Shares of Bharat Electronics closed ₹379.90 on the BSE, up ₹6.30 or 1.69%, as investors absorbed the company’s Q1 results and fresh order book.
Bharat Electronics posted a net profit of ₹1,054 crore, a 8.8% rise from ₹966 crore in Q4 2025, while revenue from operations surged 25.3% to ₹5,533 crore, comfortably ahead of the ₹5,100 crore consensus.
EBITDA rose ₹1,389.2 crore, up 12.1%, but the margin contracted to 25.1% from 28.1% YoY and fell short of the 26.6% estimate.
The order book now sits at ₹72,258 crore, bolstered by ₹533 crore in new orders since September 17, 2026, and includes high‑value contracts for drones, jammers, and cybersecurity solutions.
The board approved increasing the authorised share capital from ₹750 crore to ₹1,000 crore, a move pending AGM approval, and the company reiterated its commitment to capital discipline while noting no material impact from the Israel conflict on existing contracts.
Analysts expect the company to sustain revenue growth in the next quarter, with guidance hinting at continued defence spending, while investors watch for potential dividends and share buybacks.