BEML Limited — Investor Meet, 19-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

BEML management highlighted a ₹16,300 Cr order book, targeting ₹20,000 Cr+ by year-end. Rail & Metro and Defense are core growth drivers, with an achievable 20% growth projected for FY26. Rail & Metro revenue expects a "quantum jump" next year as metro projects and commuter rail orders scale up, including a significant ₹35,000-40,000 Cr Mumbai tender. Defense revenue is set for 70-80% growth this year, transitioning to complete systems. A new maritime crane business offers potential for ₹4,000-5,000 Cr revenue in 4-5 years. BEML aims for diversification and consistent quarterly performance.