Beml Limited · NSE:BEML
Beml — Investor Presentation (June 2026)
27 slides from Beml's investor presentation, Jun 10, 2026
Slide 1: Exchange filing cover letter for Investor Meet presentation
Ref: CS/SEs/ 810 10.06.2026 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: Investors Meet 10.06.2026 BEML Limited
Investors Meet 10.06.2026 BEML Limited Schedule “A” Company, Under ministry of Defence Mining • Construction • H&P • Rail & Metro • Aerospace • Armored • Engines • HMV • Sustenance MINING • CONSTRUCTION 1 •
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: BEML Flagship Achievements: Innovation, Connectivity & Capacity
BEML FLAGSHIP ACHIEVEMENTS : Innovation, Connectivity & Capacity Hon’ble Prime Minister Flagged off Vande Bharat Sleeper train New Facility ‘ADITYA’ plant for High Speed Rail inaugurated by Hon’ble Union Minister of Railways C Rope Shovel Dump Trucks New facility for Rolling stock at Bhopal (BRAHMA
Slide 5: 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 FY25 – 27%
Slide 6: Organization Structure
Organization Structure Business Verticals Rail & Metro Business Research & Development Commuter Rail Metro Rail Sustenance Rail & Metro Central Research Design & Facility Development STRATEGIC Corporate Technology Futuristic product BUSINESS International Business Planning & Alliance Management Inno
Slide 7: BEML: Pan-India Presence Across the Nation
BEML: Pan-India Presence Across the Nation BHOPAL BILASPUR 4 MA N U F A C T U R I N G C O MP L E X E S Central Ware KO LAR G O L D F I E L D S ( K G F ) 148 acres of LEH 3 S E A P O R T O F F I C E L O C AT I O N land allotted for JAMMU housing Facility Rail Mfg Facility 3 ZONAL OFFI C E S 12 R E GI
Slide 8: Journey of BEML
Journey of BEML Unmanned Aerial Earth Moving India’s biggest Mining Vehicle – Initial Trial 1500 hp Engine for BMP Transmission Metro Cars Main Battle Tanks HMV 12 X 12 EV Dump Truck Equipment equipment completed 1964 1967 1986 1987 2000 2003 2014 2019 2021 2022 2023 2024 2025 2026 High Mobility Arm
Slide 9: Products Developed During 2025-26
PRODUCTS DEVELOPED DURING 2025-26 Vande Bharat Sleeper Trains HMV 12 X 12 LAMV C 21 Cum Rope Shovel 550hp Motor Grader 35T Electric Dump Truck 8
Slide 10: Products Under Development
PRODUCTS UNDER DEVELOPMENT High Speed Rail Base Vehicles for LRSAM (HMV 12X12, 8X8, 6X6) 60T/100 T EV Dump truck 8T Tyre Handler 9
Slide 11: Major Accomplishments
Aerospace Major ACCOMPLISHMENTS Nodal Agency for Ground Integration of Light Alloy Handling & Ground Support Structures – LVM3 Equipment - LCA Mk2 Defence Manufacturing of Akash Integration of Su-30 9500+ BEML High Mobility Vehicles & QRSAM Motor Casing Sub Assemblies Armoured Recovery 352 Vehicles
Slide 12: Global Reach
Global Reach BEML 1400+ TO 73 Exported EQUIPMENT 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 12 Africa Middle East 484 27 453 11 # No. of Equipment # No. of Countries Defence products exported to Israel
Slide 13: Major Achievements During FY 25-26
MAJOR ACHIEVEMENTS DURING FY 25 - 26 ➢ Highest ever order book of Rs. 15896 Crores including Highest ever Export Order book of $107M. ➢ India’s first indigenously designed and developed 21 Cubic Meter Electric Rope Shovel handed over to M/s Coal India Limited. ➢ Designed, developed and supplied 550h
Slide 14: Awards
AWARDS ➢ BEML won National Award for Outstanding Export Performance for FY 2021-22 at 54th EEPC Indian National Awards in 2025. ➢ BEML has been honoured with two prestigious awards at ET Leadership Excellence Awards 2025. • The Excellence in Indigenous Engineering Award for our CMD Shri Shantanu Roy
Slide 15: Share Holding Pattern
SHARE HOLDING PATTERN As on As on Category 31.03.2026 31.03.2025 Government of India 54.03% 54.03% Mutual Funds 17.55% 17.50% Resident Individuals 18.21% 17.49% 54% Foreign Portfolio - Corp 5.59% 7.27% 46% Bodies Corporates 1.49% 0.91% Qualified Institutional Buyer 1.00% 1.09% Non-Resident Indians 0
Slide 16: Shareholder's Return
Shareholder’s Return 13255 13410 % to Face Value (Dividend Per Share) 11402 212% 205% 7567 5235 3220 100% 3183 1817 1369 1257 107% 100% 2022 2023 2024 2025 2026 Market Price per Share (In ₹) Market Capitalization ( ₹ In Crs) 2022 2023 2024 2025 2026 ➢ BEML completed stock split on November 3, 2025,
Slide 17: Key Highlights
Key Highlights PARTICULARS Units 2021-22 2022-23 2023-24 2024-25 2025-26 Revenue from Operations Rs. Crs 4337 3899 4054 4022 4351 % of Revenue Gross Margin (EBITDA) 7.40 9.97 11.98 13.20 7.54 from Operation Profit before tax (PBT) Rs. Crs 206 279 383 405 199 Profit after tax (PAT) Rs. Crs 135 159 28
Slide 18: Revenue from Operations – Business Group wise
Revenue from Operations – Business Group wise ₹ Crs. 4337 4351 4054 4022 8% 4500 3899 0.79% 10% 4% 1040 4000 1441 760 (24%) (33%) 1059 1551 (19%) 3500 (27%) (38%) 3000 1083 1522 914 908 (27%) 2500 (21%) 763 (35%) (23%) (19%) 2000 1500 2179 1982 1932 1740 1789 1000 (46%) (50%) (54%) (43%) (41%) 500 0
Slide 19: Revenue from Operations (Q on Q)
Revenue from Operations (Q on Q) ₹ Crs. Particulars FY21 FY22 FY23 FY24 FY25 FY26 Quarter 1 391 467 669 577 634 634 Quarter 2 664 1012 805 917 860 839 Quarter 3 728 1175 1037 1047 876 1083 Quarter 4 1814 1684 1388 1514 1653 1794 Total 3597 4337 3899 4054 4022 4351 60% 50% 50% 41% 41% 39% 37% 40% 36%
Slide 20: Value of Production – Business Group wise
Value of Production – Business Group wise ₹ Crs. 3993 4239 4056 3905 4500 3802 9% 5% 7% 4% 4000 1077 798 (25%) 1246 1440 3500 (31%) 1165 (36%) (20%) (31%) 3000 1049 1410 (27%) 2500 994 797 856 (33%) (25%) (21%) (21%) 2000 1500 2057 1753 1840 1760 1752 1000 (44%) (48%) (43%) (53%) (41%) 500 0 FY22 FY
Slide 21: Profitability
Profitability ₹ Crs. PBT PAT 500 400 383 405 294 400 283 300 279 6% 300 37% 78% 4% 206 199 200 159 148 200 135 35% 51% 50% 100 18% 100 0 0 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 EBITDA (Gross Margin) 600 531 486 500 389 9% 400 321 25% 328 300 35% 21% 38% 200 100 0 FY22 FY23 FY24 FY25 FY26
Slide 22: Capex and R&D Expenditure
CAPEX AND R&D EXPENDITURE ₹ Crs. CAPEX R & D Expenditure 400 379 300 350 251 250 300 200 250 193 200 150 150 103 101 100 87 101 75 100 38 42 50 50 0 0 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 21
Slide 23: Order Book
ORDER BOOK ₹ Crs. 18000 15896 16000 14610 9% 14000 23% 11872 12000 39% 10000 9192 8570 7% 8000 6000 4000 2000 0 FY22 FY23 FY24 FY25 FY26 22
Slide 24: BEML Achieves Record $107M Export Order Bookings
BEML Achieves Record $107M Export Order Bookings International Business — Order Booking Regional Order Distribution ($107M Total) $107M $37M Total Export Orders West Asia Highest ever order booking Mining Equipment 10% $60M $10M 34% 56% Africa CIS & SE Asia Rolling Stock Equipment & Services Future
Slide 25: Collection & Employee Remuneration
Collection & Employee Remuneration ₹ Crs. Collection 5000 4805 4768 4800 4656 4600 4548 4400 4200 4114 4000 3800 3600 FY22 FY23 FY24 FY25 FY26 Employee Remuneration (% of Revenue from Operation) 870 860 858 850 20% 840 840 835 830 22% 822 826 19% 820 21% 20% 810 800 FY22 FY23 FY24 FY25 FY26 24
Slide 26: Debtors & Inventory
Debtors & Inventory ₹ Crs. Debtors (In Days to Revenue) 2500 2274 2000 1861 1696 176 1439 1500 140 1237 129 1000 112 100 500 0 FY22 FY23 FY24 FY25 FY26 Inventory (In Days to VoP) 2500 2400 2379 2338 2300 2256 222 201 2200 203 2073 2061 2100 2000 189 198 1900 FY22 FY23 FY24 FY25 FY26 25
Slide 27: Bangalore Complex, KGF, Mysuru, Palakkad facilities
Bangalore Complex Earth Moving Division, KGF Truck Division, Mysuru Engine Division, Mysuru Palakkad Complex R&D Centre, KGF 26