BEML Ltd
BEML Q4 FY26: Order Book ₹16,700 Cr
Q4 FY26 earnings call: what management said on revenue, margins and capex.
BEML Ltd Q4 FY26 key numbers
- Revenue
- Revenue growth expected with executable order book starting at 5,500 crores for the year, a historic first.
As stated in BEML Ltd's Q4 FY26 earnings call transcript · published 25 Aug 2026. Reported figures, not investment advice.
The short version
Revenue growth expected with executable order book starting at 5,500 crores for the year, a historic first. EBITDA margins expected around 16% sustainable, with exports potentially reaching 20-25% EBITDA depending on dollar strength.
From BEML Ltd's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Revenue growth expected with executable order book starting at 5,500 crores for the year, a historic first.
- Rail and Metro segment expected to contribute around 70% of order inflow (estimated 10,000 crores) in FY26-27.
- Export orders, including rolling stock opportunities in Africa, West Asia, Tel Aviv, and Dublin, expected to grow.
- Mining orders expected to pick up from Q2 FY26, supported by a good pipeline and export focus.
- Expect around 20% reduction in working capital this year improving cash flow and revenue recognition.
- Sustainable EBITDA margin anticipated near 16%, with margin support from contracts having price variation clauses.
- New capacities like Bhopal facility coming online next year to support execution growth.
2 more points from BEML Ltd's call on revenue
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Profitability & Margins
Read what BEML Ltd said on margins in the Q4 FY26 call
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Capital Expenditure Plans
- Creation of testing facility at Puttaparthi for AMCA project (no CAPEX, only OPEX) (Page 8).
- Investment in BRAHMA plant to increase coach production capacity by 300-350 coaches per annum; expected operational in 2.5 to 3 years (Page 9).
- Preparation for manufacturing aluminum coaches for high-speed trains (350 kmph), supporting seven new corridors (Page 9).
- Development of new products like tunnel boring machines and ship-to-shore cranes; revenue expected in around 5 years due to product development phase (Page 11).
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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.
Order Book & Pipeline
See what BEML Ltd said on order book & pipeline — free account, 30 seconds.
BEML Ltd — Quarterly revenue & net profit
Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): 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
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Frequently Asked Questions
What were BEML Ltd Q4 FY26 results?
Revenue growth expected with executable order book starting at 5,500 crores for the year, a historic first. EBITDA margins expected around 16% sustainable, with exports potentially reaching 20-25% EBITDA depending on dollar strength.
What is BEML Ltd share price analysis?
BEML Ltd currently shows a neutral. 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?
Creation of testing facility at Puttaparthi for AMCA project (no CAPEX, only OPEX) (Page 8).
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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.