ALFA Finder| Revenue growth | Revenue hit all-time high, driven by strong Q4 execution surge. |
|---|---|
| Margins | Structurally expanding towards 16% EBITDA despite current one-time contraction. |
| Order book | Record order book of ₹15,900cr; targeting ₹25,000cr by year-end. |
| Demand visibility | Strong visibility in Rail, Metro, and indigenous Defense procurement cycles. |
| Management confidence | Balanced; acknowledged margin headwinds while remaining bullish on order pipeline. |
Growth
Revenue hit an all-time high, but EBITDA margins contracted significantly to 6.3% due to one-off adjustments.
Outlook
Targeting ₹24,000-25,000cr order book by year-end with ₹5,500cr executable pipeline for FY27.
Risks
Skewed Q4 execution reliance, working capital pressure, and commodity inflation lack full pass-through protection in older contracts.
Last quarter's promises, checked
Delivered
- Order book >₹16,000cr → delivered ₹16,300cr (= BEAT)
- Revenue growth 20% guidance → delivered 24% YoY (= BEAT)
- Reduction in employee count → delivered 4,798 to 4,622 (= BEAT)
Partly delivered
- Inventory reduction target 20% → delivered 'gone down' without specific % (= PARTIAL)
- Bhopal plant timeline 18-24 months → civil works 50% on boundary wall (= PARTIAL)
Missed
- Maintain profitability → delivered dip in PBT/PAT/EBITDA (= MISS)
Earnings Call filed with BSE, NSE: BEML. Summary written with AI assistance from the document.
BEML Ltd: key numbers
- Share price
- ₹2,098.20
- Market cap
- ₹17,476 Cr
- Revenue (annual)
- ₹4,351 Cr
- Net profit (annual)
- ₹141.6 Cr
- P/E (TTM)
- 106.7×Sector 33.1×
- Promoter holding
- 54.03%+0.00% QoQ
- FII holding
- 5.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from BEML Ltd
All →BEML Bags ₹6,229 Cr Order
BEML Limited secured new orders worth ₹6,229 Crore during Q2 FY2026-27. The company's total order book position reached ₹21,388 Crore as of September 30, 2026.
- Value
- ₹6,229 Cr
- Order book
- ₹21,388 Cr
BEML Q2 FY27 Results: Net Profit ₹33.3 Cr, Down 30.6% YoY
BEML Ltd reported revenue from operations of ₹1,192 Cr (+42.0% YoY) and net profit of ₹33.3 Cr (-30.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹33.3 Cr · -30.6% YoY
BEML Management Change
BEML Limited informed exchanges that two senior executives, including the Executive Director (Offg.) Aparup Sinha, ceased office on superannuation effective 31 October 2026. No monetary value is involved.
BEML Board Meeting Date
BEML scheduled a Board Meeting for 05 Nov 2026 to approve Q2 and H1 un-audited results. The trading window remains closed until 48 hours post-results.
BEML Other Announcement
BEML Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026, as per SEBI Regulation 31.
BEML Bags ₹75.58 Cr Order from Southeast Asian region client
BEML Ltd secured an order valued at ₹ 75.58 Crore for exporting and maintaining HMV vehicles for the Southeast Asian region.
- Value
- ₹75.58 Cr
- From
- Southeast Asian region client