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Forgings · Mega cap

Bharat Forge wins ₹425 cr defence contract for first indigenous naval gas turbine

The five-year order for 1.25 MW gas turbine generators on Kolkata-class destroyers marks Bharat Forge's entry into marine power systems, but at 0.44% of market cap it's a niche win, not a needle-mover.

3 earlier stories on Bharat Forge Ltd.
Mkt cap₹1.03 lakh cr
P/E95.00×
ROE10.17%
Debt / eq.0.68
Div yld0.40%
₹425 cr Five-year MoD contract for gas turbine generators

What's new

  • Wins ₹425 cr contract from MoD for gas turbine generators on Kolkata-class destroyers.
  • Will set up a dedicated integration and test facility for the GTGs.
  • First indigenous gas turbine-based power plant on Indian naval ships.

Why this matters

For a company with a defence order book exceeding ₹11,000 cr and a ₹97,597 cr market cap, a ₹425 cr order spread over five years is incremental. But it seats Bharat Forge in marine gas turbines for the first time, a technology play that could lead to bigger naval propulsion contracts down the line.

What we're watching

  • Timeline for facility setup and first delivery.
  • Future orders for larger power plants and propulsion turbines.
  • Execution margins vs auto/industrial forgings.

The full read

Bharat Forge has signed a ₹425 crore contract with the Ministry of Defence to supply 1.25 MW gas turbine generators (GTGs) for the Indian Navy's Kolkata-class destroyers. It is the first indigenous gas turbine-based power plant to operate aboard Indian naval ships. The five-year order wins a new technology category for the company and comes with a dedicated integration and test facility. Yet for a company with a market cap of ₹97,597 crore and a defence order book exceeding ₹11,000 crore, the contract represents only 0.44% of market capitalisation and roughly 3-4% of annual revenue spread over five years. The news is strategically positive; it opens a marine gas turbine line and positions Bharat Forge for larger naval propulsion programmes. But it is not a material earnings event by scale.

Questions answered

What exactly is the contract for?
Bharat Forge will supply 1.25 MW gas turbine generators (GTGs) for Kolkata-class destroyers, replacing lower-capacity units. The contract is under the Buy (Indian) category of DAP 2020 and runs for five years.
How significant is this order financially?
The ₹425 cr contract is about 0.44% of Bharat Forge's ₹97,595 cr market cap and an estimated 3-4% of annual revenue over five years. For a large-cap with a ₹11,000 cr defence backlog, it's a modest addition.
Is this Bharat Forge's first defence order?
No. The company already has a robust defence order book exceeding ₹11,000 cr, with earlier orders for artillery guns and components. This contract adds a new category: marine gas turbines.
What is the execution timeline?
The contract will be executed over five years. Bharat Forge plans to set up a dedicated integration and test facility for the GTGs, which likely precedes serial production.
Will this open up more orders?
Bharat Forge expects to participate in future design programmes for larger power plants and propulsion turbines, making this a strategic beachhead in naval propulsion beyond the current GTG contract.
Mentioned: Ministry of Defence · Indian Navy · Kolkata-class destroyers
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Bharat Forge Ltd.

Steel
₹1.03 L cr
P/E 94.99×

Latest quarter · Mar 2026

Sales₹4,528 cr
Net profit₹234 cr
Op. margin+17.2%
EPS₹4.86

Strength & growth

Debt / equity0.68×
Current ratio1.18×
Sales CAGR+14.4%
EPS CAGR+20.8%
  1. 19 Jun 2026 · 6:20 PM IST Bharat Forge wins ₹425 cr defence contract for first indigenous naval gas turbine
  2. 18d ago Bharat Forge teams up with AM General for artillery exports
  3. 20d ago Bharat Forge's KSSL unveils Simha 4x4 at Eurosatory, no order attached
  4. 21d ago Bharat Forge unveils MArG artillery gun at Eurosatory, no order yet