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Bharat Electronics Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Capex guidance INR1,000+ Cr; R&D investment INR1,600+ Cr
- Q1 FY26 revenue 44.17bn +5.19% y-y; PAT 9.69bn +24.87% y-y; EBITDA margin 29.86%
- FY26 revenue growth guidance >15%; EBITDA margin guidance >27%
- QRSAM order expected by Q4 FY26; major subsystem orders for MSR in Q3-Q4 FY26
- Export target $120m+; aiming for 10% of turnover from exports in 5 years
- Order book INR74,859 Cr as of July 1, 2025; 90% nomination, 10% competitive
- Kusha missile development ongoing with DRDO; order conversion in 3-4 years
- Services business to grow from 10-11% to 13-15% of turnover
- Indigenous content ~70% in Next-Gen Corvette program
- Simulator business ~2-3% of total revenue with export potential
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.