GE Vernova shares in focus after Q2 earnings beat; 27% upside forecast

GE Vernova T&D India's Q2 beat — revenue up 32% and PAT up 44% — signals resilient grid-equipment demand and pricing power, reinforcing the power-capex and electrification theme. EBITDA margin expansion to 27.1%, alongside reiterated mid-20s FY27 guidance, lowers execution risk. The read-through is stock-specific but mildly supportive for electrical equipment and transmission names; broad index impact is limited.