🛡️ BEL Secures ₹2,323 Cr Defence Orders – Powering India’s Naval Strength
📅 Posted on: 5th June 2025
🔍 Stock: Bharat Electronics Ltd (BEL)
📌 Breaking News
Bharat Electronics Limited (BEL), a Navratna Defence PSU, has received orders worth ₹2,323 Cr (excl. taxes) from:
MDL (Mazagon Dock), Mumbai
GRSE (Garden Reach Shipbuilders), Kolkata
🔧 These orders are for base and depot spares for missile systems deployed on Indian Naval ships — essential to ensure mission-critical operational continuity.
🚀 Strategic Relevance
Supports Make-in-India & Atmanirbhar Bharat initiatives
Enhances operational readiness of India’s Navy
Reinforces BEL’s dominance in advanced electronics and missile warfare solutions
📊 BEL – FY25 Financial Highlights
| Metric | Value |
|---|---|
| Revenue (FY25) | ₹20,938 Cr |
| Net Profit (FY25) | ₹3,943 Cr |
| Net Worth | ₹16,344 Cr |
| EPS (FY25) | ₹7.28 |
| CMP | ₹390 |
| Market Cap | ₹2,85,520 Cr |
| PE Ratio | 53.65x |
| Industry PE | 54.00x |
| PB Ratio | 14.29x |
| Book Value | ₹27.32 |
| ROE (FY25) | 26.6% |
| Dividend Yield | 0.61% |
| Face Value | ₹1 |
| Debt-Free Status | ✅ |
| Order Book (as of Mar 2025) | ₹76,704 Cr |
📊 Shareholding Pattern (March 2025)
| Category | Holding % |
|---|---|
| Promoters (GoI) | 51.14% |
| FII | 17.56% |
| Mutual Funds | 16.02% |
| Retail Investors | 10.43% |
| Other Domestic Institutions | 5.86% |
🔍 Total Institutional Holding: ~39.44%
💡 Investor Insights
Strong order pipeline of ₹76,704 Cr offers revenue visibility over multiple years
Consistent performance with high ROE, zero debt, and strong cash flow generation
High institutional and government backing ensures stability
📈 Growth Outlook
BEL is well-positioned for long-term compounding through:
Expansion in space, AI-based surveillance, smart borders, and exports
Robust R&D and collaboration with global defense partners
Rising capex allocation by the Indian Government toward indigenous defense tech
📣 Conclusion
BEL stands out as a PSU defense powerhouse with:
Consistent growth
Policy tailwinds
Strategic moat in India’s defense modernization journey
📌 A potential long-term wealth compounder in India’s national defense and security sector.
⚠️ Disclaimer
This content is intended for educational purposes only and is not a stock recommendation. Always do your own research
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