OMPOWERNSEOm Power Transmission LimitedMediumNeutral
Announced Mon, 25 May · 19:26 IST

Om Power Transmission Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

OMPOWER · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-6.0%1-day move
₹188.03
prior close
₹188.98
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AI summary

Om Power Transmission reported strong FY26 results with revenue of ₹449.16 Crores (60.7% YoY growth) and PAT of ₹40.02 Crores (81.2% YoY growth). The company highlighted a record order book of ₹621 Crores (3x FY23 levels) with a book-to-bill ratio of 1.38x, providing good revenue visibility. Management guided for 50%+ revenue growth in FY27 while maintaining EBITDA margins of 12-13%. The company is expanding geographically beyond Gujarat (currently 82% of order book) into Rajasthan, Punjab, and other states, while also entering higher-voltage 765kV projects. Q4 FY26 EBITDA margin was 13.10%, which management clarified is normalizing from an unusually high base, with full-year 12.7% being more representative.

Likely market impact

The record order book and clear FY27 growth guidance support continued strong performance, though margin guidance of 12-13% is lower than Q4's 13.1%, suggesting near-term margin normalization rather than expansion.