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Bharat Electronics stock: Q2 profit beats analyst estimates

Published on 11/03/2026 at 17:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Bharat Electronics stock came into focus after September-quarter revenue rose 26.5% year on year. Profit also beat the CNBC-TV18 analyst poll.

Key figures and outlook

  • First-half revenue rose 25.97% year on year, while first-half profit after tax increased 14.81%.
  • EBITDA margin narrowed to 28% in the quarter despite the earnings beat.
  • The order book gives Bharat Electronics visibility as defence procurement remains the central growth driver.
BEL, INE263A01024, Illustration mit AI erstellt.
BEL, INE263A01024, Illustration mit AI erstellt.

Bharat Electronics reported a strong second quarter for fiscal 2027, with profit and revenue exceeding analyst expectations. The results cover the quarter ended September 30, 2026, and were reported on Friday, October 30.

According to CNBC-TV18, standalone profit after tax rose to INR 1,541 crore from INR 1,286 crore a year earlier. Revenue from operations increased to INR 7,291 crore from INR 5,764 crore. Both figures exceeded the publication's analyst poll, which had projected profit of INR 1,380 crore and revenue of INR 6,618 crore.

Strong growth, tighter margin

Operating profit before interest, tax, depreciation and amortisation climbed to INR 2,040 crore from INR 1,695 crore. The operating EBITDA margin, however, contracted to 28% from 29.4% in the year-earlier quarter, although it remained above the poll estimate of 27.5%.

For the first half of fiscal 2027, standalone revenue from operations reached INR 12,824 crore, compared with INR 10,180 crore a year earlier. First-half profit after tax rose to INR 2,589 crore from INR 2,255 crore.

Bharat Electronics' order book stood at INR 68,717 crore on October 1, 2026. The backlog supports visibility for future execution, but it represents orders on the books rather than revenue already recognised in the September quarter.

Bharat Electronics at a glance

  • Company: Bharat Electronics Limited
  • ISIN: INE263A01024
  • Reporting period: Quarter ended September 30, 2026
  • Q2 revenue from operations: INR 7,291 crore
  • Q2 profit after tax: INR 1,541 crore
  • Order book: INR 68,717 crore as of October 1, 2026

Indian equities provide the broader market backdrop for Bharat Electronics stock; see Current market reports.

Further earnings developments and company analysis are available in More news and analyses on Bharat Electronics stock.

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