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What smart money is saying about Bharat Electronics LimitedIndia flag

BEL.BO · Industrials · Aerospace & Defense · Market cap $33.42B

1 fund in our archive has pitched Bharat Electronics Limited — most recently Baron Emerging Markets Fund in September 2025.

Company profile

Bharat Electronics Limited designs, manufactures, and supplies electronic equipment and systems for the defense and civilian markets in India. Its defense products include defense communication products, land-based radars, naval systems, electronic warfare systems, avionics, electro optics, tank and armored fighting vehicle electronic systems, weapon systems, C4I systems, shelters and masts, simulators, and batteries; microwave tubes and power modules, microwave super components, digital multichannel data recorders, and hybrid micro circuits; and microelectro mechanical systems, such as pressure transducers, and conductivity temperature and depth sensors. The company's non-defense products comprise e-governance systems, homeland security products, civilian radars, and telecom and broadcast systems; integrated traffic management systems, real time train information systems, and solar power solutions; and PD and strategic products, silicon radiation detectors, passive vacuum devices, EMI filters, and multichannel voice logging recorder systems. It offers electronic manufacturing services, including PCB assembly and testing, precision machining and fabrication, opto electronic components and assemblies, microwave integrated circuit assemblies, super components modules, cable assemblies and wiring harnesses, and antennae manufacturing services; designs and manufactures transformers, coils, chokes, and sub-assemblies; and software services. Further, the company offers cyber security products, such as data diodes and secure storage products; EV charging stations; and platform screen doors. It provides security architecture conceptualization and consulting, and information security audit services. It exports its products to the United States, France, China, Germany, Switzerland, ASEAN countries, Mauritius, the Republic of Armenia, Sri Lanka, Sweden, and Israel. Bharat Electronics Limited was incorporated in 1954 and is based in Bengaluru, India.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Bharat Electronics Limited, with no move described.

Fund letters reporting a position in Bharat Electronics Limited, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q3 20250001

Fund activity · 1 position

  • HoldsBaron India Fund
    June 2026

    Listed in Baron India Fund’s reported holdings.

    Read the letterBharat Electronics Limited

Fund coverage · 1 thesis

  • Baron Emerging Markets Fund
    September 2025

    Bharat Electronics Limited is a leading defense electronics manufacturer in India positioned for 15% to 20% earnings growth over the next three to five years due to strong government support and rising defense budgets.

    Read the full thesis

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