OM INFRA LIMITED — PPTs, 12-02-2026: Investor Presentation

Om Infra's 9M FY26 consolidated revenue dipped to Rs 340 Cr (-37% YoY), and Q3 FY26 revenue was Rs 112 Cr (-16% YoY), largely due to delayed Jal Jeevan Mission (JJM) payments. However, Q3 PAT saw a strong 74% jump to Rs 8 Cr, leading to a 9M PAT of Rs 14.1 Cr and EPS of Rs 1.39.

The company is strategically expanding in water infrastructure, hydro-mechanical, and Pumped Storage Projects (PSPs), capitalizing on government initiatives like JJM, river linking, and the broader hydro sector push. Recent wins include a Rs 129 Cr UP order and commencement of water impounding at Isarda Dam. JJM payment issues are also resolving.

With a robust Rs 2,236 Cr order book (9M FY26), management aims for Rs 1,000 Cr in new orders for FY26. They project FY26 revenue of Rs 500-550 Cr and 6-8% EBITDA. Additionally, Om Infra anticipates over Rs 700 Cr from non-core asset monetization and arbitration awards within 2-3 years.