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Bharat Electronics Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Capex guidance INR1,200+ Cr; R&D investment over INR2,200 Cr for FY27
- Employee cost to turnover expected around 12% despite upcoming pay revision
- EBITDA margin for Q1 at 25.83%; FY27 margin guidance maintained at 28%
- Multiple analyst queries on order inflows and margin variability; management confident on guidance
- Q1 FY27 revenue grew 25.27% y-y to INR5,533 Cr; PAT up 8.17% to INR1,048 Cr
- FY27 revenue growth guidance at 15%; confident to meet or exceed this
- Indigenization target: zero import of modules/sub-modules in 5 years
- Order book at INR72,258 Cr as of July 1, 2026; Q1 order inflow INR3,754 Cr
- Export order book USD465 million; aiming for 10% revenue from exports in 5 years
- Major programs: QRSAM, LRSAM, Shatrughat, Samaghat, HAMMER, Shakti Phase 4
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.