Toh bhai, Bharat Electronics Ltd. (BEL) ne FY26 ke liye numbers release kiye hain aur yeh kaafi solid hain. Revenue mein 16.2% ka zabardast jump aaya, jo pichle saal ke ₹23,024 Crore se badh kar ₹26,750 Crore ho gaya hai. Ye growth defence sector ki badhti maang aur company ke naye products ki wajah se hai.
Aur suno, BEL ne sirf revenue hi nahi badhaya, balki ₹30,000 Crore ke naye orders bhi jeete hain FY26 mein! Ismein se export orders bhi bade hain, jisse export sales 33.6% badh gayi aur $141.9 Million tak pahunch gayi. Ab company ki total order book ₹74,000 Crore se bhi zyada ho gayi hai, matlab aagey chal kar revenue ki koi kami nahi hone wali. Yeh sab 'Atmanirbhar Bharat' initiative aur defence spending badhne ka asar hai.
Ab stock ki baat karein toh, result aate hi 5.5% ka spike dikha tha aur price ₹422.6 par pahunch gaya tha April 1st ko. Lekin experts keh rahe hain ki valuation thoda high hai. BEL ka P/E ratio 49-52 chal raha hai, jo ki iske 10-year average 25.51 se kaafi upar hai. Pichhle mahine stock 7% bhi gira tha, toh investors kuch soch samajh kar entry le rahe hain.
Analyst log abhi bhi BEL par bullish hain. Unka kehna hai ki price target ₹488-₹497 tak ja sakta hai aur 'Buy' rating de rahe hain. Company ka AI aur cybersecurity jaise futuristic tech par focus bhi long-term growth ke liye achha sign hai. Overall, numbers strong hain, order book solid hai, bas valuation ka thoda dhyan rakhna hoga.