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Investor Presentation

Bharat Electronics Investor Presentation: Key Takeaways

Bharat Electronics reported Q1 FY27 revenue growth of 25.27% YoY to INR 5,533 Cr with PAT up 8.17%. Management maintains focus on indigenization and defense sector leadership.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth15% guided for FY27.
MarginsEBITDA margin guided at 23-25% for full year.
Order bookINR 72,258 Cr; INR 3,754 Cr acquired in Q1.
Demand visibilityStrong; order book at INR 72,258 Cr as of July 2026.
Management confidenceHigh; confident in meeting/exceeding FY27 guidance.

Growth

Revenue grew 25.27% YoY; PBT grew 8.81% to INR 1,403 Cr. Q1 EBITDA margin stood at 25.83%.

Outlook

FY27 guidance: 15% revenue growth, 23-25% EBITDA margin, INR 1,200 Cr capex, and INR 55,000+ Cr order inflow.

Risks

Procedural delays in CCS approvals for large orders; possible short-term revenue shifts due to aircraft engine supply bottlenecks.

Source

Investor Presentation filed with BSE, NSE: BEL. Summary written with AI assistance from the document.

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Bharat Electronics Ltd: key numbers

Share price
₹393.55
Market cap
₹2,87,676 Cr
Revenue (annual)
₹27,610 Cr
Net profit (annual)
₹6,062 Cr
P/E (TTM)
46.8×Sector 53.6×
Promoter holding
51.14%+0.00% QoQ
FII holding
18.02%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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