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BELNSEBharat Electronics Limited· Aerospace & DefenseHighNeutral
Announced Mon, 28 Jul, 2025 · 16:06 IST

Bharat Electronics Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Pat Growth 25pctEbitda Margin ExpansionResults View source PDFExplain this filing

BEL · price

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

Price reactionminutes from the announcement price · days from the prior close
-0.3%Reaction day
₹391.00
prior close
₹390.00
announcement price
After-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.6%-0.9% vs market
Aerospace & Defense peers, median of 19sector+0.3%-0.6% vs sector

On the reaction day the stock moved 0.9 pts less than Nifty 100 and 0.6 pts less than its Aerospace & Defense peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
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UpDownMarket · Nifty 100Sector · Aerospace & Defense peers, median of 19Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Defence PSU Bharat Electronics Limited (BEL) reported standalone revenue from operations of Rs. 4,416.83 crore for Q1 FY2025-26, up 5.19% YoY from Rs. 4,198.77 crore in Q1 FY2024-25. Profit Before Tax grew 24.28% YoY to Rs. 1,289.24 crore, and Profit After Tax rose 24.87% YoY to Rs. 969.13 crore (vs Rs. 776.14 crore a year ago). Profit growth was driven by significant margin expansion, as total expenses actually fell slightly YoY despite higher revenue. EPS stood at Rs. 1.33 versus Rs. 1.06 in the year-ago quarter. The company's order book stood strong at Rs. 74,859 crore as of July 1, 2025, providing multi-year revenue visibility. The Board had also recommended a final dividend of 90% (Rs. 0.90 per share) for FY 2024-25, in addition to an interim dividend of 150% already paid. Statutory auditor Rao & Emmar issued an unmodified (clean) limited review report on the results.

Likely market impact

Strong profit growth and margin expansion, supported by a robust Rs. 74,859 crore order book, are positives for shareholders. Modest 5% revenue growth is the only soft spot, but improved profitability per rupee of revenue should support the stock.