Focused evidence
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▸ Prepared remarks (2 blocks)
In this year's revenue, Defence & Aerospace has contributed 19%, Rail-metro contributed 38% and Mining & Construction has contributed 43%.
BEML has re-organised our existing Business vertical into eleven SBU (strategic business units) and two micro-SBUs.
Order Book has gone up from Rs. 8,570 crores as on 31st Mar 2023 to Rs. 11,872 crores as on 31st Mar 2024.
Gross margin is up by 25% from Rs 389 crores to Rs. 486 crores. PAT has gone up substantially from Rs. 159 crores to Rs. 283 crores, with a growth of 78%.
probably 7,000 may get shifted by a year or so. Yu would've seen, we have restructured the company into 11 strategic business units and 2 micro SBUs, the idea is that every strategic business unit gives average <strong>1,000 crore</strong> turnover.
our main focus in 2024-25 will be, number one, getting more and more orders, ramping up our order book, both in defence and rail and metro. Mining, of course, will come naturally, in its natural way to us.
that is the reason when I told CNBC TV18 that we should be looking at order book guidance of 20,000 to 30,000 crores, it sets a broad range, but there is a reason for it, the broad range, because there can be some push backs again. There can be some delays in the big ticket tenders.
that is for the investors to decide whether it is really attractive or not. But what we see is that we are in such a sector that there is a lot of potential, huge, huge opportunity size and that is what we are working on.
That's again one of the reasons why 18 to 20% CAGR is probably the right number for the current financial year.