Bhel

Bharat Heavy Electricals and Titagarh Rail Systems will hold equal stakes in the proposed company, with each owning 50 per cent

The market is pricing NTPC and Bhel differently and that has got Sanjeev Prasad, managing director (MD) and co-head, and his colleagues at KIE questioning the valuation thesis of these two stocks

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.

The Centre says eight approved coal gasification projects are expected to attract investments of ₹65,365 crore and gasify around 12 million tonnes of coal annually

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.

State-owned engineering firm Bharat Heavy Electricals Ltd (BHEL) has secured an order from Nigeria's Dangote Petroleum Refinery and Petrochemicals Free Zone Enterprise for the supply and supervision of erection and commissioning of eight gas turbine generator packages. The order, secured amidst intense international competition, has been placed by Dangote Petroleum Refinery and Petrochemicals Free Zone Enterprise, part of the Dangote Group, said a company statement issued on Tuesday. The group is one of Africa's largest and most diversified business conglomerates, with interests spanning oil refining, petrochemicals, fertilisers, cement, sugar, packaging and other sectors. The scope of work includes the manufacture and supply of eight gas turbine generator packages, along with supervision of erection and commissioning activities at project site. The equipment shall be manufactured by BHEL's facilities at Hyderabad and Bengaluru. The order marks a significant milestone for BHEL, be

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

Q1FY27 company results: Firms including Jio Financial Services, ITC Hotels, Ceat, Polycab India, Piramal Finance, and South Indian Bank are also to release their April-June earnings today

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.

Zensar Technologies, CDSL, Bandhan Bank and MRPL from the Nifty Smallcap 100 index rallied between 5% and 12% in Friday's intra-day trade.

According to a Reuters report, the Indian government has allowed four Chinese power equipment manufacturers to participate in government tenders for critical power projects.

India is betting ₹46,000 crore in incentives and 100 million tonnes of coal on gasification, but success hinges on choosing the right technology for its high-ash coal

A robust order pipeline and long-term power-sector expansion support BHEL's growth outlook, but sustained margin gains and timely execution remain critical

Government review finds BHEL and SAIL falling short of the profitability threshold required for Maharatna status despite meeting turnover and net worth norms

Stocks to Watch today, June 4, 2026: From Titan to NBCC, here is a list of shares that will remain in focus

Siemens Energy, CG Power and Industrial Solutions, GE Vernova T&D India, Thermax, ABB India, Hitachi Energy India, Siemens and Adani Green Energy were up in the range of 4-8% in Wednesday's trade.