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Shrikant Pandey

22nd Feb · SEBI-Registered Analyst

BHEL

BHEL Strengthens Defence Play with Fresh Orders for LCA Mk2 & AMCA Order Details • Bharat Heavy Electricals Limited receives project sanction orders from Aeronautical Development Agency (ADA) • Order includes Pump Modules for Liquid Cooling System • Applicable for LCA Mk2 and 5th Generation AMCA platforms • Secured additional orders for Compact Heat Exchangers and Fuel Coolers for AMCA Strategic Significance • Expands BHEL’s footprint in high-value defence aerospace systems • Strengthens participation in India’s indigenous fighter jet programs • Builds on earlier contribution to LCA Tejas variants • Positions BHEL in next-generation combat aircraft supply chain Investor Takeaway • Entry into advanced thermal management systems • Enhances defence order visibility • Supports long-term diversification beyond core power business • Positive signal for defence revenue scaling over coming years

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