Bharat Electronics shares surge nearly 2% after receiving ₹1,092 crore defence orders; check details

At around 10:41 am, the stock was trading marginally higher at ₹403.95 per equity share.

This comes after the state-run aerospace and defence electronics player bagged additional orders worth ₹1,092 crore, the company said in a regulatory filing on Monday.

The major orders the PSU received include EW system upgrade, defence network upgrade, tank sub systems, TR modules, communication equipment, EVM, spares, services, and others.

However, the company didn’t disclose the details of the clients from whom it received the orders.

On September 16, the PSU received orders worth ₹712 crore for IT infra and cybersecurity solutions, ESM systems, blockchain solution platform, communication equipment, etc. It had also bagged ₹644 crore worth of orders on September 1.

BEL stock performance

The share has advanced 0.2% over the week and 9.7% over the month. It has surged 34.5% over a period of six months.

On a year-to-date basis, the stock has risen 37.90%.

While the scrip reached a 52-week high of ₹436 on July 1, 2025, it touched a year’s low of ₹240.25 on February 19, 2025.

BEL has a total market capitalisation of ₹2.96 lakh crore, as of September 30, 2025, according to data on the NSE.

Q1 results

Bharat Electronics posted a 22.61% year-on-year (YoY) increase in its consolidated net profit to ₹968.91 crore in the first quarter of the 2025-26 financial year (Q1FY26), as against ₹791 crore in the same period in the previous fiscal year.

During the quarter under review, the company’s revenue from operations rose 4.62% YoY to ₹4,439.74 crore, compared to ₹4,243.57 crore in the June quarter of FY25.

Its EBITDA (earnings before interest, tax, depreciation, and amortisation), also known as operating profit, stood at ₹1,238 crore in Q1FY26, marking a 30.59% YoY increase from ₹948 crore in the first quarter of the previous fiscal year. The EBITDA margin was at 27.89%,