BHEL · NSE

Bharat Heavy Electricals Limited

₹439.9

+2.49% (+₹10.7)

Prev. close

₹429.2

Volume

76,69,374

Delivery %

50.4%

As of

18 Sept 2026

Price history

Bearish

PL Capital Analysis · PL Capital · 17 Jul 2026

Maintained a 'reduce' rating on BHEL due to the recent significant rally in the stock price. Raised the target price to ₹368 from ₹321, valuing the stock at 25 times March 2028 earnings, factoring in improved execution and normalization in provisions. Revised FY27E and FY28E EPS estimates up by 5.4% and 5.8% respectively.

Published mid-session at 11:23 IST. Tracking counts only prices printed after publication — the chart's dashed divider marks that moment; earlier prices never count toward entry or results.

₹439.9+₹17.9 (+4.24%) · CALL
17 Jul 202618 Sept 2026
₹442.65₹403Entry ₹42217 Jul06 Aug21 Aug03 Sept18 SeptCall published 11:23
PL Capital Analysis's call · 17 Jul 2026

Analyst sentiment

Analysts lean bullish

8 analyst stances · last 90 days · one per analyst

Trackable

8 · 7 bull / 0 neutral / 1 bear

Long-Horizon

none in window

Commentary

none in window

Trackable = verdict-bearing calls · Long-Horizon = 1yr+ horizon, verdict pending · Commentary = context, not graded

Bullish 88% (7)Neutral 0% (0)Bearish 13% (1)
Explore by date range →

Analyst opinions

CallAnalystInstrumentVerdictActions
Maintained a 'reduce' rating on BHEL due to the recent significant rally in the stock price. Raised the target price to …PL Capital AnalysisPL CapitalBHELPENDING
Maintained a 'reduce' rating on BHEL due to the recent significant rally in the stock price. Raised the target price to ₹368 from ₹321, valuing the stock at 25 times March 2028 earnings, factoring in improved execution and normalization in provisions. Revised FY27E and FY28E EPS estimates up by 5.4% and 5.8% respectively.
Rating & targetTrack opinion →

This call hasn't reached its evaluation window yet — the verdict will appear here once it's graded.

Pre-fills a same-day INTRADAY short — delivery short-selling isn't allowed, so this is the only way to paper-trade a bearish call.

Fundamentals

About Bharat Heavy Electricals Limited

Bharat Heavy Electricals Limited operates as power plant equipment manufacturer in India and internationally. The company operates in two segments, Power and Industry. It offers equipment supplies; spares and services; and undertakes engineering, procurement, and construction works for coal and lignite, gas, hydro and nuclear power plant, transportation, transmission, defence, aerospace, captive power plants, process, renewables, upstream and downstream oil and gas, e-mobility and energy storage, and other industries. The company also provides coal based, gas-based, nuclear, and hydro power plants, as well as solar power systems; rail, transportation and transmission systems; defense and aerospace products; industrial systems; and battery energy storage system and e-mobility solutions. In addition, it offers steam generators and steam generator auxiliaries, soot blowers, valves, piping systems, seamless steel tubes, valves, pressurized fluidized bed gasifiers, steam and gas turbines, turbo generators, industrial sets, castings and forgings, condenser and heat exchangers, pumps, Hydro Power Plants, compressors, and automation and control systems. Further, the company provides software system solutions, medium voltage vacuum switchgears, on load tap changers, LT switchgears and bus ducts, transformers and reactors, capacitors, bushings, control gears, insulators and ceramics, and electrical machines. It also provides rail transportation systems and equipment, defence and aerospace, oil field equipment, and fabricated equipment and mechanical packages. The company has a strategic collaboration with E2S Company Limited for the development of excitation systems for synchronous machines. The company was incorporated in 1964 and is based in New Delhi, India.

Details

Sector

Industrials

Industry

Specialty Industrial Machinery

CEO

Mr. Koppu Sadashiv Murthy

Headquarters

New Delhi

Employees

39,784

Website

bhel.com

Key stats

Market cap

₹1.49 L Cr

P/E ratio (TTM)

61.5

Dividend yield

0.34%

EPS (TTM)

₹6.98

Beta (1Y · daily vs NIFTY 50)

1.13

Beta (5Y · monthly vs NIFTY 50)

2.16

Shares float

142.00 Cr

EPS · quarter ended Jun 2026

₹1.08

Upcoming earnings

15 Oct 2026

Financial Performance

01 · Financials

-50000 Cr0 Cr50000 Cr-20%0%20%40%FY21FY22FY23FY24FY25FY26
RevenueNet incomeEBITDARevenue growth YoY

Revenue for Mar 2021–Mar 2022 is as filed with BSE (consolidated), and the first plotted growth figure is computed against Mar 2020 revenue as filed with BSE; the two sources' revenue definitions differ by 5.5% on Mar 2023. FY21 growth needs FY20 filings, which the data source doesn't provide.

02 · Earnings Per Share (EPS)

-10-505FY21FY22FY23FY24FY25FY26

03 · Dividend Profile

0112-50%0%50%100%15 Sept 2211 Aug 2309 Aug 2401 Aug 2517 Jul 26
Dividend (₹/share)Annualised yieldAnnual dividend growth (FY)

Growth compares completed fiscal-year dividend totals on the company's own calendar: April–March (Indian FY), taken from its reported period-ends. Payout ledger: NSE corporate actions.

04 · Operating Efficiency (Growth Rates)

Balance-sheet-based · pre-FY23 not filed in verifiable form

-50%0%50%100%FY21FY22FY23FY24FY25FY26
SalesFixed assetsTrade receivablesInventory

05 · Capital Structure & Asset Utilization

Pre-FY23 not filed in verifiable form

0 Cr20000 Cr40000 Cr60000 Cr80000 Cr0.2×0.4×0.6×FY21FY22FY23FY24FY25FY26
Total assetsTotal debtDebt / equityAsset turnover

Asset turnover needs a prior year of assets — omitted for the earliest available year.

06 · Asset Base Composition

Pre-FY23 not filed in verifiable form

0 Cr20000 Cr40000 Cr60000 Cr80000 CrFY21FY22FY23FY24FY25FY26
Fixed assetsCurrent assetsOther assets

07 · Debt Level & Coverage

Pre-FY23 not filed in verifiable form

-5000 Cr0 Cr5000 Cr10000 CrFY21FY22FY23FY24FY25FY26
DebtFree cash flowCash & equivalents

08 · Profit & Loss

Annual

Line itemFY21FY22FY23FY24FY25FY26
₹17,308.69 Cr₹21,211.09 Cr₹23,364.94 Cr₹23,892.78 Cr₹28,339.48 Cr₹33,782.18 Cr
EBITDA₹-2,792.87 Cr₹1,090.12 Cr₹1,496.89 Cr₹1,222.81 Cr₹1,765.82 Cr₹3,210.21 Cr
₹-2,697.00 Cr₹446.03 Cr₹637.44 Cr₹282.22 Cr₹533.90 Cr₹1,600.26 Cr
Diluted EPS₹-7.75₹1.28₹1.88₹0.81₹1.53₹4.6

09 · Balance Sheet

Annual

Line itemFY21FY22FY23FY24FY25FY26
₹55,960.00 Cr₹56,991.00 Cr₹57,664.00 Cr₹59,784.00 Cr₹68,849.00 Cr₹76,888.00 Cr
₹5,453.51 Cr₹8,856.46 Cr₹9,014.60 Cr₹8,186.95 Cr
Stockholders' equity₹25,983.00 Cr₹26,506.00 Cr₹24,378.00 Cr₹24,438.00 Cr₹24,722.00 Cr₹26,146.00 Cr

Current assets, Inventory, Trade receivables, Cash & equivalents, Non-current assets, CWIP, Others, Total debt, Long-term debt, Current (short-term) debt have filed figures for only some of the years shown — no further verified source covers the rest, so those years are left blank rather than estimated.

Annual only — the data source doesn’t publish quarterly balance-sheet detail for most NSE-listed companies.

10 · Cash Flow Statement

Annual

Line itemFY21FY22FY23FY24FY25FY26
₹560.00 Cr₹660.00 Cr₹-741.00 Cr₹-3,713.00 Cr₹2,192.00 Cr₹5,837.00 Cr
Investing cash flow₹-42.50 Cr₹-1,125.32 Cr₹1,480.46 Cr₹1,330.86 Cr₹-2,730.91 Cr₹-3,035.41 Cr
₹-394.00 Cr₹-329.00 Cr₹89.00 Cr₹2,656.00 Cr₹-857.00 Cr₹-1,806.00 Cr
Capital expenditure₹-250.35 Cr₹-169.38 Cr₹-188.40 Cr₹-232.50 Cr₹-304.37 Cr₹-589.04 Cr
End cash position₹1,561.34 Cr₹1,835.04 Cr₹439.21 Cr₹1,435.45 Cr

Debt issued, Debt repaid, End cash position have filed figures for only some of the years shown — no further verified source covers the rest, so those years are left blank rather than estimated.

Annual only — the data source has no quarterly cash-flow-statement coverage.

11 · Shareholding Pattern

NSE, quarterly

Line itemSep 21Dec 25(18Q)Mar 26Jun 26(2Q)
Promoter63.17%58.17%
Public36.83%41.83%
Employee trusts0.00%0.00%

Source: NSE quarterly shareholding-pattern filings, collapsed to periods where the reported percentages held steady — a column spanning several quarters means no change was filed across them. No FII/DII sub-split available from this source — Public includes all non-promoter, non-employee-trust holders.

12 · Peer Comparison

Industrials

Company
Larsen & Toubro Limited₹5.24 L Cr₹3,836.231.64.7914.7%1.15+11.8%+4.1%
Adani Ports and Special Economic Zone Limited₹4.00 L Cr₹1,82429.44.1713.3%0.66+27.1%+29.1%
Hindustan Aeronautics Limited₹3.20 L Cr₹4,800.334.37.8022.2%0.00+5.6%-1.2%
Bharat Electronics Limited₹2.82 L Cr₹395.4546.011.7525.3%0.00+15.9%-4.1%
InterGlobe Aviation Limited₹1.87 L Cr₹4,92026.87-34.3%11.15+6.6%-13.9%
ABB India Limited₹1.51 L Cr₹7,270.595.519.2821.3%0.01+8.1%+33.7%
Bharat Heavy Electricals Limited₹1.43 L Cr₹429.258.85.476.1%0.31+18.3%+83.2%
Hitachi Energy India Limited₹1.39 L Cr₹32,700121.726.8919.1%0.02+27.2%+68.7%
Cummins India Limited₹1.39 L Cr₹5,099.557.816.4227.9%0.00+16.9%+24.3%
CG Power and Industrial Solutions Limited₹1.39 L Cr₹892107.617.3915.1%0.01+25.1%+13.7%
Siemens Limited₹1.33 L Cr₹3,763.578.810.0715.9%0.01+16.2%+13.3%
Polycab India Limited₹1.24 L Cr₹8,24143.510.3422.3%0.37+28.3%+13.7%

Ranked by market cap within Industrials, same metrics as the Fundamentals screener. Click a column to sort.

Documents

Annual reports

Show all 30

Official documents linked from their sources — offer documents as filed with SEBI (sebi.gov.in), annual reports and earnings-call transcripts as published on BSE (bseindia.com) and NSE (nseindia.com). Links open the source's own hosting; nothing is re-hosted here.

Index membership

53 indices

NSE weights are a free-float market-cap-share estimate, not NSE’s own published (and sometimes capped) index weight. BSE weights are BSE’s own published index weight, not an estimate. Indices without weight data are listed without one, in alphabetical order after the weighted ones.

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