Earnings Alerts

Bharat Electronics (BHE) Earnings: 1Q Net Income Surges 25% Year-Over-Year, Exceeds Estimates

  • Bharat Electronics reported a net income of 9.69 billion rupees for the first quarter of 2025.
  • The net income represents a 25% increase year-over-year, exceeding the estimate of 8.66 billion rupees.
  • Revenue for the quarter was 44.2 billion rupees, up 5.5% from the previous year, but fell short of the projected 47.63 billion rupees.
  • Total costs decreased by 2.1% year-over-year, totaling 32.9 billion rupees.
  • Other income generated was 1.64 billion rupees, down by 18% compared to the previous year.
  • The company currently holds 24 buy recommendations, 1 hold, and 4 sell ratings from analysts.

Bharat Electronics on Smartkarma

Analyst coverage on Bharat Electronics by Smartkarma showcases contrasting opinions from Brian Freitas and Rahul Jain. Freitas predicts upcoming changes in the SENSEX Index, with Bharat Electronics set to replace Nestle and IndusInd Bank. Passive funds are expected to adjust their holdings accordingly, taking into account recent stock movements and market positioning. On the other hand, Jain’s analysis focuses on BEL’s strong execution and growth potential but raises concerns about its stretched valuation, trading at around 45 times FY25E P/E. The article emphasizes BEL’s robust order book and expansion into various defense segments, highlighting both positive and cautionary aspects for potential investors.


A look at Bharat Electronics Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth4
Resilience5
Momentum3
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, Bharat Electronics has a positive long-term outlook. With a Growth score of 4 and a Resilience score of 5, the company is positioned well for future expansion and able to withstand economic challenges. Additionally, a Dividend score of 3 indicates a moderate dividend policy which could be attractive to investors seeking income. While the Value score is at 2, suggesting the company may be slightly overvalued, the overall outlook remains optimistic due to the strong Growth and Resilience scores.

Bharat Electronics Ltd. manufactures electronic communication equipment, night vision devices, and defense-related electronics. The company’s solid Resilience score of 5 indicates its ability to weather market fluctuations and economic uncertainties, making it a reliable investment option for long-term investors looking for stability and growth potential.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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