Update shared on 29 Nov 2025
Fair value Increased 0.90%Analysts have slightly increased their price target for Bharat Electronics from ₹458.74 to ₹462.85. This reflects marginal improvements in fair value estimates based on updated model inputs.
What's in the News
- Bharat Electronics received orders totaling INR 7,920 million, including significant contracts for defence network upgrades, communication equipment, radars, drones, and combat management systems (Client Announcements).
- The consortium of L&T and Bharat Electronics onboarded Dynarnatic Technologies Ltd. as an exclusive partner for India's 5th Generation Fighter Aircraft (AMCA) programme. This partnership combines advanced manufacturing and electronics expertise (Client Announcements).
- The company secured additional orders worth INR 7,320 million, including indigenous software defined radios, tank subsystems, missile components, and cyber security solutions to bolster the operational readiness of the armed forces (Client Announcements).
- An order valued at INR 6,330 million was received from Cochin Shipyard Limited for the supply of sensors, weapon equipment, fire control, and communication systems (Client Announcements).
- Bharat Electronics and L&T formed a strategic partnership to support the Advanced Medium Combat Aircraft programme of the Indian Air Force. This alliance aims to further domestic defence manufacturing capabilities (Strategic Alliances).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹458.74 to ₹462.85.
- Discount Rate has decreased marginally from 13.62% to 13.61%.
- Revenue Growth estimate has edged down from 17.80% to 17.79%.
- Net Profit Margin projection has decreased minimally from 21.92% to 21.91%.
- Future P/E multiple has fallen modestly from 55.40x to 54.99x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.