Bharat Electronics Ltd (BOM:500049)

Q3 2025 Bharat Electronics Ltd Earnings Call Transcript

Jan 30, 2025 / 10:30 AM GMT

Release Date Price: ₹278.9 (+4.38%)

Transcript

Key Points

Positve

Bharat Electronics Ltd (BOM:500049) reported a significant increase in turnover, achieving a growth of 23.41% up to Q3 FY25.
The company saw a substantial rise in profit before tax, with a growth of 43.86% compared to the previous year.
Profit after tax increased by 42.34%, reflecting strong financial performance.
The EBITA margin improved to 28.07% from 23.67% in the previous year.
The order book position as of January 1, 2025, stands at INR71,100 crore, indicating a robust pipeline of future projects.

Negative

The company has only achieved INR11,000 crore in order inflow against a target of INR25,000 crore, indicating potential challenges in meeting order targets.
There are delays in finalizing contracts for several large projects, which could impact future revenue recognition.
The non-defense segment remains a small portion of the business, contributing only around 10% to the total revenue.
There are concerns about potential delays in the LCA program, which could affect the company's supply chain and revenue from this segment.
The order book has seen a year-on-year decline of 6.7%, which may impact future revenue growth if not addressed.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BAJE.NS - Bharat Electronics Ltd
Q3 2025 Bharat Electronics Ltd Earnings Call
Jan 30, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Bath Electronics three QF 525 earnings call hosted by Ifl Securities.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions at the end of today's presentation.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

I now hand the conference over to Mrri be Falia from Ifl Securities. Thank you and over to you.

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Unidentified_2 [2]
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