|
23 Jan 2026 |
Bharat Electronics
|
Consensus Share Price Target
|
410.70 |
463.81 |
- |
12.93 |
buy
|
|
|
|
|
19 Nov 2024
|
Bharat Electronics
|
ICICI Direct
|
410.70
|
345.00
|
279.00
(47.20%)
|
Target met |
Buy
|
|
|
|
|
30 Oct 2024
|
Bharat Electronics
|
Geojit BNP Paribas
|
410.70
|
323.00
|
288.55
(42.33%)
|
Target met |
Buy
|
|
|
|
|
28 Oct 2024
|
Bharat Electronics
|
Motilal Oswal
|
410.70
|
360.00
|
270.05
(52.08%)
|
Target met |
Buy
|
|
|
Bharat Electronics (BHE)’s 2QFY25 results came ahead of our estimates, driven by better-than-expected margin performance. Revenue growth was led by a strong order book, which stood at INR746b.
|
|
28 Oct 2024
|
Bharat Electronics
|
Sharekhan
|
410.70
|
380.00
|
270.05
(52.08%)
|
Target met |
Buy
|
|
|
Revenues grew by 14.9% y-o-y to Rs. 4,605 crore with margins expansion of 510 bps y-o-y. Results outperformed expectations on margin front. Higher revenue and margin led to PAT growth of 38% y-o-y to Rs. 1092 crore. Revenue growth guidance is at 15% and OPM at 23-25% for FY2025.
|
|
06 Aug 2024
|
Bharat Electronics
|
Geojit BNP Paribas
|
410.70
|
320.00
|
287.25
(42.98%)
|
Target met |
Hold
|
|
|
|
|
30 Jul 2024
|
Bharat Electronics
|
Prabhudas Lilladhar
|
410.70
|
341.00
|
318.10
(29.11%)
|
Target met |
Accumulate
|
|
|
|
|
30 Jul 2024
|
Bharat Electronics
|
ICICI Direct
|
410.70
|
390.00
|
318.10
(29.11%)
|
Target met |
Buy
|
|
|
|
|
29 Jul 2024
|
Bharat Electronics
|
Motilal Oswal
|
410.70
|
360.00
|
321.35
(27.80%)
|
Target met |
Buy
|
|
|
BHE’s 1QFY25 results came ahead of estimates, driven by better-than-expected revenue and PAT. Revenue growth was led by a strong order book.
|
|
06 Jun 2024
|
Bharat Electronics
|
Motilal Oswal
|
410.70
|
310.00
|
273.65
(50.08%)
|
Target met |
Buy
|
|
|
Despite the reduced majority, we expect that the upcoming government’s policy focus on investment-led growth, capex, infrastructure, manufacturing, and defense will continue. Particularly for the defense sector, the government initiated several initiatives in last 3-4 years, such as indigenization, higher private sector participation, and increasing defense exports, and we expect a similar focus to continue going forward too.
|
|
24 May 2024
|
Bharat Electronics
|
Geojit BNP Paribas
|
410.70
|
318.00
|
297.20
(38.19%)
|
Target met |
Hold
|
|
|
|