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BHEL Q4 Results: PSU stock surges 5% ahead of earnings; order inflow, margins key to watch

Published on 16/05/2025 01:01 PM

BHEL Q4 Results: PSU stock surges 5% ahead of earnings; order inflow, margins key to watchInvestec expects BHEL's order inflow to come in at ₹43,200 crore as against ₹41,952 crore, up 3% year-on-year.By Meghna Sen   May 16, 2025, 1:01:46 PM IST (Published)1 Min ReadShares of state-owned Bharat Heavy Electricals Ltd. climbed as much as 5% during Friday's trading session, ahead of the company's March quarter earnings on May 16.

Net profit for the company is expected to increase by 42% to ₹696 crore, while its revenue may grow by 30% from last year to ₹10,715 crore.

BHEL's Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) may surge by 40.6% to ₹1,023 crore, while margin may expand by 74 basis points to 9.55% from 9.81% last year.

Brokerage firm Philip Capital sees strong order inflows of ₹40,200 crore in the quarter. Order inflows could be at ₹88,000 crore for FY25, compared to ₹78,000 crore in FY24, up 13% year-on-year.

Investec expects BHEL's order inflow at ₹43,200 crore as against ₹41,952 crore, up 3% year-on-year.

BHEL has won thermal power plant orders worth 5.5GW in the March quarter.

Consequently, order backlog could increase 20% sequentially and 46% year-on-year to ₹1.9 lakh crore.

Here's what you need to watch out for:

- Outlook on L1 orders and pipeline ahead

- Order execution run-rate

- Outlook on working capital and debtors

- Margin trajectory ahead

Shares of BHEL are trading 4.14% higher on Friday at ₹255.85. The stock has risen over 12% this week so far.Continue ReadingCheck out our in-depth Market Coverage, Business News & get real-time Stock Market Updates on CNBC-TV18. Also, Watch our channels CNBC-TV18, CNBC Awaaz and CNBC Bajar Live on-the-go!TagsBharat Heavy Electricals (BHEL)BHELBHEL Share priceearnings