BEML Ltd
BEML Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
3 of 4 strong
The short version
Expecting a consistent CAGR of around 20% in the coming years. BEML expects consistent growth with a CAGR of 20%.
From BEML Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Expecting a consistent CAGR of around 20% in the coming years.
- For FY27, revenue growth is anticipated to be in the high 20% range, building on a 29% growth in Q1.
- Strong order pipeline with executable bulk production-ready orders contributing to growth.
- Rail and Metro segment expected to be the major growth driver, with opportunities in multiple Metro projects, high-speed rail (Mumbai-Ahmedabad corridor), and export markets.
- Defense segment order inflow expected in the range of INR4,000 to INR5,000 crores, with multiple orders in the pipeline.
2 more points management made on revenue & sales performance
Profitability & Margins
See what BEML Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Last year capex spent was around INR379 crores, the highest in 15-20 years.
- This year planned capex is around INR600+ crores.
- Next year and year after, an additional INR900 crores planned, mostly related to the Brahma project.
- New unit planned at Chhattisgarh near Bilaspur (land recently allocated, about 80 acres), focused on heavy earth-moving machinery. Capex plans for this unit to be finalized in 3-4 months.
- The Bhopal project: construction yet to start; expected 18 months from start of construction to roll out first equipment, total completion about 24 months.
- Mysore and Bengaluru land taken on lease for production activities; Bengaluru already seeing production with minor capex (~INR3-4 crores).
2 more points management made on capital expenditure plans
Top-ranked in Agricultural, Commercial & Construction Vehicles
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what BEML Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at around INR16,000 crores.
- Order book break-up: 65% Rail & Metro, 25% Defense, 4% Mining, and 6% Exports.
- Order inflow expectations for FY27 are around INR20,000 crores.
- Defense segment order inflow expected between INR4,000 crores to INR5,000 crores.
- L1 position in Mining & Construction tenders worth around INR900 crores; bidding for additional INR500-600 crores.
- Export order book currently USD115 million; expected to grow to USD200 million by year-end.
2 more points management made on order book & pipeline
BEML Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net loss ₹22 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What BEML Ltd's management said in earlier quarters
Frequently Asked Questions
What were BEML Ltd Q1 FY27 results?
Expecting a consistent CAGR of around 20% in the coming years. BEML expects consistent growth with a CAGR of 20%.
What is BEML Ltd share price analysis?
BEML Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 90.3 with a market cap of ₹16,120 Cr. Investors should review the full earnings analysis for detailed insights.
Is BEML Ltd planning capital expenditure?
Last year capex spent was around INR379 crores, the highest in 15-20 years. - This year planned capex is around INR600+ crores. - Next year and year after, an additional INR900 crores planned, mostly related to the Brahma project. - New unit planned at Chhattisgarh near Bilaspur (land recently allocated, about 80 acres), focused on heavy earth-moving machinery.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.