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BHEL Q3 Profit Soars 190% as Revenue Climbs and Other Income Jumps

Analysts expect margin pressure from legacy projects, followed by improvement from Q4FY26.

Overview

  • Consolidated net profit rose to Rs 390.4 crore for Q3FY26, a 190% year-on-year increase, on revenue of Rs 8,473.1 crore, up 16.4%.
  • Other income climbed 102% year-on-year to Rs 218.75 crore, boosting reported earnings relative to core operating margins.
  • Growth was driven by execution in power and industrial segments, and consolidated net profit increased about 4% sequentially over Q2.
  • Brokerages flagged low‑margin Patratu and Ennore contracts as near‑term drags, with a pickup anticipated from Q4FY26 and a clearer turnaround by FY27.
  • Shares traded in the mid‑200s with market cap near Rs 93,000 crore, below the January 7 high of Rs 305.85, as estimates varied with Antique more bullish than peers.