BHEL Stock: UBS Recommends 'Buy' Post Selloff, Citing Major Order Win; Target Rs 375

• UBS issued a 'Buy' call on BHEL stock with a target price of Rs 375, implying over 35% upside from Thursday's closing level.
• The positive outlook follows a sharp selloff triggered by concerns over potential easing of restrictions on Chinese companies in government tenders.
• UBS cited a robust Rs 5,400-crore coal gasification plant order from BCGCL, marking the first commercial deployment of BHEL’s PFBG technology.
• This order strengthens BHEL's long-term revenue visibility with a 42-month execution and 60-month operations and maintenance tenure.
• Despite policy uncertainty, UBS believes BHEL's improving order book, technology, and execution pipeline position it strongly after the recent decline.

Why It Matters: UBS recommends 'Buy' on BHEL stock at Rs 375 target, seeing opportunity post-selloff due to major order win.