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cnbctv18.comNOV 22 min read

GE Vernova shares in focus after Q2 results beat; Motilal Oswal sees 27% upside

GE Vernova T&D India reported Q2 revenue growth of 32% YoY, with PAT up 44.15% to ₹431 crore, exceeding estimates. EBITDA rose 38.8% to ₹549.7 crore, with margins expanding to 27.1%. Motilal Oswal maintained a 'buy' rating, targeting ₹5,100, citing strong execution and order inflows. The stock has gained 27.03% YTD but fell 5.5% in the past month.

Original reporting
cnbctv18.com
Published Nov 2, 2026, 12:03 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 2, 2026, 12:28 AM UTC. Informational, not investment advice.
How this was made
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GE Vernova shares in focus after Q2 results beat; Motilal Oswal sees 27% upside — source image
Source · cnbctv18.com
Decision brief

The 30-second read

Med
01

Why it matters

The earnings beat and raised guidance suggest near‑term upside, but execution risk remains.

02

Market read

First‑report earnings for a mid‑cap Indian power transmission firm, likely to influence sector sentiment and short‑term price action.

03

What to watch

Currency fluctuations and export exposure could affect future profitability.

Relevance 7/10Novelty 7/10Timing: post-market today

Background

GE Vernova T&D India reported Q2 results with revenue and profit beating estimates, and reaffirmed FY27 guidance.

Market effects

Sector

Strong earnings may boost Indian power transmission sector sentiment.

Regional

Positive for Indian equities, especially infrastructure and utilities.

Global

Limited, confined to emerging‑market investors.

Counterpoint

What could challenge this read

Despite earnings beat, valuation remains high; potential slowdown in HVDC orders could pressure price.

Key entities

  • Brokerage
    Motilal Oswal

    Maintained buy rating and raised price target, indicating upside potential.

Read at source← All news

StoryGE Vernova T&D India posts strong Q2 FY27 earnings and reaffirms mid‑20s EBITDA margin guidance

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