Bharat Electronics shares surge over 80% from 52-week low, hit record high; here is why

Shares of defence equipment maker, Bharat Electronics, rose as much as 3.44%, in intraday deals, to hit record high of ₹436 on the National Stock Exchange on Tuesday, July 1. On the BSE, Bharat Electronics shares advanced as much as 3.37% to hit fresh 52-week high of ₹435.95.

Bharat Electronics shares have handsomely rewarded investors as the stock has surged as much as 82% from its 52-week low of ₹240 it touched on February 19, 2025. Shares of Bharat Electronics came in very high demand in the aftermath of Operation Sindoor and escalating geopolitical tensions globally, analysts said.

The Tuesday’s surge in Bharat Electronics shares came after the company informed exchanges that it has won orders worth ₹528 crore. The company received orders for supply of radars, communication equipment, EVMs, jammers, shelters, control centre, spares, services etc.

"Navratna Defence Public Sector Undertaking, Bharat Electronics Limited, has secured additional orders worth ₹528 crore since the last disclosure on 20th June 2025. Major orders received include Radars, communication equipment, EVMs, jammers, shelters, control centre, spares, services etc," the company said in an exchange filing.

Bharat Electronics has been witnessing robust order inflows as it won two orders worth ₹2,908 crore last month. The company secured an order worth ₹2,323 crore from MDL, Mumbai and GRSE, Kolkata for supply of base and depot spares for the missile systems on Indian Naval ships.

The company also won an order worth ₹585 crore for supply of fire control and sighting system for missiles, communication equipment, jammers, spares, services etc.

Bharat Electronics total order book at the beginning of financial year stood at ₹71,650 crore including export order book of $395 million.

In the fiscal year 2024-25, Bharat Electronics secured orders worth ₹18,715 crore.

Bharat Electronics Q4 performance

Bharat Electronics reported a net profit of ₹2,127 crore in the fourth quarter of FY25, marking an increase of 18% from ₹1,797 crore during the same period last year.

Its revenue from operations rose 7% to ₹9,150 crore as against ₹8,564 crore in the year-ago period.

The Bengaluru-based company posted a strong operational performance in Q4 as its earnings before interest, taxes, depreciation, and amortisation (EBITDA) rose 23% to ₹2,816 crore. Its EBITDA margin improved by 410 basis points to 30.8% from 26.71% year-on-year (YoY).

For FY25, BEL’s profit after tax stood at ₹5,288.25 crore, with a growth of 31.55% from ₹4,020 crore recorded during the previous year.

As of 10:53 am, Bharat Electronics shares traded 2.68% higher at ₹432.80, outperforming the NIFTY50 index which was trading on a flat note. The stock was also among the top gainers in both SENSEX and NIFTY50 indices.