Synopsis:
BEL stock dips despite Rs. 563 crore defence order win, highlighting its role in strategic defence projects and steady order momentum.
Specializing in advanced defence manufacturing and security solutions, a key player in the sector is set to announce significant developments. This article will focus on a major boost for the company following its recent success in securing substantial new orders, specifically within the critical maritime defence domain, worth hundreds of crores.
Bharat Electronics Limited’s stock, with a market capitalisation of Rs. 2,88,516 crores, fell to Rs. 394.55, hitting a low of up to 0.92 percent from its previous closing price of Rs. 398.25. However, the stock over the past year has given a return of 31 percent.
Order Update
Bharat Electronics Limited (BEL) has received new orders worth Rs. 563 crore since June 30, 2025. These orders cover a range of important products and services, including systems for National Maritime Domain Awareness, navigation for guns, communication equipment, specialized antennas, satellite interception systems, target acquisition systems, jammers, seekers, and spare parts. This shows that BEL continues to play a major role in strengthening India’s defense sector.
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Order Book & Guidance
As of April 1, 2025, BEL had orders worth Rs. 71,650 crore. In the financial year 2025, BEL received new orders totaling about Rs. 18,000 crore. For the next year (FY26), the company expects to get at least Rs. 27,000 crore in new orders, not counting the QRSAM project. If BEL also wins the QRSAM order in FY26, which is expected to be about Rs. 30,000 crore, the total new orders for that year could go over Rs. 50,000 crore.
Q4 Financial Highlight
In Q4FY25, the company reported a robust revenue of Rs. 9,150 crore, marking a 6.8 percent year-on-year (YoY) growth from Rs. 8,564 crore in Q4FY24 and a strong 58.6 percent quarter-on-quarter (QoQ) jump from Rs. 5,771 crore in Q3FY25. This performance reflects healthy top-line momentum, supported by a 3-year sales CAGR of 16 percent, indicating consistent long-term expansion.
Net profit for Q4FY25 stood at Rs. 2,127 crore, rising 18.4 percent YoY from Rs. 1,797 crore and 62.1 percent QoQ from Rs. 1,312 crore. The bottom-line strength was backed by operational efficiency and favorable margins. With a 3-year profit CAGR of 31 percent and ROE CAGR of 26 percent, the company continues to demonstrate strong profitability and return ratios.
Written By Fazal Ul Vahab C H
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