Bharat Electronics Ltd News

Defence stocks add ₹2.5-trn in m-cap in June quarter; more headroom left?

Analysts said that defence sector's long-term outlook remains constructive, supported by robust order books that provide multi-year revenue visibility.

Order inflows, execution to keep growth elevated for Bharat Electronics

Despite weaker operational performance and lower order inflows in Q1, BEL remains confident of meeting FY27 guidance on sales, margins and fresh orders

BEL dips 4% on Q1 margin miss; Street sees up to 30% upside in PSU stock

Post Q1 results, MOFSL has maintained its 'Buy' rating on BEL stock and raised its target price to ₹530 from ₹510, implying an upside of around 30 per cent from the previous close of ₹407.

Stocks to Watch today: BEL, Coal India, HDFC Bank, BoB, Tata Power, IndiGo

Stocks to Watch today: BEL, Coal India, L&T, HUL, Bank of Baroda, Tata Power, IndiGo, Tata Chemicals, HDFC Bank, Godfrey Phillips, Tata Motors PV, Indus Towers, among others, will be in focus today.

Defence on structural upcycle; Kotak starts coverage on HAL, Mazagon Dock

Kotak Institutional Equities said that defence companies are well-positioned to benefit from rising geopolitical tensions, accelerating modernisation programmes and an expanding export opportunity.

Defence shares Zen, Paras, Dynamatic, Unimech rally up to 6%; here's why

Defence stocks in focus: The Defence Acquisition Council (DAC) approved capital acquisition proposals worth about ₹52,000 crore to strengthen the combat capabilities of the armed forces.

Stocks to Watch today: BEL, IREDA, JSW Infra, Vi, Vedanta Aluminium & more

Stocks to Watch today: BEL, IREDA, JSW Infra, Vodafone Idea, Vedanta Aluminium, Craftsman Automation, Delhivery, Bajaj Auto, Bandhan Bank and more will be in focus today.

Defence firms seen posting healthy FY27 growth on strong orders

Record defence production and exports, coupled with strong order books and improving execution, are expected to support healthy growth for defence companies in FY27

Motilal Oswal bullish on defence sector; BEL top pick for 20% upside

Motilal Oswal has reiterated a 'Buy' rating on BEL stock with an unchanged target price of ₹510, based on the 45x two-year forward earnings.

Jefferies favours defence, power equipment plays; L&T, HAL among top bets

Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)

ICICI Securities bullish on defence sector; bets on HAL, Solar, ASTM, BEL

The geopolitical backdrop, analysts believe, continues to provide a structural tailwind, as the conflict in the Middle East has reinforced defence budget urgency across GCCs

Ashok Leyland, BEL, 1 more defence stock set for next upmove: Bajaj Broking

Pabitro Mukherjee of Bajaj Broking believes that Ashok Leyland, Bharat Electronics and Garden Reach Shipbuilders recently saw sideways consolidation and now offer a favourable risk-reward profile.

BEL rises 2% on healthy Q4 show; brokerages stay cautiously optimistic

In the March quarter (Q4FY26), Bharat Electronics reported a net profit of ₹2,225.2 crore, as compared to ₹2,127.04 crore a year ago, up 4.6 per cent.

BEL share price falls 3% after Q4 margins contract despite strong topline

BEL share price today, dividend 2026: Along with Q4 results, the board of BEL also recommended a final dividend of 55 per cent or Re 0.55 per share of Re 1 face value for FY2026.

Q4 results: BEL, BPCL, Mankind Pharma, Karnataka Bank, 122 more on May 19

Q4FY26 company results: Firms including Zydus Lifesciences, BASF India, PI Industries, Zee Entertainment, and Bosch Home Comfort India are also to release their January-March earnings today

Top stocks to buy today: Anand James of Geojit bets on theses 3 shares

Anand James, chief market strategist at Geojit Investments, is bullish on the shares of BEL, ELGI Equipments, and JSW Energy today

Defence stocks: HAL, GRSE, Apollo Micro gain up to 3% in weak market

The Nifty India Defence index hit an intra-day high of 9,093.20, up 1.3 per cent on the NSE in intra-day deals, and was inching towards its 52-week high of 9,159.55 touched on June 24, 2025.

DAM Capital: Defence sector set for multi-decade growth; check top picks

Among defence public-sector undertakings (DPSUs), DAM Capital said that it prefers Hindustan Aeronautics and Bharat Electronics.

Stock to buy: 4 technical reasons why BEL is 'Buy', explains Bajaj Broking

Analysts at Bajaj Broking believe that Bharat Electronics stock is on the cusp of an upside breakout, according to the Flag formation pattern on the daily chart.

Tata Steel, AU Bank, BEL: Motilal Oswal picks 6 stocks to buy in May 2026

Top stock picks across market caps for May 2026: Tata Steel, GE Vernova, AU Bank, BEL, Radico Khaitan, Cyient DLM. Check targets and outlook.