Key Takeaways Expansion into electrification, defense, and aerospace is driving diversification, margin improvement, and positions the company for long-term sustainable growth. Increased domestic manufacturing and strategic acquisitions support market share gains, export growth, and improved earnings stability.Read more
Key Takeaways Expanding into high-growth sectors like aerospace, electronics, and AI infrastructure positions Bharat Forge for outperformance in revenue and margin growth beyond consensus forecasts. Strategic global supply chain shifts and capacity investments enable Bharat Forge to capture premium export opportunities and benefit from India's rising industrial prominence.Read more
Key Takeaways Ongoing shifts to electric vehicles and eco-friendly materials pose risks to Bharat Forge's core business and threaten long-term revenue stability. Heavy exposure to cyclical sectors, volatile costs, and slow diversification undermine earnings resilience and increase vulnerability to market disruptions.Read more
Bharat Forge Limited engages in the manufacture and sale of forged and machined components in India and internationally. It operates through three segments: Forgings, Defence, and Others. The company offers automotive components comprising crankshafts, connecting rods, emission/after treatment, and fuel injection systems; chassis, such as front axle beams, steering knuckles, control arms, knuckle, forks, and reinforcement brackets; transmission and driveline components; and power generation components for thermal, hydro, wind, and nuclear energy. It provides oil and gas forging products, such as subsea, surface, and drilling components; rail products comprising engine and bogie components, turbochargers, and power electronics; and marine products that include propellers, marine motor, stern tube, crankshaft, conrod, piston rod, and rudders which include stock, trunk, and pintle. In addition, the company offers various components, such as turbochargers and superchargers, rotor assembly, and air cycle machine for land, marine, and aviation application; construction and mining products, including machined crankshafts, injector bodies, front spindles, and track links; and e-mobility, castings, and defense products. Further, it provides aero-frame, landing gear, and critical engine components. The company was incorporated in 1961 and is headquartered in Pune, India.
