DeepValueCapital

Investor in Indian Stock Markets. Hunting for Deep Value Ideas. Learned from few of the best in the Industry.
Know the Science, Learning the Art. #Investing

[DeepValueCapital @DeepValueCap_]

Om Infra Limited - Deep Value
Market Cap - 416 Crs
#ominfra #Thread #Waterinfra #JalJeevanMission
Leading engineering & Construction company with strong leadership position in the Hydro space. Hidden Gem of Water Infra.
50+ Years of experience in Project execution.

[DeepValueCapital @DeepValueCap_]

@RohitashwT Aap astrologer toh ache hoge par aadmi ekdum cockroach ho.

[DeepValueCapital @DeepValueCap_]

@RohitashwT Year of republic mein first half tough bata diya and uske baad September se December 😵‍💫 Which months are left ?

[DeepValueCapital @DeepValueCap_]

@RohitashwT Calling Mamata Banerjee “Esteemed Honorable Didi” is an insult to Sanatan values.
Reducing heinous crimes to compensation.
disturbing that respected Jyotish voices let their hatred for Narendra Modi blind them to truth and justice.

[DeepValueCapital @DeepValueCap_]

@Jitskuhad @OmInfraLtd Even in the good cycle they couldn’t give much profitable quarters, lack of consistency in numbers.
Bandra and Bhilwara Toll High court matter remain a large positive development in waiting, that shall really boost the cash in the company.
Management needs to be aggressive.

[DeepValueCapital @DeepValueCap_]

Interesting company at inflection point

[Harshh Saraswat @harshhsaraswat]

Ganesha Ecosphere - what’s changed?
1. Economics flipped: Virgin PET is now costlier than RPET. It widens the incentive for brands to shift to RPET, should build momentum in offtake
2. Policy clarity for FY27: MoEFCC reaffirm Category I (rigid) recycled-content at 40% in FY27

[DeepValueCapital @DeepValueCap_]

Om Infra solid company. Huge prospects over next 2-3 years. Mcap of 1100 crs doesn’t do justice to the quality and capabilities. Will be a huge winner in Water Infra theme. #ominfra #vijaykedia #multibagger

[Om Infra Limited @OmInfraLtd]

Milestone Alert: Water Storage Officially Begins at Isarda Dam

We are proud to announce a historic breakthrough for OM Infra Limited and for the state of Rajasthan. For the first time since construction began, water has been successfully impounded at the iconic Isarda Dam, following official approval from the Irrigation Department on July 25, 2025.

Located on the Banas River in Tonk District, the ₹615+ Cr project is one of the largest and most impactful water infrastructure undertakings in the region. With a 6.03 km composite dam and 28 advanced radial gates, this project marks a transformative step forward in water security for over 3 crore residents across 13 districts of Eastern Rajasthan.

🌊 Key Technical Highlights:
Storage Capacity: Phase 1 – 3.24 TMC | Phase 2 – 10.77 TMC
Reservoir Levels: Phase 1 – 256 m | Phase 2 – 262 m
Spillway System: 28 Radial Gates for flood management

💧 Transformational Impact:
1. Drinking Water Security: Major boost under the Jal Jeevan Mission
2. Water Transfer Potential: Future support to Jaipur's Ramgarh Dam
3. Agriculture: Recharge for groundwater and irrigation in water-stressed zones
4. Climate Resilience: Strengthened infrastructure for drought-prone areas
5. Daily impounding is now underway at 0.6 RL per day, managed with precision during the monsoon season — a testament to our operational excellence and commitment to sustainable water management.

“Witnessing water flow into Isarda Dam for the first time fills us with immense pride. This is more than an engineering feat — it’s a generational commitment to water security for India.”
— OM Infra Management

With over 60+ hydro-mechanical and civil projects delivered in the last five decades, Isarda Dam stands as our flagship contribution to India's water infrastructure journey.

Hear directly from our Chairman as he shares exclusive insights about this remarkable project and its impact on our company’s future. Don’t miss this opportunity to gain firsthand knowledge and ask your questions during the live session. Link to register for the call - https://t.co/mSf41gGr7e

#OMInfra #IsardaDam #WaterSecurity #InfrastructureDevelopment #JalJeevanMission #JJM #ERCP #EPC

[DeepValueCapital @DeepValueCap_]

@JoshiEien Aimco Pesticides

[DeepValueCapital @DeepValueCap_]

@mountain_rats @RohitashwT

[DeepValueCapital @DeepValueCap_]

@VEDANJANAM DC Sir is an absolute legend. @DC_aryavarta
Had the privilege of attending his workshop in Mumbai on 16th February 2020, just few weeks before covid hit us.

[DeepValueCapital @DeepValueCap_]

@AdityaRajKaul @ShivAroor @sidhant @mountain_rats @vijaygajera May the force be with you 🔥 Jai Maa Bhawani 🙏🏻

[DeepValueCapital @DeepValueCap_]

To the brave reporters on the frontlines,
In moments of national anxiety, uncertainty and fear, your words became our eyes and ears.
Thank you for your relentless courage, sleepless nights and commitment to the truth during the India-Pakistan conflict.
Stay safe.
Jai Hind 🙏🏻

[DeepValueCapital @DeepValueCap_]

@RohitashwT 14.05.2025 🤞🏻

[DeepValueCapital @DeepValueCap_]

@major_pawan Defence Phase 8, Karachi.

[DeepValueCapital @DeepValueCap_]

@hvgoenka Sir
It would be truly inspiring if your group through brands like CEAT or KEC could engage our jawans in advertisements, brand campaigns or social initiatives. Even gestures like featuring veterans or real soldiers in ads would make a powerful statement & welcomed wholeheartedly

[DeepValueCapital @DeepValueCap_]

@thecontentedge Anything is possible

When someone is lying 😂😂

[DeepValueCapital @DeepValueCap_]

Went to 2000 cr Mcap from here and now back to 1120 cr mcap.
Now available much cheaper with even better prospects ✅🤑

[DeepValueCapital @DeepValueCap_]

Om Infra on Bandra Land. #ominfra

Current mcap around 1300 crore

Realisation from Bandra land possible around 700-800 crs

Another large arbitration amount to be received in Bhilwara Toll matter of around 900 crs

Significant cashflow events likely in next 12-24 months

[DeepValueCapital @DeepValueCap_]

@manuconsultants This is shocking 😣

[DeepValueCapital @DeepValueCap_]

@malpani Zero tolerance for bullshit, but no hesitation in spreading it yourself.
Having “Doctor” in front of your name doesn’t automatically make you educated.

[DeepValueCapital @DeepValueCap_]

@Jitskuhad @OmInfraLtd Absolutely, For Doubler in 6-9 months Om is perfect 💯