OM INFRA LIMITED has informed the Exchange about Transcript
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OM Infra Limited filed the transcript of its Q1 FY '26 earnings call held on August 13, 2025. Consolidated revenue for the quarter stood at INR 104.3 crores with negative EBITDA of INR 0.7 crores and a loss after tax of INR 1 crore, hit by a 46% cut in Jal Jeevan Mission (JJM) funding that caused an estimated INR 100 crore revenue shortfall. The company secured fresh orders worth about INR 400 crores in Q1, including a INR 129 crore UP Jal Nigam contract and a INR 200 crore NHPC order for the Dibang hydropower project, taking the outstanding order book to nearly INR 2,700 crores. Management guided for INR 1,000 crores revenue in FY '26 with double-digit margins of 10-12%, supported by expected recovery in JJM disbursements and a planned exit from real estate assets (Pallacia, Om Green Meadows, Bandra slum rehab) that could unlock INR 300-600 crores. Pending arbitration awards could add another INR 500-600 crores.
Short-term performance remains weak due to government funding delays, but the strong INR 2,700 crore order book, clear margin guidance of 10-12%, and expected H2 recovery support a positive medium-term outlook for shareholders. Watch for JJM fund releases and execution ramp-up in Q3-Q4 as key triggers.