BEL Q2 Result: Defence PSU Company Net Profit Rises 33% YoY; Order Book at ₹74,453 Crore

The Nifty 50 eased 0.18% to 25,675.25, while the Sensex fell 0.28% to 83,688.07 as of 9:27 a.m. IST.

Meanwhile, Bharat Electronics Ltd reported strong performance for the quarter ended September 2025 (Q2 FY26), with both revenue and profit showing robust growth on a year-on-year (YoY) as well as sequential (QoQ) basis.

Bharat Electronics Q2 FY26 Results

The company’s revenue from operations stood at ₹5,792.09 crore in Q2 FY26, marking a 30.46% increase compared to ₹4,439.74 crore in the same quarter last year. On a quarter-on-quarter basis, revenue rose 25.78% from ₹4,604.90 crore in the June 2025 quarter (Q1 FY26). The strong revenue growth reflects healthy execution of orders across the defence and non-defence segments.

The profit after tax (PAT) for the quarter came in at ₹1,287.16 crore, up 33% YoY from ₹969.05 crore in Q2 FY25. Sequentially, profit grew 17.79% from ₹1,092.78 crore reported in Q1 FY26, indicating improved margins and operational efficiency during the quarter.

For the half year ended September 2025 (H1 FY26), BEL posted a revenue from operations of ₹10,231.83 crore, an increase of 15.63% compared to ₹8,848.47 crore in H1 FY25. The profit after tax for the same period stood at ₹2,256.21 crore, up 19.75% from ₹1,884.06 crore in the corresponding half of the previous year.

Order Book Position

The company has a strong future pipeline: the order book position of BEL, as of October 1, 2025, stood at ₹74,453 crore.

Bharat Electronics Ltd informed the exchanges on Thursday that it has secured additional orders worth ₹732 crore since its previous announcement on October 22, 2025.

The fresh orders comprise Software Defined Radios (SDRs), tank subsystems, communication systems, missile components, financial management software, cybersecurity solutions, and various upgrades, spares, and services.

In its regulatory filing, the company stated that the SDRs are the first fully indigenous radios, jointly designed and developed in collaboration with the Defence Research and Development Organisation (DRDO). These radios are compatible with both current and legacy systems, allowing smooth interoperability across technologies.

Bharat Electronics Share Price Trades 3.5% Below Its 52-Week High

On Monday, Bharat Electronics share price was trading in negative territory. As of 10:44 am IST, the stock price was trading at ₹422.15 per share, down by 0.93%. The share price of the company is trading 3.5% below its 52-week high. On a year-to-date basis, the stock has given 43% returns, while in the last 12 months it is up by 46%