BEML（BEML）株式概要BEML社はインドの鉱業・建設、鉄道・地下鉄、電力、防衛・航空宇宙部門に製品とサービスを提供している。 詳細BEML ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績2/6財務の健全性6/6配当金3/6報酬収益は年間56.93%増加すると予測されています リスク分析0.31%の配当はフリーキャッシュフローで十分にカバーされていない 利益率(3.2%)は昨年より低い(7.3%) すべてのリスクチェックを見るBEML Community Fair Values Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹1.75k0.02% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture090b2016201920222025202620282031Revenue ₹90.2bEarnings ₹2.9bAdvancedSet Fair ValueView all narrativesBEML Limited 競合他社Happy ForgingsSymbol: NSEI:HAPPYFORGEMarket cap: ₹146.5bTitagarh Rail SystemsSymbol: NSEI:TITAGARHMarket cap: ₹122.3bJupiter WagonsSymbol: NSEI:JWLMarket cap: ₹117.7bAction Construction EquipmentSymbol: NSEI:ACEMarket cap: ₹119.9b価格と性能株価の高値、安値、推移の概要BEML過去の株価現在の株価₹1,752.8052週高値₹2,366.3052週安値₹1,355.00ベータ0.671ヶ月の変化-3.89%3ヶ月変化17.17%1年変化-21.18%3年間の変化117.46%5年間の変化162.30%IPOからの変化1,389.53%最新ニュースNew Risk • Jun 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.2% net profit margin).お知らせ • May 20BEML Limited to Report Q4, 2026 Results on May 29, 2026BEML Limited announced that they will report Q4, 2026 results on May 29, 2026Price Target Changed • Feb 10Price target decreased by 9.0% to ₹2,063Down from ₹2,266, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₹1,768. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹37.20 for next year compared to ₹35.13 last year.Declared Dividend • Feb 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 13th February 2026 Payment date: 8th March 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (418% cash payout ratio). The dividend has increased by an average of 44% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Feb 04BEML Limited's (NSE:BEML) P/E Still Appears To Be ReasonableWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 23x, you may consider BEML...お知らせ • Jan 30BEML Limited to Report Q3, 2026 Results on Feb 06, 2026BEML Limited announced that they will report Q3, 2026 results on Feb 06, 2026最新情報をもっと見るRecent updatesNew Risk • Jun 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.2% net profit margin).お知らせ • May 20BEML Limited to Report Q4, 2026 Results on May 29, 2026BEML Limited announced that they will report Q4, 2026 results on May 29, 2026Price Target Changed • Feb 10Price target decreased by 9.0% to ₹2,063Down from ₹2,266, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₹1,768. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹37.20 for next year compared to ₹35.13 last year.Declared Dividend • Feb 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 13th February 2026 Payment date: 8th March 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (418% cash payout ratio). The dividend has increased by an average of 44% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Feb 04BEML Limited's (NSE:BEML) P/E Still Appears To Be ReasonableWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 23x, you may consider BEML...お知らせ • Jan 30BEML Limited to Report Q3, 2026 Results on Feb 06, 2026BEML Limited announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Nov 08BEML Limited Recorded A 15% Miss On Revenue: Analysts Are Revisiting Their ModelsLast week, you might have seen that BEML Limited ( NSE:BEML ) released its second-quarter result to the market. The...分析記事 • Nov 07Is BEML (NSE:BEML) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: ₹11.53 (vs ₹6.13 in 2Q 2025)Second quarter 2026 results: EPS: ₹11.53. Revenue: ₹8.46b (down 1.6% from 2Q 2025). Net income: ₹480.3m (down 5.9% from 2Q 2025). Profit margin: 5.7% (down from 5.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India.お知らせ • Oct 29BEML Limited to Report Q2, 2026 Results on Nov 05, 2025BEML Limited announced that they will report Q2, 2026 results on Nov 05, 2025お知らせ • Sep 30BEML Limited Announces Board AppointmentsBEML Limited in its Annual General Meeting held on 29 September, 2025 approved the appointment of Shri Vikas Ramkrishna Kakatkar and Shri Siva Makutam as independent directors and Smt. Meera Mohanty as Government Nominee Director of the company.Declared Dividend • Sep 06Dividend of ₹1.20 announcedShareholders will receive a dividend of ₹1.20. Ex-date: 22nd September 2025 Payment date: 28th October 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 115% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 05BEML Limited, Annual General Meeting, Sep 29, 2025BEML Limited, Annual General Meeting, Sep 29, 2025, at 11:30 Indian Standard Time. Location: four seasons hotel, bangalore, 8,bellary road, ganganagar, 560032, bangalore India分析記事 • Sep 03Why Investors Shouldn't Be Surprised By BEML Limited's (NSE:BEML) P/EWith a price-to-earnings (or "P/E") ratio of 56.8x BEML Limited ( NSE:BEML ) may be sending very bearish signals at the...分析記事 • Aug 15Revenue Miss: BEML Limited Fell 9.6% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their ModelsNSEI:BEML 1 Year Share Price vs Fair Value Explore BEML's Fair Values from the Community and select yours It's been a...Reported Earnings • Aug 12First quarter 2026 earnings released: ₹15.40 loss per share (vs ₹16.92 loss in 1Q 2025)First quarter 2026 results: ₹15.40 loss per share (improved from ₹16.92 loss in 1Q 2025). Revenue: ₹6.43b (up 1.3% from 1Q 2025). Net loss: ₹641.1m (loss narrowed 9.0% from 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 31% per year.お知らせ • Aug 05BEML Limited to Report Q1, 2026 Results on Aug 11, 2025BEML Limited announced that they will report Q1, 2026 results on Aug 11, 2025分析記事 • Jul 22BEML (NSE:BEML) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • May 28Price target increased by 7.6% to ₹4,129Up from ₹3,838, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₹4,237. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of ₹101 for next year compared to ₹70.24 last year.分析記事 • May 28BEML Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextBEML Limited ( NSE:BEML ) defied analyst predictions to release its annual results, which were ahead of market...分析記事 • May 27BEML Limited (NSE:BEML) Looks Just Right With A 40% Price JumpBEML Limited ( NSE:BEML ) shares have continued their recent momentum with a 40% gain in the last month alone. But the...New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).Reported Earnings • May 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹70.24 (up from ₹67.67 in FY 2024). Revenue: ₹40.5b (flat on FY 2024). Net income: ₹2.93b (up 3.8% from FY 2024). Profit margin: 7.2% (up from 7.0% in FY 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹3,654, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 34x in the Machinery industry in India. Total returns to shareholders of 219% over the past three years.New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.6% average weekly change).分析記事 • Apr 04Investors Appear Satisfied With BEML Limited's (NSE:BEML) Prospects As Shares Rocket 27%BEML Limited ( NSE:BEML ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹2,898, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 32x in the Machinery industry in India. Total returns to shareholders of 124% over the past three years.分析記事 • Mar 11Is Now The Time To Put BEML (NSE:BEML) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Mar 03BEML Limited Announces Promotion of Yogananda G as Executive Director- SBU-Head (Mining)BEML Limited announced the promotion of Shri Yogananda G from Chief General Manager- SBU-Head (Mining) to Executive Director- SBU-Head (Mining), effective March 1, 2025.分析記事 • Feb 18BEML Limited (NSE:BEML) Shares Slammed 26% But Getting In Cheap Might Be Difficult RegardlessThe BEML Limited ( NSE:BEML ) share price has fared very poorly over the last month, falling by a substantial 26%. The...分析記事 • Feb 10BEML (NSE:BEML) Is Due To Pay A Dividend Of ₹5.00The board of BEML Limited ( NSE:BEML ) has announced that it will pay a dividend of ₹5.00 per share on the 8th of...Declared Dividend • Feb 08Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 14th February 2025 Payment date: 8th March 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 105% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 07Price target decreased by 13% to ₹4,223Down from ₹4,842, the current price target is an average from 2 analysts. New target price is 35% above last closing price of ₹3,132. Stock is down 3.5% over the past year. The company is forecast to post earnings per share of ₹83.80 for next year compared to ₹67.67 last year.Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹5.86 (vs ₹11.57 in 3Q 2024)Third quarter 2025 results: EPS: ₹5.86 (down from ₹11.57 in 3Q 2024). Revenue: ₹8.80b (down 16% from 3Q 2024). Net income: ₹244.1m (down 49% from 3Q 2024). Profit margin: 2.8% (down from 4.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06BEML Limited Declares Interim Dividend for the Financial Year 2024-25The board of directors of the BEML Limited in its 408th meeting held on February 06, 2025, inter-alia, has declared interim dividend of INR 5/- per equity share of INR 10/- each (i.e. 50% of paid up share capital) for the financial year 2024-25. In this connection, the Company had fixed the Record date as February 14, 2025for payment of said interim dividend to the eligible equity shareholders as on the record date.分析記事 • Jan 07BEML (NSE:BEML) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jan 01BEML Limited Announces Change in Senior ManagementBEML Limited announced the change the the designation of the Senior Management of the company: Sunil R. Kharad: Superannuation from BEML Limited as Executive Director (Corporate Materials) with effect from December 31, 2024 and Macharla Ganesh Govinda Raju: Promotion as Executive Director SBU Head (HMV), effective from 1 January 2025.お知らせ • Dec 18BEML Limited Announces Change of DesignationsBEML Limited notify the Stock Exchanges about the change in the designations of the Senior Management (one level below the Board) of the Company vide the Inter Office Memo- Corp. HR-ES/C62024-25/3419 dated 17.12.2024 as below: Sekar V from Chief General Manager to Executive Director (Palakkad) and Subramanyam S M from Chief General Manager to Executive Director (KGF), effective July 1, 2024.分析記事 • Nov 29Here's Why We Think BEML (NSE:BEML) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹12.25 (vs ₹12.43 in 2Q 2024)Second quarter 2025 results: EPS: ₹12.25 (down from ₹12.43 in 2Q 2024). Revenue: ₹8.75b (down 4.6% from 2Q 2024). Net income: ₹510.3m (down 1.4% from 2Q 2024). Profit margin: 5.8% (up from 5.6% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.分析記事 • Nov 02What Does BEML Limited's (NSE:BEML) Share Price Indicate?BEML Limited ( NSE:BEML ), is not the largest company out there, but it saw a double-digit share price rise of over 10...お知らせ • Oct 18BEML Limited Appoints Sanjay Som as DirectorPursuant to Article 97 of the Articles of Association of BEML Limited, the President of India has appointed Shri Sanjay Som, Director (Mining & Construction Business) (DIN- 10811981), on the Board of the Company vide letter dated October 16, 2024. Since, the DIN for Shri Som has been allotted October 17, 2024, hence, the Company is filing the intimation accordingly after allocation of DIN. Shri Sanjay Som, is a graduate in Mechanical Engineering from NIT Raipur, 1988 batch, is having over 35 years of experience in working in Heavy Engineering and Manufacturing industries, both in Private and Public Sector. His major contributions includes: 17 years in BEML Ltd. working in all three business verticals Mining & Construction, Defence & Aerospace and Rail & Metro Business covering Manufacturing division located in KGF, Mysore & Bangalore. He was Head of Manufacturing and Assembly shop in EM Division of KGF Complex for the aggregates required for Dozer assembly, Excavator Assembly and other high end mining equipment. He was Head of Production in Truck Division of Mysore Complex. He was spearheading the development of 190 Ton Electric Dump Truck. He was Head of Defence Production for supply of High Mobility Vehicles, Sarvatra Bridge Systems, 50 Ton Trailers etc for various Defence requirements. He was Chief of Bangalore Complex in Rail and Metro Division and led the manufacturing of rolling stocks for various Metro Corporations including Driverless Metro car supplied for Mumbai Metro and also developed Vande Bharat Sleeper coach for Indian Railways. Previously, he has worked 18 years in Public limited companies ie. M/s Simplex Engineering, M/s ACC Machinery & M/s Grasim Industries for manufacturing products for Railways, Steel Plants, Cements & Tyre Machineries, Pressure vessels & Heat exchangers.お知らせ • Oct 11BEML Limited Appoints Rajeev Kumar Gupta as Director (Rail & Metro Business)Bharat Heavy Electricals Limited informed that Shri Rajeev Kumar Gupta has been relieved from the services of the Company on 10 October, 2024. Designation: Executive Director (CSM & CC), New Delhi. Shri Rajeev Kumar Gupta has been appointed as Director (Rail & Metro Business) in M/s BEML Limited vide Ministry of Defence, GOI letter no. 8(4)/2021-D(BEML)-Vol-II dated October 8, 2024, and has been allowed to retain lien on the post of Executive Director in BHEL till the date of his superannuation, that is up to March 24, 2027.お知らせ • Sep 20BEML Limited Approves Final Dividend for the Year 2023-24BEML Limited at its AGM held on September 20, 2024, approved declaration of the final dividend of INR 15.5 per equity share (i.e. 155% of the paid-up share capital) for the year 2023-24.分析記事 • Sep 06BEML (NSE:BEML) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Declared Dividend • Aug 31Dividend increased to ₹15.50Dividend of ₹15.50 is 210% higher than last year. Ex-date: 13th September 2024 Payment date: 20th October 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 143% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 30BEML Limited, Annual General Meeting, Sep 20, 2024BEML Limited, Annual General Meeting, Sep 20, 2024, at 11:30 Indian Standard Time. Location: hotel shangri-la bangalore, no.56-6b, palace road, bengaluru- 560001, Indiaお知らせ • Aug 29+ 2 more updatesBEML Limited to Report Q4, 2025 Results on May 30, 2025BEML Limited announced that they will report Q4, 2025 results on May 30, 2025分析記事 • Aug 22Do BEML's (NSE:BEML) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Aug 06First quarter 2025 earnings released: ₹16.92 loss per share (vs ₹18.01 loss in 1Q 2024)First quarter 2025 results: ₹16.92 loss per share (improved from ₹18.01 loss in 1Q 2024). Revenue: ₹6.34b (up 9.9% from 1Q 2024). Net loss: ₹704.7m (loss narrowed 6.1% from 1Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 29BEML Limited to Report Q1, 2025 Results on Aug 05, 2024BEML Limited announced that they will report Q1, 2025 results on Aug 05, 2024お知らせ • Jul 12BEML Limited Announces Board ChangesBEML Limited announced that Smt Urmi Chaudhury, Senior Manager- Company Secretary, is appointed as Company Secretary and Compliance Officer of BEML Limited i.e. w.e.f. July 12, 2024 in place of Shri Jai Gopal Mahajan. With over a decade of robust experience in Regulatory & Corporate Compliance and Secretarial Practices, Smt. Chaudhury brings extensive expertise across diverse domains including SEBI (LODR), ROC, CSR & ESG, FEMA, IBC and Labour Laws etc. Her career highlights include leadership in IPO project management and roles with prominent organizations, including 6+ years with a listed CPSE under the Ministry of Steel and 4 years with a Tata Steel JV Company as Compliance Officer in liaison with regulators, government authorities, and directors. Her proficiency extends to conducting Boards/Committee Meetings, Shareholders Meetings (AGM/EGM/Postal Ballot), and preparing comprehensive agendas for high-stakes decisions such as High Value Tenders, Bank Loans, Mining Operations, Lease Deeds, and Office Relocations across states. Adept at managing end-to-end pre and post-meeting compliances with regulators, ensuring adherence to stringent procedural requirements, her strong track record underscores her ability to navigate complex regulatory landscapes and deliver effective governance and compliance solutions to the Board and other stakeholders at large.分析記事 • Jul 12BEML Limited (NSE:BEML) Looks Just Right With A 26% Price JumpBEML Limited ( NSE:BEML ) shares have continued their recent momentum with a 26% gain in the last month alone. The last...分析記事 • Jul 05Is Now An Opportune Moment To Examine BEML Limited (NSE:BEML)?BEML Limited ( NSE:BEML ), is not the largest company out there, but it led the NSEI gainers with a relatively large...お知らせ • Jun 25BEML Limited Appoints Debi Prasad Satpathy, Executive Director (Hr) as Director (Human Resources)BEML Limited announced that Pursuant to Article 97 of the Articles of Association of the Company, the President of India has appointed Shri Debi Prasad Satpathy, Executive Director (HR) as Director (Human Resources) on the Board of the Company vide letter dated June 20, 2024. Since, the DIN- 10679597 for Shri Satpathy has been allotted on June 24, 2024 hence, the Company is filing the intimation. Shri Debi Prasad Satpathy is a Post-Graduate in Industrial Relation and Personnel Management and holds a Degree in Science with Honours from Berhampur University. Shri Satpathy has 32 years of vivid and diverse experience in the field of Human Resource and Development from over 3 Public Sector Undertakings both under the Central Government and the Odisha State Government. His professional Career started in February 1992 as an Executive Trainee at the Nagaon Paper Mill of Hindustan Paper Corporation Ltd. at Assam. Over the 15 years at Nagaon Paper Mill, he went on to become Manager HR before he moved to Kolkata at the Head Quarters of Hindustan Paper Corporation for the next 4 years. In 2011, after handling and acquiring a vast experience in all the facets of Human Resource Development, he migrated from Hindustan Paper Corporation to BEML Limited, Bangalore to head the Industrial Relation and Recruitment Department and later to head the Personal Department of BEML's first production unit, the Rail Coach Unit, Bangalore Complex. He was instrumental in establishing the Centre of Excellence, Welfare amenities and compliances at Bangalore Complex. Shri Debi Prasad Satpathy is not having any inter-se relationship among the Directors of the Company.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹4,709, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 45x in the Machinery industry in India. Total returns to shareholders of 320% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹3,685, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 39x in the Machinery industry in India. Total returns to shareholders of 235% over the past three years.分析記事 • Jun 05BEML (NSE:BEML) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹4,559, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 44x in the Machinery industry in India. Total returns to shareholders of 319% over the past three years.分析記事 • May 22Investors Will Want BEML's (NSE:BEML) Growth In ROCE To PersistWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • May 08Why Investors Shouldn't Be Surprised By BEML Limited's (NSE:BEML) P/EBEML Limited's ( NSE:BEML ) price-to-earnings (or "P/E") ratio of 75.6x might make it look like a strong sell right now...お知らせ • May 08BEML Limited to Report Fiscal Year 2024 Results on May 13, 2024BEML Limited announced that they will report fiscal year 2024 results on May 13, 2024分析記事 • Apr 25Do BEML's (NSE:BEML) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Mar 25An Intrinsic Calculation For BEML Limited (NSE:BEML) Suggests It's 40% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, BEML fair value estimate is ₹5,119 Current share price of...Price Target Changed • Mar 19Price target increased by 7.3% to ₹3,141Up from ₹2,928, the current price target is an average from 2 analysts. New target price is 13% above last closing price of ₹2,780. Stock is up 131% over the past year. The company is forecast to post earnings per share of ₹71.60 for next year compared to ₹37.92 last year.分析記事 • Mar 13What Is BEML Limited's (NSE:BEML) Share Price Doing?BEML Limited ( NSE:BEML ), might not be a large cap stock, but it saw a significant share price rise of 28% in the past...お知らせ • Feb 29BEML Limited Announces Change in ManagementBEML Limited notified the Stock Exchanges about the cessation of the Executive Directors as below: Mr. Umashankar Devappa, Executive Director (Defence), Reason for cessation: Superannuation, effective date is February 29, 2024. Mr. Pawan Kumar, Executive Director (Marketing- M & C), Reason for cessation: Superannuation, effective date is February 29, 2024.New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).Declared Dividend • Feb 10Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 16th February 2024 Payment date: 9th March 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: ₹11.57 (vs ₹15.92 in 3Q 2023)Third quarter 2024 results: EPS: ₹11.57 (down from ₹15.92 in 3Q 2023). Revenue: ₹10.8b (up 4.3% from 3Q 2023). Net income: ₹482.0m (down 27% from 3Q 2023). Profit margin: 4.5% (down from 6.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 08BEML Limited Approves Interim DividendBEML Limited announced that the Board of Directors have declared an Interim Dividend of INR 5.00 per equity share (i.e. 50 % of paid-up share capital), which will be paid to the eligible shareholders as on the record date i.e. on Feb. 16, 2024.お知らせ • Feb 01BEML Limited Announces Retirement of Basudev Mishra as Executive Director, Mysore ComplexBEML Limited announced Voluntary Retirement of Shri Basudev Mishra as Executive Director, Mysore Complex. Date of cessation February 1, 2024.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹3,512, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 33x in the Machinery industry in India. Total returns to shareholders of 361% over the past three years.お知らせ • Jan 26BEML Limited to Report Q3, 2024 Results on Feb 08, 2024BEML Limited announced that they will report Q3, 2024 results on Feb 08, 2024お知らせ • Jan 25BEML Limited Announces Board ChangesBEML Limited announced that the changes in the designation of Senior Management (one level below the Board). Jai Gopal Mahajan, currently Chief General Manager- Finance & Company Secretary, promoted to Executive Director (Finance) & Company Secretary. Debi Prasad Satpathy, currently Chief General Manager -HR, promoted as Executive Director (HR). Sasi Kumar K, currently Chief General Manager, Accounts, promoted as Executive Director (Accounts). Sunil R Kharad, currently Chief General Manager- Corporate Materials, promoted as Executive Director (Corporate Materials). These are effective January 07, 2023. Shashikanth KC, currently Chief General Manager-R&D (R&M), promoted as Executive Director (R&D)- Rail & Metro effective on February 02, 2023. Ishwara Bhat V, currently Chief General Manager- KGF Complex, promoted as Executive Director (KGF). Srinivasan G, currently Chief General Manager - Palakkad Complex, promoted as Executive Director (Palakkad). These are effective on January 07, 2023.分析記事 • Jan 20BEML Limited (NSE:BEML) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableDespite an already strong run, BEML Limited ( NSE:BEML ) shares have been powering on, with a gain of 27% in the last...分析記事 • Jan 10BEML (NSE:BEML) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 27Investors Will Want BEML's (NSE:BEML) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...お知らせ • Dec 12BEML Limited Announces Change in DirectorateBEML Limited announced appointed Shri Rajeev Prakash as Government Nominee Director on the Board of Directors of the Company in place of Shri Surendra Prasad Yadav. Shri Rajeev Prakash is a 1995 batch, Indian Post & Telecommunication Accounts and Finance Service officer (IP&TAFS). He has completed B.A. Honors in English from St. Stephen's College, University of Delhi and M.A. in Development Studies from the Institute of Social Studies, Erasmus University, the Hague Netherlands. Shri Prakash has vast experience in the field of Telecommunications and has held various important positions in the Government of India. He has been working as Joint Secretary (Naval Systems) in the Department of Defence Production, Ministry of Defence, Government of India since June 2022. He deals with all financial, administrative & operational matters of the Defence Public SectorUndertaking shipyards. He also deals with issues of indigenisation of technologies pertaining to the shipyards. Shri Prakash is also the Country Officer in DDP for SAARC, ASEAN and East Asian Countries. Shri Rajeev Prakash is not having any inter-se relationship among the Directors of the Company.分析記事 • Nov 28Should You Be Adding BEML (NSE:BEML) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 11Is Now An Opportune Moment To Examine BEML Limited (NSE:BEML)?While BEML Limited ( NSE:BEML ) might not be the most widely known stock at the moment, it saw a decent share price...Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹12.43 (vs ₹3.90 in 2Q 2023)Second quarter 2024 results: EPS: ₹12.43 (up from ₹3.90 in 2Q 2023). Revenue: ₹9.24b (up 15% from 2Q 2023). Net income: ₹517.8m (up 219% from 2Q 2023). Profit margin: 5.6% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29BEML Limited to Report Q2, 2024 Results on Nov 09, 2023BEML Limited announced that they will report Q2, 2024 results on Nov 09, 2023Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,972, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 31x in the Machinery industry in India. Total returns to shareholders of 287% over the past three years.お知らせ • Sep 28BEML Limited Approves Final Dividend for the Fiscal Year 2023BEML Limited at its AGM held on September 27, 2023, confirmed the Interim Dividend on Equity shares @ INR 5 per equity share (50% of the paid up share capital) paid to the shareholders and declaration of the Final Dividend @ INR 5 per equity share (50% of the paid-up share capital) for the fiscal year 2023.分析記事 • Sep 18The Return Trends At BEML (NSE:BEML) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Upcoming Dividend • Sep 13Upcoming dividend of ₹5.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.7%).お知らせ • Sep 02BEML Limited, Annual General Meeting, Sep 27, 2023BEML Limited, Annual General Meeting, Sep 27, 2023, at 11:30 Indian Standard Time. Location: at Hotel The Lalit Ashok Bangalore Kumara Krupa Road, High Grounds Bengaluru India Agenda: To receive, consider and adopt: the Audited Financial Statement of the Company for the Financial Year ended 31st March, 2023 together with the Reports of the Board of Directors and the Auditors thereon; To confirm the payment of Interim Dividend on Equity Shares and declare a Final Dividend on Equity Shares for the Year ended 31.03.2023; To appoint a Director in place of Shri Ajit Kumar Srivastav, Director (Defence Business), who retires by rotation and being eligible, offers himself for re-appointment; To appoint a Director in place of Shri Anil Jerath, Director (Finance), who retires by rotation and being eligible, offers himself for re-appointment; To consider resolution for fixation of remuneration of Statutory Auditors for the year 2023-24.Reported Earnings • Aug 12First quarter 2024 earnings released: ₹18.01 loss per share (vs ₹19.78 loss in 1Q 2023)First quarter 2024 results: ₹18.01 loss per share (improved from ₹19.78 loss in 1Q 2023). Revenue: ₹5.77b (down 14% from 1Q 2023). Net loss: ₹750.1m (loss narrowed 8.9% from 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01BEML Limited to Report Q1, 2024 Results on Aug 11, 2023BEML Limited announced that they will report Q1, 2024 results on Aug 11, 2023分析記事 • Jul 25These 4 Measures Indicate That BEML (NSE:BEML) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jul 23+ 1 more updateBeml Limited Announces Change in DirectorateBEML Limited appointed Shri Shantanu Roy (DIN-10053283), Director (Mining & Construction Business) as Chairman & Managing Director (CMD) on the Board of the Company w.e.f. 01 August 2023, in place of Shri Amit Banerjee (DIN-08783660), who will be superannuating from the services of Chairman & Managing Director (CMD) of the company w.e.f. 31 July 2023. Shri Shantanu Roy is a graduate in Electrical Engineering from NIT Raipur and an MBA in Financial Management. He assumed charge as Director (Mining and Construction Business) on 17th Feb. 2023. He is having more than 30 years of extensive experience in the capital goods sectors for Defence, Mining & Construction, Transportation, Transmission, Renewable and large power projects. A Six sigma Black Belt certified professional and widely traveled, he is adept at various models of project financing, mechanisms and processes for financial closure of large projects, international laws, arbitration rules, international legal & arbitration cases and statutory & Legal Compliances. In his earlier stint as Head of BHEL's Marketing and Business Development team for Neighbouring countries, Middle East & Americas and After sales business for entire overseas operations, he was responsible for positioning BHEL in the international market for the supercritical thermal power segment with the largest ever export order of USD 1.5 billion for the 2X660 MW Maitree STPP in Bangladesh, further consolidation of BHEL's presence in Bhutan by securing orders for three major Hydroelectric Power Projects and in Nepal by securing orders for two major Hydroelectric Power Projects, entry of BHEL in subcritical thermal power segment and large Gas Turbine based power plant in the Middle East. Prior to that, he led the production and operations for manufacturing of high voltage rotating electrical machines and traction applications at BHEL's Bhopal Unit and underwent Training on Rolling Stock electrics and rotating electrical machines in Netherlands and Germany respectively. Shri Shantanu Roy is not having any inter-se relationship among the Directors of the Company.お知らせ • Jul 06BEML Limited Announces Resignation of DirectorBEML Limited has approved the proposal of premature termination of tenure of Dr. G. Jawahar from the post of Director (Human Resourse), BEML Limited on account of his resignation.分析記事 • Jun 21Should You Be Adding BEML (NSE:BEML) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹37.91 (vs ₹30.93 in FY 2022)Full year 2023 results: EPS: ₹37.91 (up from ₹30.93 in FY 2022). Revenue: ₹39.2b (down 9.6% from FY 2022). Net income: ₹1.58b (up 23% from FY 2022). Profit margin: 4.0% (up from 3.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 34% per year.お知らせ • May 27Beml Limited Declares Interim DividendThe Board of Directors pf BEML Limited had declared an Interim Dividend of INR 5.00 per equity share on 10.02.2023 which was paid to the eligible shareholders. Further, the Board of Directors have recommended a final dividend of INR 5.00 per equity share (i.e. 50% of paid-up share capital) for the year ended 31.03.2023, aggregating to INR 10 per equity share (100% of paid-up share capital).株主還元BEMLIN MachineryIN 市場7D-3.1%2.8%0.6%1Y-21.2%19.5%-0.2%株主還元を見る業界別リターン: BEML過去 1 年間で19.5 % の収益を上げたIndian Machinery業界を下回りました。リターン対市場: BEMLは、過去 1 年間で-0.2 % のリターンを上げたIndian市場を下回りました。価格変動Is BEML's price volatile compared to industry and market?BEML volatilityBEML Average Weekly Movement5.7%Machinery Industry Average Movement7.3%Market Average Movement7.0%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.5%安定した株価: BEML 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BEMLの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19644,469Shantanu Roywww.bemlindia.inBEML社は、インドの鉱業・建設、鉄道・地下鉄、電力、防衛・航空宇宙部門に製品とサービスを提供している。同社は、露天掘りと地下鉱山用の鉱山機械、油圧ショベル、ブルドーザー、ホイールローダーとドーザー、ダンプトラック、モーターグレーダー、パイプレイヤー、タイヤハンドラー、散水機、バックホーローダー、油圧機器、電力線システム、エンジンを提供している。また、橋梁層、野戦砲兵トラクター、中型・大型回収車、ポンツーン主流橋梁システム、衝突消防車、移動マスト車などを提供するほか、エンジニアリング鉱山プラウ、戦車輸送トレーラー、武器積載装置、装甲回収車なども供給している。さらに、客車、地下鉄車両、AC/DC電動マルチユニット、架線設備検査車、軌道敷設設備、レールバス、スカイバス、汚物処理装置、トレジャーバン、ミルレールコーチ、ワゴン車、ユーティリティ軌道車なども提供している。また、製品の輸出も行っている。前身はバーラト・アース・ムーバーズ社。BEML社は1964年に設立され、インドのベンガルールに本社を置く。もっと見るBEML Limited 基礎のまとめBEML の収益と売上を時価総額と比較するとどうか。BEML 基礎統計学時価総額₹144.83b収益（TTM）₹1.41b売上高(TTM)₹43.51b103.2xPER（株価収益率3.4xP/SレシオBEML は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BEML 損益計算書（TTM）収益₹43.51b売上原価₹22.79b売上総利益₹20.72bその他の費用₹19.31b収益₹1.41b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）16.97グロス・マージン47.62%純利益率3.25%有利子負債／自己資本比率10.0%BEML の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.3%現在の配当利回り32%配当性向BEML 配当は確実ですか？BEML 配当履歴とベンチマークを見るBEML 、いつまでに購入すれば配当金を受け取れますか？BEML 配当日配当落ち日Jun 05 2026配当支払日Jun 28 2026配当落ちまでの日数20 days配当支払日までの日数3 daysBEML 配当は確実ですか？BEML 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/24 14:57終値2026/06/24 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BEML Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関null null360 ONE Capital Market Private LimitedKunal Sheth360 ONE Capital Market Private Limitednull RESEARCH DEPARTMENTAnand Rathi Shares and Stock Brokers Limited4 その他のアナリストを表示
New Risk • Jun 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.2% net profit margin).
お知らせ • May 20BEML Limited to Report Q4, 2026 Results on May 29, 2026BEML Limited announced that they will report Q4, 2026 results on May 29, 2026
Price Target Changed • Feb 10Price target decreased by 9.0% to ₹2,063Down from ₹2,266, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₹1,768. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹37.20 for next year compared to ₹35.13 last year.
Declared Dividend • Feb 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 13th February 2026 Payment date: 8th March 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (418% cash payout ratio). The dividend has increased by an average of 44% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Feb 04BEML Limited's (NSE:BEML) P/E Still Appears To Be ReasonableWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 23x, you may consider BEML...
お知らせ • Jan 30BEML Limited to Report Q3, 2026 Results on Feb 06, 2026BEML Limited announced that they will report Q3, 2026 results on Feb 06, 2026
New Risk • Jun 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.2% net profit margin).
お知らせ • May 20BEML Limited to Report Q4, 2026 Results on May 29, 2026BEML Limited announced that they will report Q4, 2026 results on May 29, 2026
Price Target Changed • Feb 10Price target decreased by 9.0% to ₹2,063Down from ₹2,266, the current price target is an average from 3 analysts. New target price is 17% above last closing price of ₹1,768. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹37.20 for next year compared to ₹35.13 last year.
Declared Dividend • Feb 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 13th February 2026 Payment date: 8th March 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (418% cash payout ratio). The dividend has increased by an average of 44% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Feb 04BEML Limited's (NSE:BEML) P/E Still Appears To Be ReasonableWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 23x, you may consider BEML...
お知らせ • Jan 30BEML Limited to Report Q3, 2026 Results on Feb 06, 2026BEML Limited announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Nov 08BEML Limited Recorded A 15% Miss On Revenue: Analysts Are Revisiting Their ModelsLast week, you might have seen that BEML Limited ( NSE:BEML ) released its second-quarter result to the market. The...
分析記事 • Nov 07Is BEML (NSE:BEML) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: ₹11.53 (vs ₹6.13 in 2Q 2025)Second quarter 2026 results: EPS: ₹11.53. Revenue: ₹8.46b (down 1.6% from 2Q 2025). Net income: ₹480.3m (down 5.9% from 2Q 2025). Profit margin: 5.7% (down from 5.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India.
お知らせ • Oct 29BEML Limited to Report Q2, 2026 Results on Nov 05, 2025BEML Limited announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Sep 30BEML Limited Announces Board AppointmentsBEML Limited in its Annual General Meeting held on 29 September, 2025 approved the appointment of Shri Vikas Ramkrishna Kakatkar and Shri Siva Makutam as independent directors and Smt. Meera Mohanty as Government Nominee Director of the company.
Declared Dividend • Sep 06Dividend of ₹1.20 announcedShareholders will receive a dividend of ₹1.20. Ex-date: 22nd September 2025 Payment date: 28th October 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 115% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 05BEML Limited, Annual General Meeting, Sep 29, 2025BEML Limited, Annual General Meeting, Sep 29, 2025, at 11:30 Indian Standard Time. Location: four seasons hotel, bangalore, 8,bellary road, ganganagar, 560032, bangalore India
分析記事 • Sep 03Why Investors Shouldn't Be Surprised By BEML Limited's (NSE:BEML) P/EWith a price-to-earnings (or "P/E") ratio of 56.8x BEML Limited ( NSE:BEML ) may be sending very bearish signals at the...
分析記事 • Aug 15Revenue Miss: BEML Limited Fell 9.6% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their ModelsNSEI:BEML 1 Year Share Price vs Fair Value Explore BEML's Fair Values from the Community and select yours It's been a...
Reported Earnings • Aug 12First quarter 2026 earnings released: ₹15.40 loss per share (vs ₹16.92 loss in 1Q 2025)First quarter 2026 results: ₹15.40 loss per share (improved from ₹16.92 loss in 1Q 2025). Revenue: ₹6.43b (up 1.3% from 1Q 2025). Net loss: ₹641.1m (loss narrowed 9.0% from 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Aug 05BEML Limited to Report Q1, 2026 Results on Aug 11, 2025BEML Limited announced that they will report Q1, 2026 results on Aug 11, 2025
分析記事 • Jul 22BEML (NSE:BEML) Could Easily Take On More DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • May 28Price target increased by 7.6% to ₹4,129Up from ₹3,838, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₹4,237. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of ₹101 for next year compared to ₹70.24 last year.
分析記事 • May 28BEML Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextBEML Limited ( NSE:BEML ) defied analyst predictions to release its annual results, which were ahead of market...
分析記事 • May 27BEML Limited (NSE:BEML) Looks Just Right With A 40% Price JumpBEML Limited ( NSE:BEML ) shares have continued their recent momentum with a 40% gain in the last month alone. But the...
New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).
Reported Earnings • May 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹70.24 (up from ₹67.67 in FY 2024). Revenue: ₹40.5b (flat on FY 2024). Net income: ₹2.93b (up 3.8% from FY 2024). Profit margin: 7.2% (up from 7.0% in FY 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹3,654, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 34x in the Machinery industry in India. Total returns to shareholders of 219% over the past three years.
New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.6% average weekly change).
分析記事 • Apr 04Investors Appear Satisfied With BEML Limited's (NSE:BEML) Prospects As Shares Rocket 27%BEML Limited ( NSE:BEML ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹2,898, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 32x in the Machinery industry in India. Total returns to shareholders of 124% over the past three years.
分析記事 • Mar 11Is Now The Time To Put BEML (NSE:BEML) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Mar 03BEML Limited Announces Promotion of Yogananda G as Executive Director- SBU-Head (Mining)BEML Limited announced the promotion of Shri Yogananda G from Chief General Manager- SBU-Head (Mining) to Executive Director- SBU-Head (Mining), effective March 1, 2025.
分析記事 • Feb 18BEML Limited (NSE:BEML) Shares Slammed 26% But Getting In Cheap Might Be Difficult RegardlessThe BEML Limited ( NSE:BEML ) share price has fared very poorly over the last month, falling by a substantial 26%. The...
分析記事 • Feb 10BEML (NSE:BEML) Is Due To Pay A Dividend Of ₹5.00The board of BEML Limited ( NSE:BEML ) has announced that it will pay a dividend of ₹5.00 per share on the 8th of...
Declared Dividend • Feb 08Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 14th February 2025 Payment date: 8th March 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 105% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 07Price target decreased by 13% to ₹4,223Down from ₹4,842, the current price target is an average from 2 analysts. New target price is 35% above last closing price of ₹3,132. Stock is down 3.5% over the past year. The company is forecast to post earnings per share of ₹83.80 for next year compared to ₹67.67 last year.
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹5.86 (vs ₹11.57 in 3Q 2024)Third quarter 2025 results: EPS: ₹5.86 (down from ₹11.57 in 3Q 2024). Revenue: ₹8.80b (down 16% from 3Q 2024). Net income: ₹244.1m (down 49% from 3Q 2024). Profit margin: 2.8% (down from 4.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06BEML Limited Declares Interim Dividend for the Financial Year 2024-25The board of directors of the BEML Limited in its 408th meeting held on February 06, 2025, inter-alia, has declared interim dividend of INR 5/- per equity share of INR 10/- each (i.e. 50% of paid up share capital) for the financial year 2024-25. In this connection, the Company had fixed the Record date as February 14, 2025for payment of said interim dividend to the eligible equity shareholders as on the record date.
分析記事 • Jan 07BEML (NSE:BEML) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jan 01BEML Limited Announces Change in Senior ManagementBEML Limited announced the change the the designation of the Senior Management of the company: Sunil R. Kharad: Superannuation from BEML Limited as Executive Director (Corporate Materials) with effect from December 31, 2024 and Macharla Ganesh Govinda Raju: Promotion as Executive Director SBU Head (HMV), effective from 1 January 2025.
お知らせ • Dec 18BEML Limited Announces Change of DesignationsBEML Limited notify the Stock Exchanges about the change in the designations of the Senior Management (one level below the Board) of the Company vide the Inter Office Memo- Corp. HR-ES/C62024-25/3419 dated 17.12.2024 as below: Sekar V from Chief General Manager to Executive Director (Palakkad) and Subramanyam S M from Chief General Manager to Executive Director (KGF), effective July 1, 2024.
分析記事 • Nov 29Here's Why We Think BEML (NSE:BEML) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ₹12.25 (vs ₹12.43 in 2Q 2024)Second quarter 2025 results: EPS: ₹12.25 (down from ₹12.43 in 2Q 2024). Revenue: ₹8.75b (down 4.6% from 2Q 2024). Net income: ₹510.3m (down 1.4% from 2Q 2024). Profit margin: 5.8% (up from 5.6% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.
分析記事 • Nov 02What Does BEML Limited's (NSE:BEML) Share Price Indicate?BEML Limited ( NSE:BEML ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
お知らせ • Oct 18BEML Limited Appoints Sanjay Som as DirectorPursuant to Article 97 of the Articles of Association of BEML Limited, the President of India has appointed Shri Sanjay Som, Director (Mining & Construction Business) (DIN- 10811981), on the Board of the Company vide letter dated October 16, 2024. Since, the DIN for Shri Som has been allotted October 17, 2024, hence, the Company is filing the intimation accordingly after allocation of DIN. Shri Sanjay Som, is a graduate in Mechanical Engineering from NIT Raipur, 1988 batch, is having over 35 years of experience in working in Heavy Engineering and Manufacturing industries, both in Private and Public Sector. His major contributions includes: 17 years in BEML Ltd. working in all three business verticals Mining & Construction, Defence & Aerospace and Rail & Metro Business covering Manufacturing division located in KGF, Mysore & Bangalore. He was Head of Manufacturing and Assembly shop in EM Division of KGF Complex for the aggregates required for Dozer assembly, Excavator Assembly and other high end mining equipment. He was Head of Production in Truck Division of Mysore Complex. He was spearheading the development of 190 Ton Electric Dump Truck. He was Head of Defence Production for supply of High Mobility Vehicles, Sarvatra Bridge Systems, 50 Ton Trailers etc for various Defence requirements. He was Chief of Bangalore Complex in Rail and Metro Division and led the manufacturing of rolling stocks for various Metro Corporations including Driverless Metro car supplied for Mumbai Metro and also developed Vande Bharat Sleeper coach for Indian Railways. Previously, he has worked 18 years in Public limited companies ie. M/s Simplex Engineering, M/s ACC Machinery & M/s Grasim Industries for manufacturing products for Railways, Steel Plants, Cements & Tyre Machineries, Pressure vessels & Heat exchangers.
お知らせ • Oct 11BEML Limited Appoints Rajeev Kumar Gupta as Director (Rail & Metro Business)Bharat Heavy Electricals Limited informed that Shri Rajeev Kumar Gupta has been relieved from the services of the Company on 10 October, 2024. Designation: Executive Director (CSM & CC), New Delhi. Shri Rajeev Kumar Gupta has been appointed as Director (Rail & Metro Business) in M/s BEML Limited vide Ministry of Defence, GOI letter no. 8(4)/2021-D(BEML)-Vol-II dated October 8, 2024, and has been allowed to retain lien on the post of Executive Director in BHEL till the date of his superannuation, that is up to March 24, 2027.
お知らせ • Sep 20BEML Limited Approves Final Dividend for the Year 2023-24BEML Limited at its AGM held on September 20, 2024, approved declaration of the final dividend of INR 15.5 per equity share (i.e. 155% of the paid-up share capital) for the year 2023-24.
分析記事 • Sep 06BEML (NSE:BEML) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Declared Dividend • Aug 31Dividend increased to ₹15.50Dividend of ₹15.50 is 210% higher than last year. Ex-date: 13th September 2024 Payment date: 20th October 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 143% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 30BEML Limited, Annual General Meeting, Sep 20, 2024BEML Limited, Annual General Meeting, Sep 20, 2024, at 11:30 Indian Standard Time. Location: hotel shangri-la bangalore, no.56-6b, palace road, bengaluru- 560001, India
お知らせ • Aug 29+ 2 more updatesBEML Limited to Report Q4, 2025 Results on May 30, 2025BEML Limited announced that they will report Q4, 2025 results on May 30, 2025
分析記事 • Aug 22Do BEML's (NSE:BEML) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Aug 06First quarter 2025 earnings released: ₹16.92 loss per share (vs ₹18.01 loss in 1Q 2024)First quarter 2025 results: ₹16.92 loss per share (improved from ₹18.01 loss in 1Q 2024). Revenue: ₹6.34b (up 9.9% from 1Q 2024). Net loss: ₹704.7m (loss narrowed 6.1% from 1Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 29BEML Limited to Report Q1, 2025 Results on Aug 05, 2024BEML Limited announced that they will report Q1, 2025 results on Aug 05, 2024
お知らせ • Jul 12BEML Limited Announces Board ChangesBEML Limited announced that Smt Urmi Chaudhury, Senior Manager- Company Secretary, is appointed as Company Secretary and Compliance Officer of BEML Limited i.e. w.e.f. July 12, 2024 in place of Shri Jai Gopal Mahajan. With over a decade of robust experience in Regulatory & Corporate Compliance and Secretarial Practices, Smt. Chaudhury brings extensive expertise across diverse domains including SEBI (LODR), ROC, CSR & ESG, FEMA, IBC and Labour Laws etc. Her career highlights include leadership in IPO project management and roles with prominent organizations, including 6+ years with a listed CPSE under the Ministry of Steel and 4 years with a Tata Steel JV Company as Compliance Officer in liaison with regulators, government authorities, and directors. Her proficiency extends to conducting Boards/Committee Meetings, Shareholders Meetings (AGM/EGM/Postal Ballot), and preparing comprehensive agendas for high-stakes decisions such as High Value Tenders, Bank Loans, Mining Operations, Lease Deeds, and Office Relocations across states. Adept at managing end-to-end pre and post-meeting compliances with regulators, ensuring adherence to stringent procedural requirements, her strong track record underscores her ability to navigate complex regulatory landscapes and deliver effective governance and compliance solutions to the Board and other stakeholders at large.
分析記事 • Jul 12BEML Limited (NSE:BEML) Looks Just Right With A 26% Price JumpBEML Limited ( NSE:BEML ) shares have continued their recent momentum with a 26% gain in the last month alone. The last...
分析記事 • Jul 05Is Now An Opportune Moment To Examine BEML Limited (NSE:BEML)?BEML Limited ( NSE:BEML ), is not the largest company out there, but it led the NSEI gainers with a relatively large...
お知らせ • Jun 25BEML Limited Appoints Debi Prasad Satpathy, Executive Director (Hr) as Director (Human Resources)BEML Limited announced that Pursuant to Article 97 of the Articles of Association of the Company, the President of India has appointed Shri Debi Prasad Satpathy, Executive Director (HR) as Director (Human Resources) on the Board of the Company vide letter dated June 20, 2024. Since, the DIN- 10679597 for Shri Satpathy has been allotted on June 24, 2024 hence, the Company is filing the intimation. Shri Debi Prasad Satpathy is a Post-Graduate in Industrial Relation and Personnel Management and holds a Degree in Science with Honours from Berhampur University. Shri Satpathy has 32 years of vivid and diverse experience in the field of Human Resource and Development from over 3 Public Sector Undertakings both under the Central Government and the Odisha State Government. His professional Career started in February 1992 as an Executive Trainee at the Nagaon Paper Mill of Hindustan Paper Corporation Ltd. at Assam. Over the 15 years at Nagaon Paper Mill, he went on to become Manager HR before he moved to Kolkata at the Head Quarters of Hindustan Paper Corporation for the next 4 years. In 2011, after handling and acquiring a vast experience in all the facets of Human Resource Development, he migrated from Hindustan Paper Corporation to BEML Limited, Bangalore to head the Industrial Relation and Recruitment Department and later to head the Personal Department of BEML's first production unit, the Rail Coach Unit, Bangalore Complex. He was instrumental in establishing the Centre of Excellence, Welfare amenities and compliances at Bangalore Complex. Shri Debi Prasad Satpathy is not having any inter-se relationship among the Directors of the Company.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹4,709, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 45x in the Machinery industry in India. Total returns to shareholders of 320% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹3,685, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 39x in the Machinery industry in India. Total returns to shareholders of 235% over the past three years.
分析記事 • Jun 05BEML (NSE:BEML) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹4,559, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 44x in the Machinery industry in India. Total returns to shareholders of 319% over the past three years.
分析記事 • May 22Investors Will Want BEML's (NSE:BEML) Growth In ROCE To PersistWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • May 08Why Investors Shouldn't Be Surprised By BEML Limited's (NSE:BEML) P/EBEML Limited's ( NSE:BEML ) price-to-earnings (or "P/E") ratio of 75.6x might make it look like a strong sell right now...
お知らせ • May 08BEML Limited to Report Fiscal Year 2024 Results on May 13, 2024BEML Limited announced that they will report fiscal year 2024 results on May 13, 2024
分析記事 • Apr 25Do BEML's (NSE:BEML) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Mar 25An Intrinsic Calculation For BEML Limited (NSE:BEML) Suggests It's 40% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, BEML fair value estimate is ₹5,119 Current share price of...
Price Target Changed • Mar 19Price target increased by 7.3% to ₹3,141Up from ₹2,928, the current price target is an average from 2 analysts. New target price is 13% above last closing price of ₹2,780. Stock is up 131% over the past year. The company is forecast to post earnings per share of ₹71.60 for next year compared to ₹37.92 last year.
分析記事 • Mar 13What Is BEML Limited's (NSE:BEML) Share Price Doing?BEML Limited ( NSE:BEML ), might not be a large cap stock, but it saw a significant share price rise of 28% in the past...
お知らせ • Feb 29BEML Limited Announces Change in ManagementBEML Limited notified the Stock Exchanges about the cessation of the Executive Directors as below: Mr. Umashankar Devappa, Executive Director (Defence), Reason for cessation: Superannuation, effective date is February 29, 2024. Mr. Pawan Kumar, Executive Director (Marketing- M & C), Reason for cessation: Superannuation, effective date is February 29, 2024.
New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
Declared Dividend • Feb 10Dividend of ₹5.00 announcedDividend of ₹5.00 is the same as last year. Ex-date: 16th February 2024 Payment date: 9th March 2024 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: ₹11.57 (vs ₹15.92 in 3Q 2023)Third quarter 2024 results: EPS: ₹11.57 (down from ₹15.92 in 3Q 2023). Revenue: ₹10.8b (up 4.3% from 3Q 2023). Net income: ₹482.0m (down 27% from 3Q 2023). Profit margin: 4.5% (down from 6.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 08BEML Limited Approves Interim DividendBEML Limited announced that the Board of Directors have declared an Interim Dividend of INR 5.00 per equity share (i.e. 50 % of paid-up share capital), which will be paid to the eligible shareholders as on the record date i.e. on Feb. 16, 2024.
お知らせ • Feb 01BEML Limited Announces Retirement of Basudev Mishra as Executive Director, Mysore ComplexBEML Limited announced Voluntary Retirement of Shri Basudev Mishra as Executive Director, Mysore Complex. Date of cessation February 1, 2024.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹3,512, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 33x in the Machinery industry in India. Total returns to shareholders of 361% over the past three years.
お知らせ • Jan 26BEML Limited to Report Q3, 2024 Results on Feb 08, 2024BEML Limited announced that they will report Q3, 2024 results on Feb 08, 2024
お知らせ • Jan 25BEML Limited Announces Board ChangesBEML Limited announced that the changes in the designation of Senior Management (one level below the Board). Jai Gopal Mahajan, currently Chief General Manager- Finance & Company Secretary, promoted to Executive Director (Finance) & Company Secretary. Debi Prasad Satpathy, currently Chief General Manager -HR, promoted as Executive Director (HR). Sasi Kumar K, currently Chief General Manager, Accounts, promoted as Executive Director (Accounts). Sunil R Kharad, currently Chief General Manager- Corporate Materials, promoted as Executive Director (Corporate Materials). These are effective January 07, 2023. Shashikanth KC, currently Chief General Manager-R&D (R&M), promoted as Executive Director (R&D)- Rail & Metro effective on February 02, 2023. Ishwara Bhat V, currently Chief General Manager- KGF Complex, promoted as Executive Director (KGF). Srinivasan G, currently Chief General Manager - Palakkad Complex, promoted as Executive Director (Palakkad). These are effective on January 07, 2023.
分析記事 • Jan 20BEML Limited (NSE:BEML) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableDespite an already strong run, BEML Limited ( NSE:BEML ) shares have been powering on, with a gain of 27% in the last...
分析記事 • Jan 10BEML (NSE:BEML) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 27Investors Will Want BEML's (NSE:BEML) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
お知らせ • Dec 12BEML Limited Announces Change in DirectorateBEML Limited announced appointed Shri Rajeev Prakash as Government Nominee Director on the Board of Directors of the Company in place of Shri Surendra Prasad Yadav. Shri Rajeev Prakash is a 1995 batch, Indian Post & Telecommunication Accounts and Finance Service officer (IP&TAFS). He has completed B.A. Honors in English from St. Stephen's College, University of Delhi and M.A. in Development Studies from the Institute of Social Studies, Erasmus University, the Hague Netherlands. Shri Prakash has vast experience in the field of Telecommunications and has held various important positions in the Government of India. He has been working as Joint Secretary (Naval Systems) in the Department of Defence Production, Ministry of Defence, Government of India since June 2022. He deals with all financial, administrative & operational matters of the Defence Public SectorUndertaking shipyards. He also deals with issues of indigenisation of technologies pertaining to the shipyards. Shri Prakash is also the Country Officer in DDP for SAARC, ASEAN and East Asian Countries. Shri Rajeev Prakash is not having any inter-se relationship among the Directors of the Company.
分析記事 • Nov 28Should You Be Adding BEML (NSE:BEML) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Nov 11Is Now An Opportune Moment To Examine BEML Limited (NSE:BEML)?While BEML Limited ( NSE:BEML ) might not be the most widely known stock at the moment, it saw a decent share price...
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹12.43 (vs ₹3.90 in 2Q 2023)Second quarter 2024 results: EPS: ₹12.43 (up from ₹3.90 in 2Q 2023). Revenue: ₹9.24b (up 15% from 2Q 2023). Net income: ₹517.8m (up 219% from 2Q 2023). Profit margin: 5.6% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29BEML Limited to Report Q2, 2024 Results on Nov 09, 2023BEML Limited announced that they will report Q2, 2024 results on Nov 09, 2023
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,972, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 31x in the Machinery industry in India. Total returns to shareholders of 287% over the past three years.
お知らせ • Sep 28BEML Limited Approves Final Dividend for the Fiscal Year 2023BEML Limited at its AGM held on September 27, 2023, confirmed the Interim Dividend on Equity shares @ INR 5 per equity share (50% of the paid up share capital) paid to the shareholders and declaration of the Final Dividend @ INR 5 per equity share (50% of the paid-up share capital) for the fiscal year 2023.
分析記事 • Sep 18The Return Trends At BEML (NSE:BEML) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Upcoming Dividend • Sep 13Upcoming dividend of ₹5.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.7%).
お知らせ • Sep 02BEML Limited, Annual General Meeting, Sep 27, 2023BEML Limited, Annual General Meeting, Sep 27, 2023, at 11:30 Indian Standard Time. Location: at Hotel The Lalit Ashok Bangalore Kumara Krupa Road, High Grounds Bengaluru India Agenda: To receive, consider and adopt: the Audited Financial Statement of the Company for the Financial Year ended 31st March, 2023 together with the Reports of the Board of Directors and the Auditors thereon; To confirm the payment of Interim Dividend on Equity Shares and declare a Final Dividend on Equity Shares for the Year ended 31.03.2023; To appoint a Director in place of Shri Ajit Kumar Srivastav, Director (Defence Business), who retires by rotation and being eligible, offers himself for re-appointment; To appoint a Director in place of Shri Anil Jerath, Director (Finance), who retires by rotation and being eligible, offers himself for re-appointment; To consider resolution for fixation of remuneration of Statutory Auditors for the year 2023-24.
Reported Earnings • Aug 12First quarter 2024 earnings released: ₹18.01 loss per share (vs ₹19.78 loss in 1Q 2023)First quarter 2024 results: ₹18.01 loss per share (improved from ₹19.78 loss in 1Q 2023). Revenue: ₹5.77b (down 14% from 1Q 2023). Net loss: ₹750.1m (loss narrowed 8.9% from 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01BEML Limited to Report Q1, 2024 Results on Aug 11, 2023BEML Limited announced that they will report Q1, 2024 results on Aug 11, 2023
分析記事 • Jul 25These 4 Measures Indicate That BEML (NSE:BEML) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jul 23+ 1 more updateBeml Limited Announces Change in DirectorateBEML Limited appointed Shri Shantanu Roy (DIN-10053283), Director (Mining & Construction Business) as Chairman & Managing Director (CMD) on the Board of the Company w.e.f. 01 August 2023, in place of Shri Amit Banerjee (DIN-08783660), who will be superannuating from the services of Chairman & Managing Director (CMD) of the company w.e.f. 31 July 2023. Shri Shantanu Roy is a graduate in Electrical Engineering from NIT Raipur and an MBA in Financial Management. He assumed charge as Director (Mining and Construction Business) on 17th Feb. 2023. He is having more than 30 years of extensive experience in the capital goods sectors for Defence, Mining & Construction, Transportation, Transmission, Renewable and large power projects. A Six sigma Black Belt certified professional and widely traveled, he is adept at various models of project financing, mechanisms and processes for financial closure of large projects, international laws, arbitration rules, international legal & arbitration cases and statutory & Legal Compliances. In his earlier stint as Head of BHEL's Marketing and Business Development team for Neighbouring countries, Middle East & Americas and After sales business for entire overseas operations, he was responsible for positioning BHEL in the international market for the supercritical thermal power segment with the largest ever export order of USD 1.5 billion for the 2X660 MW Maitree STPP in Bangladesh, further consolidation of BHEL's presence in Bhutan by securing orders for three major Hydroelectric Power Projects and in Nepal by securing orders for two major Hydroelectric Power Projects, entry of BHEL in subcritical thermal power segment and large Gas Turbine based power plant in the Middle East. Prior to that, he led the production and operations for manufacturing of high voltage rotating electrical machines and traction applications at BHEL's Bhopal Unit and underwent Training on Rolling Stock electrics and rotating electrical machines in Netherlands and Germany respectively. Shri Shantanu Roy is not having any inter-se relationship among the Directors of the Company.
お知らせ • Jul 06BEML Limited Announces Resignation of DirectorBEML Limited has approved the proposal of premature termination of tenure of Dr. G. Jawahar from the post of Director (Human Resourse), BEML Limited on account of his resignation.
分析記事 • Jun 21Should You Be Adding BEML (NSE:BEML) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹37.91 (vs ₹30.93 in FY 2022)Full year 2023 results: EPS: ₹37.91 (up from ₹30.93 in FY 2022). Revenue: ₹39.2b (down 9.6% from FY 2022). Net income: ₹1.58b (up 23% from FY 2022). Profit margin: 4.0% (up from 3.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 34% per year.
お知らせ • May 27Beml Limited Declares Interim DividendThe Board of Directors pf BEML Limited had declared an Interim Dividend of INR 5.00 per equity share on 10.02.2023 which was paid to the eligible shareholders. Further, the Board of Directors have recommended a final dividend of INR 5.00 per equity share (i.e. 50% of paid-up share capital) for the year ended 31.03.2023, aggregating to INR 10 per equity share (100% of paid-up share capital).
