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Vipin Dixena

2nd Sep · SEBI Registration INH000014076

BEML - Is the Railway Story Getting Bigger?

BEML
shares gained nearly 2% today after the company secured a ₹180.60 crore order from Integral Coach Factory (ICF) for manufacturing and supplying Vande Bharat sleeper trainsets. But the bigger story may not be the ₹180 crore order itself — it is the steady diversification of BEML's order pipeline across railways, defence and international markets. What Stands Out? The Vande Bharat order is BEML's third major order win in just one month. Earlier, the company received: $6.65 million order from Mauritius for hydraulic excavators ₹184.25 crore order from HAL for Light Combat Helicopter fuselages International order bookings have reached around $119 million Why Is the Vande Bharat Order Important? Indian Railways is expanding the Vande Bharat programme beyond the existing chair-car configuration into sleeper trainsets. That potentially opens a larger opportunity in long-distance and overnight semi-high-speed rail travel, giving BEML exposure to another segment of India's railway modernisation programme.

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