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BHEL Q2 FY27 | ₹821 Cr Profit +119% YoY | Infrastructure Capex Play

Investment Thesis

BHEL (Bharat Heavy Electricals Limited), India’s leading power equipment manufacturer. Q2 FY27: ₹821 Cr profit (+119% YoY), order book ₹250,000 Cr, renewable energy momentum strong.

Rating: ⭐⭐⭐⭐ BUY | Price Target: ₹280-320 | Upside: +20-40%

Key Catalysts

✅ Order book: ₹250,000 Cr (7-8 quarters visibility)
✅ Renewable energy: 40% of new orders
✅ Margin expansion: Operating leverage on volume
✅ Capex cycle: India’s power sector expansion underway
✅ Execution: Track record improving quarter on quarter

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