BELBSEBHARAT ELECTRONICS LTDMediumNeutral
Announced Tue, 28 Jul · 14:01 IST

BEL Q1 FY27 earnings call: 25 percent revenue growth, INR 72,258 cr order book, 28 percent margin guidance maintained

Order Pipeline DisclosedInvestor Communications View source PDF

BEL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bharat Electronics Q1 FY27 revenue grew 25 percent YoY to INR 5,533 cr. PAT rose 8 percent to INR 1,048 cr. EBITDA margin at 25.83 percent. Order book at INR 72,258 cr with INR 55,000 plus cr inflow target for FY27 including QRSAM. Receivables improved to 140 days from 176. Management maintained 28 percent EBITDA guidance, citing product mix variations. Pipeline includes QRSAM, NGC, P75I, Project Kusha (INR 40,000 plus cr), HAMMER, AMCA. Pay commission impact to be absorbed by revenue growth. 5-year indigenization target announced.

Likely market impact

Strong revenue growth, robust order book, and maintained margin guidance signal steady execution; QRSAM and pipeline orders remain key catalysts ahead.