Beml Limited · NSE:BEML
Beml — Investor Presentation (June 2023)
21 slides from Beml's investor presentation, Jun 5, 2023
Slide 1: Regulation 30 Intimation Letter to Stock Exchanges
Ref: CS/SEs/334 05.06.2023 National Stock Exchange of India Limited The BSE Limited Listing Compliance Department Listing Compliance Department Exchange Plaza, Bandra - Kurla Complex P.J. Towers, 26th Floor, Dalal Street, Bandra (East), MUMBAI - 400 001 MUMBAI - 400 051 Dear Sir / Madam, Sub: Presen
Slide 2: Investors Meet 5th June 2023
Investors Meet 5th June 2023 www.bemlindia.in
Slide 3: Disclaimer
DISCLAIMER Statements in this presentation describing the Company’s performance may be “forward looking statements” within the meaning of applicable securities laws and regulations. Actual results may differ materially from those directly or indirectly expressed, inferred or implied. Important facto
Slide 4: Evolution of Products
EVOLUTION OF PRODUCTS 1964 1967 1986 1987 2000 2003 2014 2019 2020 2021 2022 2023 Rail Coaches High Mobility Armoured Recovery Introduction of AI features in Missiles Aggregates and Airborne Unmanned Aerial Vehicle Vehicles Vehicles equipment structures – Initial Trial completed India’s biggest Mini
Slide 5: Pan India Network
PAN INDIA - NETWORK MANUFACTURING COMPLEXES - 4 Map not to scale LEH REGIONAL OFFICES - 12 JAMMU DISTRICT OFFICES - 15 DEFENCE SPARES DIVISION -2 ACTIVITY CENTRES -7 NEW DELHI SILAPATHAR ITANAGAR JODHPUR GUWAHATI SINGRAULI UDAIPUR DHANBAD MAIHAR ASANSOL BHOPAL BHILAI RANCHI KOLKATA AHMEDABAD BILASPU
Slide 6: About BEML Limited
About BEML Limited Incorporated: 11th May 1964 A Mini Ratna ‘Category 1’ Company under the Ministry of Defence, Govt. of India. Serves to Core Sectors of Economy: Defence & Aerospace, Coal, Mining, Steel, Cement, Power, Irrigation, Construction, Infrastructure, Railways and Metro Transportation Syst
Slide 7: Major Products manufactured by BEML Limited
Major Products manufactured by BEML Limited DEFENCE & AEROSPACE MINING & CONSTRUCTION RAIL & METRO High Mobility Vehicles (HMV) Bull Dozers (90 – 860 FHP) Metro Cars - Delhi, Bengaluru, Bridge Systems Jaipur, Kolkata, Mumbai Missile Launchers (Driverless) Radar Systems Dumpers (35 Ton–
Slide 8: Major Accomplishments
MAJOR ACCOMPLISHMENTS 8800 BEML High Mobility Vehicles 350 Armoured Recovery Vehicles Defence 3200 Trailers / Military Wagons 6 sets (330 Nos.) Pontoon Bridge System 18000 Rail Coaches and 900 EMUs Rail & Metro 1800 Metro Cars 33000 Mining & Construction Equipments Mining & Construction 28000 Engine
Slide 9: Global Market
Middle East Africa No. of Equipment: 453 No. of Equipment: 409 No. of Countries : 11 Latin America No. of Countries : 24 GLOBAL MARKET No. of Equipment: 71 CIS No. of Countries : 04 Europe No. of Equipment: 03 No. of Countries : 02 No. of Equipment: 37 North America No. of Countries : 10 SAARC No. o
Slide 10: Indigenisation
INDIGENISATION INDIGENOUSLY DESIGNED & DEVELOPED Metro cars, 66% 190 Ton and 150 Ton Dump Truck Water Sprinklers, 97% High Mobility 180 Ton Electrical / Diesel Excavator Truck (8x8), 95% Dumpers, 95% 117 hp Heli portable Dozer & Dozer Wheel Loaders, with PAT 78% Medium Bullet Proof Vehicle Excavator
Slide 11: Share Holding Pattern
SHARE HOLDING PATTERN Category As on 31.03.2023 Government of India 54.03% Mutual Funds 17.75% Resident Individuals 15.95% Foreign Portfolio - CORP 5.45% 46% 54% Bodies Corporates 2.42% Qualified Institutional Buyer 1.45% Non-Resident Indians 0.89% HUF 0.54% Alternative Investment Fund 0.52% Trusts
Slide 12: Key Highlights
KEY HIGHLIGHTS PARTICULARS Units 2019-20 2020-21 2021-22 2022-23 Market Capitalization Rs. Crs 1886 5228 7566 5235 Share Price (as on end period) Rs. 453 1255 1817 1257 Net Worth Rs. Crs 2257 2224 2307 2395 Working Capital Rs. Crs 2730 2774 2822 2480 Manpower No 6602 6053 5573 5197 Gross Margin (EBI
Slide 13: Sales of Products & Services
SALES OF PRODUCTS & SERVICES ₹ Crs.
Slide 14: Value of Production
X Crs. VALUE OF PRODUCTION 4100 4000 3900 3800 3700 3600 3500 3400 3300 3993 2020-21 3802 3556 2021-22 2022-23
Slide 15: Order Book
2 Crs. 3 ORDER BOOK 12000 10000 : 8570 11363 9192 2020-21 2021-22 2022-23
Slide 16: Gross Margin & PAT
GROSS MARGIN & PAT ₹ Crs. 180 160 PAT 140 120 100 80 159 ₹ Crs. 135 60 40 75 20 80% 18% 0 2020-21 2021-22 2022-23
Slide 17: VoP per Employee & Manpower Strength
VoP per Employee & Manpower Strength VoP per Employee (₹ in Lakh) Manpower
Slide 18: Collection
2 Crs. COLLECTION 4805 3398 2020-21 2021-22 2022-23
Slide 19: Debtors
2 Crs. 1200 tiaw DEBTORS beni 1885 1861 1237 2020-21 2021-22 2022-23
Slide 20: Inventory, Employee & Finance Cost
Inventory, Employee & Finance Cost ₹ Crs Inventory 2020-21 2021-22 2022-23 Value 1971 2073 2061 No. of days of VoP 202 189 198 Employee Cost 2020-21 2021-22 2022-23 Value 849 858 840 % to VoP 24% 21% 22% Finance Cost 2020-21 2021-22 2022-23 Value 39 49 46
Slide 21: Manufacturing Complexes
Bangalore Complex Earth Moving Division, KGF Truck Division, Mysuru Engine Division, Mysuru ध वाद 20 Palakkad Complex R&D Centre, KGF