GE Vernova T&D India Q4 earnings date: May 18, 2026

Upcoming earnings date investors are tracking

GE Vernova T&D India Ltd’s upcoming earnings date is 18 May 2026 (Q4 FY26-27), according to the information provided. The last referenced earnings date in the dataset is 28 January 2026 for Q3 FY25-26. With the stock having reacted sharply to results in recent quarters, the next scheduled date is likely to be closely watched for confirmation on revenue momentum, profitability, and order execution.

Snapshot from the latest quarterly metrics listed

The dataset includes a high-level quarter snapshot with three key profit-and-loss lines. It lists revenue of ₹1,700 crore, gross profit of ₹443 crore, and net profit of ₹290 crore. The same snapshot shows QoQ revenue growth of 10.54% and YoY revenue growth of 58.40%. For gross profit, it shows QoQ growth of 15.13% and YoY growth of 163.78%. Net profit is shown at -2.90% QoQ but 103.81% YoY.

Broker expectations mentioned for Q4 PAT

Two broker estimates are explicitly cited for GE T&D India’s Q4 profit after tax (PAT). Prabhudas Lilladher is cited as estimating Q4 PAT up 10.9% YoY to ₹30.8 crore. KR Choksey is cited as estimating Q4 PAT up 19.3% YoY to ₹55 crore. These are presented as estimates in the provided text and appear alongside separate, reported results items from other periods.

Reported Sep 2025 quarter: sales and profit growth

The provided financial comparison for the quarter ended September 2025 shows a sharp rise versus the quarter ended September 2024. Net profit rose 107.08% to ₹299.48 crore, compared with ₹144.62 crore in the year-ago quarter. Sales increased 38.88% to ₹1,538.46 crore, from ₹1,107.77 crore.

Operating profitability also improved in the same comparison. The table in the text shows OPM (operating profit margin) at 25.77% in Sep 2025 versus 18.48% in Sep 2024. It also lists PBDT at ₹412.88 crore versus ₹205.80 crore, and PBT at ₹401.27 crore versus ₹193.75 crore.

Order inflows, backlog, and cash: management commentary numbers

In the management-style excerpt provided, GE Vernova T&D India cites fresh order intake of ₹2,990 crore, up 124% YoY versus ₹1,330 crore. It also cites a quarter revenue figure of ₹1,150 crore versus ₹910 crore, up 26% YoY. On a full-year basis, the same excerpt cites revenue of ₹4,290 crore versus ₹3,170 crore, up 35% YoY.

The same section states that new orders outpaced revenue, with the order backlog at ₹12,660 crore as on March 25, versus ₹6,270 crore as on March 24. It also cites cash and cash equivalents of ₹1,050 crore as on March 31, versus ₹280 crore as on March 31 of the prior year. Cash generated is cited as ₹190 crore in Q4 and ₹830 crore during the full year.

Q4 FY25 results and the market reaction referenced

Separate reporting in the provided text states GE Vernova T&D India reported a nearly three-fold jump in profit for the March quarter. It reports net profit of ₹186.49 crore for the quarter, compared with ₹66.29 crore in the year-ago quarter. It also reports total income of ₹1,173.65 crore, up from ₹919.31 crore.

The same set of items also states that for FY2024-25, net profit increased to ₹608.33 crore from ₹181.05 crore, while total income rose to ₹4,354.89 crore from ₹3,190.46 crore. Following these results, the stock was cited as hitting a 10% upper circuit at ₹2,072.70 on BSE in early trade on May 26. The text also mentions the shares had rallied 35% in the past 30 days and nearly 14% in the past six months.

Margins: what the company attributed the improvement to

In the Q&A style excerpt, the company links the stronger gross margin performance to several factors. It cites improved pricing over the last two years. It also says it is shifting towards product orders rather than turnkey orders, which it says supports a better margin profile. It adds that export contribution is increasing and exports are generally better on margins.

The same excerpt cautions that quarterly margins can vary because of mix, and suggests looking at the full-year trend. It states the company delivered 40.4% gross margin for the full financial year, representing about 5% to 6% improvement versus the last financial year. The quarterly gross margin referenced in the same exchange is 42.3%.

Key numbers table

Dividend references in the provided text

The annual report excerpt included in the dataset mentions a recommended final dividend of 100% (₹2 per equity share of face value ₹2) for the year ended 31 March 2024. Separately, another results item in the text states the firm declared a final dividend of ₹5 per equity share (face value ₹2) for the financial year ended March 31 (year not specified in that excerpt). Investors typically track such disclosures alongside profitability and cash generation trends.

Why the May 18 result matters for the stock

The numbers cited across periods point to a business cycle with higher revenue, stronger operating performance, and a significantly larger order backlog than the prior year. The September-quarter comparison shows both sales growth and profit expansion, while the March-quarter items highlight a sharp jump in net profit and a strong market reaction.

The next scheduled earnings date provides the next formal update on execution, margins, and conversion of backlog into revenue. It will also help investors reconcile the range of profit expectations cited by broker notes in the dataset versus the company’s more recent reported profit trajectory.

Conclusion

GE Vernova T&D India’s next earnings date is set for 18 May 2026. The company has recently reported strong year-on-year growth across sales and profit in multiple referenced periods, alongside a materially higher order backlog and improved margin commentary. The May results will be the next key checkpoint for investors tracking order conversion, margins, and the pace of profit growth.