A comprehensive coverage on BEL by ICICI Securities - Report dated 21st June 2023
https://acrobat.adobe.com/link/track?uri=urn:aaid:scds:US:22418329-5e54-3503-9614-ad1c817c99a5
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I just listened earnings con call … surprised to see interest from all major DII / MF fund managers…lot of them participated 
Management and execution power of PSU now a days are really surprising…it will be gross mistake for not investing by having old days image of PSU.
PSU having excellent assets and talent and now they have progressive and decisive government backup…many already multi baggers
Invested in BEL @ avg buy 41 rupees and BDL @ 350 level
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BEL comprehensive report by icici direct- Latest
BEL achieves record turnover of Rs. 19700 Crores in 2023-24, up by 13.65%
good set of results from Bharat electronics, Rs 0.80 final dividend.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/4026c2f4-793f-4485-a791-137ec099859e.pdf
Disc. Invested
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Summary of confcall from mgmt in closing comments:
healthy orderbook pipeline including some big ticket items (QRSAM Fy25-26 etc), focus on high value products to help in margin expansion.
Disc: Invested
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