Bharat Forge , a leading Indian multinational company, has announced optimistic projections for two of its key business segments during a recent conference call. The company's executive team shared insights into the expected performance of its defense and e-mobility divisions, signaling confidence in these growing sectors.

Defense Segment Set for Robust Growth

Bharat Forge's defense segment is poised for significant expansion, with the company forecasting a growth rate of 15.00% to 20.00% for the fiscal year 2026 (FY26). This projection underscores the company's strong position in the defense manufacturing sector and its ability to capitalize on increasing demand for defense-related products and services.

E-Mobility Segment: Revenue Progression and Path to Profitability

In addition to the positive outlook for its defense business, Bharat Forge has set ambitious targets for its e-mobility segment:

Revenue Progression

The company anticipates a notable increase in revenue from its e-mobility products starting in 2025. This projection reflects Bharat Forge's strategic investments in electric vehicle (EV) technologies and components.

Profitability Timeline

Management has expressed confidence in achieving profitability for the e-mobility segment during the second half of 2025. This timeline suggests that Bharat Forge expects its investments in e-mobility to begin paying off in the near future.

Implications for Bharat Forge's Future

These projections for the defense and e-mobility segments highlight Bharat Forge's diversification strategy and its focus on high-growth sectors. The company appears to be positioning itself to benefit from two significant trends:

1. Increased defense spending and modernization efforts in India and globally.
2. The rapid growth of the electric vehicle market and the broader shift towards sustainable transportation solutions.

By targeting these sectors, Bharat Forge is aiming to secure a strong foothold in markets with substantial growth potential, which could contribute significantly to the company's overall performance in the coming years.

As Bharat Forge continues to develop its capabilities in these areas, investors and industry observers will likely be watching closely to see how these projections materialize and impact the company's financial results in the future.

Bharat Forge , a leading Indian multinational company, has announced a significant milestone in its defence business, with its order book exceeding Rs 9,000 crore. This development marks a substantial achievement for the company's growing presence in the defence sector.

Strong Defence Order Book

The company's defence vertical has seen remarkable growth, with the order book now surpassing the Rs 9,000 crore mark. This impressive figure underscores Bharat Forge's increasing foothold in the defence manufacturing space and its ability to secure large-scale contracts.

Projected Growth in Defence Vertical

Baba Kalyani, Chairman and Managing Director of Bharat Forge, has expressed optimism about the future of the company's defence business. According to Kalyani, the defence vertical is projected to grow by 15.00-20.00% in the coming period. This forecast suggests a robust outlook for this segment of Bharat Forge's operations.

Implications for Bharat Forge

The substantial order book and projected growth in the defence vertical could have several positive implications for Bharat Forge:

1. Revenue Boost: The large order book is likely to translate into increased revenue streams for the company in the coming quarters.

2. Diversification: This success in the defence sector represents a significant diversification from Bharat Forge's traditional focus on automotive components.

3. Long-term Stability: Defence contracts often span over extended periods, potentially providing Bharat Forge with a stable, long-term revenue source.

4. Enhanced Market Position: The growing defence business could strengthen Bharat Forge's position in the manufacturing sector and potentially open doors to more opportunities in the defence industry.

Conclusion

The announcement of this substantial defence order book and the projected growth rate demonstrates Bharat Forge's successful expansion into the defence sector. As the company continues to execute these orders and potentially secure more, it solidifies its position as a key player in India's defence manufacturing landscape.