Bharat Electronics500049Defence electronics
Bharat Electronics posted good execution and margins but order book growth has slowed, raising concern ahead of earnings call
By ScoutQuest · · 1 min read
- Defence procurement approval
- 2.1 lakh crore rupees
- Local content requirement
- 80 percent
Heard on business television between 08:46:36 - 08:49:36 IST.
- Parag Bhai said execution was good and margins decent
- Flagged that six-month order book is much lower than full-year guidance, requiring catch-up in H2
- Said earnings call is scheduled for the next day, where management will need to reassure investors on H2 order book
- Said he is not worried since defense orders are structurally unlikely to reduce given geopolitical tensions, though guidance could be trimmed slightly
- Noted recent government procurement approval of 2.1 lakh crore rupees with over 80 percent local content, relevant to the sector
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Source: Live TV News Channel · 2 Nov 2026
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