Bharat Heavy Electricals Ltd Quarterly Results

According to ACE Equity data, BHEL stock has added 63 per cent in the last six months and significantly outperformed NTPC, which has lost 13 per cent.

The strong capex cycle in the thermal power sector propelled the company's order book and execution. In addition, the management has focused on structurally favourable terms in the orders, says Ind-RA

Trading stocks today: Jatin Gedia of Teji Mandi Investment Technologies has recommended buying BHEL and Aarti Industries shares today.

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

The engineering major's improving execution, expanding order book and healthy margin recovery support growth prospects, but much of the optimism appears priced into the stock

Analysts at ICICI Securities have a 'Buy' rating on BHEL stock with a fair value of ₹575 as they expect revenue and PAT to grow at a CAGR of 30.5 per cent and 90 per cent over FY26-FY28E.

Revenue from operations rose 40.3 per cent to ₹7,697.72 crore, while the power segment returned to profit and total expenses increased 18.1 per cent year-on-year

The Nifty Midcap 50 and Smallcap 50 have gained 21 per cent and 29 per cent thus far in FY27 led by strong gains in BHEL, Laurus Labs, Prestige Estates, Aegis Logistics and Welspun Corp.

Analysts expect limited impact on BHEL from the government's move to allow four Chinese electrical equipment companies to participate in PSU tenders for HV transformers and GIS equipment.

Stocks to watch today: Maruti Suzuki, Uno Minda, BHEL, Torrent Pharma, Tata Power, IHCL, IDFC First Bank, Kalyan Jewellers, Premier Energies, RCF, RRP Defense, among others, will be in focus today