| Revenue growth | 8% YoY growth in FY26. |
|---|---|
| Margins | EBITDA margin contracted to 7.54% from 13.20% YoY. |
| Order book | ₹15,896 Cr as of 31.03.2026. |
| Demand visibility | Strong pipeline in Metro (Tel Aviv, Dublin) and defense exports. |
| Management confidence | Strong visibility from highest-ever order book. |
Growth
FY26 Revenue grew 8% to ₹4,351 Cr; PAT declined 50% to ₹148 Cr due to margin compression.
Outlook
Strong $107M export order book; pursuing $250M Tel Aviv Metro and $90M Dublin MetroLink opportunities; new Bhopal plant expansion.
Risks
EBITDA margins dropped significantly from 13.20% to 7.54% YoY; PAT halved during the period.
Last quarter's promises, checked
Delivered
- Order Book >₹16,000 Cr → delivered ₹16,300 Cr (= BEAT)
- Bhopal plant approval → delivered ₹1,500 Cr investment (= BEAT)
- Inventory reduction → delivered reduction in days (= BEAT)
Partly delivered
- Order book target ₹20,000 Cr → delivered ₹15,896 Cr (= PARTIAL)
Missed
- Revenue growth 20% guidance → delivered 8% (= MISS)
- Profitability improvement → delivered 50% PAT decline (= MISS)
- EBITDA margin stability → delivered 7.54% vs 13.2% YoY (= MISS)
Earnings Call filed with NSE, NSE: BEML. Summary written with AI assistance from the document.
BEML Ltd: key numbers
- Share price
- ₹2,036.50
- Market cap
- ₹16,962 Cr
- Revenue (annual)
- ₹4,351 Cr
- Net profit (annual)
- ₹141.4 Cr
- P/E (TTM)
- 95.0×Sector 33.6×
- Promoter holding
- 54.03%+0.00% QoQ
- FII holding
- 5.48%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from BEML Ltd
All →BEML Other Announcement
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- Call
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