BEL surges 3% on new Rs.572 crore order, Q4 earnings expected today

On Monday, the Bharat Electronics share price jumped around 2.6 percent in the early trade on NSE to a day’s high price of Rs. 373.50 after it recently secured defence orders worth Rs. 572 crore. These new contracts include Integrated Drone Detection and Interdiction Systems (IDDIS), Software Defined Radios (SDRs), and data communication units (DCU) for attack guns, AI-based solutions for ships, communication equipment, jammers, simulators, spares and services. This latest order book expansion underscores BEL’s huge role in advancing India’s self-reliance in defence technology and strengthening the armed forces with combat solutions amid rising geopolitical tensions.

The company is set to announce its Q4FY25 results on May 19, 2025. Investors and market analysts are awaiting audited standalone and consolidated financial results. BEL’s order book as of April 1, 2025, stands robust at Rs 71,650 crore, reflecting strong demand and a healthy backlog.

Alongside the earnings announcement, the Board of Directors is expected to consider and approve the final dividend for FY25 as mentioned in the recent exchange filings. It has maintained a consistent dividend payout record. Earlier in FY25, the company paid an interim dividend of Rs. 1.50 per equity share. In the previous financial year, BEL declared dividends, including Rs. 0.80 per share in August 2024 and Rs. 0.70 per share in March and February 2024, respectively. The final dividend for FY25 is expected to be announced at today’s board meeting.

Bharat Electronics Limited (BEL) in collaboration with DRDO and ISRO to develop the AkashTeer system, an AI-powered, real-time missile interception platform using NAVIC technology. This system helped Indian forces in the recent 'Operation Sindoor', which successfully intercepted Pakistani missiles and drones. Based on these news developments, the company’s share price is hitting record highs, supported by a broader rally in defence stocks.

Alongside its defence advancements, BEL is strategically focusing on expanding its non-defence revenue streams to reduce dependence on the defence sector, which currently accounts for around 90 percent of its turnover. The company aims to increase the share of non-defence revenues from the present 8 to 10 percent to 10 to 15 percent in the medium term, with a long-term target of 20 to 25 percent.