OM INFRA LIMITED has informed the Exchange about Investor Presentation
OMINFRAL · price
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Awaiting price reaction for this filing.
OM Infra Limited submitted its Q3 and 9M FY26 investor presentation to the exchanges. For 9M FY26, consolidated revenue fell 37% year-on-year to Rs 340 crore, with EBITDA at Rs 12 crore (down from Rs 36 crore) and PAT at Rs 14 crore, though PAT exceeded PBT due to a negative tax expense from rebates. The company's order book stood at Rs 2,236 crore as of December 31, 2025, giving a book-to-bill ratio of 3.31x, with Jal Jeevan Mission (JJM) projects making up Rs 1,390 crore. Management won a new Rs 129 crore order from UP Jal Nigam and is targeting Rs 1,000 crore in order inflows for FY26, having already submitted bids of similar size. FY26 guidance includes revenue of Rs 500-550 crore, EBITDA margin of 6-8%, and around Rs 700+ crore expected over 2-3 years from non-core asset monetisation and arbitration awards. JJM payment delays of over nine months were acknowledged but expected to ease as funds are released.
Shares are likely to react to the sharp revenue decline and weak margin profile in 9M FY26, though the strong order book and clearer FY26 guidance (margin expansion to 6-8%) could provide some comfort to investors looking beyond near-term weakness.