Synopsis: Bharat Electronics Limited secured Rs. 644 crore in new defence orders, including data centres, ship fire control systems, tank navigation systems, communication equipment, and more.
This company, known for its expertise in defence and electronic systems, has secured additional orders worth Rs. 644 crore since late July 2025. The latest contracts include advanced technology solutions such as data centres, ship fire control systems and tank navigation systems, highlighting its expanding portfolio in defence and critical infrastructure.
Bharat Electronics Limited’s stock, with a market capitalisation of Rs. 2,74,920 crores, rose to Rs. 377.35, hitting a high of up to 0.92 percent from its previous closing price of Rs. 373.90. Furthermore, the stock over the past year has given a return of 26.7 percent.
What happened?
Bharat Electronics Limited (BEL), a major government defence company, has received new orders worth Rs. 644 crore since their last announcement on July 30, 2025.
These orders include things like data centres, ship fire control systems, tank navigation systems, communication equipment, seekers, jammers, simulators, electronic voting machines, upgrades, spare parts, and various services.
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Order Book & Guidance
BEL had orders worth Rs. 74,859 crore as of July 1, 2025, and got Rs. 2,600 crore more in orders after that, including a big order of over Rs. 500 crore. For the financial year 2026, they expect to receive more than Rs. 27,000 crore in new orders, not counting QRSAM, and they believe they can exceed this thanks to emergency orders.
The company predicts their revenue will grow by at least 15% in FY26, and the management is actually aiming for 17.5% growth, confidently saying they can keep up 16% growth for the next 3–4 years.
Q1 Financial Highlight
The revenue for Q1FY26 stood at Rs. 4,440 crore, showing a year-on-year (YoY) growth of approximately 4.62% compared to Rs. 4,244 crore in Q1FY25. However, compared to the previous quarter (Q4FY25), revenue declined significantly by about 51.48%, from Rs. 9,150 crore to Rs. 4,440 crore.
Profit in Q1FY26 was Rs. 969 crore, marking a strong YoY increase of 22.5% from Rs. 791 crore in Q1FY25, but declined sharply by 54.44% compared to Rs. 2,127 crore in Q4FY25.
Over the past three years, the company has demonstrated impressive growth with a profit CAGR of 30%, a sales CAGR of 16%, and a return on equity (ROE) CAGR of 26%, indicating strong profitability, sales expansion, and efficient capital utilisation over time. The recent quarter’s YoY growth reflects continued positive momentum despite typical quarter-to-quarter fluctuations.
Written By Fazal Ul Vahab C H
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