Synopsis: Shares of this PSU firm surged 13% after strong Q4 results, with revenue rising to Rs. 12,310 crore and net profit surging to Rs. 1,290 crore, driven by a 54% growth in the power segment.
The shares of this government-owned engineering and manufacturing company that provides equipment and services for sectors like power, transmission, industry, transportation, renewable energy, oil & gas, and defence are in the spotlight after it rose 13% in today’s session following its Q4 results.
With a market capitalisation of Rs. 1,35,904 cr, the shares of Bharat Heavy Electricals Ltd were trading at Rs. 392.80 per share, surging 13% in today’s market session, making a high of Rs. 398.95, up from its previous close of Rs. 354.00 per share.
Q4 Results
QoQ Performance
On a quarter-on-quarter basis, the company reported a strong improvement in performance, with revenue from operations rising around 45% to Rs. 12,310 crore from Rs. 8,473 crore. Total income also increased by about 44%, reflecting higher execution.
Profit before tax saw a sharp jump of nearly 232% to Rs. 1,727 crore from Rs. 519 crore, while net profit surged around 231% to Rs. 1,290 crore from Rs. 390 crore. This significant growth highlights a sharp recovery in operational efficiency and margin expansion during the quarter.
YoY Performance
On a year-on-year basis, the company delivered robust growth, with revenue from operations increasing approximately 37% from Rs. 8,993 crore to Rs. 12,310 crore, supported by strong segment performance. Total income also grew around 37%.
Profit before tax rose substantially by about 145% from Rs. 704 crore to Rs. 1,727 crore, while net profit more than doubled, increasing nearly 156% from Rs. 504 crore to Rs. 1,290 crore. The strong YoY performance reflects improved scale, better cost management, and higher profitability.
QoQ Segment Performance
The power segment revenue grew ~50% QoQ to Rs. 9,510 crore from Rs. 6,322 crore, while its segment profit surged sharply to Rs. 1,870 crore from Rs. 498 crore, indicating strong margin expansion. The industry segment also saw revenue rise ~30% QoQ to Rs. 2,801 crore, with profit increasing to Rs. 673 crore from Rs. 424 crore, reflecting improved performance across both segments.
YoY Segment Performance
On a year-on-year basis, the power segment revenue increased ~54% from Rs. 6,192 crore to Rs. 9,510 crore, while segment profit jumped significantly from Rs. 308 crore to Rs. 1,870 crore. In contrast, the industry segment revenue remained largely flat at around Rs. 2,800 crore, and segment profit declined ~23% from Rs. 877 crore to Rs. 673 crore, indicating margin pressure in the segment.
Bharat Heavy Electricals Limited (BHEL) is one of India’s largest public sector engineering and manufacturing enterprises, primarily focused on power generation equipment and infrastructure. The company designs, manufactures, and services products for sectors such as thermal, hydro, nuclear, and renewable energy, along with transportation and defence.
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