Announced Thu, 16 Jul · 20:45 IST
BHEL Q1 FY27: revenue up 40%, turns profitable, order book hits Rs 2.6L cr
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF
BHEL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
-5.1%1-day move
₹440.10
prior close
₹445.00
base price
After-mkt
timing
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-1.2-1.7-0.6+0.3-5.1-5.7-5.5-7.2-5.1—————
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AI summary
BHEL Q1 FY27: Revenue up 40% YoY at Rs 7,698 cr. EBITDA turned positive at Rs 735 cr vs loss of Rs 352 cr. PAT swung to Rs 382 cr profit vs Rs 455 cr loss. Order book hit record Rs 2.6 lakh cr, up 27% YoY, with Q1 inflows of Rs 26,745 cr. Big wins include largest-ever single GTG export order and EPC for 3x800 MW Meja STPP. Management guided margin expansion through operating leverage, with growth in nuclear, defence and rail mobility.
Likely market impact
Strong revenue and profit turnaround plus record order book signal improving fundamentals. Management margin guidance could lift sentiment on the stock.