Bharat Electronics Ltd. News and Updates

Name: Latest research reports of Bharat Electronics Ltd. authored by Sharekhan and published by - Trendlyne research reports.
Item: Bharat Electronics Ltd.
Rating: 5
Author: Sharekhan

Keep track of all breaking news on Bharat Electronics Ltd. from all sources in a single place.

Bharat Electronics Ltd.

21 Aug 2025

369.40

1.53%

Karnataka Agri Department signs MoU with BEL to offer tech-driven, real-time advisory services to farmers

Business Line

Through this MoU, agriculture services will become more accessible, data driven and need-based for farmers across Karnataka

Number of FII/FPI investors increased from 1589 to 1755 in Jun 2025 qtr.

Bharat Electronics Ltd.

31 Jul 2025

369.40

1.53%

BEL eyes 50,000 cr orders amid strong pipeline; exports to drive 20% growth

Business Line

As of July 1, 2025, BEL's order book stood at 74,859 crore

Bharat Electronics Ltd. is trading below its 30 day SMA of 385.0

Bharat Electronics Ltd.

31 Jul 2025

369.40

1.53%

Bharat Electronics Q1 Review Motilal Oswal Maintains 'Buy' On Strong Margin Performance

NDTV Profit

Motilal Oswal expect Bharat Electronics to benefit from incremental opportunities in exports as defense spending increases globally.

Bharat Electronics Ltd. is trading above its 200 day SMA of 327.5

Bharat Electronics Ltd.

30 Jul 2025

369.40

1.53%

BEL bags fresh defence orders worth 551 crore

Business Line

The latest contracts span a wide range of defence and communication technologies including optronic systems for aircraft, integrated software, automated access control, and communication terminals.

Bharat Electronics Ltd. is trading above its 200 day SMA of 327.5

Bharat Electronics Ltd.

30 Jul 2025

369.40

1.53%

Bharat Electronics Results Earnings Call for Q1FY26

Conference Call with Bharat Electronics Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.

audio

Bharat Electronics Ltd.

30 Jul 2025, 12:00AM

369.40

1.53%

Margins brighten Q1

Buy: Bharat Electronics Ltd.

Sharekhan

Strong operational performance surprised positively, as margins improved by 555 bps to 27.9%. Revenue growth was muted at 5%, owing to fluctuations in product delivery amid geopolitical tensions.

Bharat Electronics Ltd. is trading above its 200 day SMA of 327.5

Bharat Electronics Ltd.

30 Jul 2025, 12:00AM

369.40

1.53%

Bharat Electronics (BHE IN) Q1FY26 Result Update Profitability...

Hold: Bharat Electronics Ltd.

Prabhudas Lilladhar

The management maintained their guidance of ~15% revenue growth with ~27% EBITDA margin and ~Rs270bn+ order intake (ex. QRSAM) in FY26. Bharat Electronics (BEL) reported a modest 5.2% YoY revenue growth, impacted by a revenue deferment of ~Rs2.0bn to the next quarter due to supply chain constraints. EBITDA margin expanded by 576bps YoY to 28.1%. Domestic demand remains strong, supported by a healthy tendering pipeline and a continued push for higher indigenization. Additionally, BEL stands to...

Bharat Electronics L.. has an average target of 412.89 from 9 brokers.

Bharat Electronics Ltd.

30 Jul 2025, 12:00AM

369.40

1.53%

Strong margin performance

Buy: Bharat Electronics Ltd.

Target

Motilal Oswal

BHE’s 1QFY26 PAT exceeded our estimate, driven by better-than-expected margins. Revenue growth was aided by a strong order book, though it was affected to some extent by geopolitical issues.

Bharat Electronics L.. has an average target of 412.89 from 9 brokers.

Bharat Electronics Ltd.

29 Jul 2025, 10:38AM

369.40

1.53%

Ashi Anand sees defence indigenisation as key growth driver

Economic Times

IME Capital's CEO, Ashi Anand, sees strong growth in Indian defence stocks due to indigenization efforts, despite Bharat Electronics' slightly below-expected revenue. However, Coal India faces investor hesitation due to the long-term shift from coal to renewables, questioning the sustainability of its earnings and dividend yield amidst rising costs and uncertain future.