BEML Ltd management interview: BEML Big Order: HAL Prachand के लिए BEML को क्या मिला? CMD Shantanu Roy Reveal
Zee Business, 2026-08-24. Video: https://www.youtube.com/watch?v=kz5D0xt2xfM
- Recent order wins: BEML secured an aerospace order to manufacture 48 fuselages for the Prachand Light Combat Helicopter through 2032, alongside a $6.5 million export order for approximately 100 excavators to Africa.
- Order book metrics: The total order book stands at about ₹16,340 crore—comprising 65% Rail and Metro, 25% Defence, 7% International Business, and 3% Mining Construction—with international orders targeted to exceed $200 million by March 2027.
- First-quarter performance: Top-line revenue increased approximately 29% year-on-year, delivering positive EBITDA in a first quarter for the first time in over a decade and a 58% year-on-year improvement in PAT.
- Profitability and margins: Management expects margins, including PBT and PAT, to turn positive in the second quarter as execution becomes more equitably distributed across quarters and foreign exchange gains of 30–40% on legacy orders start flowing through.