** Shares of GE Vernova T&D India GETD.NS jump 7.36% to 4703.20 rupees

** Co's fourth quarter profit almost doubled y/y to 3.52 billion rupees ($36.34 million, revenue jumped 42% y/y

EXPORT PIPELINE, STRONG MARGINS DRIVE OPTIMISM

** JPMorgan ("overweight") raises TP to 5,050 rupees from 4,300 rupees, citing likely 14 billion rupees-plus US data center export order in Q1FY27 and another large export opportunity in H2

** Motilal Oswal ("buy"; TP: 5,200 rupees) says strong export mix and operating leverage drove robust margin performance, while export opportunities in the U.S. could materially lift FY27 orders

** Emkay ("buy"; TP: 4,750 rupees) says strong order backlog, export visibility and global energy transition-related demand support long-term growth outlook

** Ambit Capital ("sell", TP: 4,450 rupees) raises FY27 estimates, but warns elevated margins may have peaked and domestic order inflows could remain subdued

($1 = 96.8700 Indian rupees)