BDL IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Ministry of Defence | CONTRACT | CT 2,096 | — | — | CAPEX | FY26 | EST | 85% |
| “Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, (as amended) we wish to inform that today BDL has signed a contract with Ministry of Defence for th…” ORDER p.1 · 23-SEP-26 · +2 DOC | ||||||||
| HALHindustan Aeronautics Ltd. | CONTRACT | CT 1,348 | — | 90.0% | CAPEX | FY27 | EST | 85% |
| “Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, (as amended) we wish to inform that BDL has received following orders worth about Rs 1347.71 crore …” ORDER p.1 · 24-JUN-26 DOC | ||||||||
| Ministry of Defence | CONTRACT | CT 1,307 | — | — | — | FY25 | EST | 75% |
| “The momentum gathered further pace in FY25, when the Ministry of Defence signed 193 contracts valued at `2,09,050 crore, the highest annual procurement value r…” AR p.58 · 31-MAR-26 · +2 DOC | ||||||||
| Indian Defence. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “India’s defence exports reached a new record level during FY 2025-26, underscoring the growing global confidence in Indian defence manufacturing capabilities a…” AR p.27 · 31-MAR-26 · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “Annual Report 2025-2652 India’s Defence Export Trajectory (Source: https://mod.gov.in/sites/default/files/Defence-exports-skyrocket-to-record-in-Financial-Year…” AR p.57 · 31-MAR-26 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “iii) Liability for deferred payments (and receivable from Indian army and ordnance factory) including interest thereon, on supplies/ services from the USSR (er…” AR p.115 · 31-MAR-26 · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “Miscellaneous Operating Expenses: Testing of Materials 2,728.37 2,850.64 Proof Firing Expenses 46.25 22.96 Manpower Hiring Charges 1,494.72 1,336.04 Material H…” AR p.146 · 31-MAR-26 · +1 DOC | ||||||||
| PNBPunjab National Bank | UNSTATED | — | — | 90.0% | — | FY26 | EST | 75% |
| “Served as Part-Time Non-Official Director of Punjab National Bank from December 2021 to 2024.” AR p.183 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “To tap into the global market, the company has established an export cell within its Business Development Division.” AR p.52 · 31-MAR-25 DOC | ||||||||
| Govt of India | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “B Break up of revenue recognised against contracts with customers (` in lakh) Particulars Govt of India Exports (including Channel Partner) Others Total For th…” AR p.159 · 31-MAR-26 DOC | ||||||||
| Armoured Vehicles Nigam Limited | CONTRACT | CT 809 | — | — | CAPEX | FY26 | EST | 75% |
| “Subject: Receipt of order for supply of one of the ATGM –Reg Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, (as amended) we wish to inform that BD…” ORDER p.1 · 25-JUL-25 DOC | ||||||||
| Buyer | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Government e Market Place (GeM): Your company registered as both a Buyer and Seller with the Government e-Marketplace (GeM).” AR p.24 · 31-MAR-26 · +1 DOC | ||||||||
| Buyer | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “(k) Shareholding Pattern as on 31 March 2026 S. No. Category No. of Shareholders No. of Shares % Holding 1 President of India 1 274651054 74.93 2 Mutual Fund/U…” AR p.79 · 31-MAR-26 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “[The Listed entity didn’t take any action which attracts the provisions of these Regulations during the period under review] (g) The Securities and Exchange Bo…” AR p.88 · 31-MAR-26 DOC | ||||||||
| Others | CONTRACT | CT 0 | — | — | — | FY26 | EST | 70% |
| “Annual Report 2025-26156 Movement of Trade Receivable for 2024-25 Particulars Sale of Products Sale of Services Total Opening Balance Net Debtors (A) 22,588.73…” AR p.161 · 31-MAR-26 · +2 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Item No.7 Shri Ankush Munjal was appointed as Part-time Non-Official Director (i.e. Independent Director) by the Ministry of Defence, Department of Defence Pro…” AR p.182 · 31-MAR-26 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8-digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR p.176 · 31-MAR-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| BELBharat Electronics Ltd. | UNSTATED | 24,732 | 2,748–24,732 | — | — | 2026-01 | EST | 50% |
| “Once we receive the order, we will place an order to BDL about the missile.” CONCALL DOC | ||||||||
| Ministry of Defence | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “I extend my sincere appreciation to the Ministry of Defence (MoD), the Department of Investment and Public Asset Management (DIPAM), state administrative partn…” AR p.19 · 31-MAR-26 DOC | ||||||||
| Department of Investment and Public Asset Management | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “I extend my sincere appreciation to the Ministry of Defence (MoD), the Department of Investment and Public Asset Management (DIPAM), state administrative partn…” AR p.19 · 31-MAR-26 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Less: Amortisation (321.51) (321.28) - - Miscellaneous Stores 0.41 0.41 4,62,563.74 2,64,510.90 * Include Material issued to Sub-contractors/Others 17,283.19 1…” AR p.134 · 31-MAR-26 · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “31 Other Income Interest income on financial assets carried at amortised cost Bank deposits 29,841.14 28,537.29 Others 1,352.42 1,452.68 31,193.56 29,989.97 Ot…” AR p.144 · 31-MAR-26 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “24.10 Online Vendor Meet was organized by Corporate Commercial Department of BDL on 29 October 2024 at Corporate Office, 150 vendors of BDL participated.” AR p.31 · 31-MAR-25 DOC | ||||||||
| PTCILPTC Industries Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “In terms of the Letter of Award dated January 09, 2024, issued by the Uttar Pradesh Expressways Industrial Development Authority (UPEIDA) to MIDHANI (Lead Memb…” AR DOC | ||||||||
| BEMLBEML Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “Additionally, supplies of orders received from M/s. BEL & M/s. BDL for the supply of High Mobility Vehicles is progressing.” AR p.125 · 31-MAR-26 · +1 DOC | ||||||||
| Defence Research and Development Organisation | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “Joint development with DRDO, academia, and Start-ups, coupled with focused in-house efforts, will enable BDL to reduce dependency on foreign suppliers and secu…” AR p.49 · 31-MAR-25 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 13/13 | 100% | 08-NOV-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| ORDERS | 13/13 | 100% | 08-NOV-26 |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +11.1% | 14-NOV-26 | from 15-OCT-26 · Bank of India +18.2% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Punjab National Bank +24.1% w 0 · Hindustan Aeronautics Ltd. -2.0% w 0 |
| SUPP MOM 1M | +5.4% | 14-NOV-26 | from 15-OCT-26 · PTC Industries Ltd. -2.7% w 0 · BEML Ltd. +8.4% w 0 · Bharat Electronics Ltd. +5.4% w 1 |