BEML secures USD 5.35 million export order, total contract rises to USD 41.73 million

1 min read     Updated on 27 Jun 2026, 09:07 AM
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Suketu GScanX News Team
AI Summary

BEML Limited has received an additional export order worth approximately USD 5.35 million from the Middle East for heavy Earth Moving Equipment. This increases the total contract value to USD 41.73 million and brings the company's total international order bookings to USD 112.35 million.

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BEML has secured an additional export order valued at approximately USD 5.35 million from the Middle East region for the supply of heavy Earth Moving Equipment intended for infrastructure development applications. This new order elevates the aggregate value of contracts received under the specific agreement from USD 36.38 million to approximately USD 41.73 million, underscoring the company's expanding footprint in the international infrastructure sector.

Following this receipt, BEML's total international order bookings stand at approximately USD 112.35 million. The company disclosed that the event occurred on June 25, 2026, at 21:01 hours, and the management confirmed that this transaction is part of the normal course of business operations.

The disclosure was submitted to the exchanges in compliance with Regulation 30 read with Schedule III of the SEBI (LODR) Regulations, 2015, filed by Urmi Chaudhury, Company Secretary & Compliance Officer, on behalf of BEML Limited.

Order Details

The following table outlines the financial impact of the additional order on the existing contract and the company's total international bookings:

Metric: Value:
Additional Order Value USD 5.35 Million
Previous Contract Value USD 36.38 Million
Enhanced Contract Value USD 41.73 Million
Total International Order Bookings USD 112.35 Million

Historical Stock Returns for BEML

1 Day5 Days1 Month6 Months1 Year5 Years
-0.23%-3.30%-4.46%-6.38%-21.28%+228.05%

How will this additional order impact BEML's revenue projections for the current fiscal year?

What are the expected margins on these heavy Earth Moving Equipment exports compared to domestic contracts?

Does this order signal a sustained increase in infrastructure demand from the Middle East region?

BEML FY26 revenue rises 8% to ₹4351 crore, order book hits record

1 min read     Updated on 17 Jun 2026, 02:14 AM
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Reviewed by
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AI Summary

BEML Limited reported an 8% increase in FY26 revenue to ₹4351 crore, achieving a record order book of ₹15896 crore. Profit after tax declined to ₹148 crore, impacted by one-time legacy corrections and gratuity provisions. The company is focusing on Rail & Metro and Defence segments, which now constitute 90% of the order book, and aims to add significant orders in the coming year.

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BEML Limited reported a record order book of ₹15896 crore for FY26, driven by its highest ever export order book of $107 million, during an investor meet held on June 10, 2026. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company highlighted significant wins in Africa and West Asia, alongside a strategic shift in its revenue mix towards the Defence sector.

Financial Performance

For FY26, BEML reported revenue from operations of ₹4351 crore, an increase of 8% from the previous year. Profit after tax (PAT) stood at ₹148 crore, while EBITDA was recorded at ₹328 crore. The company noted a shift in revenue mix, with Defence revenue rising to 35% and Mining & Construction revenue decreasing to 41% of total operations.

Metric FY26 (₹ Crs) FY25 (₹ Crs)
Revenue from Operations 4351 4022
Profit After Tax 148 294
EBITDA 328 531
Order Book 15896 14610

Strategic Achievements

BEML outlined key accomplishments during FY25-26, including the handover of India's first indigenously designed 21 Cubic Meter Electric Rope Shovel to Coal India Limited and the commencement of manufacturing for High Speed Rail components. The company also inaugurated new warehousing facilities in Bengaluru and laid the foundation stone for a new Central Warehousing Centre at Bilaspur.

The Vande Bharat Sleeper Train, designed and developed by BEML, was dedicated to the nation by the Prime Minister of India on January 17, 2026. Additionally, the company rolled out a prototype of a new Driverless Metro Trainset for BMRCL's Phase-2 Network and secured its first export order for Metro Rolling Stock.

Outlook and Order Book

Management attributed the margin pressure in FY26 to one-time legacy corrections of approximately ₹250 crore and provisions for gratuity due to new labor codes. The company targets a sustainable EBITDA margin of 16%, with a break-even revenue estimated near ₹4000 crore. The order book composition has shifted, with Rail & Metro accounting for 65% and Defence for 25%. BEML aims to add ₹15000-16000 crore to the order book in the current financial year, targeting a closing balance of around ₹24000 crore, driven by opportunities in commuter rail, metro, and defence segments.

Historical Stock Returns for BEML

1 Day5 Days1 Month6 Months1 Year5 Years
-0.23%-3.30%-4.46%-6.38%-21.28%+228.05%

How will BEML manage the transition to a Defence-heavy revenue mix given the sector's typically longer working capital cycles?

What specific strategies will the company employ to achieve the targeted 16% sustainable EBITDA margin after the one-time legacy corrections?

Will the increase in export orders to Africa and West Asia necessitate a revision of working capital requirements for FY27?

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