Transcript of Earnings Conference Call with Analysts / Investors on Audited Financial Results for the Quarter and Financial Year ended March 31, 2026
OMPOWER · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Om Power Transmission reported FY26 revenue of INR 449.16 Cr, up 60.7% YoY, with EBITDA margin of 12.72% and PAT margin of 8.86%. The company listed on NSE/BSE in April 2026 after a successful IPO. Order book stands at INR 621 Cr (all-time high), representing 3x FY23 levels with a book-to-bill ratio of 1.38x. Management guided for 50%+ revenue growth in FY27. The tender pipeline is INR 900 Cr with a 30-40% win ratio. The company plans to expand into 765 kV transmission (no prior experience yet) and enter new geographies like Rajasthan and Punjab while maintaining 12-13% EBITDA margins. Working capital cycle is 75 days versus industry average of 150 days due to strong PSU payment terms.
Strong execution and order book visibility support growth outlook; margin guidance of 12-13% EBITDA and 8-9% PAT for FY27 provides clear targets, though expansion into new geographies and 765 kV segments carries execution risk.