Bharat Electronics Ltd

The broker cited strong multi-year revenue visibility and a solid order book. It flagged BEL's order backlog and indigenisation levels of about 70%-73%. Key programmes in the pipeline include QRSAM and Kusha, which are largely indigenous. The brokerage also highlighted the Union Budget's 18% rise in defence capital expenditure for FY27 to Rs 2.2 lakh crore, with 75% of procurement earmarked for the domestic market, as a positive driver for the stock. Bharat Electronics (BEL) is a Navratna PSU under the Ministry of Defence, Government of India. It manufactures electronic products and systems for the army, navy, and air force. Its standalone net profit jumped 20.81% to Rs 1,590.06 crore on 23.72% rise in revenue from operations to Rs 7,121.98 crore in Q3 FY26 over Q3 FY25. The company's order book position stood at Rs 73,015 crore as of 1 January 2026. Powered by Capital Market - Live

The Nifty 24 February 2026 futures closed at 24,791.80 a discount of 33.65 points compared with the Nifty's closing at 24,825.45 in the cash market. In the cash market, The Nifty 50 index tumbled 495.20 points or 1.96% to 24,825.45. The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, was up 10.72% to 15.10. Bharat Electronics (BEL), Bombay Stock Exchange (BSE) and HDFC Bank were the top-traded individual stock futures contracts in the F&O segment of the NSE. The February 2026 F&O contracts will expire on 24 February 2026.Powered by Capital Market - Live

Profit before tax stood at Rs 2,147.68 crore in the third quarter of FY26, registering a growth of 22.43% on YoY basis. Total expenses rose 22.02% YoY to Rs 5,133.82 crore in the December 2025 quarter. The cost of materials consumed stood at Rs 7,121.98 crore (up 23.72%) while employee benefits expenses were at Rs 813.68 crore (up 22.29% YoY) during the period under review. The company's order book position stood at Rs 73,015 crore as of 1 January 2026. On consolidated basis, net profit jumped 20.45% to Rs 1,579 crore on 23.96% rise in revenue from operations to Rs 7,153.85 crore in Q3 FY26 over Q3 FY25. Bharat Electronics (BEL) is a Navratna PSU under the Ministry of Defence, Government of India. It manufactures electronic products and systems for the army, navy, and air force. Powered by Capital Market - Live

Net profit of Bharat Electronics rose 20.45% to Rs 1579.10 crore in the quarter ended December 2025 as against Rs 1310.95 crore during the previous quarter ended December 2024. Sales rose 23.97% to Rs 7153.85 crore in the quarter ended December 2025 as against Rs 5770.69 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales7153.855770.69 24 OPM %29.7428.93 - PBDT2263.751854.55 22 PBT2128.311743.62 22 NP1579.101310.95 20 Powered by Capital Market - Live

Bharat Electronics has secured new orders worth Rs.610 crore. Major orders received include communication equipment, medical electronics, thermal imagers, jammers, spares, services etc. Powered by Capital Market - Live

Bharat Electronics will hold a meeting of the Board of Directors of the Company on 28 January 2026.Powered by Capital Market - Live

Bharat Electronics has received additional orders of Rs 569 crore. Major orders received include communication equipment, medical electronics, instant fire detection & suppression system, upgrades, spares, services etc.Powered by Capital Market - Live

In an exchange filing, the defence public sector undertaking said that the major orders include a wide range of products and services such as radars, tank overhaul systems, communication equipment, fire control systems, simulators, antenna stabilisation systems, security software, components, upgrades, spares, and related services. Bharat Electronics (BEL) is a Navratna PSU under the Ministry of Defence, Government of India. It manufactures electronic products and systems for the army, navy, and air force. As of September 2025, the Government of India held a 51.14% stake in the company. Its consolidated net profit jumped 17.87% to Rs 1,287.77 crore on 25.78% rise in revenue from operations to Rs 5,792.09 crore in Q2 FY26 over Q2 FY25. The counter shed 0.17% to Rs 392.75 on the BSE. Powered by Capital Market - Live

The key equity barometers traded with minor losses in early trade, supported by subdued cues from global markets and FII selling weighed on the sentiment. Trading activity remained muted due to absence of strong domestic triggers and the year-end holiday period. The Nifty traded below the 25,900 level. Realty, PSU Bank and media shares leading the fall while metal, oil & gas and auto shares advanced. At 09:25 IST, the barometer index, the S&P BSE Sensex declined 198.13 points or 0.23% to 84,497.41. The Nifty 50 index fell 53.80 points or 0.21% to 25,888.30. The broader market underperformed the frontline indices. The S&P BSE Mid-Cap index fell 0.38% and the S&P BSE Small-Cap index shed 0.49%. The market breadth was weak. On the BSE, 1,072 shares rose and 1,768 shares fell. A total of 183 shares were unchanged. Foreign portfolio investors (FPIs) sold shares worth Rs 2,759.89 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,643.85 crore in the Indian equity market on 29 December 2025, provisional data showed. Stocks in Spotlight: Lupin rose 0.61%. The company said that it has entered into an exclusive License, Supply, and Distribution Agreement with China-based Gan & Lee Pharmaceuticals for a novel fortnightly GLP-1 receptor agonist, Bofanglutide. Bofanglutide injection is indicated for the treatment of type 2 diabetes and for weight management in overweight or obese individuals. Bharat Electronics (BEL) advanced 0.41%. The company said that it has received additional orders worth Rs 569 crore since December 12. These orders include radars, tank overhauls, communication equipment, fire control systems, simulators, antenna stabilisation systems, security software, components, upgrades, and spares. Rail Vikas Nigam (RVNL) shed 0.56%. The company said that it has emerged as the lowest bidder for an order worth Rs 201.23 crore from East Coast Railway. The project involves setting up a wagon Periodic Overhaul (POH) workshop with a capacity of 200 wagons at Kantabanji. Numbers to Track: The yield on India's 10-year benchmark federal paper rose 0.14% to 6.569 as compared with the previous close of 6.560. In the foreign exchange market, the rupee edged higher against the dollar. The partially convertible rupee was hovering at 89.9250 compared with its close of 89.9825 during the previous trading session. MCX Gold futures for 5 February 2026 settlement rose 0.56% to Rs 135,687. The US Dollar Index (DXY), which tracks the greenback's value against a basket of currencies, was up 0.01% to 98.02. The United States 10-year bond yield declined 0.05% to 4.115. In the commodities market, Brent crude for February 2025 settlement fell 19 cents or 0.31% to $61.75 a barrel. Global Markets: Asia markets traded mixed on Tuesday, after the tech sell-down on Wall Street continued on AI bubble fears. Investors will be focused on China's military exercises around Taiwan, after the world's second-largest economy announced new drills surrounding the island Monday. Overnight in the U.S., stocks fell on Monday, spurred by losses in technology, after the S&P 500 scaled to record levels last week. The S&P 500 dropped 0.35% and closed at 6,905.74, while the Nasdaq Composite shed 0.50% and settled at 23,474.35. The Dow Jones Industrial Average pulled back by 249.04 points, or 0.51%, and ended at 48,461.93. Meanwhile, silver pulled back more than 6% after reaching $80 per ounce for the first time ever overnight. This comes as the precious metal has had a massive run-up in 2025, surging almost 150% to become one of the year's hottest trades.Powered by Capital Market - Live

Bharat Electronics has received news orders of Rs 569 crore. Major orders received include radars, tank overhaul, communication equipment, fire control systems, simulators, antenna stabilization systems, security software, components, upgrades, spares, services etc.Powered by Capital Market - Live