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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/, 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