Gujarat Energy Ltd. Share Price

Om Power Transmission: Order Book Gets a Boost

has received a ₹78.84 crore turnkey contract from Gujarat Energy Transmission Corporation (GETCO) for the supply, erection, testing and commissioning of a 220kV D/C Chorania-Salejda transmission line. The project is scheduled for execution over 24 months from the Letter of Award. The order provides a meaningful boost to the company's pipeline. Om Power's order book stood at ₹567.47 crore as of June 2026, after ₹67.82 crore of new order intake during Q1 FY27. The latest GETCO order is equivalent to around 14% of the June order book, improving revenue visibility for the coming quarters. The company has also been receiving orders across substations, transmission lines and underground cabling, indicating continued demand from Gujarat's power transmission network. Management is looking to move up the value chain into 765kV and HVDC projects, while also expanding its presence in the private sector. Financially, Q1 FY27 revenue grew 37% YoY to ₹121.6 crore, while EBITDA increased 23% to ₹14.8 crore and net profit rose 26% to ₹10.5 crore. EBITDA margin moderated to 12.15% due to project mix, making margin recovery an important monitorable as the order pipeline expands.

See More

Om Power Transmission wins two GETCO orders

Om Power Transmission Limited

won two turnkey orders from Gujarat Energy Transmission Corporation Limited (GETCO) worth ₹129.66 crore combined. That is about 23% of its ₹567.47 crore order book at 30 June 2026. What happened: The first order is the 220kV D/C Prantij-Jantral Line Package 2, worth ₹69.18 crore including GST, with 24 months to execute from the Letter of Award. The second is a letter of intent dated 6 October 2026 for the 220kV Kotda-Sanghani AIS substation, worth ₹60.48 crore, with an 18-month timeline. Why it matters: Q1 FY27 revenue was ₹121.63 crore, up 37% YoY, with net profit of ₹10.52 crore, up 26%. Spread over 18 to 24 months, the two orders add about ₹75 crore of revenue a year. Against a Q1 run rate of about ₹487 crore a year, that is roughly 15%. It is a solid top-up, not a step change. My view: Order inflow is the main driver for an EPC company, and repeat wins from one utility show it converts bids well. But that same fact is the risk. The order book leans on GETCO and on Gujarat. A delay in payments or land access (Right of Way) hits all of it at once. Margins also depend on metal prices, mainly steel, copper and aluminium. I do not know whether these packages have price variation clauses, so I cannot say how exposed they are. The ₹129.66 crore also mixes a GST-inclusive figure with one whose basis is not stated, so the true share of the order book is likely a bit lower. What I am watching: The order book as of 30 September 2026 in Q2 results, and Right of Way progress on the Prantij-Jantral line. Please note that the information shared is intended solely for informational purposes and does not make any investment recommendations.

See More

TARIL secures ₹100–500 Cr power equipment order

has secured an order from Gujarat Energy Transmission Corporation Ltd for the manufacturing and supply of shunt reactors and a 500 MVA auto transformer. The order falls in the ₹100–500 crore value range, adding meaningful visibility to the company’s order book. The contract strengthens TARIL’s position in the power transmission equipment segment, where demand is supported by grid expansion, capacity additions and ongoing transmission infrastructure upgrades. Shunt reactors and high-capacity transformers are critical equipment for managing voltage and power flow across transmission networks. The order also adds to execution visibility for the company and supports its exposure to state transmission utility projects. My View: The order is positive for TARIL given its meaningful value and focus on high-capacity transmission equipment. The key benefit is stronger order-book visibility and continued demand from the power transmission segment. What to watch: Track order execution, delivery timelines, further transformer and reactor orders from transmission utilities, and the pace of order inflows in the coming quarters. Stance: TARIL – POSITIVE

See More

TARIL Wins Large GETCO Order for Grid Equipment

Transformers and Rectifiers (India) Ltd

has received a Large Order from Gujarat Energy Transmission Corporation Limited (GETCO) for manufacturing and supplying grid equipment. GETCO Order Details The order covers the manufacturing and supply of: - 80 MVAR Shunt Reactors - 125 MVAR Shunt Reactors - 500 MVA Auto Transformers Related works: The order is classified as a Large Order under TARIL's internal project classification, with the value falling in the ₹100 crore to ₹500 crore range, excluding GST. The company has not disclosed the exact order value. Execution Timeline: The order has been awarded by GETCO, a domestic entity, and is scheduled to be executed within 24 to 30 months as per the Letter of Award. The order adds to TARIL's business in high-voltage transmission equipment, including transformers and reactors, supporting grid expansion and transmission infrastructure requirements. Disclaimer: This content is for educational and informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investors should conduct their own research and consider their risk profile before making any investment decision.

See More

Transformers & Rectifiers (India) Ltd : Wins 'Large' Order

DHARMESH BHATT (Research Analyst) SEBI Registration No. INH000009685

Transformers and Rectifiers (India) Limited (TARIL) has secured a commercial order from state utility Gujarat Energy Transmission Corporation Limited (GETCO) for high-capacity power transmission equipment. KEY POINTS : Contract : NatureDomestic Entity / Commercial *Order : Order ClassificationLarge Order (₹100 Crore to ₹500 Crore, excluding GST) Scope of WorkSupply of 80 MVAR & 125 MVAR Shunt Reactors, 500 MVA Auto Transformers, and related work *Execution : PeriodDelivery within 24 to 30 months *Related Party: StatusNo promoter interest; conducted in the normal course of business Scope of Supply & Contract *ScaleThe contract entails manufacturing and supplying core heavy electrical power infrastructure to support GETCO’s grid expansion: * Equipment Deliverables: Manufacturing and supply of 80 MVAR Shunt Reactors, 125 MVAR Shunt Reactors, and 500 MVA Auto Transformers, along with related balance-of-plant works. *Valuation Bracket: As per TARIL’s internal project categorization framework, the award is classified as a Large Order, placing its financial consideration (excluding GST) between ₹100 Crore and ₹500 Crore. *Delivery Timeline: Contractual fulfillment is scheduled over a timeline of 24 to 30 months as stipulated in the Letter of Award (LOA)

See More

Rs 165 dividend bonanza: Apar Industries, IREDA!

Ex-Date Stocks September 11: Investors looking to qualify for dividends from listed companies have Thursday, September 10, as the last day to buy the shares, as per the T+1 settlement cycle, with 49 stocks set to trade ex-dividend on Friday, September 11. The companies have declared dividends ranging from Rs 0.05 per share to Rs 60 per share. Apar Industries Ltd is offering the highest dividend of Rs 60 per share, while Axita Cotton Ltd has declared the lowest dividend of Rs 0.05 per share.

Collectively, the 49 stocks are set to distribute dividends totalling Rs 165.22 per share, based on the individual dividend declarations. Other notable payouts include CSL Finance at Rs 10, Gujarat Energy at Rs 8.90, Banco Products at Rs 8 and HeidelbergCement India at Rs 7 per share.

See More