amid Dividend Approval and Updated Forecasts

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522275
AnalystConsensusTarget
Not Invested
Published 06 Dec 2024

Update shared on 06 Dec 2025

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1Y
45.8%
7D
3.7%

Analysts have modestly raised their price target for GE Vernova T&D India to ₹3,538.50, reflecting slight adjustments to the discount rate and future P/E assumptions while maintaining robust revenue growth and profit margin expectations.

What's in the News

  • The board approves an investment of approximately INR 8,060 million to expand transformer and reactor capacity at Vadodara, and GIS and AIS product capacity at Padappai and Hosur. This includes new manufacturing lines for air core reactors and bushings at Hosur (Board of Directors announcement).
  • A board meeting is scheduled for November 3, 2025 to consider and approve unaudited financial results for the quarter and period ended September 30, 2025 (Board meeting agenda).
  • Shareholders approve a final dividend of INR 5 per equity share of face value INR 2 for the financial year ended March 31, 2025 at the AGM held on September 10, 2025 (AGM resolution).

Valuation Changes

  • Fair Value: Unchanged at ₹3,538.50 per share, indicating a stable overall valuation outcome.
  • Discount Rate: Risen slightly from 16.03 percent to approximately 16.21 percent, reflecting a modestly higher required return.
  • Revenue Growth: Effectively unchanged at about 27.52 percent, indicating no material revision to top line growth expectations.
  • Net Profit Margin: Remains steady at roughly 16.61 percent, with no meaningful change in margin assumptions.
  • Future P/E: Increased marginally from about 80.34x to 80.73x, implying a slightly higher valuation multiple on forward earnings.

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