Question 1

What are the key takeaways from BEML Limited?

Accepted Answer

BEML Q4 FY26: Revenue/all‑time high orderbook ₹15,900 Cr; PAT ~₹148 Cr (50% down) Period: FY2025-26 (call hosted 10 June 2026) — company-level narration refers to FY26 consolidated performance. Net sales/revenue reached an all-time high while the company closed FY26 with an orderbook of ₹15,900 crores (highest ever). Profitability weakened: PBT ~₹200 crores (51% down) and PAT ~₹148 crores (50% down) with EBITDA reported as ₹328 crores (down 38%). Management attributed margin pressure to one-tim…

Question 2

What were BEML Limited's key financial metrics?

Accepted Answer

Orderbook FY26 (close): ₹15,900 Cr (vs earlier expectations of ~₹20,000 Cr); Export order bookings FY26: US$107 million (vs prior year (not stated)); PBT FY26: ₹200 crores (vs (51% down) vs prior year); PAT FY26: ₹148 crores (vs (50% down) vs prior year)

Question 3

What were the highlights of BEML Limited?

Accepted Answer

Closed FY26 with highest-ever orderbook of ₹15,900 crores, driven by mining and rail & metro wins. Recorded highest-ever export order bookings of US$107 million, creating a new export rolling-stock footprint. Profitability hit by one‑time legacy corrections (~₹250 crores impact cited) plus gratuity provision under new labour codes. Quarterly skew: Q4 FY26 was the major revenue jump (~₹1,800 crores in Q4 mentioned), creating working-capital pressure (debtors up).

Question 4

What is the outlook or guidance for BEML Limited?

Accepted Answer

Sustainable EBITDA guidance around 16% (management view). Formal guidance: Break-even/cost threshold is near Rs. 4,000 crores of revenue — above this contribution increases. Management commentary: Target to reduce working capital by at least 20% in the current year via inventory, receivables and cashflow actions.

Question 5

What are the key risks or concerns for BEML Limited?

Accepted Answer

One‑time legacy corrections and gratuity provisions materially dented FY26 margins — management calls these nonrecurring but sizeable (~₹250 Cr impact). Working‑capital risk from revenue skew to Q4 (debtors rose after Q4 spike) — collection timing from MoD caused shortfall that was recovered in Apr‑May. Raw material / commodity inflation risk remains — PVC clauses mitigate some metro orders but future contracts may be pressured.

BEML Limited

Quarterly Results 15

Annual Reports 14

Concalls 16

BEML Limited

Quarterly Results 15

Annual Reports 14

Concalls 16