Synopsis: The share of this company rose after entering semiconductors, working with top global chipmakers on lithography parts, while also strengthening defence exports and securing large new orders.
The share of this company, which is a global leader in high-performance, critical components for automotive, aerospace, defence, and industrial sectors, gained focus after its new major entry in semiconductors.
With a market capitalization of Rs 93,053 crore, Bharat Forge Ltd’s share on Wednesday made a day high of Rs 1,974 crore, up by 2.6 percent from its previous day’s close price of Rs 1,925.55 per share. The share of this company gave a return of 46 percent over the year.
What happened
Bharat Forge has entered the semiconductor industry and is working with three of the world’s five largest chipmakers, according to Chairman Baba Kalyani. The company is collaborating on a new semiconductor project and manufacturing components for lithography machines, which are essential for chip production.
The move aligns with India’s push to build a domestic semiconductor ecosystem through the India Semiconductor Mission. The programme has attracted investment commitments exceeding Rs 1.65 lakh crore across semiconductor fabrication and packaging projects, with plans to expand into equipment, materials, and indigenous technologies.
On the defence front, Kalyani said recent reforms have transformed the sector from component-based opportunities to full platform-level participation. He expects strong growth in India’s defence industry over the next five years, noting that exports account for nearly 40 percent of Bharat Forge’s defence sales and that rising global defence spending is creating opportunities in India, the US, and Europe.
The company has also secured its largest-ever army carbine order and sees significant long-term growth in defence. Kalyani emphasised the need for greater partnerships between Indian and foreign companies and said India should increasingly focus on becoming a product-driven economy rather than primarily a service-based one.
About the Company
Bharat Forge Limited is a Pune-based Indian multinational and a global leader in high-performance, safety-critical engineering components. It is the flagship company of the Kalyani Group and operates the world’s largest single-location forging facility, serving automotive, defence, and industrial sectors across global markets.
Financial Highlights: The revenue from operations grew by 18 percent to Rs 4,528 crore in Q4 FY26 from Rs 3,853 crore in Q4 FY25, and EBIDT grew by 14 percent to Rs 777 crore in Q4 FY26 from Rs 679 crore in Q4 FY25. This was accompanied by a net profit growth of 2 percent to Rs 233 crore in Q4 FY26 from Rs 283 crore in Q4 FY25, resulting in an EPS decrease of 18 percent to Rs 4.86 per share in Q4 FY26 from Rs 5.90 per share in Q4 FY25.
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