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Bharat Bijlee Limited (IN:BBL)
:BBL
India Market
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Bharat Bijlee Limited (BBL) AI Stock Analysis

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IN:BBL

Bharat Bijlee Limited

(BBL)

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Neutral 65 (OpenAI - Gpt-5.6Sol)
Rating:65Neutral
Price Target:
₹2,782.00
▲(10.64% Upside)
Action:Reiterated
Date:10/28/26
The score is led by strong technical momentum (price above key moving averages with positive MACD), but is held back by weaker financial quality signals—especially 2026’s negative operating/free cash flow and margin compression. Valuation is moderately demanding (P/E ~26) with only a modest dividend yield, limiting upside appeal versus the cash-flow risk.
Positive Factors
Strong Revenue Growth
BBL has expanded revenue substantially over the cycle, demonstrating that its motors, drives, and automation offerings have gained broader industrial demand. Continued sales growth can support scale, strengthen customer relationships, and provide a durable base for future operating leverage.
Negative Factors
Sharp Margin Compression
The steep reduction in gross and net margins indicates that higher sales are currently translating into weaker profitability. If this reflects persistent cost pressure or an unfavorable product mix, it could reduce reinvestment capacity and limit earnings growth over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
BBL has expanded revenue substantially over the cycle, demonstrating that its motors, drives, and automation offerings have gained broader industrial demand. Continued sales growth can support scale, strengthen customer relationships, and provide a durable base for future operating leverage.
Read all positive factors

Bharat Bijlee Limited (BBL) vs. iShares MSCI India ETF (INDA)

Bharat Bijlee Limited Business Overview & Revenue Model

Company Description
Bharat Bijlee Limited is a prominent Indian electrical engineering enterprise, whose operations are bifurcated into Power Systems and Industrial Systems. Its extensive product range encompasses diverse transformers, including substation, generator...
How the Company Makes Money
BBL primarily makes money by selling products and solutions to industrial and infrastructure customers. Its key revenue streams include: (1) Electric motors: revenue from manufacturing and sale of industrial electric motors (and associated variant...

Bharat Bijlee Limited Financial Statement Overview

Summary
Strong multi-year revenue growth and a conservatively levered balance sheet support fundamentals, but 2026 showed sharp margin compression (gross margin down to 13.0%) and a significant deterioration in cash generation (negative operating and free cash flow), which meaningfully raises near-term earnings quality and execution risk.
Income Statement
66
Positive
Balance Sheet
78
Positive
Cash Flow
45
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue23.56B22.74B19.02B18.72B14.18B12.66B
Gross Profit3.62B2.96B5.16B4.89B1.99B1.54B
EBITDA1.74B1.58B2.11B2.13B1.49B1.11B
Net Income1.12B1.20B1.34B1.31B832.23M555.79M
Balance Sheet
Total Assets0.0031.12B26.22B25.05B20.52B16.60B
Cash, Cash Equivalents and Short-Term Investments2.64B2.69B4.34B1.72B466.52M393.31M
Total Debt0.003.07B869.40M1.58B2.95B2.87B
Total Liabilities-20.29B10.83B6.81B6.40B6.74B5.36B
Stockholders Equity20.29B20.29B19.41B18.65B13.78B11.23B
Cash Flow
Free Cash Flow-809.30M-1.80B1.40B2.07B358.83M-257.83M
Operating Cash Flow-374.50M-666.60M1.75B2.41B516.91M-93.22M
Investing Cash Flow-148.70M-1.25B-544.00M-520.54M-98.35M-136.88M
Financing Cash Flow592.30M1.79B-1.23B-1.82B-312.06M174.87M

Bharat Bijlee Limited Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2514.35
Price Trends
50DMA
2275.23
Positive
100DMA
2445.65
Positive
200DMA
2508.09
Negative
Market Momentum
MACD
60.32
Negative
RSI
57.14
Neutral
STOCH
67.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:BBL, the sentiment is Positive. The current price of 2514.35 is above the 20-day moving average (MA) of 2289.73, above the 50-day MA of 2275.23, and above the 200-day MA of 2508.09, indicating a neutral trend. The MACD of 60.32 indicates Negative momentum. The RSI at 57.14 is Neutral, neither overbought nor oversold. The STOCH value of 67.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IN:BBL.

Bharat Bijlee Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
₹1.25T108.97―0.03%40.17%123.39%
75
Outperform
₹1.38T46.31―0.60%7.92%66.43%
74
Outperform
₹102.87B31.84―0.98%17.84%-2.60%
70
Outperform
₹1.31T94.94―0.16%23.76%25.93%
67
Neutral
₹94.84B30.93―0.08%27.23%21.70%
65
Neutral
₹27.67B24.75―1.43%26.44%-11.83%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:BBL
Bharat Bijlee Limited
2,448.20
-535.68
-17.95%
IN:ABB
ABB India Limited
6,530.00
1,396.97
27.22%
IN:CGPOWER
CG Power & Industrial Solutions Ltd
829.00
94.37
12.85%
IN:POWERINDIA
Hitachi Energy India Limited
28,075.00
10,327.23
58.19%
IN:TARIL
Transformers and Rectifiers (India) Limited
315.95
-129.05
-29.00%
IN:VOLTAMP
Voltamp Transformers Limited
10,167.45
2,850.70
38.96%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 28, 2026