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...