Whalesbook
Aapko pata hai kya? BEML Limited ne Tuesday ko announce kiya ki unhone Ministry of Defence se lagbhag ₹590 Crore ka ek zabardast order secure kiya hai. Yeh order trawl assemblies ke liye hai aur isse company ka defence segment aur bhi mazboot hoga.
Expansion aur Export Goals ko mila Push!
CMD Shantanu Roy ne bola ki company exports ko top priority de rahi hai. Target hai ki March 2027 tak international order book ko double kar dein, jo abhi $100 million se upar hai. Unhone West Asia se hue ek recent heavy earth-moving equipment deal ko "game-changer" bhi bataya, jismein design changes aur long-term maintenance bhi included tha.
₹40,000 Crore Ki Opportunity Pipeline ko Target
BEML ko 2026-27 ke liye defence, rail, mining aur international business mein ₹40,000 Crore ki opportunity pipeline dikh rahi hai. Roy expect karte hain ki ismein se 50% tak ka conversion ho jayega. Unke hisab se rail aur metro projects growth ko lead karenge. Exports FY27 mein revenue ka 6-7% aur long-term mein 10% tak ho sakte hain.
Supply Chain Ko Mazboot Karna
Company import par dependance kam karne aur supply chain risks ko manage karne ke liye zyada se zyada components ko localise kar rahi hai. Currently, order book mein rail aur metro projects sabse aage hain, uske baad defence aur mining, jabki international business abhi chota par grow ho raha segment hai.
Future Defence Technologies Mein Investment
Aage dekhte hue, BEML future defence opportunities explore kar raha hai, jismein new technologies mein investment bhi included hai, kyunki defence needs contactless warfare jaise areas mein badh rahi hain.
Is deal ke baad, BEML Ltd ke shares ₹1,768.90 par close hue the, jo 1.40% yaani ₹24.40 ka gain dikha raha tha.