OM INFRA LIMITED — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Om Infra's Q1 FY26 consolidated revenue was ₹104.3 Cr, with negative EBITDA (₹0.7 Cr) and PAT (₹1 Cr). Standalone PAT was ₹1 Cr. Performance was affected by over ₹100 Cr revenue shortfall due to delayed Jal Jeevan Mission (JJM) funding. New orders of ₹400 Cr boosted the ₹2,700 Cr order book (40% hydro, 60% water). Management expects a strong H2 FY26, targeting ₹1,000 Cr revenue with double-digit margins as funding issues resolve. Company prioritizes core hydro/water business, planning real estate exits. Overall sentiment remains optimistic given government's infrastructure focus.