PSU Defence Stock in Which FIIs Bought Shares Worth ₹3,100 Cr in Q4

Synopsis: Foreign Institutional Investors (FIIs) bought shares worth over Rs. 3,100 crore during Q4 FY26, increasing their stake significantly. The PSU defence stock remained in focus amid steady institutional buying and growing defence sector optimism. 

The shares of this company that develop advanced electronic equipment, systems, and services for the Indian defence sector, including Radar and Fire Control Systems, Weapon Systems, Communication, etc are in the spotlight after FII’s bought shares in Q4.

With a market capitalisation of Rs. 3,07,522 cr, the shares of Bharat Electronics Ltd were trading at Rs. 420.80 per share, up from its previous close of Rs. 420.70 per share. The stock returned 10% over the past year, 6% year-to-date, gained 1% over the last six months, and declined 7% over the past month.

News 

During the quarter ending March 31, 2026, Foreign Institutional Investors (FIIs) significantly increased their stake in the company, with their shareholding rising from 135,31,06,149 shares (as of December 31, 2025) to 142,55,51,130 shares. This represents an absolute increase of 7,24,44,981 shares, translating to a net buy value of Rs. 3,129 crore. Over this same period, the company’s stock price experienced a marginal positive growth of 0.26%. 

About the company 

Bharat Electronics Ltd is one of the leading Indian public sector defence electronics companies operating under the Ministry of Defence. The company manufactures advanced electronic products and systems for the Indian Armed Forces, including radars, communication systems, electronic warfare equipment, missile systems, and naval technologies. 

It delivered steady operational momentum in its consolidated financials for the final quarter and the full financial year ended March 31, 2026. For the fourth quarter (Q4 FY26), the defence PSU reported a consolidated revenue from operations of Rs. 10,224.43 crores, representing an 11.74% year-on-year growth compared to Rs. 9,149.59 crores in Q4 FY25. 

On a full-year basis, consolidated revenue from operations climbed to Rs. 27,479.63 crores, marking a strong 16.15% increase over the Rs. 23,658.01 crores reported in the previous fiscal year.

At the operational level, it posted a consolidated EBITDA (Earnings Before Interest, Tax, Depreciation, and Amortization) of Rs. 2,982 crores for Q4 FY26. This reflects a 6% increase compared to the Rs. 2,816 crores achieved during the corresponding quarter of the previous fiscal year. 

However, driven by a shift in project mix and changing execution costs, the company’s operating profit margin experienced a slight compression during the quarter, contracting to 29.1% from the 30.7% recorded in the year-ago period.

Consolidated net profit (Profit After Tax) for the final quarter of FY26 came in at Rs. 2,225.22 crores, registering a 4.61% year-on-year growth from Rs. 2,127.04 crores in Q4 FY25. For the entire financial year, consolidated PAT surged 14.38% to Rs. 6,048.48 crores, mirroring the performance of its standalone operations. 

This bottom-line performance translated into a consolidated basic and diluted Earnings Per Share (EPS) of Rs. 3.05 for the final quarter. Moving into the next fiscal cycle, the company’s financial base remains anchored by a massive consolidated order book of Rs. 73,882 crores as of April 1, 2026.

In conclusion, Bharat Electronics Limited continues to attract strong institutional confidence, as reflected in the substantial Rs. 3,129 crore FII buying during Q4 FY26. Backed by robust revenue growth, healthy profitability, and a massive order book, the company remains well-positioned to benefit from India’s increasing focus on defence modernisation and indigenous manufacturing. Despite slight margin pressure in the recent quarter, BEL’s consistent operational performance and long-term growth visibility keep it in focus among investors.

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