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There is a lot of turmoil in the stock market these days. On one hand, there is an atmosphere of uncertainty even after the ongoing ceasefire between Iran and America, on the other hand, the major indices of the domestic market, Sensex and Nifty 50, are dipping into the red. Investors are scared amid the decline of about 1-1 percent, but in this disappointing environment, a government company has attracted the attention of market experts. We are talking about Bharat Heavy Electricals Limited i.e. BHEL.

weak market Despite this, there has been a strong rise of more than 5 percent in the shares of this company. For the third consecutive day, this stock maintained its momentum and touched the figure of Rs 281.00 intra-day. Although the prices came down slightly due to profit-booking during the day's trading, still it remains at the level of Rs 277.70 on BSE with a strength of 4.48%. Now the big question is, where did this stock get so much life in the falling market?

Hint of a big deal worth Rs 10 thousand crores

There is not one but two very concrete reasons behind this storm in BHEL shares. The news coming out quoting market sources is no less than a lottery for this company. According to a report by CNBC-TV18, BHEL has made the lowest bid for the expansion of Odisha Genco Thermal Power Station. In technical terms, the company has emerged as the successful bidder (L1) for this project. This entire package is being estimated at around Rs 10,300 crore. If this contract falls into BHEL's lap, it will prove to be a big gamechanger for its financial calculations.

Let us tell you that with this possible deal, BHEL has become L1 (lowest bidding company) in projects worth about Rs 40,000 crore. At present, this company already has a huge order book worth Rs 2.2 lakh crore. Obviously, such a huge order book is presenting a solid picture of the company's bright future.

New 'energy' from nuclear power sector

The second reason for this government share becoming a rocket is directly related to the country's energy self-sufficiency. India has recently achieved a major milestone in the field of nuclear energy. Kalpakkam Prototype Fast Breeder Reactor (PFBR), designed with indigenous technology, has achieved its first criticality. If understood in simple words, the first criticality means that situation when for the first time a nuclear reactor becomes self-sufficient and capable of continuously running the nuclear chain reaction on its own.

Now you might be wondering what does this have to do with BHEL shares? In fact, when the country is moving towards this transformation of nuclear energy, only companies like BHEL are going to get the biggest commercial benefit from it. The company itself had made it clear in its 2025 annual report that it is fully prepared to make a major contribution to the national target of 100 GW by 2027 and the development of small modular reactors by 2033. This confidence is motivating investors to bet on the company's shares.

How has the last one year been for investors?

If we look at the performance of BHEL shares in the last one year, it has made a good amount of money in the market in a short period of time. Last year, i.e. on August 29, 2025, this share was trading on BSE at a price of Rs 205.20, which was its lowest level of 52 weeks (record low).

But the momentum that the stock gained after this is worth seeing. Within just five months from that low, the stock made a tremendous jump of 49.05 percent. On January 7, 2026, this share reached a price of Rs 305.85, which is its highest level (record high) in one year.

Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money-related decisions.