Bharat Heavy Electricals Limited · NSE:BHEL

Bharat Heavy Electricals — Q4 FY2026 Earnings Presentation

12 slides from Bharat Heavy Electricals's earnings presentation, May 4, 2026

  1. Slide 1: BHEL Q4 FY 2025-26 Results Supplementary Information

    BHEL Q4 FY 2025-26 Results Supplementary Information Chief Investor Relations Officer, BHEL 04 May 2026 1

  2. Slide 2: India's Flagship Engineering and Manufacturing CPSE

    India’s Flagship Engineering and Manufacturing CPSE… Making in India Since 1964 Fifteen 9,000+ 6,060+ total manufacturing units* engineers intellectual capital Leader in Indian ~214 GW power generating Power Sector equipment supplied in India 1,000+ utility Sets 59% Nuclear & 43% Hydro & Abroad comm

  3. Slide 3: Key Highlights for the year: registered strong revenue growth

    Key Highlights for the year: registered strong revenue growth Orders Revenue from Operations 50% rise of order inflow in Industry segment. Registered Rs. 33,782 Crores of Revenue Highest ever outstanding OB from Operations with 19% y-o-y growth Execution Diversification ~8.9 GW power capacity Regist

  4. Slide 4: Key Financial Data

    Key Financial Data Particulars (Rs. Crore) Q4FY25 Q4FY26 FY25 FY26 Revenue from Operations 8993 12310 28339 33782 EBITDA 990 2005 1745 3189 Profit Before Tax 704 1720 725 2116 Profit After Tax 504 1283 513 1578 Particulars (Rs. Crore) As on 31.03.2025 As on 31.03.2026 Trade Receivables 8931 9223 Con

  5. Slide 5: Order Book

    Order Book Order inflow (in Rs. Crore) Order book outstanding (as on 31-03-2026) (in Rs. Crore) Export, Power, 3,362 , 1,92,298 , 1% 81% FY26 75,916 Industry, 43,397 , 18% Q4FY26 30,011 Highest Ever Outstanding order book of ~Rs. 2,40,000 Crore Note: Order book figures are net of taxes Bharat Heavy

  6. Slide 6: Segment Order Inflow – prominent orders

    Segment Order Inflow – prominent orders Power Sector (Rs. Crore) Power Segment in FY 2025-26 ▪ 6x800 MW APL Assam Phase-I & II and Kawai (TG FY26 59,256 pckg.); 1x660 MW MPPGCL Amarkantak-6 (EPC packg.); 1x660 MW MPPGCL Satpura-12 (EPC pckg.); 3x800 MW Telangana Stage-II (Main plant pckg.); Q4FY26 2

  7. Slide 7: Order Book Highlights- Q4 FY2025-26

    Order Book Highlights- Q4 FY2025-26 Prominent orders received during Q4 FY 2025-26 ▪ Main plant package (Boiler, Turbine & Generator) of 3x800 MW Telangana Stage-II supercritical thermal power project ▪ Design, Supply, Installation, Testing and Commissioning of Electromechanical Package of 382 MW Su

  8. Slide 8: Operations Highlights

    Operations Highlights Commissioned/ synchronized (MW) in FY 2025-26 Key operations milestones achieved in Q4 FY2025-26 ▪ Capacity Addition: • 800 MW U#4 of Yadadri TPS in MW • 800 MW of North Chennai Stage-III 8340 • 660 MW (U#5) of Sagardighi STPP Domestic market ▪ Full Load: • 800 MW, U#3 of Yadad

  9. Slide 9: Continued Thrust on Self reliance in Technology

    Continued Thrust on Self reliance in Technology… Intellectual Capital (nos.) over the years Notable achievements in Q4 FY2025-26 ▪ Indigenized non-ferrous retaining rings for motors and alternators – achieved import substitution Upto FY26 6,068 ▪ Successfully developed mixing sphere, a critical ultr

  10. Slide 10: Harit BHEL: Endeavour Towards Net Zero by 2047

    Harit BHEL: Endeavour Towards Net Zero by 2047 Afforestation BHEL campuses host nearly 3 million trees and shrubs; 44,000+ saplings planted in FY 2025-26; WEF pledge to conserve 3 million trees at our campuses GreenCo Certification 12 manufacturing units certified (1 Gold, 8 Silver, 3 Bronze) Renewa

  11. Slide 11: Context Cautionary Statement

    Context implied. Important factors that could make a difference to the company’s Subsequent to the declaration of the results of Q4 FY 2025-26 on NSE, operations include global and Indian demand supply conditions, finished BSE and www.bhel.com post approval from the Board, following goods prices, cy

  12. Slide 12: Thanks!

    Thanks! shareholderquery@bhel.in Bharat Heavy Electricals Ltd : Making in India since 1964 12

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