Bharat Electronics Ltd (BEL), the Navratna defence PSU, has once again grabbed headlines by securing new contracts amounting to ₹592 crore since September 29, 2025.
These latest orders cover a broad spectrum of defence and technology solutions, including tank subsystems and upgradation, communication systems, combat and ship management suites, network systems for ships, the Kavach train collision avoidance system, laser dazzlers, electronic jammers, as well as spares, upgrades and associated services.
This win follows another large order announced just weeks earlier. On September 29, BEL had revealed orders totalling ₹1,092 crore, spanning electronic warfare systems upgrades, defence network enhancements, tank sub‑systems, transmit/receive modules, communication gear, EVMs, spares, and services.
Q1 Performance: Mixed Signals
In its latest quarterly results:
- Standalone Profit After Tax (PAT) rose 25% year‑on‑year to ₹969.13 crore, up from ₹776.14 crore during the same quarter in the previous fiscal.
- Revenue from operations grew by 5.2% YoY, reaching ₹4,416.83 crore, compared to ₹4,198.77 crore in the prior year quarter.
- On a sequential basis, PAT fell sharply—by 54%—from ₹2,104.78 crore in the quarter ended March 2025.
Stock Movement & Market Sentiment
As of the prior trading session, BEL shares closed at ₹409 on the NSE, edging up by roughly 0.25%. Over the past six months, the stock has surged about 40%. The fresh contracts have put BEL firmly in the spotlight among investors.
