GE Vernova T&D India Ltd.
Infrastructure · NSE
52-week range
₹1,497 – ₹4,849
From 52w high
-4.6%
RSI (14)
66.0
vs SMA 50 / 200
↑ 50 · ↑ 200
GE Vernova T&D India Limited (GVT&D) is an infrastructure-sector stock trading at Rs 4,625.5, up 200.8% over the past 12 months and 31.8% over the past 3 months. The trailing PE of 111.2 is the highest among the 6 peers tracked, though a forward PE of 81.8 implies the market is pricing in significant near-term earnings expansion. Revenue has grown at a 5-year CAGR of 58.4% and earnings at 104%, placing it among the fastest-growing names in the peer set.
- ✓Revenue grew at a 5-year CAGR of 58.4% and earnings at a 5-year CAGR of 104%, indicating rapid top- and bottom-line expansion over the medium term.
- ✓Price is 15.7% above the 50-DMA (Rs 3,999) and 43.8% above the 200-DMA (Rs 3,217), with a 52-week drawdown of only -4.6% from the peak — price action has been consistently strong across multiple timeframes.
- ✓Debt trend is described as falling, and profit margin stands at 18.7%, which is a meaningful positive spread for an infrastructure-sector business.
- ✓Quality score of 57 ranks 1st among the 6 tracked infrastructure peers (BEL: 57 tied, ABB: 47, CGPOWER: 45, L&T: 24, Cummins: 24), and analyst mean rating is 1.83 across 12 analysts (1-5 scale, lower = more constructive).
- ✗Trailing PE of 111.2 is the highest in the tracked peer group; even at the forward PE of 81.8, the stock prices in sustained high earnings growth, leaving limited room for execution shortfalls.
- ✗FCF was positive in only 2 of the years for which data is available, and ROE exceeded 15% in only 1 year — the earnings quality and capital-efficiency track record is short and inconsistent.
- ✗Fundamental consistency score is 41/100 and ROE data is unavailable for the current period, which limits the ability to assess whether high growth is translating into durable shareholder returns.
- ✗D/E of 1.46, while trending down, adds financial leverage to an already high-multiple growth story; short-term liquidity metrics were not available in the data.
- ·GVT&D has scheduled a board meeting for May 18, 2026 to review FY26 annual results — the outcome will be the first data point to test whether the market's high-growth expectations embedded in a PE of 111.2 are being met.
- ·The stock gained 200.8% over the past 12 months and 31.8% over the past 3 months, with RSI at 66.0 (approaching but not yet in overbought territory on a standard 70-threshold reading).
- ·News coverage in the analysis window was limited to 2 neutral items; the upcoming FY26 results announcement is the most proximate catalyst for which current data exists.
- ?Does the 5-year earnings CAGR of 104% reflect a structural shift in India's power-transmission and grid-modernisation spending, or is it partly a post-COVID catch-up cycle that could normalise?
- ?How does GVT&D's order-book coverage and revenue visibility compare with peers like ABB India and L&T, given that the infrastructure sector is highly dependent on government capex cycles?
- ?With FCF positive in only 2 of available historical years, what proportion of reported earnings has been converted to cash, and how is working-capital intensity expected to trend as scale grows?
- ?At a forward PE of 81.8, what earnings growth rate is implicitly required to bring the multiple in line with the infrastructure sector median, and how sensitive is that to margin or order-flow assumptions?
PE
111.2
Forward PE
81.8
ROE
—
Profit margin
+18.7%
D/E
1.46
Dividend yield
+0.1%
Quality score
57/100
ROE 5y above 15%
1/5 yrs
FCF 5y positive
2/5 yrs
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.Analysis generated 11 May 2026.