Bharat Heavy Electricals News and Updates

Name: Latest research reports of Bharat Heavy Electricals Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Bharat Heavy Electricals Ltd.
Rating: 5
Author: ICICI Securities Limited

Keep track of all breaking news on Bharat Heavy Electricals from all sources in a single place.

Bharat Heavy Electricals Ltd.

08 Dec 2025, 03:27PM

278.90

3.41%

'Buy' BHEL Shares Maintains ICICI Securities On Improving Fundamentals Check Revised Target Price

NDTV Profit

ICICI Securities cites improving fundamentals, strong order inflows, and execution ramp-up as key drivers for the upgrade.

Bharat Heavy Electri.. has an average target of 314.75 from 4 brokers.

ICICI Sec hikes BHEL target on improving fundamentals, strong order book

Business Standard | 08 Dec 2025, 01:05PM

Bharat Heavy Electricals Ltd.

08 Dec 2025, 12:00AM

278.90

3.41%

The fundamentals are improving…

Buy: Bharat Heavy Electricals Ltd.

Target

ICICI Securities Limited

BHEL has accumulated a strong orderbook in last three years but execution has been slow. Order inflow (OI) in FY24/25 was INR 780bn/ INR 920bn (vs. average OI of INR 210bn between FY19-23), respectively.

Bharat Heavy Electricals has gained 28.72% in the last 3 Months

Bharat Heavy Electricals Ltd.

18 Nov 2025

278.90

3.41%

BHEL

Buy: Bharat Heavy Electricals Ltd.

Recommendation Target

Geojit BNP Paribas

*over or under performance to benchmark index Bharat Heavy Electricals Ltd (BHEL), a public sector entity, is India's largest engineering company. It supplies power plant equipment such as gas turbines, generators, thermal sets, diesel shunters, turbo sets, hydro sets, power transformers, switchgears, circuit breakers and boilers. It also manufactures compressors, valves, rectifiers, pumps, capacitors and oil rigs, and undertakes castings and forgings. BHEL's Q2FY26 revenue increased 14.1% YoY to Rs. 7,512cr, driven by an 18.0%...

Bharat Heavy Electri.. has an average target of 314.75 from 4 brokers.

Bharat Heavy Electricals Ltd.

12 Nov 2025

278.90

3.41%

BHEL regains 1 trn market cap; stock rallies 12% in 4 days; here's why

Business Standard

BHEL stock was trading at its highest level since September 2024 and has rallied 26 per cent in the past 12 trading days.

Bharat Heavy Electricals Ltd. is trading above all available SMAs

Bharat Heavy Electricals Ltd.

10 Nov 2025

278.90

3.41%

BHEL hits 52-week high, stock soars 18% in 10 days; Should you buy or hold?

Business Standard

BHEL bags 6,650 crore EPC contract from NTPC; brokerages maintain 'Buy' rating on BHEL in anticipation of future order flows, expect stock to rally past 300-mark.

Bharat Heavy Electri.. has an average target of 314.75 from 4 brokers.

Bharat Heavy Electricals Ltd.

02 Nov 2025

278.90

3.41%

Foreign mining firms assure rare-earth oxide supply under PLI scheme

Business Standard

BHEL had informally reached out to about 20 foreign mining and refining firms to check if they would be able to supply rare-earth oxides to the winning bidders of the scheme, according to a government

Bharat Heavy Electricals Ltd. is trading above all available SMAs

Bharat Heavy Electricals Ltd.

30 Oct 2025

278.90

3.41%

BHEL shares surge 6% as Q2 profit jumps, but analysts flag quality concerns

Business Line

BHEL posted a standalone net profit of 368 crore for Q2 FY2025-26 compared to 97 crore in the year-ago quarter

ICICI Securities Limited increased Buy price target of Bharat Heavy Electricals Ltd. to 370.0 on 08 Dec, 2025.

BHEL Q2 Review: 'Buy' Maintains ICICI Securities, Sees 32% Upside Here's Why

NDTV Profit | 30 Oct 2025 5 more

Bharat Heavy Electricals Ltd.

30 Oct 2025

278.90

3.41%

BHEL (BHEL IN) Q2FY26 Result Update Healthy Q2...

Hold: Bharat Heavy Electricals Ltd.

Target

Prabhudas Lilladhar

Bharat Heavy Electri.. has an average target of 314.75 from 4 brokers.

Bharat Heavy Electricals Ltd.

30 Oct 2025

278.90

3.41%

Bharat Heavy Electricals Ltd.

Buy: Bharat Heavy Electricals Ltd.

ICICI Direct

The stock is well placed to gain from the need for building base load thermal coupled with strong revenue visibility in the medium term. Q2FY26 performance: BHEL reported strong Q2FY26 results, turning profitable. Revenues grew 14% YoY to 7511 crore. With a drop in Employee benefits and other expenses by 260 and 310 bps YoY, EBITDA more than doubled to 580 crore vs 275 crore last year. With operational performance and rise in other income, PAT grew 3.5x YoY to 368 crore vs 106 crore last year. On a segmental basis Power (76% revenue mix) and Industry (24%) business revenues grew +13% and +18% YoY to...