Synopsis: Bharat Heavy Electricals reported a strong recovery with a 253% profit surge and 14% revenue growth YoY, supported by robust new orders and power sector demand.
This company is known for its leadership in India’s power sector and engineering solutions. The latest news highlights a strong financial turnaround, with revenue up 14% year-on-year and a remarkable 253% profit surge compared to last year, shifting from loss to profit. The article will cover the factors behind this impressive growth and what it means for the company’s future.
Bharat Heavy Electricals Limited’s stock, with a market capitalisation of Rs. 89,085 crores, rose to Rs. 256.29, hitting a high of up to 4.36 percent from its previous closing price of Rs. 245.39. Furthermore, the stock over the past year has given a return of 8.29 percent.
Order Book Update for Q2
In the first half of FY 2025-26, this company received new orders worth over Rs. 35,000 crore. Most of these orders, about 73%, came from the power sector, while the remaining 27% were from industry and export markets. This shows that power-related projects are the main source of business for the company, followed by various industrial and overseas orders.
As of September 30, 2025, the company’s total outstanding order book stood at over Rs. 2,19,600 crore. Out of this, a huge part 80% was from the power sector, and 20% was from industry and exports. This means the company has a strong backlog of work to deliver in the coming months, especially in power projects, helping provide steady business going forward.
Q2 Financial Highlights
The company reported revenue of Rs. 7,512 crore in Q2FY26, marking a growth of 37% quarter-on-quarter from Rs. 5,487 crore in Q1FY26 and a 14% rise year-on-year compared to Rs. 6,584 crore in Q2FY25. The steady increase reflects improved operational performance and higher demand across key segments.
Profit for the quarter stood at Rs. 375 crore, recovering strongly from a loss of Rs. 456 crore in Q1FY26 and rising sharply by 254% year-on-year from Rs. 106 crore in Q2FY25. Over the last three years, the company has delivered a 10% sales CAGR, 6% profit CAGR, and 2% ROE CAGR, indicating moderate long-term growth momentum.
Written By Fazal Ul Vahab C H
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