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BEML Ltd Investor Presentation 2021
60811_rns_2021-08-11_86c5c604-8284-4638-82ed-210ba3e3b20e.pdf
Investor Presentation
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BEML LIMITED
, (CIN) LES202KAL9NAGOI001 590) fielder ew MROWEEL MW DAN (A Govt, of india Mini Ratna Company under Minlitry of Defence) lineation Management Aeort
Bangalore Complex _ —_ 7
Tol: + B10 2222 27, 223 SO ecw! ofce@emotben con
Technology Division 'To + 91-80-2206 3103-109 eral ofion Gere hemi oo in
Division Ws + 91802296113 nal _ office € trading beni co."
Regional Otfices :
Badasput We C7 sae? eral: Ohaspur Sm bet coin
Chennai Te O44-28270792 e-mail chenna@ mbemicoin
Hyderabad Ta eee ema! hyterbad@ mi beri n
Kolests Te -033-22826314 ene! tokatia@ mm bemi.coin
Mumbai Te! 002-220H490 eenel mumbai rm beri con
Nagpur Tel 0712 SS eemal nagar Om bem. cor
New Dein! Ta OD anal Ot Or bers 0015
w 20655-26070 : i penta rn bee! 09
Te CeeP E218 ; _ereaipu Crm benicar
|Singraull Tel OTHE PBR
1, Hyde
Manutacturing Units Ref: CS/SEs/130 11.08.2021
mn GROEN National Stock Exchange of India The BSE Limited war —— Limited Listing Compliance Department Remsen Listing Compliance Department P.J. Towers, 26" Floor, Dalal Mrvore Complex Exchange Plaza, Bandra - Kurla Street, MUMBAI - 400 001 Sk a eaabaneth Complex Bandra (East), International Business Division MUMBAI - 400 051 = -
Dear Sir / Madam,
Sub: Presentation of Analysts / Investors meet - under Regulation 30 SEB! (LODR) Regulations 2015 — Reg Ref: Our letter CS/SEs/127 dt. 09.08.2021
Please find enclosed a copy of Presentation made at the virtual Analy Investors meet on 11.08.2021 at Corporate Office, Bengaluru for reference and records.
Thanking you.
Yours faithfully For BEML LIMITED
Kosh qin)
S V Ravisekhar Rao Company Secretary & Compliance officer
Encl; As above
BEML LIMITED
WELCOMES
INVESTORS / ANALYSTS
11thAugust 2021
DISCLAIMER
Statements in this presentation describing the Company's performance maybe "forward looking statements" within the meaning of applicable securitieslaws and regulations. Actual results may differ materially from those directly or indirectly expressed, inferred or implied. Important factors that couldmakea difference to the Company's operations include, among others, makedifference include,amongeconomic conditions affecting demand/supply and price conditions in thedomestic and overseas markets in which the Company operates, changes inor due to the environment, Government regulations, laws, statutes, judicial pronouncements and/or other incidental factors.
SHARE HOLDING PATTERN
| Ctaegory | Ason | Ason |
|---|---|---|
| 31072021 | 30062021 | |
| GfIdit.ovona | 0354% | 0354% |
| MFs | 1753% | 1746% |
| IdiPblinancu | 8615% | 1775% |
| IFIs | 325% | 241% |
| CBdiorpoes | 235% | 226% |
| FIIFPI/ss | 205% | 218% |
| NRIOCBHUF//ss | 170% | 171% |
| TBkNBFC//trsansu | ||
| IEPF/ | 025% | 023% |
| Ohters | 028% | 026% |
| OTTAL | 10000% | 10000% |
BEML'S GLOBAL MARKET
- Defence products exported to Israel, Suriname, Hondarus & BhutanRailway products exported to Srilanka and Bangladesh
- Mining & Construction products across the Globe.
- BEML has initiated the process to set up office in Kenya as per the directives of MOD.
KEY HIGHLIGHTS – 2021-22 – Q1
| Thidrnoeraceeuvv | C451rs: |
|---|---|
| VPhidoaceev | C507rs: |
| VPElopermpoeey | R3Lkh5sas: |
| R&DEdifSl%txpenureasaoaes | 477%: |
| OdBkii(A00202)171trerooposonson | R2C1111sr.: |
| HRSh00202171ttumanesourcerengason | 8N544os: |
| OifVP%tusourcngasoo | 27%: |
-Procurement from MSME to Total Domestic Procurement : 31%
KEY HIGHLIGHTS – 2020-21
| HihThidtgeseverurnoveraceve | C3557rs: |
|---|---|
| HihVPhidtgeseveroaceve | C3655rs: |
| HihVPEltgeseveropermpoyee | R59Lkhsas: |
| SHihR&DEdi%flttgeseverxpenureasaoaes | 374%: |
| OHihdBkii(A01042021)ttgeseerrerooposonsonv | CR11363sr.: |
| GCCHihEfiitttgeseerreennergorapeonsmponvyvu | 94%: |
| SlCiiMdttaesonompeonoe | 74%: |
| SlFRDDldPd&taesromeeoperocsvu | 69%: |
| HRSh01042021ttmanesorcerengasonuu | N6053os: |
| OifVP%tsorcngasoouu | 94%: |
| PfMSMETlDiPtttttrocuremenromooaomescrocuremen | 30%:7 |
% OF REVENUE FROM OPERATIONS FROM R&D DEVELOPED PRODUCTS
REVENUE FROM OPERATION – Q1
| Year | Utpo30062019 | Utpo30062020 | Utpo30062021 |
|---|---|---|---|
| REVENUE | 851 | 392 | 451 |
REVENUE FROM OPERATION
REVENUE 3481 3029 3557
Rs. Crores
VoP PER EMPLOYEE
Inventory, Manpower & Financing Cost
Rs. Crores
| Itnenorvy | 31032019 | 31032020 | 31032021 | 30062021 |
|---|---|---|---|---|
| TlVltoaaeu | 1702 | 2003 | 1971 | 2163 |
| NfdVP(N)ttooasooey | 179 | 220 | 202 | 389 |
| CMtanpoweros | 208911- | 209201- | 202021- | Q2022211-- |
|---|---|---|---|---|
| TlCttoaos | 802 | 844 | 849 | 210 |
| VP(N)%ttooe | 23% | 25% | 24% | 41% |
| FiiCtnancngos | 201819- | 201920- | 202021- | Q2021221-- |
|---|---|---|---|---|
| CVl(R)aesroresu | 59 | 41 | 39 | 14 |
Rs. Crores
Order Book Position as of 1st Quarter (2021-22) Rs. Crores
| liDteas | fiiBegnnngohQ1te- | dbkdOrerooediQ1urng- | ddOtrerexecuediQ1urng- | dbkOrerooiitposonason30062021 |
|---|---|---|---|---|
| dkOBreroo | 11363 | 299 | 451 | 11211 |
Order Book Position During 2020-21
Rs. Crores
| ilDteas | fiiBegnnngohteeary | dbkdOrerooedirngearuy | ddOtrereecexudiYrngearu | lidCOosngrerbkiitooposon |
|---|---|---|---|---|
| dkOBreroo | 9795 | 5125 | 3557 | 11363 |
INDIGENISATION
| Sl.No | Bisnessgropuu | Tfitpeoeqpmenyu | Idiii%tngensaon |
|---|---|---|---|
| Dozers | 90% | ||
| Etxcavaors | 92% | ||
| Mii&nng1Cittonsrucon | PiLpeayers | 79% | |
| WhlLdeeoaers | 78% | ||
| Dumpers | 95% | ||
| WSikltaerprners | 97% | ||
| MGdtoorraers | 90% | ||
| 2 | Dfeence | HihMbiliTk(88)tgoyrucx | 84% |
| 3 | Ril&Mtaero | Mterocars | 66% |
NEW INITIATIVES
BEML has taken up for Manufacturing and Supply of Medical Oxygen Plant (GO 960) during 2nd wave of the Pandemic.
Manufactured and successfully rolled out First independent Medical Oxygen Plant (GO 960) in record time through ToT from M/s. Defence Bio-Engineering & Electro Medical Laboratory(DEBEL), DRDO during May'2021.
BEML received order for 80 units out of which 43 units supplied and balance are under advance stage.
ATMA NIRBHAR BHARAT
| Sl.No | Area | Rkemars |
|---|---|---|
| 1 | IdilDiCttnusraesgnenre | FiliIdilDi&ttocusonmpemenngnusraesgnHFillPdttumanacorsnaroucsGlblbhkifIdilDidtoaencmarngornusraesgnanEidiiihR&Ddtttrgonomcsannegraonwanfitmanuacurng |
| Hbfhfiiddtorecangeocreaeeasanuxvidh'Did'fbtttttconcepsoproeeesgn-egeoreervMk&Uttareseraccepance | ||
| 150TDTkonumpruc | ||
| 80TElilE1ttonecrcacaaorxv | ||
| 117hHliblDtpeporaeozer | ||
| 2 | IdilDid&ngenousyesgne | "GMdiBllPfVhil"teumuerooeceaur |
| DldPdteveoperoucs | UdTiOi(Dil)Mttnmanneranperaonrveressero | |
| RlliSktongoc | ||
| MhilMifildMkiEitecancaneearngqupmen | ||
| (MMMEMKII)– |
-
- Strategies:
- •Widening BEML's Distributor Network
- •Setting up offices abroad – Kenya Office registered during Jan'21.
- •Joint Ventures in India or with local firms in abroad
- •EXIM bank opportunities – Through Indian Lines of Credit
- • Exploring opportunities through Chambers of Commerce / Embassies / Defence Attaches.
-
- Present focus on Line of Credit:
- •Bangladesh for Defence and Construction products
- • Neighbouring and African countries for Mining & Construction and Rail products
