Om Infra Ltd (OMINFRAL)

📊 Quarterly Results (₹ Cr)

Om Infra's revenue has shown mixed quarterly performance, with Q1 FY2026 at ₹124 crores, down from ₹160 crores in Q4 FY2025 but in line with ₹124 crores in Q3 FY2025, indicating stabilization after a temporary peak. Operating profit margin declined to 7.3% in Q1 FY2026 from 9.0% in the prior quarter, reflecting potential cost pressures or project mix effects, though net profit of ₹11 crores improved from ₹6 crores in Q4 FY2025. EPS rose to ₹1.19 in Q1 FY2026 from ₹0.67 in Q4 FY2025, suggesting better bottom-line management despite lower revenue scale. The consistency in revenue YoY and improving profitability from December 2025 to March 2026 aligns with management's narrative of gaining execution momentum in key infrastructure projects.

🔮 Management Outlook & What's Next

Management expressed confidence in future growth, citing improved order book visibility and anticipated acceleration in Jal Jeevan Mission project execution from the current quarter onward. The board also emphasized the strategic importance of the newly secured infrastructure projects, which are expected to contribute meaningfully to future revenue and execution momentum. No formal financial guidance was provided in the filings, but operational updates suggest a focus on scaling project execution and leveraging emerging infrastructure opportunities.

Extracted from official company announcements. Not StockFin.ai's opinion.

🏦 Balance Sheet (₹ Cr)

The balance sheet shows a stable capital structure with total assets growing modestly to ₹1,464 crores as of March 2026 from ₹1,423 crores in March 2025, driven by asset expansion. Borrowings increased to ₹86 crores from ₹71 crores YoY, but remain low relative to equity, which stood at ₹10 crores with reserves of ₹753 crores. This indicates conservative leverage and strong internal financing, supporting a sustainable capital allocation strategy focused on operational growth rather than aggressive debt-funded expansion.

💰 Cash Flow Statement (₹ Cr)

👥 Shareholding Pattern

Promoter holding remains stable at 67.05% over the last four quarters, indicating long-term confidence. Institutional interest is minimal, with FII ownership at 0.11% and DII at 4.06% consistently over recent quarters, suggesting limited market participation. The growing number of shareholders — from 37,651 to 39,447 to 40,763 — reflects retail investor engagement but limited institutional accumulation. No signs of significant exit or accumulation by key investor groups.

⚖️ Peer Comparison — Infrastructure Developers & Operators

🔗 Peer Stock Analyses

⚠️ Risk Factors

1. Revenue volatility due to project-based earnings and execution delays in large infrastructure contracts. 2. Margin pressure from lower operating profitability in recent quarters, potentially impacted by project mix or cost overruns. 3. Dependence on government-backed projects like Jal Jeevan Mission, which are subject to policy and funding cycles. 4. Low institutional interest may limit liquidity and market depth, increasing price volatility.

📋 Recent Filings

• Announcement2026-09-29Om Infra Ltd announced that its trading window will close on October 1, 2026, for insiders until 48 hours after the unaudited quarterly results for Se…
• 🔴 Announcement2026-09-26Om Infra Limited presented its investor deck highlighting a strong order book of ₹2,015 crores as of June 2026, driven by key wins in water infrastruc…
• Announcement2026-09-22OM INFRA LIMITED announced that its joint venture MCC-Om secured a ₹32.18 crore work order from Vidarbha Irrigation Development Corporation for constr…
• 🟡 Board Meeting2026-09-14Om Infra Limited announced the appointment of Khandelwal Badaya & Co. as its statutory auditor for five years starting from the conclusion of the 54th…
• 🟡 Board Meeting2026-09-12Om Infra Limited held its 54th AGM on September 12, 2026 via video conference, approving audited financials, declaring a dividend, appointing director…
• 🔴 Announcement2026-09-05Om Infra Limited announced its investor presentation highlighting robust Q1FY27 performance and strategic growth in water infrastructure. The company …
• 🟡 Board Meeting2026-08-20The 54th AGM of Om Infra Limited on September 12, 2026, will approve the audited financials, declare a final dividend of ₹0.50 per share payable by Oc…
• Announcement2026-08-17OM INFRA LIMITED announced it received a Letter of Award for a supplementary agreement to repair and maintain 306 solar and RO water units in Uttar Pr…
• 🟡 Board Meeting2026-08-11OM INFRA LIMITED reported consolidated revenue of **₹12,751 lakhs** for Q1 FY2026, up from **₹12,436 lakhs** in Q1 FY2025, reflecting growth in engine…
• Announcement2026-07-28OM INFRA LIMITED announced it is the lowest bidder (L1) for a Chhattisgarh water resource project valued at **₹568.98 crores**, involving construction…

🧠 Analyst's Read

Om Infra is executing a steady infrastructure growth strategy with improving project visibility and creditworthiness, but financial performance remains sensitive to project timelines and execution. Investors should monitor order book execution rates, margin trends, and progress in Jal Jeevan Mission deliverables for forward-looking signals.

Based on filing content and financial data. Not a recommendation.