Earlier this month, BEML added a ₹180.6 crore order for Vande Bharat trainsets, while an overseas deal with Mauritius brought in $6.65 million for its BE220G hydraulic excavators. The company also won ₹184.25 crore from Hindustan Aeronautics to supply helicopter fuselage aerostructures.
Chairman‑MD Shantanu Roy told CNBC‑TV18 that BEML is targeting ₹20,000 crore in order inflows this fiscal, with prospects exceeding ₹40,000 crore across rail, metro, defence, mining and exports.
The Mumbai‑Ahmedabad high‑speed rail order adds ₹5,400 crore to the pipeline, but the company’s guidance points to a 30% jump in revenue for FY26‑27, up from ₹2.5 lakh crore in FY25‑26.
BEML’s shares are up 4.8% in the last month and 11.5% YTD, trading at ₹2,064.3 on the BSE and NSE. Market participants are watching the earnings release on October 20 for confirmation of the revenue outlook.
Analysts see the rail‑sector momentum as a tailwind, but caution that the company’s heavy capital expenditures could temper short‑term returns.