Bharat Heavy Electricals Limited has informed the Exchange about Bagging/Receiving of orders/contracts

Order Above 5pct RevenueGovt Defence OrderBusiness Updates 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

-3.7%Reaction day

₹255.10

prior close

₹254.00

announcement price

In-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-2.6%-1.0% vs market

Heavy Electrical Equipment peers, median of 32sector-3.7%+0.1% vs sector

On the reaction day the stock moved 1.0 pts less than Nifty Midcap 150 and 0.1 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

-0.7

10m

-0.5

15m

-0.6

30m

-0.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.7-2.6-1.0-3.7+0.1

Next day

-1.5-0.4-1.0+1.8-3.2

-2.8-0.7-2.0+2.4-5.2

-3.6+0.7-4.3+4.7-8.3

-0.6+0.8-1.4+5.9-6.6

+4.3+4.8-0.5+9.7-5.4

+11.2+6.8+4.5+13.0-1.8

15d

+32.5+10.8+21.7+28.4+4.1

+38.1+10.3+27.9+29.7+8.4

+58.5+11.6+46.9+27.3+31.2

+63.3+14.1+49.1+31.8+31.4

UpDownMarket · Nifty Midcap 150Sector · Heavy Electrical Equipment peers, median of 32Pending

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

AI summary

BHEL has received a formal Notification of Award from NTPC Limited for the Main Plant Package of the 3x800 MW Telangana Stage-II supercritical thermal power project in Peddapalli, Telangana. The order is valued at over Rs. 13,500 Crore (excluding GST) and covers the full scope — design, engineering, manufacturing, supply, erection, commissioning, and testing of the boiler, turbine, generator, and associated civil works. BHEL had already emerged as the successful bidder in October 2024 and received a Limited Notice to Proceed in November 2024 for basic engineering. The project must be completed within 62 months from the NOA date. Both BHEL and NTPC are Central Public Sector Enterprises (government-owned), and the order is not a related-party transaction.

Likely market impact

A Rs. 13,500+ Crore order is a large addition to BHEL's order book, providing multi-year revenue visibility and reinforcing its position as a key supplier for India's power sector. Likely to be viewed positively by the market as a sign of strong order inflows for the company.