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Supply chain disruptions from Israel/Russia
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Bharat Electronics Limited — Q1 FY25
BEL reported a strong Q1 FY25 with revenue of INR 4,105 crore (+19.1% YoY) and PAT of INR 776 crore (+46.2% YoY), driven by robust execution across defense programs like LRSAM and CBIC.
bullish
high
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BEL reported a strong Q1 FY25 with revenue of INR 4,105 crore (+19.1% YoY) and PAT of INR 776 crore (+46.2% YoY), driven by robust execution across defense programs like LRSAM and CBIC. EBITDA margin expanded to 22.82% (+354 bps YoY), aided by operating leverage. Management maintained full-year guidance of 15% revenue growth, 23-25% EBITDA margin, and INR 25,000 crore order inflow. The order book stood at INR 76,705 crore as of July 31, providing strong visibility. Key near-term catalysts include QRSAM (expected >INR 25,000 crore in FY26) and other large programs. Risk: supply chain disruptions from Israel or Russia could impact execution timelines.
BEL ने पहली तिमाही में अच्छा प्रदर्शन किया। कंपनी की कमाई 4,105 करोड़ रुपये रही, जो पिछले साल से 19.1% ज्यादा है। मुनाफा 776 करोड़ रुपये रहा, जो 46.2% बढ़ा। यह बढ़त सेना के लिए LRSAM और CBIC जैसे कामों की वजह से हुई। कंपनी की कमाई और खर्च का अंतर 22.82% रहा, जो पिछले साल से बेहतर है। BEL ने पूरे साल के लिए 15% कमाई बढ़ोतरी, 23-25% मुनाफा मार्जिन और 25,000 करोड़ रुपये के नए ऑर्डर का अनुमान लगाया है। 31 जुलाई तक कंपनी के पास 76,705 करोड़ रुपये के ऑर्डर थे, जिससे भविष्य में काम सुनिश्चित है। आने वाले समय में QRSAM जैसे बड़े प्रोजेक्ट से और बढ़ोतरी हो सकती है। लेकिन इज़राइल या रूस से सप्लाई में रुकावट का खतरा है।
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Order Book
INR 76,705 crore
+5.1% QoQ
Order book as of July 31, 2024, providing strong revenue visibility.
Order Inflow Guidance
INR 25,000 crore
Maintained
Full-year order inflow guidance maintained; Q1 saw INR 4,800 crore of orders.
Services Share
11%
N/A
Services contributed 11% of Q1 revenue; goods 89%.
Export Share
2%
N/A
Exports were 2% of Q1 revenue; recent orders from Rafael and Airbus.
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Guidance and risk preview
Management reaffirmed 15% revenue growth guidance for the full year, despite Q1 growth of 19.1%.
Past disruptions due to Israel war impacted execution; management noted improvement but risks remain.
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