Multibagger Transmission Stock Delivers 81% Returns in 2 Months – Do You Own This Powerhouse?
Multibagger Transmission Stock: In a market teeming with opportunities, one stock has taken the spotlight by storm—GE Vernova T&D India Limited, a mid-cap multibagger engaged in power transmission and distribution. With a sharp 81% return over just two months, this energy infrastructure specialist is generating significant investor buzz. But what’s driving this electrifying performance, and is it time to plug into this power play?
Stock Performance: A Power Surge
GE Vernova T&D India Limited, a company synonymous with cutting-edge power transmission technology, has caught the attention of both institutional and retail investors. The stock, which recently closed at ₹2,354.70 on June 27, 2025, has surged by 80.61% in just the last two months. Though currently trading about 6.91% below its 52-week high of ₹2,499, the stock’s long-term chart tells an even more impressive story.
To put it in perspective:
✅ On June 26, 2020, the stock was trading at just ₹80.20.
✅ Fast forward to June 27, 2025, it trades at ₹2,341.40—a massive 2,819% gain in 5 years.
✅ A ₹1 lakh investment back then would be worth ₹29.19 lakh today.
Company Overview
GE Vernova T&D India Limited has a century-long legacy of engineering excellence and is a trusted name in India’s power infrastructure landscape. It offers a comprehensive portfolio ranging from power transformers and circuit breakers to cutting-edge HVDC systems and turnkey substation projects. The company is a critical enabler in India’s journey towards energy modernization and digitalization.
Robust Order Book = Strong Future Visibility
GE Vernova T&D’s order inflows for FY25 stood at ₹10,778.3 crore, with a healthy 70% from domestic clients and the rest from exports. In Q4FY25 alone, the company secured ₹2,991.1 crore in new orders, 91% of which came from within India.
As of March 31, 2025, the total orders in hand were ₹12,657.5 crore, distributed among:
- 62% – Private Clients
- 34% – Central Utilities & PSUs
- 4% – State Utilities
This order book highlights the company’s strong revenue visibility and trusted partnerships with major stakeholders in the sector.
Expanding Capacity: Capex for Future Growth
The company is ramping up its capabilities with a strategic investment of ₹140 crore in new manufacturing lines for HVDC Thyristor and VSC Valves in Chennai and HVDC Controls in Noida. The total capex guidance is ₹240–250 crore over the next 1–2 years, a move expected to further boost productivity and order execution.
Financial Performance: Solid Growth Trajectory
The financials tell a story of strong execution and scalability:
| Particulars | Q4 FY24 | Q4 FY25 | % Growth |
|---|---|---|---|
| Revenue | ₹914 Cr | ₹1,153 Cr | 26.15% |
| Net Profit | ₹66 Cr | ₹186 Cr | 181.82% |
Over the last four years:
- Revenue CAGR: 5.60%
- Net Profit CAGR: 78.42%
Financial Ratios at a Glance
| Metric | Value |
|---|---|
| Market Capitalization | ₹59,808 Cr |
| Current Price | ₹2,336 |
| 52-Week High/Low | ₹2,500 / ₹1,253 |
| Stock P/E | 98.3 |
| Book Value | ₹69.2 |
| Dividend Yield | 0.09% |
| ROCE | 53.9% |
| ROE | 40.3% |
| EPS | ₹23.8 |
| Debt-to-Equity | 0.02x |
| Face Value | ₹2.00 |
Clientele: A Mix of Domestic & Global Giants
GE Vernova T&D boasts a robust client base including Power Grid, Sterlite, Adani, Jindal, EPC firms, and multiple state utilities. Internationally, its footprint spans Europe, Southeast Asia, Africa, and Latin America, proving its competency in delivering world-class solutions.
Why Investors Are Watching Closely
The stock’s meteoric rise is backed by:
- Consistent financial growth
- Strong domestic and global demand
- Large and diversified order book
- Low debt and high return ratios
- Ongoing investments in future-ready tech
For long-term investors, this mid-cap could still have plenty of charge left, particularly as India continues its infrastructure and electrification boom.
🔍 Q&A Section: Quick Insights
Q1: What is driving the recent rally in GE Vernova T&D India Limited’s stock?
A: A mix of strong order inflows, robust financials, strategic capex, and long-term client relationships is fueling investor confidence.
Q2: How much return has the stock delivered in the last 2 months?
A: The stock has given 81% returns in just two months.
Q3: How has the stock performed over 5 years?
A: From ₹80.20 in June 2020 to ₹2,341.40 in June 2025—a whopping 2,819% return.
Q4: What is the current market capitalization and stock price?
A: Market cap is ₹59,808 Cr, and the current price is around ₹2,336.
Q5: Is the company financially strong?
A: Yes, it has a ROCE of 53.9%, ROE of 40.3%, and a very low debt-to-equity ratio of 0.02x.
Q6: What is the future outlook for the company?
A: With ₹12,657.5 crore in orders and a ₹240–250 crore capex plan, future growth and earnings visibility remain strong.
Final Verdict:
GE Vernova T&D India Limited is not just a short-term multibagger—it’s emerging as a long-term contender in the power transmission space. Backed by solid fundamentals and visionary expansion, this stock might just be the power source your portfolio needs.
Let us know in the comments – do you own this powerhouse yet?
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