Q1 2027 Bharat Electronics Ltd Earnings Call Transcript
Key Points
- Bharat Electronics Ltd (BOM:500049) reported a 25.27% increase in revenue from operations, reaching Rs 5,533 crore compared to the previous year's Q1.
- The company's profit before tax rose by 8.81% to Rs 1,403 crore, and profit after tax increased by 8.17% to Rs 1,048 crore.
- The order book position as of July 1, 2026, stands at Rs 72,258 crore, with orders acquired in the quarter amounting to Rs 3,754 crore.
- The company maintains a strong EBITDA margin of 25.83% for Q1 FY27.
- Bharat Electronics Ltd (BOM:500049) is confident in meeting its guidance for order inflow of more than Rs 55,000 crore, including QRFM, for the fiscal year.
- Order inflow for Q1 FY27 was lean compared to previous years, attributed to timing and procedural delays.
- There is a delay in the QRFM order, which is now expected by September, pending CCS approval.
- The company experienced a decline in margins due to product mix variations, although it maintains its annual EBITDA margin guidance of 28%.
- Concerns were raised about the potential impact of pay commission provisions on margins, though the company expects to maintain employee cost to turnover ratio at 12%.
- The execution of certain large orders, such as LRFM, is spread over multiple years, which may affect short-term revenue growth.
Ladies and gentlemen, this is the operator.
The conference call of Bharat Electronics Limited will begin in the next couple of minutes.
Thank you for your patience and please continue to stay connected.
Ladies and gentlemen, this is the operator. The conference call for Bharat Electronics will begin within the next five minutes.
Thank you for your patience and please continue to stay connected.
Ladies and gentlemen, good day and welcome to the Q1 FY27 earnings conference call of Bharat Electronics Limited hosted by Motilal Oswal Financial Services.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchstone phone. Please note that this conference is being recorded.
This conference may contain certain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the
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