Beml Limited · NSE:BEML
Beml — Investor Presentation (June 2025)
22 slides from Beml's investor presentation, Jun 16, 2025
Slide 1: Cover letter to stock exchanges: presentation and audio recording of investors meet
Ref: CS/SE/627 Date: 16.06.2025 National Stock Exchange of India Ltd. The BSE Limited Listing Compliance Department Listing Compliance Department Exchange Plaza, Bandra - Kurla Complex, P.J. Towers, 26th Floor, Bandra (East), Dalal Street, MUMBAI – 400 051 MUMBAI – 400 001 Symbol: BEML Scrip Code: 5
Slide 2: Investors Meet, 16.06.2025
Investors Meet 16.06.2025 BEML Limited Schedule “A” Company, Under ministry of Defence Mining • Construction • H&P • Rail & Metro • Aerospace • Armored • Engines • HMV • Sustenance MINING • CONSTRUCTION •
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: About BEML Limited: Business verticals & contribution
About BEML limited Business verticals & contribution Defence & Aerospace Mining & Construction Rail & Metro Schedule ‘A’ Company Public Sector Undertaking Ministry of Defence, Govt. of India. Established on 11th May, 1964 Equity share Defence & Mining & Rail & Aerospace Construction Metro 46% 54% 27
Slide 5: Organization Structure
Organization Structure Business Verticals Rail & Metro Business Research & Development Commuter Rail Metro Rail Sustenance Rail & Metro Central Research Design & Facility Development STRATEGIC BUSINESS International Business Corporate Technology Futuristic product Planning & Alliance Management Inno
Slide 6: History of BEML Limited
History of BEML Limited Earth Moving BMP Transmission Metro Cars India’s biggest Mining Rail Grinding equipment Driverless Metro Machine HMV 12 X 12 Equipment 1964 1967 1986 1987 2000 2003 2014 2019 2020 2021 2022 2023 2024 2025 High Mobility Armoured Recovery Missiles Introduction of AI Unmanned Ae
Slide 7: BEML: Pan-India Presence Across the Nation
BEML: Pan-India Presence Across the Nation B E N G A LU R U LEH KO L A R G O L D F I E L D S ( K G F ) JAMMU 6 S E A P O R T O F F I C E L O C AT I O N NEW DELHI SILAPATHAR ITANAGAR 4 MA N U F A C T U R I N G C O MP L E X E S JODHPUR SINGRAULI GUWAHATI UDAIPUR DHANBAD 3 ZO NAL OFFI C E S MAIHAR ASAN
Slide 8: Inhouse Developed Products
INHOUSE DEVELOPED PRODUCTS 1500hp Engine for Medium Bullet Mechanical Mine Field Self Propelled Mine Command Post Battle Tanks Proof vehicle Marking Equipment Burrier Vehicle PMS Bridge Sarvatra Bridge TRAWL for Aircraft Towing Armoured Repair & System System Battle Tanks Tractor Recovery Vehicle
Slide 9: Inhouse Developed Products
INHOUSE DEVELOPED PRODUCTS Vande Bharat Electric Multiple Utility Vehicles Metro Cars Sleeper Trains Units C Dump Trucks Motor Graders Rope Shovel Bull Dozers
Slide 10: Major Accomplishments
Aerospace Major ACCOMPLISHMENTS Nodal Agency for Ground Handling & Integration of Light Alloy Ground Support Equipment - LCA Structures – LVM3 Mk2 Defence Manufacturing of Akash & Integration of Su-30 Sub QRSAM Motor Casing 9350 BEML High Mobility Vehicles Assemblies Armoured Recovery 350 Vehicles R
Slide 11: Major Achievements During 2024-25
MAJOR ACHIEVEMENTS DURING 2024-25 Highest ever order book of Rs. 14610 Crore Highest ever profit before tax (PBT) of Rs. 405.43 Crore Designed & Developed High Mobility Vehicle HMV12x12 for Strategic Weapon Systems Designed and Developed and fielded for NCNC trial • Self propelled Mine Burri
Slide 12: Global Reach
Global Reach BEML 1400+ TO 72 Exported EQUIPMENTS COUNTRIES WE ST E R N EASTE R N HEM IS PHERE HEM IS PHERE Europe CIS 37 09 41 03 NorthAmerica SAARC 02 02 213 05 LatinAmerica Asian 71 04 105 11 Africa Middle East 484 27 453 11 # No. of Equipment # No. of Countries Defence products exported toIsrael
Slide 13: Share Holding Pattern
SHARE HOLDING PATTERN Category As on 31.03.2025 As on 31.03.2024 Government of India 54.03% 54.03% Mutual Funds 17.50% 16.34% Resident Individuals 17.49% 14.98% Foreign Portfolio - CORP 7.27% 9.51% 46% 54% Bodies Corporates 0.91% 1.44% Qualified Institutional Buyer 1.09% 1.26% Non-Resident Indians 0
Slide 14: Key Highlights
Key Highlights PARTICULARS Units 2020-21 2021-22 2022-23 2023-24 2024-25 Market Capitalization Rs. Crs 5228 7566 5235 13255 13410 Share Price (as on end period) Rs. 1255 1817 1257 3183 3219 Net Worth Rs. Crs 2224 2307 2395 2643 2854 Working Capital Rs. Crs 2774 2822 2480 2773 3094 Manpower No 6053 5
Slide 15: Revenue from Operations
REVENUE FROM OPERATIONS ₹ Crs. 4500 3899 4054 4022 4000 3500 760 19% 1059 1551 27% 38% 3000 1083 27% 2500 908 23% 763 19% 2000 1500 1000 1932 2179 54% 50% 1740 43% 500 0 2022-23 2023-24 2024-25 M&C DEF R&M 14
Slide 16: Value of Production
VALUE OF PRODUCTION ₹ Crs. 4500 4056 3905 4000 3802 3500 798 1165 1440 20% 3000 31% 35% 2500 1049 797 27% 21% 856 2000 21% 1500 1000 1840 2057 48% 1760 43% 53% 500 0 2022-23 2023-24 2024-25 M&C DEF R&M 15
Slide 17: Order Book
ORDER BOOK ₹ Crs. 16000 14610 14000 11872 12000 10000 8570 8000 6000 4000 2000 0 2022-23 2023-24 2024-25 16
Slide 18: Gross Margin and PAT
GROSS MARGIN PAT 600 350 ₹ Crs. ₹ Crs. 531 486 283 294 500 300 9% 389 250 4% 400 25% 78% 200 300 159 150 200 100 100 50 0 0 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 17
Slide 19: Material Consumption and Manpower
MATERIAL CONSUMPTION MANPOWER 56 55 55 5300 5197 55 5200 54 5100 54 5000 53 53 4888 4% 4900 53 6% 52 4800 4761 52 2% 3% 4700 52 4600 51 4500 51 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 18
Slide 20: Collection and Debtors
COLLECTION DEBTORS 6000 1800 1696 ₹ Crs. ₹ Crs. 5000 4656 4768 1500 1439 4548 1237 4000 1200 3000 900 2000 600 1000 300 0 0 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 19
Slide 21: Employee Cost, Finance Cost and Inventory
INVENTORY EMPLOYEE COST 2379 ₹ Crs. ₹ Crs. 2500 2256 855 2061 2000 840 1500 840 1000 826 825 822 500 0 810 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 FINANCE COST 60 54 ₹ Crs. 50 46 39 40 30 20 10 0 2022-23 2023-24 2024-25 20
Slide 22: Manufacturing complexes and divisions
Bangalore Complex Earth Moving Division, KGF Truck Division, Mysuru Engine Division, Mysuru Palakkad Complex R&D Centre, KGF