Bharat Electronics
Other · 7 quarters tracked · source-linked performance and management context.
Latest revenue
₹7,154 Cr
verified financial record
Quarters tracked
7
source records in the directory
Delivery assessment
0
Across 11 tracked commitments: 0 delivered, 11 missed.
Call date
2026-02-10
latest available source date
Signal trajectory
7 actual quartersCurrent read
0/100
Across 11 tracked commitments: 0 delivered, 11 missed.
Latest source read
What changed this quarter?
BEL reported a strong Q3 FY26 with 9M revenue of INR 17,302 crore (+19% YoY) and PAT of INR 3,845 crore (+21% YoY). EBITDA margin expanded to 30% (up 200bps YoY), driven by favorable product mix and indigenization benefits. Management maintained full-year guidance of 27% EBITDA margin and INR 27,000 crore order inflow, expressing confidence in exceeding both. Key growth drivers include large programs like QRSAM (expected by Q4), NGC (partial in Q4, balance in H1 FY27), and LCA LRUs. The order book stands at INR 73,450 crore, providing strong visibility. Risks include potential spillover of NGC orders and supply chain constraints for semiconductors, though mitigation plans are in place. Overall, the company is well-positioned for sustained 15%+ revenue growth.
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Signal
Positive
Revenue
₹7,154 Cr
Source date
2026-02-10
Across the record
Quarter history.
History modules