The shares of the prominent defence company gained up to 1.15 percent in today’s trading session after the company inked a memorandum of understanding with Tata Electronics.
With a market capitalization of Rs 2.87 lakh crore, the shares of Bharat Electronics Ltd were trading at Rs 393.50 per share, increasing around 0.72 percent as compared to the previous closing price of Rs 390.70 apiece.
The shares of Bharat Electronics have seen positive movement after the signing of a Memorandum of Understanding (MoU) with Tata Electronics towards the development of indigenous electronics and semiconductor solutions in line with the Government of India’s vision for self-reliance.
Moreover, BEL and Tata Electronics will collaborate on semiconductor fabrication, OSAT, and design services to support BEL’s needs, including MCUs, SoCs, MMICs, and processors. The partnership aims to develop efficient manufacturing solutions through shared expertise, best practices, and resources to meet current and future technology demands.
Also read: Smallcap stock jumps 8% after MoU with International Clean-Tech Partner for green hydrogen projects
Looking forward to the company’s financial performance, revenue increased by 7 percent from Rs 8,564 crore in Q4FY24 to Rs 9,150 crore in Q4FY25. Further, during the same time frame, net profit increased by 18 percent from Rs 1,797 crore to Rs 2,127 crore.
As of April 1, 2025, the company’s order book stands at Rs 71,650 crore. FY25 saw an inflow of Rs 18,000 crore. For FY26, BEL targets at least Rs 27,000 crore in new orders, excluding QRSAM, which alone could add Rs 30,000 crore, pushing total potential inflow beyond Rs 50,000 crore.
For FY26, BEL projects 15 percent revenue growth with ~27% EBITDA margin. The company plans over Rs 1,600 crore in R&D investment and Rs 1,000 crore in capex. Revenue is projected to maintain a 90:10 split between defence and non-defence segments.
BEL recorded $106 million in exports in FY25, outperforming the broader defence sector. For FY26, it targets $120 million, aiming for 15%+ growth. Strong leads from European rearmament and proven combat performance support this. Over the medium term, BEL targets 20%+ annual export growth, focusing on electronics, fuses, and ammunition.
Written by Abhishek Singh
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
