Top Tweets for #ompower
📞 NSE - Earning Call
🏛️ #OMPOWER Om Power Transmission Limited
🏭 Industry: Power - Electric Utilities
🏷️ Market Cap: ₹643.91 Cr
💰 Stock PE: N/A | Industry PE: 25.03
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⚡ Management explicitly guides for >50% YoY growth in revenue for the next fiscal year (FY27).
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📌 Key Insights
🔹 Headline Truth: Om Power Transmission reported Q4 FY26 revenue of ₹174.62cr and FY26 PAT of ₹40.02cr (up 81.2% YoY) following its April 2026 listing.
🔹 Growth: FY26 revenue grew 60.7% YoY to ₹449.16cr. PAT margins expanded to 8.86%. Order book reached record ₹621cr.
🔹 Risks: Potential raw material shortages (transformers, conductors) and margin pressure in the competitive private sector segment.
🔹 Future: Management guides 50% revenue growth for FY27. Bidding on ₹900cr pipeline with 30-40% expected win ratio.
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📌 Detailed Management Analysis
🔹 Revenue Growth: 60.7% YoY in FY26; 50% growth guided for FY27.
🔹 Management Confidence: High; citing technical eligibility for new 765kV projects.
🔹 Demand Visibility: Strong; ₹900cr bid pipeline and government infra boom.
🔹 Order Book: ₹621cr as of March 2026; 1.38x book-to-bill ratio.
🔹 Margin Trends: EBITDA target 12-13%; PAT target 8-9% for FY27.
🔹 Pricing Power: Price variation clauses protect margins against raw material inflation.
🔹 Segment Growth: Transmission EPC is 51.6% of revenue; expanding into DISCOM distribution.
🔹 New Clients: 82% PSU client mix; expanding into Rajasthan and Punjab.
🔹 Capex & Debt: Debt-to-equity 0.35x; IPO proceeds to fund working capital.
🔹 Commentary: Efficient working capital cycle (75 days) vs industry average (150 days).
🔹 New Launches: Entering 765kV transmission and substation segment.
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🚀 Follow @alfa_finde81983 for more market insights.
#bse #nifty #nse #stockmarket
Om Power Transmission Limited 📞 Q4 FY26 Concall Summary #OMPOWER
🟡 Management Guidance : Management is guiding for an aggressive 50% top-line revenue growth in FY27, backed by their robust order book and a massive ₹900 crore active tender pipeline (with a historical win ratio of 30-40%). Despite geographic expansion and intensified scaling, they are highly confident in maintaining their EBITDA margins in the 12-13% range and PAT margins between 8-9%. Historically, revenue execution is expected to follow a seasonality split of approximately 35% in H1 and 65% in H2.
🔴 Red Alert : The share of revenue from private sector clients has steadily declined from 35% in FY23 down to roughly 15-16%, as management is intentionally walking away from private contracts that do not meet their strict margin thresholds. Additionally, the underground cabling segment has temporarily shrunk to a mere 2% of the current order book (down from 30% in FY25) due to the completion of legacy projects, though management expects a recovery soon. On the working capital front, while cash conversion is fast, a significant ₹66 crores remains blocked as retention money spread across ongoing projects.
🟢 Green Alert : Stellar financial performance and pristine capital efficiency! FY26 revenue surged 60.7% YoY to ₹449.16 crores, while PAT skyrocketed 81.2% to ₹40.40 crores. The company recorded its highest-ever annual order inflow of ~₹615 crores, propelling the unexecuted order book to a record ₹621 crores (more than 3x its FY23 level). Crucially, their working capital cycle is exceptionally efficient for an EPC player—80% of running account (RA) bills are cleared by PSU clients within 30 days. This financial discipline delivered a massive Return on Capital Employed (ROCE) of 44% and a Return on Equity (ROE) of 38%.
🔵 Blue Alert : The company is executing a rapid geographical and technical expansion. While Gujarat remains its anchor market (82% of the order book), it has successfully penetrated Rajasthan, Punjab, and Dadra Nagar Haveli. Technically, they are participating in complex, high-barrier projects, notably executing a ₹200 crore 400 KV GIS substation and river-crossing transmission lines with specialized pile foundations in Dholera. Furthermore, a massive future growth catalyst is unlocking: GETCO (their primary client) is upgrading its grid from 400 KV to 765 KV, and Om Power is actively positioning itself to bid for these massive upcoming 765 KV transmission and substation tenders.
🧠 Deep Insight : Om Power Transmission is executing a masterclass in profitable, asset-light EPC scaling. Instead of chasing vanity top-line growth by underbidding for low-margin private sector contracts, they are ruthlessly pruning their private client mix to strictly protect their 12-13% EBITDA margins. Their true structural moat lies in their ironclad collection cycle with state PSUs (like GETCO), which effectively funds their operations and fuels their massive 44% ROCE. Now fortified with fresh IPO capital, they are perfectly positioned to digest the heavier bank guarantee and mobilization requirements needed to capture India's massive, multi-year shift toward 765 KV ultra-high-voltage infrastructure.
🚀 Pre-Market Gainers — 20 May
Top stocks gapping up at open:
#KDDL #JAYBARMARU #OMPOWER #HAPPYFORGE #TIRUPATIFL
#PreMarket #Stocks #StockMarket
#OMPOWER
Q4 👇 RESULTS ( YOY )
Om Power Transmission Ltd Q4FY26 Results:-
Revenue 174.62 Cr vs 104.44 Cr
(+67.19% YoY┃+68.44% QoQ)
EBITDA 22.87 Cr vs 18.28 Cr
(+25.12% YoY ┃+76.32% QoQ)
EBITDA Margin 13.10% vs 17.50% YoY
PAT 16.65 Cr vs 12.20 Cr
(+36.55% YoY┃+92.96% QoQ)
#Q4Results #OMpower
Om Power Transmission Ltd Q4FY26 Results:-
#Q4Results #Q4FY26 #Stockmarket #Nifty #OMpower
Revenue 174.62 Cr vs 104.44 Cr
(+67.19% YoY┃+68.44% QoQ)
EBITDA 22.87 Cr vs 18.28 Cr
(+25.12% YoY ┃+76.32% QoQ)
EBITDA Margin 13.10% vs 17.50% YoY & 12.51% QoQ
PBT 22.14 Cr vs 16.91 Cr
(+30.92% YoY┃+103.91% QoQ)
PAT 16.65 Cr vs 12.20 Cr
(+36.55% YoY┃+92.96% QoQ)
Other Income 0.65 Cr vs 0.49 Cr YoY & 0.69 Cr QoQ
🟢 Very High : OMPOWER
💰 Profit up 36% (YoY)
🛒 Revenue up 67% (YoY)
#OMPOWER #StockMarket #StockAlertsIndia
3/3
Engineering → #NIBE
Transmission Towers → #OMPOWER
Refractories → #RPEL
Abrasives & Grinding → #CARBORUNIV
Healthcare → #VIJAYA
Chemicals → #GODREJIND #DIAMINESQ
Stock filtered by my Chartink scanner.
For educational purpose only. Not a buy/sell recommendation.
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@Asharamjibapu__ साधना का प्रकाश जब भीतर जगता है, तब भय, तनाव और नकारात्मकता स्वतः दूर होने लगती है। ✨
ॐकार जप जीवन में आनंद और आत्मविश्वास का संचार करता है।
#AsharamjiBapuQuotes #OmPower #MeditationDaily #PositiveVibes #InnerJoy
CORPORATE ACTION
CIRCUIT FILTER CHANGES :
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