Bharat Electronics Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

BEL's Q1 FY26 financials shine: Revenue up 5.19% to INR4,417 Cr, PAT jumps 24.87% to INR969 Cr, with EBITDA margins strong at 29.86%. Supply chain issues slightly impacted revenue growth, but Q2 is expected to compensate.

Order book solid at INR74,859 Cr. Key wins expected: QRSAM (INR30,000-40,000 Cr+ by Q4 FY26) and Next-Gen Corvettes (INR6,000-10,000 Cr). Management maintains FY26 targets: >15% revenue growth, >27% EBITDA, and >INR27,000 Cr order inflow. R&D focus on AI/ML and exports ($120M+ target) indicates a strong future. Confident outlook!