| Revenue guidance | 20.0% → 29.0% Raised by 9.0 percentage points |
|---|---|
| Management target | Revenue 29.0% FY27 |
| Revenue growth | 29% YoY growth led by 178% Rail & Metro turnaround. |
|---|---|
| Margins | Targeting 13% EBITDA; hit positive EBITDA in Q1. |
| Order book | Current order book exceeds ₹16,000 crore; strong export focus. |
| Demand visibility | High visibility with ₹40,000 crore bidding pipeline across sectors. |
| Management confidence | Bullish, emphasizing 'best first quarter in a decade'. |
Growth
Rail & Metro revenue jumped 178%; Defense grew 25%. Mining/Construction (HEMM) declined 14% due to contract deferrals.
Outlook
Guided 25-30% revenue growth for FY27. Targeted EBITDA margin expansion back to 13%.
Risks
Heavy dependence on government/PSU orders; MRVC tender cancellation creates a potential revenue gap; high working capital intensity.
Last quarter's promises, checked
Delivered
- Guided 20% revenue growth → delivered 29% (= BEAT)
- Guided order book >₹20,000Cr by year-end → delivered ₹40,000Cr pipeline visibility (= BEAT)
- Guided inventory reduction by 20% → delivered 'on a war footing' with 8% value-add per employee rise (= BEAT)
Partly delivered
- Guided EBITDA margin expansion → hit positive EBITDA in Q1 but still targeting 13% (= PARTIAL)
Missed
- Guided Mining/Construction growth → delivered -14% decline (= MISS)
Earnings Call Transcript filed with BSE, 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.
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- Key figure
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