Bhel

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

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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.

In the past one month, the Nifty Midcap 100 index outperformed the market by gaining 3.4 per cent, as compared to 0.1 per cent decline in the Nifty 50.

Shares of Bharat Heavy Electricals Limited (BHEL) hit a new high of ₹398.95 after a gap of over 18 years, as they rallied 13 per cent during intra-day trade on May 3 on the BSE

BSE Capital Goods index hit a new high of 79,887.59, up nearly 2% in Thursday's intra-day deal. The index has surged 17% in the past two months.

BHEL's strong Q4FY26 performance and robust order book are offset by concerns over valuations, execution challenges, and sustainability of margin gains

The project will produce 2,000 tonnes of ammonium nitrate daily, reducing imports, conserving foreign exchange, and strengthening India's energy and chemicals sectors

Infrastructure major Larsen & Toubro (L&T) on Tuesday said it has bagged an order valued between Rs 2,500 crore to Rs 5,000 crore from the joint venture of state-owned Coal India Limited and Bharat Heavy Electricals Limited for the development of a coal-to-ammonium nitrate project in Odisha. The project is likely to produce 2,000 tonnes of ammonia nitrate per day, reducing import dependence, conserving foreign exchange and strengthening domestic industrial capabilities in energy and chemicals sectors. "L&T Energy Hydrocarbon Onshore has won large order from Bharat Coal Gasification and Chemicals Ltd (BCGCL), a joint venture of Coal India Ltd (CIL) and Bharat Heavy Electricals Ltd (BHEL)," the infrastructure firm said in a filing to BSE. The order encompasses the development of the nitric acid and ammonium nitrate Plant, to be executed on a lump sum turnkey basis. "Once operational, the facility will enable the conversion of coal into ammonium nitrate with a planned ...

State-owned BHEL on Monday posted a two-fold jump in consolidated net profit to Rs 1,290.47 crore during the quarter ended March 31, supported by growth in revenues. It had reported a net profit of Rs 504.45 crore in the same period a year ago, the company said in an exchange filing. During the fourth quarter, its total income surged to Rs 12,553.50 crore from Rs 9,142.64 crore in the January-March period of preceding 2024-25 financial year. For the entire FY26, the company's net profit jumped to Rs 1,600.26 crore from Rs 533.90 crore in the year ago. The board of the company also approved a final dividend of Rs 1.40 per share of Rs 2 each for the fiscal ended March 31, 2026. BHEL is India's largest engineering and manufacturing enterprise in the energy and infrastructure sectors.

In the past one month, the market price of BHEL has appreciated by 62 per cent, as compared to 5 per cent rise in the BSE Sensex.