कोशिश गोल्ड - मुक्त
BEL faces lofty valuation test
Mint Bangalore
|November 05, 2025
Bharat Electronics Ltd's (BEL) investors are a happy lot.
The shares are up about 40% so far in 2025. Strong Septemberquarter (Q2FY26) results and healthy near-term prospects show it could continue to find support.
Robust execution lifted BEL's Q2 revenue by 26% year-on-year to ₹5,764 crore. While the Ebitda margin contracted nearly 90 basis points to 29.4%, it was still ahead of analysts' expectations. The defence electronics company has maintained its FY26 guidance of 15% revenue growth and a 27% Ebitda margin, after a solid performance in first half of the year that saw 16% revenue growth and a 28.8% margin.
The company's Q2 order book is at ₹74,500 crore, which while flattish yo-y, offers strong visibility as it is three times trailing 12 months' revenue. Order inflows rose a whopping 117% yo-y to ₹5,360 crore.
यह कहानी Mint Bangalore के November 05, 2025 संस्करण से ली गई है।
हजारों चुनिंदा प्रीमियम कहानियों और 10,000 से अधिक पत्रिकाओं और समाचार पत्रों तक पहुंचने के लिए मैगज़्टर गोल्ड की सदस्यता लें।
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