BSE Sensex News, Corporate filings and Earnings/Conference Calls

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 and updates on BSE Sensex from all sources in a single place.

Load latest

Bharat Electronics Ltd.

30 Jul 2025

372.65

0.50%

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. has gained 34.54% in the last 6 Months

Bharat Electronics Ltd.

30 Jul 2025

372.65

0.50%

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.

Larsen & Toubro Ltd.

30 Jul 2025

3557.00

0.10%

Larsen & Toubro (LT IN) Q1FY26 Result Update ...

Buy: Larsen & Toubro Ltd.

Target

Prabhudas Lilladhar

Management has guided for a ~10% order intake growth and ~15% revenue growth with P&M margin of 8.3%-8.5% in FY26. Larsen & Toubro (L&T) reported consol. revenue growth of 15.5% YoY, while EBITDA margin declined by 27bps YoY to 9.9%. Strong prospects in domestic as well as international markets across key segments such as Hydrocarbon, Transmission & Distribution, Renewable Energy & Heavy Civil continue to drive presence in the Middle East. During the quarter, L&T also acquired the semiconductor power module business from Japan's Fujitsu General and...

Larsen & Toubro Ltd.'s price crossed below 50Day SMA today

Bharat Electronics Ltd.

30 Jul 2025

372.65

0.50%

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 Ltd. has gained 34.54% in the last 6 Months

NTPC Ltd.

30 Jul 2025

329.75

0.32%

A steady start to the year

Buy: NTPC Ltd.

Target

ICICI Securities Limited

NTPC – the largest thermal power player in India, is looking to add shades of green to its portfolio. It has substantial capacity addition plans on both thermal and renewables front.

NTPC Ltd. has an average target of 397.00 from 5 brokers.

Larsen & Toubro Ltd.

30 Jul 2025

3557.00

0.10%

A perfect start to the year

Buy: Larsen & Toubro Ltd.

Target

ICICI Securities Limited

Larsen & Toubro (L&T) continues to beat order inflow (OI) expectations. It secured INR 766bn worth of orders in its core businesses (ex-services), up 40% YoY – aided by the energy (3.5x YoY; 41% of OI) and infrastructure (+2% YoY; 53% QoQ) segments.