Bharat Forge reported modest Q4FY26 results but provided strong guidance, anticipating significant growth from its defence, aerospace, and data centre segments, with a projected 25 per cent revenue growth in Indian manufacturing for FY27, despite current high valuations.
The stock of automotive (auto) components major Bharat Forge has risen 14.6 per cent over the past month. Despite ongoing demand challenges, strong operating performance in the July-September quarter (Q3) of 2025-26 (FY26), a diversified revenue base, and expectations of a gradual recovery have lifted sentiment.
Bharat Forge, the Pune-based automotive component maker, has been one of the top-performing companies in its segment. The company's stock price is up 39.3 per cent since the beginning of the 2023 calendar year, surpassing other leading automotive component makers such as Bosch and Samvardhana Motherson International. The stock also outperformed the benchmark BSE Sensex, which is up 17.3 per cent year to date so far.
The outsourcing story continues to drive the shares of the Bharat Forge.
Kalyani Strategic Systems' subsidiary, Agneyastra Energetics Ltd, has commenced construction of a Rs 1,500-crore defence manufacturing facility in Andhra Pradesh, aiming to enhance India's indigenous defence capabilities and generate employment.
Consolidated earnings of Bharat Forge in Q3FY23 missed estimates, largely due to higher-than-expected interest burden, although operational numbers (including standalone numbers) were close to consensus. Still, the management guidance was positive and appeared to be based on logic.
Mizoram's school education minister inaugurated the northeast region's first 'New Age Tech Skills Centre' at the Government Comprehensive Model School in Aizawl. The centre, established under Bharat Forge Limited's CSR initiative, will offer training in AI, robotics, IoT, 3D printing, CAD, CNC simulation, and drone technology.
Bharat Forge, world's second largest forgings company, will supply products to the US operations of Japanese auto giants Toyota and Honda.
Since its results for the first quarter of the 2023-24 financial year (Q1FY24) earlier this month, the stock of auto component major Bharat Forge is up nearly 15 per cent and hit its all-time high in the process. The recent gains have extended the returns over the last three months to over 34 per cent. After a strong Q1 performance which beat expectations, brokerages had revised their earnings estimates upwards to factor in the improved outlook.
Even though Bharat Forge's performance in the July-September quarter broadly met Street estimates and defence orders are on the rise, the subdued outlook for its global business has prompted some brokerages to adopt a cautious stance on the company. Analysts have reduced the company's earnings per share (EPS) estimates to account for the slow recovery of its overseas subsidiaries. Valuations are also trading at long-term averages, which could limit potential upsides.
Bharat Forge, India's largest auto components maker, said it will cut production as demand from car makers shrink.
Investors should await consistent growth metrics before looking at an investment in the company.
Bharat Forge bore the brunt of profit booking despite posting sterling results, easing from its new 52-week high of Rs 221.65. \n\n\n\n
Bharat Forge on Saturday said the company would be investing over Rs 400 crore (Rs 4 billion) for a greenfield facility in India and set up development centres in foreign locations for product design and development.
During the financial year 2025-2026, the defence ministry has signed a total of 182,492 crore capital acquisition contracts, highlighting the government's push to modernise the armed forces and promote indigenous defence production.
The National Testing Agency (NTA) has strongly refuted a video circulating on social media that falsely claims the NEET-UG 2026 paper was leaked, asserting that the recent re-examination was conducted successfully with comprehensive security measures.
Kanpur cyber crime police have registered an FIR against three individuals for allegedly circulating objectionable and misleading social media posts targeting Aditi Yadav, daughter of Samajwadi Party chief Akhilesh Yadav. The complaint, filed by a Samajwadi Party official, alleges that the content included false claims, objectionable remarks, and morphed photographs intended to defame her and malign the family's reputation. The accused face charges under the Bharatiya Nyaya Sanhita and Information Technology Act, with a cyber crime investigation currently underway.
The National Testing Agency (NTA) has strongly refuted a video circulating on social media that falsely claims the NEET-UG 2026 paper was leaked, asserting that the recent re-examination was conducted successfully with comprehensive security measures.
The 515 Army Base Workshop in Bengaluru has signed multiple strategic MoUs to bolster indigenous drone manufacturing and ecosystem resilience, marking a significant step towards modernisation and self-reliance in unmanned systems.
Bharat Forge Ltd has posted a net profit of Rs 213.60 million for the quarter ended December 31, 2002 (DQ-02) as compared to Rs 63.10 million in the quarter ended December 31, 2001 (DQ-01). \n\n\n\n
The Kalyani Group's flagship company Bharat Forge is planning to make a big foray into the power sector with an investment of up to Rs 50,000 crore (Rs 500 billion) and a targeted generation capacity of up to 10,000 MW, over the next ten years.
'BJP wanted a compromised Opposition and found a match in this faction of the Trinamool.'
The NEET-UG re-exam was held at centres across the country and overseas on Sunday amid tight security arrangements for the smooth conduct of the examination.
After living in India's most palatial residence for 12 years, India's first President Dr Rajendra Prasad returned to his simple hut on the banks of the Ganga. He never owned a house of his lifetime.
India has launched an open Health AI benchmarking platform to evaluate artificial intelligence models on diverse Indian datasets before deployment at a population scale. The initiative aims to strengthen AI-driven claims management under the Ayushman Bharat Pradhan Mantri Jan Arogya Yojana (AB PM-JAY).
Auto component-maker Bharat Forge Ltd on Monday said it will invest around Rs 1,500 crore (Rs 15 billion) over the next three years to focus on its non-automotive business of making components and heavy forgings for energy, marine, defence, aerospace and locomotive sectors.
The 515 Army Base Workshop (ABW) in Bengaluru has signed multiple MoUs to strengthen indigenous drone manufacturing and ecosystem resilience, marking a significant step towards modernisation and self-reliance in unmanned systems.
Jammu and Kashmir Lieutenant Governor Manoj Sinha urged athletes and sportspersons to promote the 'Nasha Mukt Abhiyaan' and inspire youth to reject drugs and embrace sports during the All India Inter-University Wushu Championship at the University of Kashmir.
AI reduces the time taken to find a target and launch a strike. This has led to a major increase in the pace of the conflict, with one report mentioning nearly 900 strikes launched on Iranian targets in the first 12 hours of an operation.
