Ace investor Sunil Singhania ne BEML mein **1.1%** stake kharida hai, jiski value **₹1,769 Crore** hai. Company ka Q1 performance solid raha aur revenue mein **29%** ka jump dikha hai.
Bade players ki entry
Veteran investor Sunil Singhania ki firm, Abakkus Asset Manager, ne BEML Limited mein 1.1% stake utha liya hai. Ye investment lagbhag ₹1,769 Crore ki hai, jo dikhata hai ki badi firms ko is PSU ki recovery par bharosa hai. Company ne fiscal year 2027 ke pehle quarter mein pichle ek decade ka sabse best performance diya hai.
Operational turnaround ki kahani
Ministry of Defence ke under kaam karne wali is company ne efficiency mein zabardast sudhaar kiya hai. Inka Rail aur Metro division ka output 178% badha hai aur total revenue mein 29% ki growth dekhne ko mili hai. Sabse badi baat ye hai ki company ab Operating Profit mein aa gayi hai, jo pehle ke losses ke mukable ek bada shift hai.
Order Book aur aage ka outlook
BEML ki current order book ₹16,000 Crore ke paar hai. Management ka kehna hai ki ₹35,000 Crore se ₹40,000 Crore tak ka potential project pipeline bhi line-up mein hai. Mining aur defense sector mein bhi company achha kar rahi hai, jahan L1 tender positions ₹900 Million ki hain. Export market mein bhi ye $115 Million ke order book ke saath bade goals set kar rahe hain.
Risks ka dhyan rahe
Sab kuch accha dikh raha hai, par execution ek bada challenge hai. History mein project delays ki wajah se inka margin pressure mein raha hai. Heavy engineering mein sirf orders jeetna kaafi nahi hai, time par delivery aur cost control hi long-term profit decide karega. Investors ko ab ye dekhna hoga ki company supply chain aur costs ko kaise manage karti hai.