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Navratna PSU Bharat Electronics Limited (BEL) on Thursday, 7 May, announced that the board of directors will meet later this month on Tuesday, 19 May, to announce the fourth quarter results for the financial year 2025-2026 (FY26).
Along with the results, the PSU company said that the board will also consider the final dividend for the recently-concluded fiscal.
“We wish to inform that a meeting of the Board of Directors of the Company is scheduled to be held on Tuesday, 19th May, 2026 to consider and approve, inter alia, Audited Standalone & Consolidated Financial Results for the quarter and year ended 31st March, 2026 and also to consider recommendation of Final Dividend for the financial year 2025-26,” the company said in the filing.
The announcement came during the market hours on Thursday. BEL share price was trading 0.26% lower at ₹437.05 apiece. The stock opened at ₹439.90 per share today, as compared to the previous close of ₹438.20 on Wednesday.
Brokerage firm Motilal Oswal expects BEL's net profit to rise 3% year-on-year (YoY) to ₹2,168 crore in the March quarter FY26. The brokerage firm further anticipates EBITDA to surge 1.7% to ₹2,837.5 crore; meanwhile, it expects margins to contract 320bp YoY to 27.4% on a high base but remain at strong levels for FY26.
In a note, the brokerage firm further said that it expects revenue growth of 14% YoY, led by the healthy execution of the opening order book of ₹730 billion.
“Key monitorables include updates on orders for QRSAM, Uttam radars, next-gen corvettes, Shatrughat EW, and Akash-NG missile systems, as well as the status of EoI for AMCA, execution improvement, and further indigenisation,” the brokerage firm said in the note.
Kotak Institutional Equities models a 29% EBITDA margin (-176 bps YoY and -72 bps quarter-to-quarter) for 4QFY26. Quarterly variations in margins are a function of product mix.
“We expect BEL's 4QFY26 revenue at ₹102.3 bn (12% YoY). BEL's order inflow growth has been strong at ₹112 bn (+30% YoY). BEL's order inflow was 11% ahead of its FY2026 guided order inflow (ex-QRSAM),” the firm said.
BEL share price trend has remained positive despite weak market sentiments. The PSU stock has gained over 2.16% in a month and over 10% year-to-date (YTD).
Furthermore, the stock has delivered 41% gain in a year and a whopping multibagger return of 311% in three years. The PSU stock has soared by over 851% in the last five years.
Disclaimer: This story is for educational purposes only. Please consult with an investment advisor before making any investment decisions.
Vaamanaa covers business and stock market news. Started in 2020, she has been producing news on digital platforms for over 4.5 years now. She writes on markets, commodities, IPOs, and industry. She has worked for news channels like Jagran New Media and Business Insider India. You can reach out to her at vaamanaa.sethi@htdigital.in.
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