Q1-FY27 · Shantanu Roy
The last quarter has been quite an improvement, probably the best first quarter we have had in the last decade or so with a topline growth of 29%.
BEML / language trends
Read confidence between the lines.
BEML · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY27 · Shantanu Roy
We expect similar growth in every quarter. So overall CAGR should be high 20s if all goes well and it should go well because we have the executable orders now.
Q1-FY27 · Shantanu Roy
The upcoming seven corridors will require at least 600 trains and 600 trains can open up around 50% of that market for us because I don't think one single company will be able to cater to these many number of trains.
Q1-FY27 · Shantanu Roy
The biggest margin contributors are number one the sustainance that is the spare parts and services. The second highest contributor to margin is exports.