Update shared on 15 Nov 2025
Fair value Increased 5.54%Analysts have raised their price target for Bharat Electronics from ₹434.67 to ₹458.74. They cite improvements in profit margin and a lower discount rate as key factors in their updated valuation.
What's in the News
- L&T and Bharat Electronics consortium onboarded Dynarnatic Technologies as an exclusive partner for India's 5th Generation Fighter Aircraft (AMCA) programme, strengthening domestic capabilities in advanced aerospace manufacturing (Client Announcements).
- Bharat Electronics secured additional orders worth INR 7,320 million, including software defined radios, tank subsystems, missile components, and cybersecurity solutions. The new radios were jointly developed with DRDO (Client Announcements).
- Received an order valued at INR 6,330 million from Cochin Shipyard Limited for various sensors, weapon equipment, fire control, and communication systems (Client Announcements).
- Company declared a final dividend of INR 0.90 per equity share for the financial year 2024-25, payable on September 23, 2025 (Dividend Increases).
- Larsen & Toubro formed a strategic partnership with Bharat Electronics to support the Indian Air Force’s Advanced Medium Combat Aircraft (AMCA) programme. The goal is to jointly deliver advanced defence solutions (Strategic Alliances).
Valuation Changes
- Consensus Analyst Price Target has risen from ₹434.67 to ₹458.74, reflecting improved outlook and valuation adjustments.
- Discount rate has fallen significantly from 14.15 percent to 13.62 percent, indicating reduced perceived risk.
- Revenue growth projections have dipped slightly, moving from 17.97 percent to 17.80 percent.
- Net profit margin has improved moderately, increasing from 21.42 percent to 21.92 percent.
- Future P/E ratio has declined from 56.69x to 55.40x, suggesting a modestly more attractive valuation.
Disclaimer
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