Bharat Heavy Electricals Ltd

Bharat Heavy Electricals (BHEL) has achieved yet another significant milestone in its 'Make in India' initiatives for the rail transportation sector by commencing supply of underslung traction transformers for the prestigious Vande Bharat Sleeper Train project being executed by BHEL-led consortium with TRSL. This development further strengthens BHEL's strategic entry into the semi-high-speed propulsion segment, with operational speed of up to 160 kmph and design speed of 180 kmph. The Traction Transformers are being despatched to Kolkata for final assembly of the Vande Bharat Sleeper Trains. In addition, another key propulsion system equipment, the Traction Motor, has been developed and manufactured by BHEL's Bhopal unit. Also, BHEL-Jhansi, building on its strong legacy in rolling stock and railway equipment, has achieved a significant milestone having recently received an order for Rail Borne Maintenance Vehicles (RBMV). The project for such track machines is a part of the specialized rolling stock segment of the railway infrastructure domain, reflecting the plant's expanding role beyond conventional rolling stock applications. The order aligns with the GOI initiatives such as 'Make in India' and 'Aatmanirbhar Bharat', as the RBMVs will be manufactured domestically, contributing to indigenisation and self-reliance in railway track maintenance technologies. RBMVs are specialized railway vehicles used for construction, inspection, repair, and upkeep of railway tracks. They ensure track safety, ride comfort, and longer asset life by reducing manual labour and increasing precision. The vehicles will be designed and manufactured at BHEL's Jhansi Plant. Powered by Capital Market - Live

There has been no official notification from the government on easing restrictions for Chinese manufacturers so far. However, media reports indicated that in the transmission and high-voltage equipment segment, a Chinese manufacturer may be permitted to participate in bidding processes starting FY27. According to the reports, Chinese power equipment maker TBEA has been approved to bid in certain high-voltage reactor categories, including power transmission projects, from the financial year beginning 2027. The reports added that restrictions have not been fully lifted. Any potential participation would be limited to future bids, with no immediate risk of a surge in imports. Capacity constraints in the transmission space have pushed up pricing sharply in recent years, and the entry of additional players could cap further upside. Stocks across the high-voltage and extra-high-voltage segment also saw pressure. Names such as Hitachi Energy India (-5.43%), GE Vernova T&D India (-3.12%), Transformers and Rectifiers India (-2.72%) and CG Power and Industrial Solutions (-0.83%) declined. Market participants expect valuations in the capital goods space to adjust to rising competition. However, the near-term impact on earnings is seen as limited, as domestic capacities remain constrained and pricing discipline is unlikely to weaken sharply in the immediate term. BHEL is an integrated power plant equipment manufacturer catering to sectors such as power, transmission, transportation, renewable energy, oil and gas and defence. The company reported a 253.17% YoY jump in consolidated net profit to Rs 374.89 crore in Q2 FY26, while revenue rose 14.06% to Rs 7,511.80 crore. Powered by Capital Market - Live

BHEL said it has received a letter of acceptance from Bharat Coal Gasification and Chemicals for setting up a coal gasification and raw syngas cleaning plant under the LSTK-1 package at Lakhanpur in Odisha. The project is part of BCGCL's coal-to-2000 TPD ammonium nitrate facility. The scope of work includes design, engineering, supply of equipment, civil works, erection, commissioning and operations and maintenance services. Preliminary acceptance is scheduled within 42 months from the date of the order, followed by O&M services for 60 months. BCGCL is a joint venture between BHEL and Coal India, and the contract qualifies as a related-party transaction executed at arm's length, the company said. The sizeable order boosted investor sentiment, lifting the stock sharply in trade. Separately, the company said it has commenced supply of semi high speed underslung traction converters for the Vande Bharat Sleeper Train project, marking its entry into the semi high speed propulsion segment. The first set has been dispatched from its Bengaluru plant to Kolkata for final assembly under the BHEL-led consortium with Titagarh Rail Systems, with traction motors and transformers developed at its Bhopal and Jhansi units. BHEL is an integrated power plant equipment manufacturer catering to sectors such as power, transmission, transportation, renewable energy, oil and gas and defence. The company reported a 253.17% YoY jump in consolidated net profit to Rs 374.89 crore in Q2 FY26, while revenue rose 14.06% to Rs 7,511.80 crore. Shares of BHEL had slumped 10.34% in the previous session. Powered by Capital Market - Live

Bharat Heavy Electricals (BHEL) has achieved a major milestone in its 'Make in India' initiatives for the rail transportation sector by commencing supply of underslung traction converters for the prestigious Vande Bharat Sleeper Train project being executed by BHEL led consortium with TRSL. Significantly, this marks BHEL's strategic entry into the semi-high-speed propulsion segment. The traction converters are being despatched to Kolkata for final assembly of the Vande Bharat Sleeper Trains. In addition, other major propulsion equipment such as traction motors and transformers for these trains have been developed and manufactured by its Bhopal and Jhansi units. Equipped with state-of-the-art IGBT-based traction converters, the underslung design places the propulsion equipment beneath the train car, freeing up significant onboard space for passenger amenities and increasing the overall payload capacity of the train. Key highlights of the propulsion system include operational speed of up to 160 kmph with design speed of 176 kmph, and high-efficiency power conversion utilizing advanced thermal management to ensure reliability during long-distance overnight journeys.Powered by Capital Market - Live

Bharat Heavy Electricals will hold a meeting of the Board of Directors of the Company on 19 January 2026.Powered by Capital Market - Live

Bharat Heavy Electricals Ltd is up for a third straight session today. The stock is quoting at Rs 292, up 1.58% on the day as on 12:49 IST on the NSE. The benchmark NIFTY is up around 0.1% on the day, quoting at 26156.4. The Sensex is at 85236.73, up 0.02%. Bharat Heavy Electricals Ltd has gained around 2.28% in last one month. Meanwhile, Nifty Energy index of which Bharat Heavy Electricals Ltd is a constituent, has gained around 0.02% in last one month and is currently quoting at 35325.65, up 0.4% on the day. The volume in the stock stood at 50.51 lakh shares today, compared to the daily average of 59.68 lakh shares in last one month. The benchmark January futures contract for the stock is quoting at Rs 293.45, up 1.47% on the day. Bharat Heavy Electricals Ltd is up 25.46% in last one year as compared to a 8.14% jump in NIFTY and a 0.7% jump in the Nifty Energy index.The PE of the stock is 184.29 based on TTM earnings ending September 25.Powered by Capital Market - Live

Bharat Heavy Electricals Ltd dropped for a fifth straight session today. The stock is quoting at Rs 274.3, down 0.27% on the day as on 13:19 IST on the NSE. The benchmark NIFTY is up around 0.54% on the day, quoting at 25954.65. The Sensex is at 84895.45, up 0.49%.Bharat Heavy Electricals Ltd has lost around 3.84% in last one month.Meanwhile, Nifty Energy index of which Bharat Heavy Electricals Ltd is a constituent, has eased around 4.4% in last one month and is currently quoting at 34464.3, up 0.5% on the day. The volume in the stock stood at 28.91 lakh shares today, compared to the daily average of 69.78 lakh shares in last one month. The benchmark December futures contract for the stock is quoting at Rs 275.1, down 0.15% on the day. Bharat Heavy Electricals Ltd jumped 16.57% in last one year as compared to a 10.04% rally in NIFTY and a 0.78% fall in the Nifty Energy index.The PE of the stock is 176.31 based on TTM earnings ending September 25.Powered by Capital Market - Live

Bharat Heavy Electricals Ltd is up for a third straight session today. The stock is quoting at Rs 283.8, up 3.82% on the day as on 12:49 IST on the NSE. The benchmark NIFTY is up around 0.03% on the day, quoting at 25581.6. The Sensex is at 83512.25, down 0.03%. Bharat Heavy Electricals Ltd has gained around 20.84% in last one month. Meanwhile, Nifty Energy index of which Bharat Heavy Electricals Ltd is a constituent, has gained around 1.77% in last one month and is currently quoting at 35921.6, down 0.03% on the day. The volume in the stock stood at 252.33 lakh shares today, compared to the daily average of 116.79 lakh shares in last one month. The benchmark November futures contract for the stock is quoting at Rs 284.5, up 3.68% on the day. Bharat Heavy Electricals Ltd is up 23.27% in last one year as compared to a 7.11% jump in NIFTY and a 4.76% jump in the Nifty Energy index.The PE of the stock is 175.13 based on TTM earnings ending September 25.Powered by Capital Market - Live

The key domestic indices ended with minor cuts, extending their losing streak for the third consecutive trading session. Investors' sentiment dampened due to negative global cues and persistent FII selling. However, market participants will monitor Q2 earnings reports and other global developments for further direction. The Nifty ended below the 25,500 level after touching day's high of 25,551.25 in afternoon trade. Metal, PSU Bank and auto shares advanced while consumer durables, IT and FMCG shares declined. As per provisional closing data, the barometer index, the S&P BSE Sensex declined 94.73 points or 0.11% to 83,216.28. The Nifty 50 index fell 17.40 points or 0.07% to 25,492.30. In the past three trading session Sensex and Nifty declined 0.91% and 1.05%, respectively. In the broader market, the S&P BSE Mid-Cap index advanced 0.25% and the S&P BSE Small-Cap index shed 0.01%. The market breadth was weak. On the BSE, 1,619 shares rose and 2,540 shares fell. A total of 177 shares were unchanged. New Listing : Shares of Studds Accessories ended at Rs 558.40 on the BSE, representing a discount of 4.55% as compared with the issue price of Rs 570. The stock was listed at Rs 585, exhibiting a premium of 2.63% to the issue price. The stock has hit a high of 585 and a low of 555.80. On the BSE, over 6.69 lakh shares of the company were traded in the counter. IPO Update: Billionbrains Garage Ventures (Groww) received bids for 5,43,61,50,600 shares as against 36,47,76,528 shares on offer, according to stock exchange data at 15:21 IST on Friday (7 November 2025). The issue was subscribed 14.90 times. The issue opened for bidding on 4 November 2025 and it will close on 7 November 2025. The price band of the IPO is fixed between Rs 95 and 100 per share. Pine Labs received bids for 1,09,84,784 shares as against 9,78,93,739 shares on offer, according to stock exchange data at 15:21 IST on Friday (7 November 2025). The issue was subscribed 0.11 times. The issue opened for bidding on 7 November 2025 and it will close on 11 November 2025. The price band of the IPO is fixed between Rs 210 and 221 per share. Buzzing Index: The Nifty Metal index advanced 1.48% to 10,433.95. The index declined in the past two consecutive trading sessions. Hindustan Copper (up 3.16%), Adani Enterprises (up 2.42%), Tata Steel (up 2.4%), Jindal Steel (up 2.27%), Steel Authority of India (up 2.13%), Vedanta (up 2.03%), National Aluminium Company (up 1.95%), NMDC (up 1.63%), Hindustan Zinc (up 1.58%) and Welspun Corp (up 1.16%) advanced. Stocks in Spotlight: Bharat Heavy Electricals (BHEL) added 1.75% after the company announced that it has received an order worth over Rs 6,650 crore from NTPC for the execution of an EPC package at the Darlipali Supercritical Thermal Power Project Stage-II in Sundargarh district, Odisha. Pricol surged 9.39% after its consolidated net profit jumped 41.97% to Rs 63.99 crore in Q2 FY26 as against Rs 45.07 crore posted in Q2 FY25. Revenue from operations increased 51.97% year on year (YoY) to Rs 987.93 crore in Q2 FY26. Cummins India shed 0.70%. The company reported a 41.51% surge in standalone net profit to Rs 637.69 crore in Q2 FY26, compared to Rs 450.61 crore posted in Q2 FY25. Revenue from operations jumped 27.49% to Rs 3,121.58 crore in the quarter ended 30 September 2025. NHPC declined 1.58%. The company reported consolidated net profit of Rs 1,021.44 crore in Q2 FY26, up 13.48% as against Rs 900.03 crore in Q2 FY25. Revenue from operations jumped 10.26% year on year (YoY) to Rs 3,365.26 crore in the quarter ended 30 September 2025. Genus Power Infrastructure shed 0.83%. The company's standalone net profit surged 162.44% to Rs 148.15 crore, while revenue from operations climbed 135.99% to Rs 1,149 crore in Q2 FY26 over Q2 FY25. DAM Capital Advisors rallied 2.75% after the company's consolidated net profit surged 140.66% to Rs 52.15 crore on a 69.06% increase in total income to Rs 107.05 crore in Q2 FY26 over Q2 FY25. Hindustan Construction Company (HCC) tanked 1.97% after the company's consolidated net profit slumped 25.26% to Rs 47.78 crore in Q2 FY25 from Rs 63.93 crore in Q2 FY25. Revenue from operations rose 31.71% to Rs 960.74 crore in Q2 FY26, compared with Rs 1,406.91 crore in Q2 FY25. Global Markets: European stocks declined as investors awaited a slew of economic data, including, germany's import and export data and French trade figures. The U.K.'s House Price Index is also scheduled for release later today. Asian markets ended lower on Friday, reflecting Wall Street's losses as renewed concerns over stretched valuations in artificial intelligence (AI) stocks weighed on investor sentiment. China's exports fell 1.1% year-on-year in U.S. dollar terms in October, reversing sharply from an 8.3% surge in September, official data showed on Friday. Imports rose 1% YoY, easing from 7.4% growth in the previous month. The slowdown reflects weak domestic demand, prolonged pressure from the property downturn, rising job insecurity, and the fading impact of earlier consumption stimulus. The slowdown reflects weak domestic demand, prolonged pressure from the property downturn, rising job insecurity, and the fading impact of earlier consumption stimulus. On Wall Street, AI-linked stocks extended their recent declines, dragging major indices lower. The Dow Jones Industrial Average fell 398.70 points (0.84%) to 46,912.30, while the S&P 500 dropped 1.12% to 6,720.32. The Nasdaq Composite tumbled 1.9% to 23,053.99, with the Nasdaq 100 down more than 2% for the week ' its steepest decline since early April. Adding to investor unease, October layoffs surged to 153,000, nearly triple September's figure and 175% higher year-on-year, according to Challenger, Gray & Christmas. The spike in job cuts, combined with the ongoing U.S. government shutdown, now over a month old, has further clouded the outlook for the U.S. economy.Powered by Capital Market - Live

Bharat Heavy Electricals (BHEL) has received a Notification of Award (NOA) from NTPC for 1x800 MW Darlipali STPP, Stage-II. The contract is valued at over Rs 6,650 crore. Powered by Capital Market - Live