BEML Limited Investor Meet Highlights FY26 Achievements

BEML Limited submitted an investor presentation to the National Stock Exchange of India Ltd. and BSE Limited pursuant to Regulation 30 of SEBI Listing Regulations. The document was digitally signed by Urmi Chaudhury, Company Secretary & Compliance Officer, on June 10, 2026, from Bengaluru.

Key Business Achievements and Operational Highlights

Achieved highest-ever order book of ₹15,896 crores including record export order book of $107M
India's first indigenously designed and developed 21 Cubic Meter Electric Rope Shovel handed over to Coal India Limited
Designed, developed and supplied 550hp Motor Grader to SECL
BEML-Engineered MMME Mk-II inducted into Indian Army
Commenced manufacturing of High Speed Rail components at Bangalore Complex
Commenced assembly of Light Armoured Multipurpose Vehicle (LAMV) at Kolar Gold Fields
Vande Bharat Sleeper Train designed & developed by BEML was dedicated to the Nation by Hon'ble Prime Minister on January 17, 2026
BEML rolled out prototype of new Driverless Metro Trainset for BMRCL's Phase-2 Network
Received first ever Export Order for Metro Rolling Stock
Inaugurated new warehousing facility at KIADB Aerospace Special Economic Zone (SEZ) in Bengaluru
Foundation stone laid for new Central Warehousing Centre at Bilaspur
Foundation stone laid for New Bhopal Plant (BRAHMA) by Hon'ble Raksha Mantri

Product Development

Products Developed during 2025-26:

Vande Bharat Sleeper Trains
HMV 12 X 12
LAMV
21 Cum Rope Shovel
550hp Motor Grader
35T Electric Dump Truck

Products Under Development:

60T/100 T EV Dump truck
8T Tyre Handler
High Speed Rail Base Vehicles for LRSAM (HMV 12X12, 8X8, 6X6)

Manufacturing Capabilities and Production Statistics

Defence: 9,500+ equipment across 352 variants
BEML High Mobility Vehicles & Armoured Recovery Vehicles
Manufacturing of Akash & QRSAM Motor Casing
Integration of Su-30 Sub Assemblies
Rail & Metro: 18,000+ Rail Coaches & 900 EMUs
Mining & Construction: 34,000+ Equipment
Engines: 29,400+ engines (76HP – 700HP)
1,500 hp Engine for Main Battle Tanks
2 Nos. Track Width Mine Ploughs
Armoured Recovery & Repair Vehicles
330 Nos. Trailers / Military Wagons Pontoon Bridge Systems
2,130+ Metro Cars
Export: Equipment to 73 countries (1,400+ units)

Awards and Recognition

ET Leadership Excellence Awards 2025: Excellence in Indigenous Engineering Award for CMD Shri Shantanu Roy and Trusted Brand Excellence Award for BEML
Golden Peacock Eco-Innovation Award 2025 for all-electric BRS-21 Rope Shovel
Samarpan PSU Award for exemplary leadership (April 18, 2025)
KGF Complex won Uttama Suraksha Puraskara for Excellence in Safety (September 2025)
Five awards at 19th Global Communication Conclave 2025
Gold at EEPC India Quality Awards 2025
3 Awards at "12th Governance Now PSU Awards": PSU Leadership Award – CMD, Aatmanirbhar Bharat Innovation Award, Communications Excellence Award

Financial Performance (₹ Crores)

| Particulars | 2021-22 | 2022-23 | 2023-24 | 2024-25 | 2025-26 |

| Revenue from Operations | 4,337 | 3,899 | 4,054 | 4,022 | 4,351 |

| Gross Margin (%) | 7.40 | 9.97 | 11.98 | 13.20 | 7.54 |

| PBT | 206 | 279 | 383 | 405 | 199 |

| PAT | 135 | 159 | 283 | 294 | 148 |

| Net Worth | 2,307 | 2,395 | 2,643 | 2,854 | 2,909 |

| Return on Net Worth (%) | 5.83 | 6.63 | 10.71 | 10.31 | 5.07 |

| Capital Employed | 3,632 | 3,198 | 3,534 | 3,972 | 4,121 |

| ROCE (%) | 7 | 10 | 12 | 12 | 6 |

| Working Capital | 2,822 | 2,480 | 2,773 | 3,094 | 2,876 |

| Asset Turnover Ratio (%) | 77 | 79 | 76 | 69 | 63 |

| Manpower (No.) | 5,573 | 5,197 | 4,888 | 4,761 | 4,930 |

Quarterly Revenue Performance (₹ Crores)

| Quarter | 2021-22 | 2022-23 | 2023-24 | 2024-25 | 2025-26 |

| Q1 | 391 | 467 | 669 | 577 | 634 |

| Q2 | 664 | 1,012 | 805 | 917 | 860 |

| Q3 | 728 | 1,175 | 1,037 | 1,047 | 876 |

| Q4 | 1,814 | 1,684 | 1,388 | 1,514 | 1,653 |

| Total | 3,597 | 4,337 | 3,899 | 4,054 | 4,022 |

Shareholding Pattern (%)

| Category | 31.03.2026 | 31.03.2025 |

| Government of India | 54.03 | 54.03 |

| Mutual Funds | 17.55 | 17.50 |

| Resident Individuals | 21.18 | 17.49 |

| Foreign Portfolio Corp | 5.59 | 7.27 |

| Corporate Bodies | 1.49 | 0.91 |

| Qualified Institutional Buyer | 1.00 | 1.09 |

| Resident Indians Non-HUF | 0.80 | 0.49 |

| HUF | 0.62 | 0.55 |

| Alternative Investment Fund | 0.15 | 0.09 |

| Trusts | 0.01 | 0.01 |

| Non-Repatriable Resident Indian | 0.36 | 0.38 |

| IEPF | 0.19 | 0.19 |

| Others | 0.00 | 0.00 |

| Total | 100.00 | 100.00 |

Capital Market Developments

BEML completed stock split on November 3, 2025, splitting one equity share of face value ₹10 into two equity shares of face value ₹5
Closing share price on March 26, 2026: ₹1,369 (post-split)
Closing share price on March 25, 2025: ₹3,220 (pre-split, FV ₹10) or ₹1,610 (post-split equivalent, FV ₹5)

International Business and Export Opportunities

Current Export Order Book: $107M Total

West Asia Mining Equipment: $37M
Additional opportunities: $60M
Other regions: $10M

Future Pipeline Opportunities:

West Asia Mining Equipment: Additional $19.2M under exploration, repeat order of $37M
North Africa Mining Equipment: $20M opportunity
CIS Countries Bulldozers: ~$10M in final stages
Africa Construction Equipment: $6.5M opportunity
West Asia Defence: HMV supply to integrator for MOD delivery
BrahMos Aerospace: HMV supply for SE Asia export

Strategic Rail & Metro Pursuits

SMH Rail (Malaysia): MoU to explore Rail & Metro opportunities in Malaysia, SE Asia & Africa
Tel Aviv Metro: MoU with DMRC for Infra 2 PQ participation (expected Jun-Jul 2026), $250M opportunity in two phases
Dublin MetroLink: Consortium with EPC player, $90M opportunity, order finalization in next FY

Corporate Structure and Presence

Established on May 11, 1964
Schedule 'A' Company under Ministry of Defence
14 SBUs and 2 Micro SBUs
46% growth mentioned (context not specified)
Pan-India presence across the nation