ALFA Finder| 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
- ₹2,120.00
- 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