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BEML Ltd — Investor Presentation 2025
Dec 12, 2025
60811_rns_2025-12-12_8481cfc2-41c2-4ce3-b7e1-a093d8119860.pdf
Investor Presentation
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Ref: CS/SE/713 Date: 12.12.2025
| 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: 500048 |
Dear Sir / Madam,
Sub: Presentation & Audio recording of Analysts / Investors meet - under Regulation 30 of SEBI (LODR) Regulations 2015 – Reg.
Ref: Our letter CS/SEs/ 712 dated 09.12.2025.
Please find enclosed herewith a copy of Presentation made at the Investors Analyst Meet hosted by Elara Capital on Friday the 12th December, 2025 from 09:30 Hours, at Mumbai.
Please find below, the link of audio recordings of the discussion held at the abovementioned meeting:
https://www.bemlindia.in/wp-content/uploads/2025/12/audiorecording\_investormeet121225.mp3
Thanking you. For BEML LIMITED Urmi Chaudhury Company Secretary & Compliance officer ICSI Mem No.: 29400 Place: Bengaluru URMI CHAUDHURY Digitally signed by URMI CHAUDHURY Date: 2025.12.12 17:15:52 +05'30'

ಪ್ರ ಧಾನಕಚೇರಿCorporate Office: 'ಬೆಮೆಲ್ಸೌಧ', ೨೩/೧, ೪ನೆೇಮುಖ್ಯರಸ್ೆೆ, ಸಂಪಂಗಿರಾಮನಗರ, ಬೆಂಗಳೂರು - ೫೬೦೦೨೭.ದೂರವಾಣಿಸಂಖ್ೆಯ : +೯೧೮೦೨೨೨೨೩೦೬೫ ಫ್ಾಯಕ್ಸೌಸಂಖ್ೆಯ : +೯೧೮೦೨೨೧೦೪೦೯೯ BEML Soudha, 23/1, 4th. Main, S R Nagar,Bangalore – 560027,Tel. +91 80 22963142/211, Fax. +91 80 22963142 [email protected] @cmdbeml BEML LTD.
CIN: L35202KA1964GOI001530, GST NO. 29AAACB8433D1ZU, www.bemlindia.in
12.12.2025
BEML Limited Investors Meet
Schedule "A" Company, Under ministry of Defence

Mining • Construction • H&P • Rail & Metro • Aerospace • Armored • Engines • HMV • Sustenance
MINING • CONSTRUCTION • H&P • RAIL & METRO • AEROSPACE • ARMORED • ENGINES • HMV • SUSTENANCE • MINING • CONSTRUCTION • H&P • 1

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 factors that could make a difference to the Company's operations include, among others, economic conditions affecting demand/supply and price conditions in the domestic and overseas markets in which the Company operates, changes in or due to the environment, Government regulations, laws, statutes, judicial pronouncements and/or other incidental factors.

46
%
About BEML limited Business verticals & contribution

SHARE HOLDING PATTERN

46% 54%

| Category | As on 30.11.2025 | As on 31.03.2025 |
|---|---|---|
| GovernmentofIndia | 54.03% | 54.03% |
| MutualFunds | 17.05% | 17.50% |
| ResidentIndividuals | 18.70% | 17.49% |
| ForeignPortfolio-CORP | 5.63% | 7.27% |
| BodyCorporates | 1.44% | 0.91% |
| QualifiedInstitutionalBuyer | 1.00% | 1.09% |
| Non-ResidentIndians | 0.79% | 0.49% |
| HUF | 0.65% | 0.55% |
| AlternativeInvestmentFund | 0.15% | 0.09% |
| Trusts | 0.01% | 0.01% |
| NonResidentIndianNonRepatriable | 0.35% | 0.38% |
| IEPF | 0.19% | 0.19% |
| ClearingMembers | 0.01% | 0.00% |
| Total | 100.00% | 100.00% |
Shareholder's Return

➢ BEML completed stock split on November 3, 2025, by splitting One Equity share of Face value of Rs 10/- into Two Equity shares of Face value of Rs 5/-.
Expanded Shareholder returns through increased dividend derived from stabilized profits and continuous investments to enhance business competitiveness.


➢ BEML completed stock split on November 3, 2025, by splitting One Equity share of Face value of Rs 10/- into Two Equity shares of Face value of Rs 5/-.
➢ Total No. of Shares = 8,32,89,000 Face Value = Rs 5/- per Share



BEML:Pan-India Presence


INHOUSE DEVELOPED PRODUCTS


1500hp Engine for Battle Tanks

Medium Bullet Proof vehicle

Mechanical Mine Field Marking Equipment

Self Propelled Mine Burrier

Command Post Vehicle

PMS Bridge System

Sarvatra Bridge System

TRAWL for Battle Tanks

Aircraft Towing Tractor

Armoured Repair & Recovery Vehicle
INHOUSE DEVELOPED PRODUCTS


Vande Bharat Sleeper Trains


Electric Multiple Utility Vehicles Units Metro Cars


Bull Dozers


Dump Trucks Motor Rope Shovel Graders


| Major | ACCOMPLISHMENTS | Aerospace | |||
|---|---|---|---|---|---|
| Defence | Integration of Light AlloyStructures –LVM3 | Nodal Agency for GroundHandling & Ground SupportEquipment -LCA Mk2 | |||
| 9400+ | BEML High Mobility Vehicles | Manufacturing of Akash& QRSAM Motor Casing | Integration of Su-30Sub Assemblies | ||
| 352 | ArmouredRecoveryVehicles | Rail & Metro | Mining & Construction | ||
| 3700+ | Trailers / Military Wagons | Mining & Construction | |||
| 6 Sets | 330 Nos. PontoonBridge Systems | 18000+Rail Coaches & 900 EMUs | 33880Equipment | ||
| 1500 hp | Engine for MainBattle Tanks | 2105 | 29300+Engines (76HP –700HP) | ||
| 1050+ | Track Width Mine Ploughs | Metro Cars | Exports | ||
| 2 Nos. | ArmouredRecovery &Repair Vehicles | Vande Bharat Sleeperversion Trains | Equipment to1400+73 Countries | 12 |

- ➢ Highest ever order book of Rs. 16342 Crore.
- ➢ India's first indigenously designed and developed 21 Cum Electric rope shovel handed over to M/s Coal India Limited.
- ➢ 1 st Proto Train of Vande Bharat Sleeper successfully completed trials and 2 nd Train set dispatched for oscillation trials which was successful.
- ➢ Designed, developed and supplied 550hp Motor Grader to M/s SECL.
- ➢ BEML-Engineered MMME Mk-II Inducted into Indian Army.
- ➢ Commenced manufacturing of High Speed Rail components at Bangalore Complex.
- ➢ Commenced the assembly of Light Armoured Multipurpose Vehicle (LAMV) at Kolar Gold Fields.
- ➢ Inaugurated New Warehousing facility at KIADB Aerospace Special Economic Zone (SEZ) in Bengaluru.
- ➢ Foundation stone laid for a new Central Warehousing Centre at Bilaspur.
- ➢ Foundation stone laid for New Bhopal Plant (BRAHMA) by Hon Raksha Mantri.

- ➢ 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.
- ❖ The Trusted Brand Excellence Award for BEML.
- ➢ Won Golden Peacock Eco-Innovation Award 2025 for all-electric BRS-21 Rope Shovel.
- ➢ Awarded Golden Peacock Award for HR Excellence on 6 th Feb 2025.
- ➢ KGF Complex won Uttama Suraksha Puraskara for Excellence in Safety in September 2025.
- ➢ BEML won five awards at 19th Global Communication Conclave 2025 organized by Public Relation Council of India (PRCI) – Business Communication Leadership; Content Marketing; Corporate Partnership; Table Calendar; Corporate Brochure.
- ➢ BEML shines with Gold at EEPC India Quality Awards 2025.

Key Highlights
| PARTICULARS | Units | 202021- | 202122- | 202223- | 202324- | 202425- | Sep25- |
|---|---|---|---|---|---|---|---|
| fromOperationsRevenue | Crs₹ | 3597 | 4337 | 3899 | 4054 | 4022 | 1473 |
| (EBITDA)MarginGross | of%RevenuefromOperation | 563 | 740 | 997 | 1198 | 1320 | 268 |
| (PBT)Profitbeforetax | Crs₹ | 93 | 206 | 279 | 383 | 405 | (20) |
| Profitafter(PAT)tax | ₹Crs | 75 | 135 | 159 | 283 | 294 | (9) |
| MarketCapitalization | ₹Crs | 5228 | 7566 | 5235 | 13255 | 13410 | 17382 |
| 10/Share(FaceValue)PriceRs- | ₹ | 1255 | 1817 | 1257 | 3183 | 3219 | 4174 |
| WorthNet | ₹Crs | 2224 | 2307 | 2395 | 2643 | 2854 | 2776 |
| /(PATworth)WorthReturnNetNeton | % | 336% | 83%5 | 663% | 1071% | 1031% | 033%- |
| WorkingCapital | Crs₹ | 2774 | 2822 | 2480 | 2773 | 3094 | 2926 |
| Manpower | No | 6053 | 5573 | 5197 | 4888 | 4761 | 4608 |
| R&DExp | ₹Crs | 133 | 103 | 75 | 87 | 101 | 57 |
| ofSalesR&D%Expas | % | 369 | 237 | 192 | 215 | 250 | 388 |
Revenue from Operations – Business Group wise

₹ Crs.

Revenue from Operations (Q on Q)
| Particulars | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Quarter1 | 391 | 467 | 669 | 577 | 634 | 634 |
| Quarter2 | 664 | 1012 | 805 | 917 | 860 | 839 |
| Quarter3 | 728 | 1175 | 1037 | 1047 | 876 | |
| Quarter4 | 1814 | 1684 | 1388 | 1514 | 1653 | |
| Total | 3597 | 4337 | 3899 | 4054 | 4022 | 1473 |
60%

Value of Production – Business Group wise

₹ Crs.


₹ Crs.




PAT (% Y on Y)
ORDER BOOK

₹ Crs.
ORDER BOOK - Annual

ORDER BOOK – Half Year

Collection & Employee Remuneration ₹ Crs.



Employee Remuneration – Annual/Half-Year (% of Revenue from Operation)

Debtors & Inventory ₹ Crs.

Debtors- Annual (In Days to Revenue) Debtors – Half Year

Inventory – Annual (In Days to VoP) Inventory – Half Year








