The defence sector is buzzing once again as Defence PSU Stock Bharat Electronics (BEL) secures yet another major order, strengthening its already robust order pipeline. Even as the broader market remains under pressure, BEL continues to show resilience, signalling strong investor confidence in the company’s long-term prospects.
BEL Bags Fresh ₹871 Crore Defence Order
Bharat Electronics has informed the stock exchanges that it received a new defence order worth ₹871 crore. This comes just days after the company secured another major order of ₹792 crore on 10 November.
Despite a declining market sentiment, BEL share price traded 1% higher at ₹425, outperforming the broader Nifty index, which hovered around the 25,800 range. This highlights the defensive strength and stability investors associate with BEL.
Order Book Crosses ₹77,000 Crore After New Wins
During a recent conference call, Bharat Electronics revealed that as of 4 November 2025, its order book stood at ₹75,600 crore. With the addition of:
- ₹792 crore order
- ₹871 crore order
The total order book as of 14 November has surged to ₹77,263 crore.
Additionally, the order intake for FY26 has increased to ₹16,413 crore, highlighting consistent demand from the defence sector. This strong order visibility positions BEL for healthy revenue growth in the coming years.
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Impressive Performance in FY26 First Half
BEL reported a powerful financial performance during the first half of FY26, further reflecting its operational strength.
Key highlights of H1 FY26:
- Revenue from Operations: Up 15.92%, rising from ₹8,782 crore to ₹10,180 crore
- Profit Before Tax: Up 21.5% to ₹3,023 crore
- Net Profit: Up 20.77%, reaching ₹1,867 crore
- EBITDA Margin: Improved to 30.15%, compared to 27.26% last year
These numbers underline BEL’s ability to deliver consistent growth despite global uncertainties and supply chain challenges.
The management has also maintained its guidance of 27%+ EBITDA margin, showcasing confidence in operational efficiency and strong order execution capabilities.
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Why BEL Remains a Favourite Among Investors
There are several reasons why Defence PSU Stock Bharat Electronics continues to attract both retail and institutional investors:
1. Strong Order Pipeline
BEL’s fast-growing order book provides multi-year revenue visibility, making it one of India’s most reliable PSUs.
2. Consistent Financial Growth
With double-digit revenue and profit expansion, BEL continues to outperform peers in the defence electronics space.
3. Government Support for Defence Modernization
The Indian government’s strong push toward indigenized defence manufacturing directly benefits BEL.
4. Market Stability
Even during market volatility, BEL exhibits defensive characteristics, making it a preferred safe-haven stock.
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Conclusion
With back-to-back large orders, a rapidly expanding order book, and solid financial performance in FY26, Defence PSU Stock Bharat Electronics is firmly positioned for sustained growth. As India continues to prioritize defence modernization and local manufacturing, BEL stands out as one of the most promising defence sector opportunities for investors
