Bharat Electroni News

Apollo Micro Systems shares: Apollo Micro Systems hit a new 52-week high at Rs 303 on Wednesday, extending gains for the fourth session. The stock has surged 160% in six months, outperforming defence peers like Astra Microwave, BEML, Paras Defence, and BEL.

Apollo Micro Systems has given investors great returns. The company's stock has performed better than other defence stocks. Its financial results are strong and orders are increasing. The company is expanding into exports and new technologies. Government initiatives are helping the defence sector grow. Experts believe the stock will continue to perform well.

BEL share price: The Navratna PSU has bagged significant orders across advanced defence and strategic systems. These include a Data Centre, Ship Fire Control and Tank Navigation Systems, and Communication Equipment, along with contracts for Seekers, Jammers, Simulators, EVMs, upgrades, spares, and services.

The markets opened positively, buoyed by strong Q1 GDP figures. Hero MotoCorp reported an 8% YoY increase in sales, while Hyundai India saw a 4% dip. Maruti Suzuki began exporting its first BEV, the eVITARA, and BEL secured additional orders worth ₹644 crore.

BEL receives orders worth Rs. 644 Crore.

Intimation of change in Senior Management.

Voting Results and Scrutinizer Report of 71st Annual General Meeting.

Proceedings of 71st Annual General Meeting (AGM).

Indian markets initially declined due to HDFC Bank and State Bank of India's performance, mirroring a tech selloff on Wall Street. However, indices recovered, influenced by expectations of GST reforms and potential demand boosts in various sectors.

Share price of key Indian defence stocks HAL and BEL saw a sharp rise on Wednesday after the govt cleared Indian Fir Force's plan to acquire 97 LCA Tejas Mark 1A fighter jets for Rs 62,000 crore. Hindustan Aeronautics Limited will begin production. This order follows a previous one for 83 aircraft. The Tejas jets will replace the aging MiG-21 fleet. Deliveries for the earlier order are scheduled to begin in February 2024.

Brokerage firm Antique Stock Broking has initiated coverage on Zen Technologies for a price target of Rs 1,866, and the stock offers an upside of 31%. The smallcap counter is a fundamental pick, which is valued at 32X 1HFY28E EPS.

Investors have a final opportunity to buy shares of top Indian firms like Reliance Industries and Hindustan Petroleum today to qualify for dividends. REC and Bharat Electronics are also offering dividends. Several other companies including Action Construction Equipment and Astral are closing in on their record dates.

Notice of Record Date.

Copy of Newspaper Publication of Notice of 71st AGM, E-Voting and Book Closure.

The Defence Acquisition Council (DAC), chaired by Defence Minister Rajnath Singh, has approved proposals for the procurement of indigenous Medium Altitude Long Endurance (MALE) drones, autonomous surface vessels, mountain radars, and upgrades to infantry combat vehicles and air defence systems.

Intimation of Book Closure.

BRSR for FY 2024-25.

Integrated Annual Report for FY 2024-25.

Notice of 71st AGM and IAR FY 2024-25.

India’s benchmark indices, the Sensex and Nifty, closed lower on Tuesday as investor sentiment weakened amid renewed tariff threats from U.S. President Donald Trump over India’s continued imports of Russian oil, while sustained foreign portfolio outflows continued to weigh on market confidence.

Transcript of Conference Call with Investors / Analysts held on 30.07.2025.

Indian stock markets began the week on a positive note. Sensex and Nifty50 saw gains after a period of losses. This rise follows developments related to US tariffs and Federal Reserve policy. Weak US jobs data has increased the possibility of a US interest rate cut. Delhivery's shares rose, while Federal Bank's shares fell after their earnings reports.

Intimation of Change in Senior Management.

Antique has maintained its "Hold" rating on Avenue Supermarts, pointing to margin pressures driven by expansion efforts and growing competition. In contrast, the brokerage is optimistic about Bharat Electronics Ltd (BEL), reaffirming a "Buy" rating due to the company’s solid operational performance and promising long-term growth prospects.

Audio Recording of Conference Call held on 30th July 2025.

BEL receives orders worth Rs. 551 Crore.

After a strong run fueled by robust orders and Operation Sindoor, Indian defence stocks are facing turbulence. Shares of companies like Mazagon Dock and Cochin Shipyard have declined significantly, dragging down the Nifty India Defence index. This downturn is driven by concerns over high valuations, potential delivery delays, and execution risks.

Extracts of Standalone & Consolidated Unaudited Financial Results for the Quarter Ended 30.06.2025.

Intimation of Appointment of Cost Auditor.

Intimation of appointment of Secretarial Auditor.

Unaudited Standalone and Consolidated Financial Results for the quarter ended 30th June 2025.

Statement of Unaudited Standalone and Consolidated Financial Results and Limited Review Report for the quarter ended 30th June, 2025.

Bharat Electronics Ltd (BEL) reported a strong first quarter for fiscal year 2026, showcasing a 25% year-on-year increase in profit after tax, reaching Rs 969.13 crore. Revenue from operations also saw a rise of 5.2%, amounting to Rs 4,416.83 crore.

BEL receives Rs.1640 Crore order for Air Defence Fire Control Radars (Atulya) from Indian Army.

LIC has trimmed its holdings in several popular retail stocks, including Suzlon Energy, Reliance Power, and Vedanta — companies that have remained favorites among small investors despite their fluctuating performance. According to data compiled from ACE Equity, the insurance major's current portfolio now includes 277 stocks.

BEL shares: The new orders cover a variety of essential defence equipment and systems, such as the National Maritime Domain Awareness System, inertial navigation systems for artillery, and advanced communication devices.

Conference Call with Investors for Discussion on Financial Results for the quarter ended 30th June, 2025

BEL receives orders worth Rs.563 Crore.

Indian stock markets began positively. Sensex and Nifty50 saw gains driven by strong earnings reports from major lenders and Eternal (Zomato). Investors are watching for developments on a potential trade agreement with the US. Eternal's revenue jumped significantly, boosting its stock. Tata Steel and HDFC Bank also performed well. However, Infosys and UltraTech Cement experienced losses at the open.

Axis Bank, Shriram Finance, BEL, HDFC Life and Bharti Airtel were among the top losers on NSE in today's trade.