OM INFRA LIMITED has informed the Exchange about Investor Presentation
OMINFRAL · price
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Om Infra Limited shared its Q1 FY26 investor presentation. Quarterly revenue came in at Rs 104 crore, down 38% year-on-year, with the company slipping to a small EBITDA loss of Rs 1 crore and a PAT loss of Rs 1 crore versus a Rs 13 crore profit a year ago, hit by delayed payments on Jal Jeevan Mission (JJM) projects. The order book stands at Rs 2,684 crore (Book-to-Bill of 3.31x) with a target of Rs 2,000 crore in new order inflows for FY26, of which Rs 328 crore was already achieved in Q1. New wins include a Rs 129 crore UP Jal Nigam order and a Rs 199 crore hydro-mechanical contract for NHPC's 2,880 MW Dibang project, while the Rs 615 crore Isarda Dam began water impounding on July 30, 2025. Management guided FY26 revenue of Rs 1,000 crore and EBITDA margins of 8-10%, and expects over Rs 700 crore from non-core asset monetisation and arbitration awards over 2-3 years.
Short-term, shareholders are digesting a weak quarter with revenue down sharply and a marginal loss, though the order book of nearly 26x quarterly revenue provides strong revenue visibility. The FY26 margin guidance of 8-10% (versus 3% in FY25) and the large pending arbitration/monetisation inflows could be positive catalysts, but execution and payment recovery on JJM projects remain the key risks to watch.