BHEL Regains ₹1 Trillion Market Cap As Stock Jumps 12% In 4 Days Amid Strong Order Outlook

Bharat Heavy Electricals share price (NSE: BHEL) surged to a 52-week high of ₹290.90, rising about 12% in the last 4 trading sessions. Over the past 12 days, the stock has gained 26%, marking its best performance since September 2024. The company’s market capitalisation crossed ₹1 trillion, backed by a robust business outlook and strong investor sentiment.

Company Profile and Key Focus Areas

BHEL is among India’s largest engineering and manufacturing firms, catering to critical sectors like power, industry, transmission, railways, defence, and renewables. The company derives about 76% of its revenue from the power segment and 24% from industrial operations. With over 180 product offerings, BHEL plays a vital role in supporting India’s infrastructure and energy goals.

Growing Role in Nuclear and Transmission Sectors

The company is expanding its presence in nuclear energy, supporting India’s target of achieving 100 GW of nuclear capacity by 2047. BHEL’s proven track record in nuclear steam generators and turbine systems positions it well for long-term growth.

In transmission, BHEL has secured a significant order for High-Voltage Direct Current (HVDC) terminal stations on the Khavda–Nagpur corridor, strengthening its position in the grid infrastructure space.

Strong Order Pipeline 

BHEL has received thermal power orders totalling 21.52 GW between FY24 and Q2 FY26, with an additional 30 GW of bids worth ₹2.4 trillion in the pipeline. 

Read More: Dividends, Buybacks, and Stock Splits This Week (Nov 10–14, 2025): Infosys, Power Grid, NALCO, and More.

Future outlook

With India’s rising energy demand, government focus on infrastructure, and BHEL’s growing order book, the company is expected to see steady revenue growth and margin improvement over the next few years. Operating leverage benefits from large-scale project execution could lift EBITDA margins to around 14% by FY27–28, compared to 4.4% in FY25.

Conclusion

BHEL’s recent rally reflects renewed investor confidence in its turnaround story. Backed by a strong order pipeline, government initiatives in energy, and strategic diversification across key sectors, the company appears well-positioned to sustain growth and profitability in the coming years.

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