Bharat Heavy Electricals Ltd. (BHEL) saw its shares decline nearly 4% to ₹238.88 on Tuesday as investors awaited the company's quarterly results for the April-June period. The state-owned engineering firm is expected to announce its first-quarter earnings later in the day.

Analyst Expectations

According to a CNBC-TV18 poll, analysts are optimistic about BHEL's financial performance:

• Net Profit: Projected at ₹70.48 crore, compared to a net loss of ₹211.4 crore in the same quarter last year.
• Revenue: Expected to increase by 22.3% year-on-year to ₹6,705.00 crore from ₹5,485.00 crore.
• EBITDA: Forecasted to turn positive at ₹194.00 crore, versus a loss of ₹169.00 crore in the base quarter.

Order Book and Future Prospects

The ordering activity remains a crucial factor for BHEL's growth. Analysts have provided varying estimates for the company's order inflow:

• Axis Capital projects orders worth ₹15,000.00 crore
• Nuvama estimates orders of ₹11,000.00 crore

Both figures represent a significant increase from the ₹9,488.00 crore orders received in the previous year. Additionally, analysts expect the order book to exceed ₹2 lakh crore, up from ₹1.33 lakh crore previously.

Stock Performance

BHEL's stock has experienced some volatility in recent times:

• The stock declined by nearly 4% ahead of the results announcement.
• Over the past month, BHEL shares have seen a 7% decrease in value.

Financial Trends

While we await the Q1 results, it's worth noting some key financial trends based on the most recent available data:

Investors and analysts will be closely watching BHEL's Q1 results to see if the company can maintain its growth trajectory and meet the expectations of returning to profitability. The focus will likely be on order inflows, revenue growth, and margin improvements as key indicators of the company's performance in the challenging economic environment.

Bharat Heavy Electricals Limited (BHEL), a leading power equipment manufacturer, has announced significant changes in its senior management along with details of its upcoming Annual General Meeting (AGM).

Senior Management Changes

BHEL has appointed Sanjay Guha as the new General Manager & Head of Project Management Group (PMG), PS-BG-I, Noida, effective July 25, 2025. Guha, who holds a BE in Electrical Engineering, joined BHEL on April 5, 2011, bringing 14 years of service experience to his new role. He will report directly to the Director (Power) of BHEL.

In the same announcement, BHEL confirmed that Sibaprasad Gangopadhyay, who served as Executive Director (PMG), PS-BG I, Noida, superannuated from the company on June 24, 2025.

61st Annual General Meeting

BHEL has rescheduled its 61st Annual General Meeting (AGM) for Tuesday, August 19, 2025, at 10 A.M. IST. The meeting will be conducted through Video Conferencing/Other Audio-Visual Means, adapting to the digital format for shareholder participation.

Key dates for shareholders to note include:

Dividend Information

BHEL has proposed a final dividend of Rs. 0.50 per share (25% on the paid-up equity share capital) for the financial year 2024-25. If approved by members at the AGM, the dividend will be paid by September 17, 2025.

These announcements reflect BHEL's commitment to maintaining strong corporate governance and keeping shareholders informed about significant company developments. The changes in senior management may bring new perspectives to the company's project management strategies, while the upcoming AGM provides an opportunity for shareholders to engage with the company's performance and future plans.