GE Vernova T&D India Q4 FY25: Profit, dividend, earnings date

Why the stock is in focus

GE Vernova T&D India Ltd has stayed on investors’ radar after a sharp move in its share price following a strong set of results for the March 2025 quarter (Q4 FY25). The company also announced a final dividend, adding to market interest around shareholder payouts. Separately, the company’s upcoming earnings date is listed as 18 May 2026. In the latest quarterly snapshot provided for Q3 FY25-26 (dated 28 January 2026), the company reported revenue of ₹1,700 crore and net profit of ₹290 crore.

Upcoming earnings date: what is known

The upcoming earnings date mentioned for GE Vernova T&D India Ltd is 18 May 2026 (Q4 FY26-27, as stated in the provided data). Earnings dates typically matter for near-term price volatility because they concentrate new information on revenue, margins, orders, and cash flows into a single event. The same data set also references Q3 FY25-26 results dated 28 January 2026, which includes revenue, gross profit, and net profit figures. No estimate EPS figure is provided, with the estimated EPS shown as “--”, while the reported EPS is 41.71.

Q3 FY25-26 snapshot: revenue, gross profit, net profit

For Q3 FY25-26 (as per the provided figures), the company reported:

• Revenue: ₹1,700 crore (QoQ +10.54%, YoY +58.40%)
• Gross profit: ₹443 crore (QoQ +15.13%, YoY +163.78%)
• Net profit: ₹290 crore (QoQ -2.90%, YoY +103.81%)

The numbers indicate strong year-on-year growth in revenue and profitability, while net profit showed a marginal quarter-on-quarter decline. The same dataset explicitly states: “GE Vernova TD India Ltd. reported a net profit of Rs 290” and “reported a revenue earned of Rs 1,700.”

Q4 FY25 results: profit nearly triples year-on-year

For the March 2025 quarter, GE Vernova T&D India reported a nearly three-fold rise in net profit to ₹186.49 crore, compared with ₹66.29 crore in the year-ago quarter. Total income for Q4 FY25 rose to ₹1,173.65 crore from ₹919.31 crore in Q4 FY24. The company’s revenue from operations for Q4 FY25 is also stated as ₹1,152.54 crore, up 26% year-on-year.

Profitability metrics in the same Q4 FY25 summary show EBITDA of ₹252 crore, up from ₹111 crore a year ago, and an EBITDA margin of 21.9%, described as nearly double the margin in Q4 FY24. In a management commentary transcript, the quarter’s gross margin is described as 42%, while full-year gross margin is stated at 40.4%.

Dividend: ₹5 per share and the payout timeline

The dividend details in the provided information are consistent on the key amount: ₹5 per equity share. The company “has declared a dividend of Rs 5.00 on 22 Aug, 2025,” and multiple passages describe this as a final dividend of 250%, or ₹5 per share, on a face value of ₹2 each. The board recommendation is subject to shareholder approval at the upcoming AGM, and the company stated that if approved, dividend payment or dispatch will be made within 30 days of the AGM conclusion.

Order momentum: strong quarterly and annual bookings

Order bookings were a major highlight alongside margins. In Q4 FY25, order intake rose 124% year-on-year to ₹2,990 crore (₹29.9 billion), compared with ₹1,330 crore (₹13.3 billion) in the year-ago quarter. For FY25, order bookings increased 86% to ₹10,780 crore (₹107.8 billion), compared with ₹5,790 crore (₹57.9 billion) in FY24.

A transcript excerpt also states that the order backlog doubled to ₹12,660 crore (₹126.6 billion) as on March 2025, versus ₹6,270 crore (₹62.7 billion) as on March 2024. The same commentary references an order win with Power Grid Corporation to supply over 100 extra high voltage transformers and shunt reactors for transmission projects in India.

Stock move: upper circuit and recent performance

The stock reaction cited in the provided material was sharp. GE Vernova T&D’s share price surged 10% on 26 May 2025, hitting the upper circuit and marking the highest level in over four months. Another data point states the shares rose 8.75% to ₹2,050 in early trade, while it was also “locked in the 10% upper circuit band of ₹2,072.70 on the BSE.” The stock is also described as having gained 35% over the past month, with a 1% year-to-date rise mentioned in the same context. Another line notes shares have rallied nearly 14% in the past six months.

What management attributed the performance to

The Managing Director and CEO, Sandeep Zanzaria, linked the FY24-25 performance to a strong order book and margin expansion amid India’s power infrastructure modernisation. Management commentary in the transcript also points to factors behind improved profitability, including better pricing over the last two years, a strategic shift towards product orders over turnkey orders, and a rising contribution from exports, which were described as structurally better for margin profile.

Key numbers at a glance

Why these disclosures matter for investors

The combination of higher income, stronger margins, and sharp growth in order bookings is typically tracked for execution-heavy power equipment companies because it signals demand and provides visibility on future revenue conversion. The dividend announcement adds a shareholder return element, while the order backlog data points to workload depth beyond one quarter. Investors will likely track whether the margin profile described for Q4 and FY25 sustains, and whether order inflows continue at elevated levels.

Conclusion

GE Vernova T&D India’s recent disclosures show strong FY25 performance, a ₹5 per share final dividend recommendation, and rapid order-book growth alongside margin expansion. The next key milestone on the calendar is the 18 May 2026 earnings date listed in the provided data, which should add further clarity on quarterly trends.