Beml Limited · NSE:BEML
Beml — Investor Presentation (June 2025)
22 slides from Beml's investor presentation, Jun 10, 2025
Slide 1: Analyst / Investor Meet intimation letter to exchanges
Ref: CS/SEs/ 625 10.06.2025 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: 50004
Slide 2: BEML Ltd Investors Meet 16.06.2025
BEML Ltd INVEStORS MEEt 16.06.2025
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
ABOUT BEML LIMITED Business Verticals & their Contributions 11th MAY, 1964 Defence & Aerospace Schedule ‘A’ Company (27%) Public Sector Undertaking Min. of Defence, Govt. of India. EQUITY SHARE Mining & Construction (54%) 46% 54% Rail & Metro (19%)
Slide 5: Strategic Business Units - Present Organisation Structure
PRESENT ORGANISATION STRUCTURE BUSINESS VERTICALS Mining & Research & Rail & Metro International Defence Business Construction Development Business Business Business STRATEGIC BUSINESS UNITS (SBUs) International Armoured Mining Commuter Rail Business CorporateTechnology Division Planning & Alliance
Slide 6: Journey So Far
JOURNEY SO FAR Earth Moving India’s biggest Equipment BMP Transmission Metro Cars Mining equipment Driverless Metro Rail Grinding Machine 1964 1967 1986 1987 2000 2003 2014 2019 2020 2021 2022 2023 2024 High Mobility Armoured Missiles Rail Coaches Introduction of AI UAV – Initial Trial 1500 hp Engin
Slide 7: Pan India Network
PAN INDIA - NETWORK ZONAL OFFICES - 3 Map not to scale MANUFACTURING COMPLEXES - 4 LEH DISTRICT OFFICES - 16 JAMMU REGIONAL OFFICES - 12 ACTIVITY CENTRES - 6 NEW DELHI LIKABAI ITANAGAR GUWAHATI SINGRAULI UDAIPUR DHANBAD MAIHAR ASANSOL BHOPAL BHILAI RANCHI KOLKATA AHMEDABAD BILASPUR EAST ZONE NORTH &
Slide 8: In-house 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: In-house 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
MAJOR ACCOMPLISHMENTS Integration of Light Alloy Structures – LVM3 Manufacturing of Akash & QRSAM Motor 9150 BEML High Mobility Vehicles Casing Nodal Agency for Ground Handling & Aerospace 350 Armoured Recovery Vehicles Ground Support Equipment - LCA Mk2 Integration of Su-30 Sub Assemblies 3560 Trai
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 Market
Middle East Africa No. of Equipment: 453 No. of Equipment: 409 No. of Countries : 11 Latin America No. of Countries : 26 GLOBAL MARKET No. of Equipment: 71 No. of Countries : 04 Europe No. of Equipment: 68 North America No. of Countries : 12 SAARC No. of Equipment: 02 No. of Equipment: 213 No. of Co
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 3000 27% 38% 1083 27% 2500 908 2000 23% 763 19% 1500 1000 1932 2179 54% 1740 43% 50% 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 (as % of VOP) 56 55 55 5300 5197 55 5200 54 5100 54 5000 53 4888 53 4900 4% 6% 53 4800 4761 52 52 2% 3% 4700 52 4600 51 4500 51 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 18
Slide 20: Debtors and Collection
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 845 ₹ Crs. 2500 ₹ Crs. 2256 840 2061 840 2000 835 1500 830 826 1000 825 822 820 500 815 0 810 2022-23 2023-24 2024-25 2022-23 2023-24 2024-25 FINANCE COST ₹ Crs. 60 54 50 46 39 40 30 20 10 0 2022-23 2023-24 2024-25 20
Slide 22: Manufacturing complexes and thank you
Bangalore Complex Earth Moving Division, KGF Truck Division, Mysuru Engine Division, Mysuru ध वाद 21 Palakkad Complex R&D Centre, KGF