Bharat Electronics Croissance future
Future contrôle des critères 3/6
Bharat Electronics devrait augmenter ses bénéfices et son chiffre d'affaires de 14.8% et de 14% par an respectivement. Le BPA devrait croître de de 14.2% par an. Le rendement des capitaux propres devrait être 26% dans 3 ans.
Informations clés
14.8%
Taux de croissance des bénéfices
14.22%
Taux de croissance du BPA
| Aerospace & Defense croissance des bénéfices | 17.8% |
| Taux de croissance des recettes | 14.0% |
| Rendement futur des capitaux propres | 26.02% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 21 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
500049: Defence Electronics Orders And Dividend Will Drive Long Term Upside
Analysts have adjusted their price target on Bharat Electronics slightly higher to approximately ₹493 from ₹486, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Bharat Electronics reported fresh orders worth ₹5,690 million at the start of FY 2026-27, covering avionics, electronic warfare systems, high energy laser solutions, communication equipment, tank subsystems, laser based fuzes, test equipment, upgrades, spares and services (Client announcement).
500049: New Defence Orders And Dividend Will Still Leave Shares Overpriced
Analysts have modestly raised their fair value estimate for Bharat Electronics to ₹369.44 from ₹356.36, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Bharat Electronics reported additional orders worth ₹16.6b since the last disclosure on 17 March 2026, spanning satellite communication networks, electronic warfare systems, avionics, software solutions, munitions, EVMs, and various upgrades, spares and services (Key Developments).500049: New Defence Orders And Dividend Will Still Leave Shares Overpriced
Analysts have modestly raised their fair value estimate for Bharat Electronics from about ₹353 to roughly ₹356, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Bharat Electronics signed an MoU with RRP Electronics and RRP Defense to jointly pursue work in semiconductors, electro optics, unmanned systems and other defence technologies, with a focus on indigenisation, capability building and potential export opportunities (Key Developments).500049: Defence Electronics Order Wins And Dividend Will Support Long Term Upside
Analysts have kept the price target for Bharat Electronics steady at about ₹485.56 per share, with only marginal fine tuning to inputs such as the discount rate and assumed future P/E. This reflects largely unchanged views on the stock’s valuation drivers.500049: Defence Electronics Orders And Dividend Will Support Balanced Long Term Outlook
Analysts have adjusted their price target for Bharat Electronics from ₹463.81 to ₹485.56, citing updated assumptions on discount rate, revenue growth, profit margins, and future P/E as the key drivers of this change. What's in the News Bharat Electronics declared an interim dividend of ₹1.95 per equity share of face value ₹1, for the 2025-26 financial year, with payment expected within 30 days of the 27 February 2026 board decision (company announcement).500049: Defence Order Wins And Dividend Plans Will Not Justify Current Pricing
Analysts have lifted their price target on Bharat Electronics by roughly ₹40 to ₹353, citing updated assumptions that include a revised fair value estimate, a slightly lower discount rate, a recalibration of expected revenue growth, a higher profit margin outlook, and a modest change in the future P/E multiple. What's in the News Bharat Electronics has scheduled a board meeting on February 27, 2026, to consider, among other items, the declaration of an interim dividend for FY 2025-26 (company filing).
500049: Future Order Wins Will Support Bullish Long Term Outlook
Analysts have lifted their price target for Bharat Electronics to ₹565 from ₹547.77, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which together support a higher fair value estimate. What's in the News Bharat Electronics has secured additional orders worth INR 6.1b since the last disclosure on 8 January 2026, including communication equipment, medical electronics, thermal imagers, jammers, spares and services (company announcement).500049: Defence Electronics Orders Will Support Constructive Long Term Outlook
Analysts have adjusted their price target for Bharat Electronics to ₹463.81, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These changes slightly refine, rather than materially shift, their prior view.500049: Defence And Aerospace Orders Will Support Steady Outlook Ahead
Analysts have made a small upward tweak to their fair value estimate for Bharat Electronics to ₹463.81 from ₹462.85, reflecting slightly adjusted views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Bharat Electronics reported receiving orders worth ₹5,960 million since January 1, 2026, covering software solutions, drone detection systems, upgrades, spares, services and jamming terminals (Client Announcements).500049: Defence And Aerospace Orders Will Drive Strong Upside Ahead
Analysts have modestly raised their price target on Bharat Electronics by Rs 0.00, reflecting slightly higher assumed discount rates and future earnings multiples, while keeping core growth and margin expectations broadly unchanged. What's in the News Bharat Electronics has secured additional defence and allied orders worth INR 8,710 million, including fire control systems, thermal imagers, ground support equipment, upgrades, spares and services (company disclosure).500049: New Defence Orders Will Drive Upward Momentum Over Coming Year
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.500049: Order Wins And Margin Expansion Will Sustain Measured Outlook
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.500049: Recent Defence Orders And Partnerships Will Support Future Performance
Analysts have modestly raised their price target for Bharat Electronics from ₹430.29 to ₹434.67. This change reflects updated assessments of the company's long-term value drivers.
Strategic Expansion Into Cyber Security And Unmanned Systems Promises Robust Future Growth
Strategic expansion into new areas aims to diversify revenue with high-margin products and services like cyber security and unmanned systems.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 3/31/2029 | 421,769 | 94,887 | 62,322 | 80,629 | 5 |
| 3/31/2028 | 371,511 | 82,412 | 49,632 | 62,855 | 12 |
| 3/31/2027 | 318,953 | 69,938 | 59,874 | 76,390 | 12 |
| 3/31/2026 | 276,101 | 60,620 | 5,560 | 15,414 | N/A |
| 12/31/2025 | 265,353 | 59,638 | N/A | N/A | N/A |
| 9/30/2025 | 251,521 | 56,957 | 9,522 | 19,868 | N/A |
| 6/30/2025 | 239,649 | 55,004 | N/A | N/A | N/A |
| 3/31/2025 | 237,688 | 53,214 | -4,247 | 5,866 | N/A |
| 12/31/2024 | 231,832 | 49,915 | N/A | N/A | N/A |
| 9/30/2024 | 215,747 | 45,401 | 11,953 | 20,173 | N/A |
| 6/30/2024 | 209,789 | 42,370 | N/A | N/A | N/A |
| 3/31/2024 | 202,682 | 39,845 | 40,070 | 46,595 | N/A |
| 12/31/2023 | 181,833 | 35,694 | N/A | N/A | N/A |
| 9/30/2023 | 181,742 | 33,229 | 34,878 | 41,183 | N/A |
| 6/30/2023 | 181,268 | 31,573 | N/A | N/A | N/A |
| 3/31/2023 | 177,344 | 29,844 | 6,088 | 11,993 | N/A |
| 12/31/2022 | 175,951 | 27,566 | N/A | N/A | N/A |
| 9/30/2022 | 171,437 | 27,395 | 1,862 | 7,379 | N/A |
| 6/30/2022 | 168,601 | 27,402 | N/A | N/A | N/A |
| 3/31/2022 | 153,682 | 23,989 | 36,527 | 42,072 | N/A |
| 12/31/2021 | 159,458 | 26,128 | N/A | N/A | N/A |
| 9/30/2021 | 145,646 | 22,950 | 53,402 | 59,219 | N/A |
| 6/30/2021 | 140,818 | 20,695 | N/A | N/A | N/A |
| 3/31/2021 | 141,087 | 20,989 | 46,240 | 50,932 | N/A |
| 12/31/2020 | 130,080 | 17,776 | N/A | N/A | N/A |
| 9/30/2020 | 129,657 | 17,222 | 16,551 | 23,386 | N/A |
| 6/30/2020 | 125,188 | 16,671 | N/A | N/A | N/A |
| 3/31/2020 | 129,677 | 18,239 | 18,082 | 25,704 | N/A |
| 12/31/2019 | 110,501 | 13,777 | N/A | N/A | N/A |
| 9/30/2019 | 115,108 | 16,706 | N/A | 9,583 | N/A |
| 6/30/2019 | 121,562 | 19,086 | N/A | N/A | N/A |
| 3/31/2019 | 121,642 | 18,864 | N/A | 15,139 | N/A |
| 3/31/2018 | 104,008 | 14,317 | N/A | -6,866 | N/A |
| 3/31/2017 | 86,683 | 15,236 | N/A | -609 | N/A |
| 3/31/2016 | 73,538 | 13,374 | N/A | 22,601 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 500049 ( 14.8% par an) est supérieure au taux d'épargne ( 6.9% ).
Bénéfices vs marché: Les bénéfices de 500049 ( 14.8% par an) devraient croître plus lentement que le marché Indian ( 16.4% par an).
Croissance élevée des bénéfices: Les bénéfices de 500049 devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de 500049 ( 14% par an) devrait croître plus rapidement que le marché Indian ( 10.8% par an).
Croissance élevée des revenus: Le chiffre d'affaires de 500049 ( 14% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de 500049 devrait être élevé dans 3 ans ( 26 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 14:37 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Bharat Electronics Limited est couverte par 43 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Kavish Parekh | 360 ONE Capital Market Private Limited |
| Nishit Master | Anand Rathi Shares and Stock Brokers Limited |
| null null | Antique Stockbroking Ltd. |