The shares of a Navratna PSU company, specializing in designing, developing, and manufacturing advanced electronic products and systems for the defence sector, are in focus, upon receiving work orders worth Rs. 537 Crores since May 16, 2025.
With a market capitalization of Rs. 2,85,556.51 crores on Wednesday, the shares of Bharat Electronics Ltd jumped by upto 1.4 percent, making a high of Rs. 391.20 per share compared to its previous closing price of Rs. 385.90 per share.
Bharat Electronics Ltd, engaged in designing, developing, and manufacturing advanced electronic products and systems for the defence sector, has secured additional orders worth Rs. 537 crores since its last announcement on May 16, 2025.
These new orders include a range of products and services such as communication equipment, advanced composite communication systems for ships, jammers, software, simulator upgrades, spares, test rigs, and related services.
Financials & others
The company’s total revenue rose by 6.3 percent from Rs. 8,789.51 crore to Rs. 9,344.23 crore in Q4FY24-25. Meanwhile, Net Profit rose from Rs. 1,797.11 crore to Rs. 2,127.04 crore during the same period.
The company has a P/E ratio of 53.01, which is lower than the industry average of 87.25, and it is debt-free. Over the last three years, it has maintained a strong average ROE of 16.20 percent and an average ROCE of 19.86 percent. Additionally, the company has achieved an average net profit growth of 18.75 percent over the past three years, reflecting consistent financial performance.
For FY26, Bharat Electronics Ltd. (BEL) has guided for around 15 percent revenue growth and an EBITDA margin of about 27 percent. The company expects order inflows to exceed Rs. 27,000 crore (excluding the large QRSAM order), with planned R&D investment of over Rs. 1,600 crore and capex above Rs. 1,000 crore.
BEL also anticipates its revenue mix to remain heavily skewed towards defence, with a 90:10 split between defence and non-defence segments. In FY25, exports reached $106 million, showing strong growth and outperforming the overall defence sector. For FY26, the company is targeting exports of $120 million, aiming for over 15 percent growth.
Bharat Electronics Limited (BEL) is a Navratna Public Sector Undertaking under the Ministry of Defence, Government of India, established in 1954 and headquartered in Bengaluru. The company is a leading manufacturer of advanced electronic products and systems for the Indian Army, Navy, and Air Force.
It is diversified into non-defence areas such as homeland security, smart cities, e-governance, and medical electronics. BEL plays a vital role in India’s defence sector, with over 80 percent of its revenue coming from defence projects, and has shown strong growth.
Written by Sridhar J
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