{"id":4874,"date":"2025-08-13T16:57:36","date_gmt":"2025-08-13T11:27:36","guid":{"rendered":"https:\/\/www.eqwires.com\/tutorials\/?p=4874"},"modified":"2025-08-13T16:57:36","modified_gmt":"2025-08-13T11:27:36","slug":"bdl-shares-surge-3-after-q1-pat-soars-154-yoy-should-you-buy-now","status":"publish","type":"post","link":"https:\/\/www.eqwires.com\/tutorials\/bdl-shares-surge-3-after-q1-pat-soars-154-yoy-should-you-buy-now\/","title":{"rendered":"BDL Shares Surge 3% After Q1 PAT Soars 154% YoY \u2014 Should You Buy Now?"},"content":{"rendered":"\n<p id=\"0\"><strong>Bharat Dynamics Ltd (BDL)<\/strong>, the state-owned defence PSU, saw its shares jump 3.2% to \u20b91,534 on August 13, 2025, after reporting a stellar Q1FY26 performance. The company\u2019s Profit After Tax (PAT) surged 154% year-on-year to \u20b918.35 crore, up from \u20b97.21 crore in Q1FY25, driven by strong operational momentum and easing supply chain constraints.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Q1FY26 Highlights<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Metric<\/th><th>Q1FY26<\/th><th>Q1FY25<\/th><th>YoY Change<\/th><\/tr><\/thead><tbody><tr><td>PAT<\/td><td>\u20b918.35 crore<\/td><td>\u20b97.21 crore<\/td><td>+154%<\/td><\/tr><tr><td>Revenue from Operations<\/td><td>\u20b9231.09 crore<\/td><td>\u20b9187.77 crore<\/td><td>+23.07%<\/td><\/tr><tr><td>Total Income<\/td><td>\u20b9334.79 crore<\/td><td>\u20b9271.55 crore<\/td><td>+23.29%<\/td><\/tr><tr><td>Total Expenses<\/td><td>\u20b9311.66 crore<\/td><td>\u20b9260.31 crore<\/td><td>+19.72%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Despite rising costs, BDL delivered robust profit growth, reflecting improved execution and margin resilience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Are Brokerages Saying?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Nuvama: Buy | Target \u20b92,250<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Projects 51% revenue CAGR and 66% EPS CAGR over FY25\u201328<\/li>\n\n\n\n<li>Operating margins expected to stay in the 23\u201323.5% range<\/li>\n\n\n\n<li>Assigns 45x P\/E multiple on FY27E EPS of \u20b950.1<\/li>\n\n\n\n<li>Notes easing import constraints and strong growth visibility<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Motilal Oswal: Buy | Target \u20b91,900<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upgraded from Neutral to Buy<\/li>\n\n\n\n<li>Highlights BDL\u2019s order book of \u20b923,300 crore and prospect pipeline of \u20b950,000 crore<\/li>\n\n\n\n<li>Forecasts EBITDA margin improvement from 23.8% (FY26) to 25.5% (FY28)<\/li>\n\n\n\n<li>Sees valuation at 39x FY27E EPS and 29x FY28E EPS<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Should You Buy BDL Now?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Reasons to Consider Buying<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strong Q1 performance and margin expansion<\/li>\n\n\n\n<li>Large order book and pipeline ensure revenue visibility<\/li>\n\n\n\n<li>Easing supply chain issues post-global disruptions<\/li>\n\n\n\n<li>Government push for defence indigenization and exports<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Risks to Watch<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>High valuation multiples (39x\u201345x forward P\/E)<\/li>\n\n\n\n<li>Execution delays in defence contracts<\/li>\n\n\n\n<li>Dependency on geopolitical factors for imports and exports<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Verdict<\/h2>\n\n\n\n<p id=\"0\">BDL\u2019s Q1 results signal strong operational recovery and long-term growth potential. With solid fundamentals, a robust order book, and favorable brokerage outlooks, the stock presents a compelling case for long-term investors. However, given its premium valuation, short-term investors may prefer to wait for a better entry point or technical confirmation.<\/p>\n\n\n\n<p id=\"0\"><strong><a href=\"https:\/\/www.eqwires.com\/tutorials\/who-is-the-best-sebi-registered-investment-advisor-in-i\">Eqwires Research Analyst<\/a><\/strong><\/p>\n\n\n\n<p class=\"has-dark-gray-color has-text-color\"><strong><a href=\"https:\/\/www.eqwires.com\/\">Top-notch SEBI registered research analyst<\/a><\/strong><\/p>\n\n\n\n<p class=\"has-dark-gray-color has-text-color\"><strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.eqwires.com\/\" target=\"_blank\">Best SEBI registered Intraday tips provider <\/a><\/strong><\/p>\n\n\n\n<p class=\"has-dark-gray-color has-text-color\"><a href=\"mailto:info@eqwires.com\"><strong>info@eqwires.com<\/strong><\/a><\/p>\n\n\n\n<p class=\"has-dark-red-color has-text-color\"><strong><a href=\"https:\/\/t.me\/eqwires\">Telegram&nbsp;<\/a>|&nbsp;<a href=\"https:\/\/www.facebook.com\/eqwires\/\">Facebook&nbsp;<\/a>|&nbsp;<a href=\"https:\/\/instagram.com\/Eqwires\">Instagram<\/a><\/strong><\/p>\n\n\n\n<p class=\"has-dark-red-color has-text-color\"><strong>Call: +91 9624421555 \/&nbsp;<em>+91 9624461555<\/em><\/strong><\/p>\n\n\n\n<p><strong><a href=\"http:\/\/www.eqwires.com\/\">www.eqwires.com<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bharat Dynamics Ltd (BDL), the state-owned defence PSU, saw its shares jump 3.2% to \u20b91,534 on August 13, 2025, after reporting a stellar Q1FY26 performance. The company\u2019s Profit After Tax (PAT) surged 154% year-on-year to \u20b918.35 crore, up from \u20b97.21 crore in Q1FY25, driven by strong operational momentum and easing supply chain constraints. Q1FY26 Highlights Metric Q1FY26 Q1FY25 YoY Change PAT \u20b918.35 crore \u20b97.21 crore +154% Revenue from Operations \u20b9231.09 crore \u20b9187.77 crore +23.07% Total &hellip; <a href=\"https:\/\/www.eqwires.com\/tutorials\/bdl-shares-surge-3-after-q1-pat-soars-154-yoy-should-you-buy-now\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;BDL Shares Surge 3% After Q1 PAT Soars 154% YoY \u2014 Should You Buy Now?&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":4875,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[74],"tags":[],"class_list":["post-4874","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-sebi-registered-advisory-company"],"_links":{"self":[{"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/posts\/4874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/comments?post=4874"}],"version-history":[{"count":1,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/posts\/4874\/revisions"}],"predecessor-version":[{"id":4876,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/posts\/4874\/revisions\/4876"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/media\/4875"}],"wp:attachment":[{"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/media?parent=4874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/categories?post=4874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eqwires.com\/tutorials\/wp-json\/wp\/v2\/tags?post=4874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}