Bharat Electronics500049Defense electronics
Sameer Dalal said Bharat Electronics remains his preferred defense investment for a two-year horizon due to strong order visibility
By ScoutQuest · · 1 min read
- Expected top-line growth
- about 30 percent
Heard on business television between 09:08:16 - 09:11:16 IST.
- Sameer Dalal said electronic components supplied by Bharat Electronics for ships and planes ensure strong and growing revenue and profitability for the next four to five years.
- He said valuations are on the higher side but can be sustained given expected ~30% top-line and profitability growth over the next few years.
- He expects returns to moderate to early teens as the base grows larger and growth tapers over three to four years.
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Source: Live TV News Channel · 13 Oct 2026
The call above is Sameer Dalal's, reported here as they made it. Nothing here is a view, opinion or recommendation of ScoutQuest, its parent, directors or employees. ScoutQuest is a technology company: this page was assembled automatically from public sources using artificial intelligence, and may contain errors or omissions. Confirm everything against the original source before you act on it. Any use of this page is at your own risk, and neither ScoutQuest nor its parent, directors or employees accepts liability for it.