BHEL Q2 profit jumps 279% as order book exceeds Rs 2.19 lakh crore

Pat Growth 25pctPat NegativeEbitda Margin ExpansionResults View source PDF Explain this filing

BHEL · price

Loading chart…

▲ 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

+6.4%Reaction day

₹246.13

prior close

₹254.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.2%+6.6% vs market

Heavy Electrical Equipment peers, median of 27sector-0.2%+6.6% vs sector

On the reaction day the stock moved 6.6 pts more than Nifty Midcap 150 and 6.6 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

-2.4

10m

-1.9

15m

-1.7

30m

-1.6

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+6.4-0.2+6.6-0.2+6.6

Next day

+7.5-0.7+8.1-0.9+8.3

+7.7+0.1+7.6-0.9+8.6

+8.5-0.2+8.8-1.0+9.5

+5.6-1.2+6.8-2.3+7.9

+7.4-0.7+8.1-2.8+10.2

+15.9+0.2+15.7-4.5+20.4

15d

+14.8-0.2+15.0-5.8+20.6

+18.1+0.8+17.3-8.8+26.9

+15.0-0.6+15.6-11.7+26.7

+6.9-3.2+10.0-21.1+28.0

UpDownMarket · Nifty Midcap 150Sector · Heavy Electrical Equipment peers, median of 27Pending

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

AI summary

BHEL reported standalone Q2 FY26 revenue of Rs 7,512 crore, up 14% from Rs 6,584 crore. Profit after tax rose to Rs 368 crore from Rs 97 crore, while EBITDA increased to Rs 763 crore from Rs 393 crore. For the first half, revenue reached Rs 12,999 crore and loss after tax narrowed to Rs 87 crore from Rs 116 crore. The order book exceeded Rs 2.19 lakh crore, with over Rs 35,000 crore received in the half.

Likely market impact

The strong Q2 profit rebound and large order book are positive, but the six-month loss and high receivables and contract assets remain risks.