Defence Giant BEL Lands ₹871 Cr Orders & Beats Earnings! Investors, This Is HUGE!

Author

Satyam Jha | Whalesbook News Team

Detailed Coverage:

Navratna defence public sector undertaking Bharat Electronics Ltd (BEL) has announced the acquisition of new orders totaling ₹871 crore since its last update on November 10, 2025. These significant orders encompass various defence components such as fire control systems, thermal imagers, ground support equipment, along with upgrades, spares, and services.

Furthermore, BEL posted strong financial results for its second quarter. The company's net profit surged by 18% year-on-year to ₹1,286 crore, exceeding the CNBC-TV18 poll estimate of ₹1,143 crore. Revenue for the quarter also saw a substantial increase of 26% from the previous year, reaching ₹5,764 crore, which was higher than the polled estimate of ₹5,359 crore.

Earnings Before Interest, Tax, Depreciation, and Amortization (EBITDA) grew by 22% year-on-year to ₹1,695.6 crore, also beating the poll estimate. However, the EBITDA margin slightly narrowed to 29.42% from 30.30% in the same quarter last year, though it remained above the expected 27.70%.

As of October 1, 2025, BEL maintained a robust order book position valued at ₹74,453 crore.

Impact This news is highly positive for Bharat Electronics Ltd, reinforcing its strong order pipeline and operational efficiency. The substantial new orders and solid financial performance are likely to boost investor confidence and potentially drive the stock price higher, positively impacting the Indian defence manufacturing sector. Rating: 8/10

Difficult terms explained: Navratna defence PSU: A 'Navratna' status is granted to select Public Sector Undertakings (PSUs) in India, giving them enhanced financial and operational autonomy. BEL is a government-owned company in the defence sector that has achieved this status. EBITDA: Stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure of a company's operating profitability before accounting for financing, accounting decisions, and tax environments. EBITDA margin: This is calculated by dividing EBITDA by revenue and is expressed as a percentage. It indicates how efficiently a company is generating profit from its core operations.