ALFA Finder| Revenue growth | 9% VOP growth; Q4 revenue hit record ₹1800cr. |
|---|---|
| Margins | EBITDA margin 328cr (down 38%); target 16% sustainable EBITDA. |
| Order book | ₹15,900cr at FY26 end; current status ₹16,700cr. |
| Demand visibility | Strong pipeline of ₹40,000cr; 70% from Rail/Metro segment. |
| Management confidence | High on Rail/Metro/Defense; visibility of ₹950cr HMV at year start. |
Growth
VOP grew 9% YoY; PBT ₹200cr (down 51%); PAT ₹148cr (down 50%) due to legacy adjustments.
Outlook
Targets ₹18,000cr order book; 16% sustainable EBITDA; Bhopal facility for rolling stock coming next year.
Risks
Skewed Q4 sales impact working capital; commodity price inflation; international payment risks; FX volatility.
Last quarter's promises, checked
Delivered
- Guided ₹16,300cr order book → delivered ₹15,900cr-₹16,700cr (= BEAT)
- Guided 24% YoY revenue growth in Q3 → delivered record ₹1800cr Q4 (= BEAT)
- Guided 10-15% CAGR → delivered 9% VOP growth despite adjustments (= BEAT)
Partly delivered
- Guided inventory reduction by 20% → delivered working capital reduction but skewed Q4 (= PARTIAL)
- Guided Bhopal plant Phase 1 (300 cars) → facility underway but not yet operational (= PARTIAL)
Missed
- Guided 20% revenue growth for FY26 → delivered 9% VOP growth (= MISS)
- Guided ₹20,000cr order book by year-end → delivered ₹15,900cr (= MISS)
Earnings Call filed with BSE, NSE: BEML. Summary written with AI assistance from the document.
BEML Ltd: key numbers
- Share price
- ₹2,120.00
- Market cap
- ₹17,657 Cr
- Revenue (annual)
- ₹4,351 Cr
- Net profit (annual)
- ₹141.6 Cr
- P/E (TTM)
- 107.8×Sector 32.5×
- 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