🇮🇳 Bharat Electronics Ltd – Q4 & FY25 Financial Results & Investor Insights 🔍

🇮🇳 Bharat Electronics Ltd – Q4 & FY25 Financial Results & Investor Insights 🔍

📅 As of 31st March 2025 | 📈 CMP: ₹362 | 🏢 PSU | Defense Electronics Leader
✍️ Prepared by: Profit From IT – Investment Research Desk

🔷 Key Highlights – FY25 & Q4 FY25 Performance

• Revenue (FY25): ₹23,024 Cr ⬆️ 16.2% YoY
  
  

• PAT (FY25): ₹5,288 Cr ⬆️ 31.6% YoY
  
  

• Order Book (as of 1st Apr 2025): ₹71,650 Cr 🟢
  
  

• Order Inflow: Significant with strategic wins across radar systems, defence electronics, and communication projects.
  
  

🧾 Consolidated Financial Analysis (₹ in Cr)

🧮 Valuation Ratios (Based on CMP ₹362)

📊 Balance Sheet Highlights (Standalone)

💰 Cash Flow Summary (Standalone)

🔎 Investor Insights & Outlook

📌 Near-Term Outlook:

• Strong execution capability and zero-debt position provide resilience in a rising interest rate environment.
  
  

• Strategic orders from the Ministry of Defence ensure predictable revenue visibility.
  
  

📌 Long-Term Outlook:

• ₹71,650 Cr order book offers 3-year revenue visibility.
  
  

• Focus on exports, R&D, and indigenization aligns with Make-in-India & Atmanirbhar Bharat themes.
  
  

• Growth drivers: radar systems, naval systems, missile systems, and cyber-security solutions.
  
  

⚠️ Risk Factors

• Delay in defence budget allocation or procurement clearances.
  
  

• Execution risk in high-tech, large-scale orders.
  
  

📌 Disclosure

This analysis is prepared for educational purposes only. It does not constitute investment advice or a recommendation.