Bharat Electronics Smashes Q4 Estimates: Revenue and Profit Soar, Stock Hits Record High
Updated: May 19, 2025 18:55
Image Source: NDTV
Bharat Electronics Ltd (BEL), India’s premier defence electronics PSU, has delivered a blockbuster March quarter, beating analyst expectations on both revenue and profit. The company’s consolidated revenue from operations surged to ₹91.5 billion, outpacing the IBES estimate of ₹89.61 billion, while net profit soared to ₹21.27 billion, far ahead of the projected ₹17.68 billion.
Key Highlights:
Earnings Beat: Q4 consolidated revenue reached ₹91.5 billion, up 32% year-on-year, and net profit jumped 30% to ₹21.27 billion, both well above consensus estimates. This performance underscores BEL’s strong execution and robust demand for its defence electronics solutions.
Order Wins and Pipeline: BEL secured new orders worth ₹572 crore in the quarter, including cutting-edge Integrated Drone Detection and Interdiction Systems, software-defined radios, and AI-driven naval solutions. The company’s total order book stands at a formidable ₹71,650 crore, providing multi-year revenue visibility.
Stock Performance: BEL shares rallied to a 52-week high of ₹373.50, reflecting a 22% gain in just seven trading sessions and over 24% growth in 2025. The stock’s bullish momentum is fueled by strong results, order inflows, and India’s push for defence indigenisation.
Dividend Outlook: The Board is set to announce a final dividend for FY25, following a consistent track record of multiple payouts per year, further enhancing shareholder value.
Growth Drivers: BEL’s 16% annual revenue growth for FY25, expanding export sales, and a diversified product mix position it as a leader in India’s defence manufacturing boom. The company remains focused on execution, cost efficiencies, and leveraging technology for future growth.
BEL’s Q4 results not only reinforce its market leadership but also signal continued momentum as India accelerates its defence modernisation drive.
Source: Economic Times, CNBC-TV18, Business Today, Financial Express, SAMCO