BHEL

BHEL Ltd: Powering Ahead with Mega Orders and Strong Growth Momentum

🏗️ Major Orders & Projects Won a ₹6,500 crore contract from Adani Power for six 800 MW thermal units, covering supply, erection, and commissioning of steam turbine generators. Bagged the 6,000 MW ±800 kV HVDC terminal station project at Bhadla–Fatehpur in a joint venture with Hitachi Energy. Already secured orders for supercritical thermal plants: 2×660 MW at Korba West and Koradi, and 1×800 MW at Ukai. 👥 Corporate & Operational Updates Currently recruiting over 500+ technicians, including electricians and welders, with monthly salaries up to ₹65,000. Shares went ex‑dividend starting July 11, 2025; July 10 was the last date for eligibility. 🔍 Market Position & Outlook Strong Order Book: Backlog across thermal power, HVDC transmission, and auxiliary services looks robust. Healthy Financials: Revenue growth, improved profit margins, and dependable earnings are encouraging. Capacity Expansion: Increased hiring indicates readiness for significant project ramp-up. Risks to Monitor: Timely execution of mega projects (HVDC and thermal), receipt of payments, and any shifts in power-sector policies. Bottom Line: BHEL continues to build solid momentum through large-scale contracts, stable financial performance, and expanding operational capability. The upcoming quarters will reveal how effectively it delivers on major projects—crucial for sustaining its current growth trajectory. 📊 BHEL Ltd: Detailed Report 1. 📈 Q4 FY25 Results (Ended Mar 31, 2025) Revenue: ₹8,993 crore (+8.9% YoY; ~+24% QoQ) Net Profit: ₹504 crore (+4% YoY; >270% QoQ increase) EBITDA Margin: ~11.0%, slightly up YoY PAT Highlights: Sequential jump driven by improved execution and cost control Dividend: Final payout of ₹0.50 per share declared