capital_goods

Bharat Heavy Electricals

BHEL · Nifty 50

392.25

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

Sector Positioncapital_goods sector. Flow: neutral. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score95/100 (STRONG). 1 positive flags, 4 concerns.
Historical Context27 similar technical setups. Average outcome: -11.3% decline. 0% positive.

Fundamental

95/100

STRONG

Trust

95/100

Verification

Coverage

44/100

LIMITED

Quick Take

Bharat Heavy Electricals scores 95/100 on fundamentals (strong). Bharat Heavy Electricals: BROAD EXPANSION regime.

Fundamental Score: 95/100 · STRONG · 2 signals detected

DuPont Analysis

ROE 6.6% broken into three drivers. Each shows how efficiently the company generates returns.

ROE6.6%=
4.9%Net Margin
×
0.5xTurnover
×
2.9xLeverage

ROE of 6.62% is modest margin-driven and stable. Net margin of 4.9% × asset turnover of 0.46x × leverage of 2.9x.

What This Means

Net margin of 4.9% means the company keeps ₹4.9 as profit for every ₹100 of revenue. This is a low-margin business. Asset turnover of 0.46x means the company generates ₹0.46 of revenue for every ₹1 of assets. This is a capital-heavy business. Leverage of 2.9x means the company uses moderate debt. Returns are primarily driven by operations, not borrowing.

Margin Structure

Gross

32.7%

Operating

8.8%

Net

4.9%

improving

Gross margin 32.7% → operating margin 8.8% → net margin 4.9%. Margins are IMPROVING. Strong pricing power with stable gross margins suggests the improvement is from operating leverage — sustainable.

Financial Health

Earnings Quality

STRONG

Cash flow covers net income 3.4x — earnings are HIGH QUALITY. The company converts profit to cash efficiently.

Debt Sustainability

COMFORTABLE

Interest covered 4.1x — adequate buffer. Debt is manageable. Debt/EBITDA at 2.4x is moderate.

Free Cash Flow

STRONG

FCF margin at 14.9% — strong cash generation. Business is self-funding.

Peer Comparison

Bharat Heavy Electricals is compared against 10 peers in the capital_goods sector.

Key Watchpoints

🟢

Breaks above ₹412 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹373 (-5%)

Further downside risk

🟢

Capital_Goods sector entering leadership

Sector rotation signal

Detected Patterns

✅ Cash Flow Inflection: FCF turned positive after negative periods — major transition
✅ High Earnings Quality: Cash flow covers earnings 3.4x — strong cash conversion

Risk Flags

🔴 1 Critical⚠️ 3 Warning1 Positive5 total flags
🔴Cash covers only 4% of current liabilities
Balance Sheet

Liquidity squeeze. Company may struggle to meet short-term obligations without refinancing.

⚠️97% of debt is short-term
Balance Sheet

High refinancing risk. Company needs to roll over debt frequently. Vulnerable to credit market freezes.

⚠️Working capital changes are 70% of operating cash flow
Cash Flow

Working capital is providing significant cash. Stretching payables — temporary boost.

⚠️Board risk elevated: 9/10
Governance

Governance structure concerns. Independent director representation may be weak.

High promoter holding: 60%
Governance

Strong insider alignment. Promoters have significant skin in the game.

⚠️ 1 critical + 3 warning flags. Exercise caution.

Data Quality

95/100All ratios self-computed from verified sources. 🟢 5 years of financial data — sufficient for trend analysis

News Correlation

margin pressure (4)management outlook (4)
⚠️ Our margin analysis (improving) contradicts news reports of margin pressure — investigate

50 articles scanned for fundamental themes

Facts

P/E Ratio
82.7UNAVAILABLE
P/B Ratio
5.0HIGH
Market Cap
₹13188315.2L CrHIGH
From 52W High
92% of high
Sector Peers
10