00:00Hello! Today we are going to talk about Bharat Heavy Electricals Limited, or BHEL.
00:07The Q1 FY27, which came in the Q1 FY27, has given us all.
00:12A company that had been struggling for a long time,
00:16has made a tremendous profit and a tremendous comeback.
00:21Let's see what's the real story behind them.
00:24So, today we are going to look at these five main pieces.
00:27First, the bale turnaround story.
00:30Second, the power segment leads growth.
00:33Third, a record-breaking order book.
00:35Fourth, the big dividend payout.
00:38And finally, the market's verdict.
00:40Let's start with our first part, the BHEL turnaround story from loss to profit.
00:47The biggest question is that the last legacy giant giant,
00:51a huge loss of loss for only one year,
00:54can you change the profit of 3.8 billion?
00:56How can you change a heavy engineering company?
00:59A heavy engineering company,
00:59how to bounce back so quickly is a big deal.
01:03Now, look at this turnaround,
01:0740%.
01:08On a year-on-year basis,
01:10there is 40% of revenue on the year-on-year basis,
01:12which is now increased,
01:13which has become 76.97 billion.
01:16For any industrial giant,
01:18to see such massive growth in one year,
01:21is really great.
01:23And how big the turnaround is,
01:24this is what you can see here,
01:25in these markets.
01:27In Q1, FI 26,
01:29where the net loss of 4.54 billion was a negative EBITDA margin,
01:34then in Q1, FI 27,
01:36the company has earned 3.81 billion of Rs.
01:39worth of net profit.
01:44Also, EBITDA margin,
01:45which is now up to 6.5%
01:47.
01:47With a loss-making strategy,
01:49there is a solid profit
01:50that is definitely a game-changer.
01:53Now, let's move on to our second part,
01:56Power Segment Leads Growth,
01:58The Engine of Recovery.
02:00So, what is the path of this new knowledge?
02:03The most important part of this turnaround
02:04is its power segment.
02:08This division has delivered 51.8%
02:11year-on-year growth
02:12delivered,
02:13whose revenue was Rs. 59.19 billion.
02:17On the other hand,
02:19the industry segment has also
02:19also worked with 12% growth
02:20with 17.78 billion.
02:24Basically,
02:25like in the country
02:26the thermal capacity additions are strong,
02:29the power segment has become the biggest
02:33power segment.
02:34However,
02:36the cost of revenue is not finished.
02:38The cost of revenue is not finished.
02:39The cost of discipline is not finished.
02:41The cost of discipline is not finished.
02:43The cost of business.
02:44When operations ended up so scale up,
02:46the cost of employment expenses,
02:48here was only 3% of its growth.
02:50The most surprise,
02:52the rest of the expenses of the other
02:54are 42 percent.
02:55The goodest performance
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