Bharat Electronics Q4 2025 Conference Call #conferencecall #concall #earningscall #bharatelectronics

Here are the highlights from the Bhal Electronics Q4 FY25 earnings conference call:

1. Financial Performance:

• Turnover increased to ₹23,024 crore, up 16.17% from ₹19,820 crore in the previous year.
• Profit before tax rose to ₹7,090 crore, a growth of 32.91% from ₹5,335 crore.
• Profit after tax increased to ₹5,288 crore, up 31.55% from ₹4,020 crore.
• Earnings per share grew to ₹7.23 from ₹5.50.
• The order book as of Q4 FY25 stands at ₹71,650 crore.

1. Geopolitical Context:

• The company is actively involved in discussions regarding emergency procurement projects for the army, navy, and air force, anticipating good orders from these discussions.

1. Order Pipeline:

• The company expects a significant order from the QRSM program, potentially around ₹30,000 crore, with hopes of receiving it by early next fiscal year.
• Other major projects include the Next Generation Corvette (NGC) program and various electronic warfare systems.

1. Emergency Procurement:

• The management is optimistic about receiving multiple emergency procurement orders, with expectations of at least 8 to 10 different line items.

1. Export Opportunities:

• The company achieved $166 million in exports in FY25 and is targeting $120 million for the current year, with potential for growth due to increased global demand for defense products.

1. R&D and Capex Investments:

• The company plans to invest over ₹1,000 crore annually in capital expenditures and aims to increase R&D investments to around ₹1,600 crore.

1. Margin Outlook:

• The company reported strong margins due to increased scale of operations and expects margins to improve further through indigenization and in-house development of products.

1. Future Growth Projections:

• The management is targeting revenue growth of 15% to 17.5% over the next five years, with profit growth expected to exceed 20%.

1. Market Position:

• Bhal Electronics is positioned as a key player in defense electronics, with a strong focus on indigenization and collaboration with MSMEs and startups.

1. Closing Guidance:
   • For FY26, the company expects revenue growth of around 15%, EBITDA margin of approximately 27%, and order inflow exceeding ₹27,000 crore.

The call concluded with a positive outlook for the company’s growth and performance in the coming years.

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