Bharat Electronics Limited was added by PL Capital to its high-conviction stock picks as part of the brokerage's revised large-cap selections.

Bharat Electronics has secured additional orders worth Rs 533 crore since its September 17, 2026 disclosure, covering communication equipment, avionics, cybersecurity, drones, jammers, software, upgrades, spares and services.

Bharat Electronics Limited is expected by ICICI Securities to deliver relatively steady Q2 FY27 execution with around 15% year-on-year revenue growth and margins at the upper end of its guided range, with the brokerage retaining it as a preferred defence pick.

Bharat Electronics Limited hit a new 52-week low of Rs 360.80 before closing at Rs 368.50 after a 16% fall in six months. Motilal Oswal Financial Services retained BEL as its top defence pick with a buy rating and Rs 530 target, while analysts at Master Capital Services, SMC Global Securities and Choice Broking flagged bearish technicals below Rs 380 support against steady fundamentals and Rs 55,000 crore FY27 order inflow guidance.

Bharat Electronics Limited, as part of a Larsen & Toubro-led team, has been shortlisted by the defence ministry to bid for development and production of five Advanced Medium Combat Aircraft prototypes at an estimated cost of around Rs 15,000 crore.