Synopsis: A stock delivering a 3-year compounded return of 66 percent has secured Rs 1,011 crore in fresh defence orders, strengthening its robust order book exceeding Rs 73,000 crore, ensuring strong future revenue visibility.
A large-cap stock engaged in advanced aerospace and defence electronics has secured fresh orders worth Rs 1,011 crore. The order includes communication systems, radar and jamming technologiesm, and other critical defence requirements. The company in context has seen a total order inflow of around Rs 19,300 crore in FY26.
With a market cap of Rs 3.2 lakh Crore, Bharat Electronics Ltd saw its stock hit an intraday high of Rs 441 which is about 3 percent higher than the previous close of Rs 429. The company stock has given a compounded return of 66 percent in the last three years.
News
Navratna defence PSU Bharat Electronics Limited has secured fresh orders worth Rs 1,011 crore, 2026. The deals cover a diverse portfolio, including communication systems, radar warning and jamming systems, fire control systems, electro-optic sights, high-energy lasers, along with software solutions, upgrades, spares, and maintenance services.
The Order Book
The company continues to receive strong defence orders. Recently, BEL also secured orders worth Rs. 733 crore, which include radar systems, communication equipment, encryptors, electronic warfare systems, jammers, software solutions, upgrades and services.
As of January 1, 2026, the company has an unexecuted order book of around Rs. 73,015 crore, which is about 3.2 times its FY25 operating revenue, providing strong revenue visibility for the coming years. The company also reported that it has seen order inflow of Rs 19,300 Cr in FY26.
Business & Financial Overview
Bharat Electronics Limited (BEL) is a premier Indian Navratna PSU specializing in advanced aerospace and defense electronics. It designs and manufactures cutting-edge products like radar systems, missile launchers, electronic warfare suites, and communication devices. While primarily serving the Indian Armed Forces, BEL is also expanding into civilian sectors like cybersecurity and energy.
In the latest quarter, the company saw a YoY revenue growth of 24 percent, going from Rs 5,771 Cr in Q3FY25 to Rs 7,154 Cr in Q3FY26, while the QoQ went up by 23 percent from Rs 5,792 Cr in Q2FY26. The YoY Net Profits growth is at 20 percent, going from Rs 1,312 Cr in Q3FY25 to Rs 1,580 Cr in Q3FY26, while the QoQ growth stood at 23 percent from Rs 1,287 Cr in Q2FY26.
The company has a 3 year sales CAGR of 16 percent, while the TTM is at 14 percent. The company’s 3 year profit CAGR is at 30 percent, while the TTM number is at 19 percent. The company also has a ROCE of 39 percent and a ROE of 29 percent.
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