GE Vernova T&D India Ltd.
NSE: GVT&DGE Vernova T&D India Ltd.: A 30-second snapshot
GE Vernova T&D India (GVT&D) trades at Rs 4,101.6, down 27.4% from its 52-week high but still up 68.65% over the trailing 12 months. Trailing PE is 85.0x (forward 51.5x) on ROE of 55.26% and a profit margin of 19.87%, with 17 analysts carrying a mean rating of 1.76 (1-5 scale, lower = more constructive). Recent news flow in the tracked window skews negative, largely reflecting a sector-wide power-equipment selloff in early July.
P/E
85.0
Forward P/E
51.5
ROE
+55.3%
Debt / Equity
0.89
Profit Margin
+19.9%
Div. Yield
+0.2%
5Y ROE > 15%
2/5
5Y FCF > 0
3/5
Quality
64/100
News
6 headlines · 0 positive · 3 negative
GE Vernova T&D India Announces Completion of Independent Director Neera Saggi's Tenure - TipRanks
TipRanks
GE Vernova T&D India sees Neera Saggi step down as independent director - scanx.trade
scanx.trade
Explained - Why GE Vernova, Hitachi Energy, CG Power shares tanked up to 10% on Friday - CNBC TV18
CNBC TV18
Hitachi Energy, GE Vernova, Siemens Energy, other power equipment stocks crash up to 10%. Here's why - economictimes.com
economictimes.com
F&O Query: Analysis of GVT&D and Kaynes Technology Options - thehindubusinessline.com
thehindubusinessline.com
Recent context
- ·Power-equipment peers GE Vernova, Hitachi Energy and CG Power were all reported down up to 10% on 3 July 2026, coinciding with the negative-skewed news window for GVT&D.
- ·Independent director Neera Saggi's tenure was reported to have concluded in late July 2026.
- ·Dividend yield stands at 0.24% against a share price that is up 68.65% over the trailing year but down 8.58% over the trailing 3 months.
Strengths
- +ROE of 55.26% ranks best among the 5 infrastructure peers with available data (only Cummins India reports ROE, at 29.46%).
- +Revenue grew 42% and earnings grew 88.7% over the trailing 5 years.
- +Debt-to-equity of 0.892 with a falling trend, and a quality score of 64 that ranks 2nd of 6 tracked peers.
- +Mean analyst rating of 1.76 across 17 analysts (1-5 scale, lower = more constructive).
Weaknesses
- −Trailing PE of 85.0x prices in continued high growth; a deceleration from the 88.7% 5-year earnings CAGR could compress the multiple.
- −Only 2 of the tracked years had ROE above 15% and FCF was positive in 3 years, with a consistency score of 59/100 - the current 55.26% ROE isn't matched by a long history at that level.
- −Stock is 27.4% below its 52-week high and about 14.2% below its 50-DMA, though it remains above its 200-DMA; RSI of 34.36 is near the oversold threshold.
- −News sentiment in the tracked window is negative (3 negative, 3 neutral, 0 positive of 6 items), tied largely to a sector-wide selloff on 3 July.
Open questions
- ?Does the 55.26% ROE reflect a structural shift in the business, or a one-off given only 2 of the tracked years showed ROE above 15%?
- ?What is driving the trailing PE of 85.0x compared to peers ranging from 32.6x to 104.6x, and how sensitive is that multiple to a slowdown from the 88.7% 5-year earnings growth rate?
- ?What was behind the 3 July sector-wide decline in power-equipment stocks, and is it company-specific or industry-wide for GVT&D?
- ?How does the falling debt-to-equity trend (currently 0.892) factor into interpreting the 27.4% pullback from the 52-week high?
Peer comparison: Infrastructure
Ranks 2 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| GVT&D | GE Vernova T&D India Ltd.You're viewing | 85.0 | +55.3% | 64 |
| Industry avg | across 5 peers | 69.3 | +29.5% | 47 |
| CUMMINSIND | Cummins India Ltd. | 63.2 | +29.5% | 65 |
| BEL | Bharat Electronics Ltd. | 46.1 | — | 50 |
| ABB | ABB India Ltd. | 99.9 | — | 47 |
| CGPOWER | CG Power and Industrial Solutions Ltd. | 104.6 | — | 38 |
| LT | Larsen & Toubro Ltd. | 32.6 | — | 37 |
Technical state
Current price
₹4,101.60
SMA 50
₹4,779.14
SMA 200
₹3,777.11
RSI (14)
34.4 (neutral)
From 52w high
-27.4%
1Y return
+68.7%
3M return
-8.6%
50-DMA
Below
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- mediumTrailing PE of 85.0 (forward PE 51.5) prices in continued high growth; the 5-year earnings CAGR of 88.7% would need to persist for the multiple to hold, and any deceleration would compress it toward peer levels (sector PE range 32.6-104.6).
- mediumROE of 55.26% sits well above the historical pattern shown in the data - only 2 of the tracked years had ROE above 15%, FCF was positive in 3 of the tracked years, and the consistency score is 59/100, suggesting the current ROE print may not reflect a multi-year run rate.
- mediumPrice is 27.41% below its 52-week high and about 14.2% below its 50-DMA (Rs 4,779.14) while remaining roughly 8.6% above its 200-DMA (Rs 3,777.11); RSI of 34.36 is near the oversold threshold (30), and the 3-month price change is -8.58%.
- lowNews flow captured in the window skews negative (3 negative, 3 neutral, 0 positive of 6 items), largely tied to a broader power-equipment sector selloff (GE Vernova, Hitachi Energy, CG Power reported down up to 10% on 3 July) rather than company-specific developments; an independent director's tenure completion was also reported.
Cross-section contradictions
- Mean analyst rating of 1.76 across 17 analysts (1-5 scale, lower = more constructive) contrasts with a stock that is down 27.4% from its 52-week high, below its 50-DMA, and carrying a negative-skewed news window over the same period.
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.
Fundamentals & technicals: refreshed 11 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 30 Jul 2026 · rotates through NIFTY 500 every ~5 days