Bharat Electronics shares in focus after defence PSU wins orders worth Rs 1,081 crore

The shares of Bharat Electronics (BEL) will remain in focus on Tuesday after the company announced that it has secured additional orders worth Rs 1,081 crore since its last disclosure on May 25, 2026.

BEL made the announcement in an exchange filing released during Monday's post-market hours. “Major orders received include communication equipment, radars, CBRN protection system, seekers, avionics, upgrades, spares, services, etc,” it added.

Earlier in an exchange filing released on May 25, the Navratna defence PSU had said that it has secured additional orders worth Rs 608 crore since May 5.

Bharat Electronics share price

Bharat Electronics shares have gained around 6% in one week, 3.5% in one month and more than 8% in 2026 so far. The company's shares jumped 259% in three years and 667% in five years.


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The PSU currently has a market capitalisation of over Rs 3.15 lakh crore.

BEL Q4 Results

Bharat Electronics in May reported a 5% year-on-year rise in consolidated net profit for the March quarter, supported by steady execution in defence projects and higher operational revenue. The state-run defence electronics company posted profit after tax of Rs 2,226 crore for Q4 FY26 compared with Rs 2,127 crore in the corresponding quarter last year.

Revenue from operations rose 11% YoY to Rs 10,224 crore from Rs 9,150 crore in the year-ago period. Total income for the quarter increased to Rs 10,335 crore against Rs 9,344 crore a year earlier, reflecting growth of around 11%. The company's profit before tax stood at Rs 2,917 crore during the quarter compared with Rs 2,867 crore in Q4 FY25, registering a rise of 2%.

Also Read | BEL Q4 Results

Brokerage firm Goldman Sachs maintained its "Buy" rating on Bharat Electronics with a target price of Rs 475. The brokerage said the company’s Q4 operational performance was broadly in line with estimates, although profit after tax missed expectations due to higher depreciation and lower other income.

Nomura maintained a "Neutral" rating on Bharat Electronics with a target price of Rs 454. The brokerage said BEL delivered a steady operating performance in Q4FY26 that was broadly in line with consensus estimates, though slightly below its own expectations. Nomura added that management commentary on FY27 guidance, order inflow momentum, and margin trends will remain key factors to track.

Also Read | What are Goldman Sachs and Nomura saying about BEL shares

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