As per attachment

Pat Growth 25pctEbitda Margin ExpansionResults View source PDF Explain this filing

BHEL · 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

+7.6%Reaction day

₹352.40

prior close

₹362.75

announcement price

In-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.7%+6.9% vs market

Heavy Electrical Equipment peers, median of 33sector+0.6%+7.0% vs sector

On the reaction day the stock moved 6.9 pts more than Nifty Midcap 150 and 7.0 pts more than its Heavy Electrical Equipment 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

Stock

+4.1

10m

+6.3

15m

+6.9

30m

+7.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+7.6+0.7+6.9+0.6+7.0

Next day

+6.6+0.8+5.7+0.4+6.1

+9.3+2.5+6.7-0.4+9.6

+15.4+3.7+11.7+1.1+14.3

+14.5+3.5+11.0+1.3+13.2

+13.9+2.4+11.6-1.9+15.9

+14.9+0.4+14.5-5.2+20.1

15d

+18.9+3.2+15.7-3.7+22.6

+9.9+1.4+8.5-0.3+10.2

+10.0+4.4+5.6-0.4+10.5

+15.5+6.1+9.4-4.7+20.2

UpDownMarket · Nifty Midcap 150Sector · Heavy Electrical Equipment peers, median of 33Pending

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

AI summary

BHEL reported strong full-year results with revenue growing 19% to ₹33,782 crore from ₹28,339 crore in the previous year. Profit after tax surged over 200% to ₹1,578 crore from ₹513 crore, driven by higher operating margins (6.93% vs 4.38%) and better cost management. Q4 standalone PAT was ₹1,283 crore, nearly 2.5x the Q4 FY2025 figure of ₹504 crore. The Power segment contributed ₹9,510 crore and Industry segment ₹2,801 crore to Q4 revenues. The Board recommended a final dividend of ₹1.40 per share (70% payout). The auditors issued unmodified opinions on both standalone and consolidated financials.

Likely market impact

The sharp improvement in profitability and operating margins signals operational efficiency gains, which could be positive for the stock. Revenue growth approaching 20% and PAT tripling are strong indicators of business momentum, though the stock's reaction may depend on order book visibility.