Denemek ALTIN - Özgür
BEL faces lofty valuation test
Mint Hyderabad
|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.
Bu hikaye Mint Hyderabad dergisinin November 05, 2025 baskısından alınmıştır.
Binlerce özenle seçilmiş premium hikayeye ve 9.000'den fazla dergi ve gazeteye erişmek için Magzter GOLD'a abone olun.
Zaten abone misiniz? Oturum aç
Mint Hyderabad'den DAHA FAZLA HİKAYE
Mint Hyderabad
Can a move abroad boost your career?
People frustrated by job market disruptions are looking outward, thinking the grass might be greener outside their home country
4 mins
April 06, 2026
Mint Hyderabad
Tech firms are making effective contributions to military action
Their role makes some of them legitimate targets for Iran. It’s also why India needs tech autonomy
3 mins
April 06, 2026
Mint Hyderabad
Opec+ increases oil output quotas, warns of volatility
The bloc maintains damage to infrastructure could hit global oil supplies well into the future.
1 mins
April 06, 2026
Mint Hyderabad
US-Iran war drives up TV production expenses
The television industry, which faces soaring prices of memory chips (RAM), is bracing for a fall in sales, weighed down by rising cost of plastics to ocean freight on account of ongoing geopolitical tensions in West Asia.
1 min
April 06, 2026
Mint Hyderabad
Govt steps up LPG supply, urges calm
The sale of small 5-kg LPG cylinders—available across-the-counter at LPG distributorships on showing valid ID proofs—has been stepped up, with about 660,000 bottles sold since 23 March as the government ramps up supplies to meet demand.
1 min
April 06, 2026
Mint Hyderabad
War, rupee hit travel fintechs
Both forex usage and remittances have declined as West Asia conflict has disrupted travel and payments
3 mins
April 06, 2026
Mint Hyderabad
'Domestic flows could be at risk from protracted war in West Asia'
Sustained oil prices above $100 a barrel due to a protracted West Asia war, coupled with supply disruptions, could impact corporate earnings and even domestic flows, which have so far absorbed foreign portfolio investor outflows, according to Sachin Bajaj, executive vice-president & chief investment officer at Axis Max Life Insurance.
3 mins
April 06, 2026
Mint Hyderabad
STATUS QUO ON REPO RATE LIKELY AS RBI GAUGES OIL SHOCK IMPACT
The monetary policy committee (MPC) in its first meeting for the new fiscal year faces what the International Energy Agency has described as the largest supply disruption in the history of the global oil market.
3 mins
April 06, 2026
Mint Hyderabad
Mondelez leans on cricket, indulgence, value packs
From Cadbury's iconic dancing girl on the cricket field in 1993, to a campaign that lets you generate a song for your loved one using artificial intelligence (AI) tools, Mondelez has successfully cemented its iconic chocolate brand in the Indian consumer's mind.
3 mins
April 06, 2026
Mint Hyderabad
Monetary policy: Acting in haste is a risk in itself
Amid today's complex and uncertain macroeconomic scenario, India's Monetary Policy Committee had best wait and watch till the haze over its growth-inflation trade-off lifts
2 mins
April 06, 2026
Listen
Translate
Change font size