📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-08-17 17:36
510 analysed today
510
Today
133,399
All-time analysed
40,108
Positive
6,279
Negative
79,197
Neutral
7,747
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
14 announcements match the current filters (relevance ≥ 5).
Om Infra Secures ₹29.01 Cr Jal Jeevan Mission Supplementary Order in UP
Om Infra Limited has received a Letter of Award for a supplementary work order worth ₹290.115 Million (~₹29.01 Cr) from Uttar Pradesh Jal Nigam (Rural), Lucknow. The contract entails repair works and 3 years of operation & maintenance (O&M) for 306 solar/RO water supply units in Unnao District under the Jal Jeevan Mission. The initial repair phase is scheduled for completion within 2 months by October 12, 2026. This order represents approximately 5.6% of Om Infra's TTM revenue of ₹520 Cr.
Confidence: HIGH
What changedAward of a supplementary contract under existing agreement No. 01/S.E. Circle Office/2025-26 from UP Jal Nigam (Rural).
Why it mattersExpands order book execution visibility under the Jal Jeevan Mission and secures steady recurring revenue through 3 years of O&M services.
Order value: ₹ 290.115 MillionOrder vs TTM revenue: ~5.6%Units covered: 306 unitsRepair completion deadline: October 12, 2026O&M duration: 3 years
📅 Short termProvides mild operational boost with quick revenue recognition from the 2-month repair phase concluding in October 2026.
📈 Long termAdds steady service-based cash flows over 3 years and reinforces the company's presence in government-backed water infrastructure projects.
⚠ Risk flags
- State government payment cycle and fund release delays under Jal Jeevan Mission
- On-ground operational execution delays across rural units
Key Highlights
Supplementary order value sanctioned at ₹290.115 Million (~₹29.01 Cr)
Scope covers repair work and 3 years of annual O&M for 306 water supply units in District Unnao, U.P.
Repair completion deadline set for October 12, 2026 (2 months)
Contract represents ~5.6% of TTM revenue of ₹520 Cr
👀 What to Watch
Track execution timelines for the repair work by October 2026 and monitor working capital cycles related to UP Jal Nigam receivables in upcoming quarterly results.
Om Infra Q1 PAT jumps to ₹11.83 Cr; L1 bidder for ₹1,050 Cr projects
Om Infra reported a strong Q1 FY27 with standalone revenue growing 21% YoY to ₹120.71 Cr and PAT surging to ₹11.83 Cr from ₹0.99 Cr in the previous year. The company has emerged as the L1 bidder for two major water infrastructure projects in Chhattisgarh and Rajasthan totaling ~₹1,050 Cr, which is over 2x its TTM revenue. Execution momentum in Jal Jeevan Mission (JJM) projects is expected to improve as state funding has commenced. However, auditors issued a qualified report citing missing joint operation results and an inability to verify physical inventory across dispersed sites.
Confidence: HIGH
What changedThe company transitioned from a near-break-even Q1 last year to significant profitability and announced a massive potential order book addition.
Why it mattersThe L1 status for ₹1,050 Cr projects provides multi-year revenue visibility for a company with a ₹500 Cr TTM revenue base, potentially re-rating the business if execution remains on track.
Revenue (Q1 FY27): ₹120.71 CrNet Profit (Q1 FY27): ₹11.83 CrL1 Order Value: ₹1,050 CrL1 Order vs TTM Revenue: 210%EPS (Q1 FY27): ₹1.23
📅 Short termThe stock may see positive momentum due to the large L1 order announcement and the sharp YoY turnaround in profitability.
📈 Long termStructural growth is tied to the extension of the Jal Jeevan Mission till 2028 and the company's ability to convert its L1 status into high-margin execution.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Auditor qualification on inventory verification
- Missing financial results for two joint operations
- High sensitivity to government funding delays in JJM projects
Key Highlights
Standalone Net Profit increased to ₹11.83 Cr in Q1 FY27 compared to ₹0.99 Cr in Q1 FY26
Emerged as L1 bidder for two projects worth ~₹1,050 Cr, representing ~210% of TTM revenue
Standalone Revenue from operations grew 21% YoY to ₹120.71 Cr from ₹99.78 Cr
Engineering segment contributed ₹119.33 Cr to the total revenue, showing dominant focus
Auditors flagged the absence of financial results for two joint operations for the quarter ended June 2026
👀 What to Watch
Watch for the formal award of the ₹1,050 Cr L1 projects and the resolution of auditor qualifications regarding inventory verification and joint operation reporting in subsequent quarters.
₹568.98 Cr Order: Om Infra Declared L1 for Chhattisgarh Barrage & Irrigation Project
Om Infra Limited has been declared the Lowest Bidder (L1) for a major water resource project in Chhattisgarh valued at ₹568.98 Crores. This order is highly material, representing approximately 114% of the company's TTM revenue of ₹500 Crores and roughly 65% of its current market capitalization. The scope includes the construction of the Mohmela Sirpur Barrage, a pipe irrigation network, and five years of operation and maintenance. While the company awaits the formal Letter of Intent (LOI), this win significantly strengthens its order book and future revenue visibility.
Confidence: HIGH
What changedOm Infra has emerged as the lowest bidder for a project that is larger than its entire trailing twelve-month revenue.
Why it mattersThis massive order win provides significant revenue visibility for the next 3-4 years and demonstrates the company's competitive edge in specialized hydro-mechanical and irrigation infrastructure.
Order value: ₹568.98 CrTTM revenue: ₹500 CrOrder vs TTM revenue: ~113.8%O&M period: 5 yearsMarket cap: ₹868 Cr
📅 Short termThe stock is likely to react positively to the news of an order win that exceeds the company's annual revenue run rate.
📈 Long termSuccessful execution of this large-scale project could structurally elevate the company's revenue base and improve its standing for future large-scale government tenders.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Pending formal Letter of Intent (LOI)
- Execution risks associated with large-scale civil projects
- Potential for weather-related delays (monsoons/heatwaves)
Key Highlights
Total contract value of ₹568.98 Crores for the Mohmela Sirpur Barrage Project.
Order size represents ~114% of the company's TTM revenue of ₹500 Crores.
Includes a 5-year operation and maintenance (O&M) commitment post-construction.
Project involves complex civil engineering and micro-irrigation systems on the Mahanadi River.
Company is currently the L1 bidder and is awaiting the formal Letter of Intent (LOI).
👀 What to Watch
Monitor the receipt of the formal Letter of Intent (LOI) and the subsequent announcement of the execution timeline to estimate quarterly revenue contributions.
Rs 482.27 Cr Order Win: Om Infra Declared L1 for Rajasthan Water Project
Om Infra Limited has been declared the lowest bidder (L1) for a major EPC turnkey project by the Water Resource Department, Rajasthan, valued at Rs 482.27 crore. This single project is highly material, representing approximately 96.5% of the company's TTM revenue of Rs 500 crore. The contract involves the construction of a dam and a pressurized irrigation network for 10,000 hectares in Baran district. While the formal Letter of Intent (LOI) is pending, this win significantly strengthens the company's order book and revenue visibility for the coming years.
Confidence: HIGH
What changedOm Infra has emerged as the lowest bidder for a massive irrigation project in Rajasthan, marking a significant addition to its current project pipeline.
Why it mattersThe project value is nearly equal to the company's entire annual revenue, providing a substantial boost to revenue visibility and validating its specialized expertise in hydro-mechanical and pressurized irrigation systems.
Project Value: Rs 482.27 CrOrder vs TTM Revenue: ~96.5%Irrigation Area: 10,000 hectaresTTM Revenue: Rs 500 CrMarket Cap: Rs 875 Cr
📅 Short termThe announcement is likely to be viewed positively by the market in the coming days as it significantly de-risks the revenue growth outlook for the next 24 months.
📈 Long termIf executed efficiently, this project could re-rate the company by demonstrating its capability to handle high-tech irrigation projects (SCADA/Solar) which typically command better positioning than pure civil works.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Pending formal Letter of Intent (LOI)
- Execution risks inherent in large-scale EPC projects
- Concentration risk with Rajasthan state government projects
Key Highlights
Declared L1 bidder for a project valued at Rs 482.27 crore, nearly matching the TTM revenue of Rs 500 crore
Project involves EPC turnkey work for the Andheri Medium Irrigation Project in Baran, Rajasthan
Scope covers irrigation development for approximately 10,000 hectares using SCADA automation and solar power
Contract includes survey, design, construction, and Operation & Maintenance (O&M) of the dam and piped network
👀 What to Watch
Investors should monitor the formal receipt of the Letter of Intent (LOI) and the subsequent commencement of the execution phase, particularly the company's ability to maintain margins on this large-scale turnkey project.
Om Infra Upgraded to Investment Grade (IVR BBB-) for Rs 718.96 Cr Bank Facilities
Infomerics has upgraded Om Infra's long-term credit rating to IVR BBB- (Stable) from CARE's previous BB+ (Stable), moving the company into the investment-grade category. The upgrade covers bank facilities totaling Rs 718.96 crore, which is substantial compared to the company's current debt of Rs 90.80 crore. Despite a 29.7% decline in FY26 revenue to Rs 468.42 crore due to slow government fund releases, the company maintains a robust order book of Rs 2,106.61 crore. The rating reflects a comfortable capital structure with a low gearing of 0.16x and adequate liquidity.
Confidence: HIGH
What changedThe company's credit profile has been formally upgraded from sub-investment grade (BB+) to investment grade (BBB-) by a new rating agency, Infomerics.
Why it mattersAn investment-grade rating typically allows a company to negotiate lower interest rates and secure higher non-fund-based limits (Bank Guarantees), which are critical for bidding on and executing large-scale EPC infrastructure projects.
Rated Bank Facilities: Rs 718.96 CrOrder Book vs FY26 Revenue: 4.49xOverall Gearing: 0.16xDebtor Collection Period: 230 daysFY26 EBITDA Margin: 6.60%
📅 Short termThe upgrade to investment grade is a positive signal for the market, potentially improving the company's standing with lenders and stakeholders in the coming weeks.
📈 Long termThe healthy order book provides strong revenue visibility for the next 3-4 years; however, long-term success depends on managing the high working capital intensity and government funding cycles.
⚠ Risk flags
- Working capital intensive operations (227-day cycle)
- High debtor concentration with government entities
- Execution risks in difficult terrains for hydro projects
Key Highlights
Long-term rating upgraded to IVR BBB- (Stable) from CARE BB+ (Stable), crossing the investment-grade threshold.
Short-term rating upgraded to IVR A3 from CARE A4+ for bank loan facilities.
Order book stands at Rs 2,106.61 crore as of March 31, 2026, representing 4.49x the FY26 operating income.
Jal Jeevan Mission (JJM) projects constitute Rs 1,350.56 crore of the total order book.
Operating cycle stretched to 227 days in FY26 from 143 days in FY25, primarily due to high debtor days of 230.
👀 What to Watch
Investors should monitor the pace of execution for the Rs 2,106 crore order book and the efficiency of cash collections from government entities to reduce the 227-day operating cycle.
Om Infra Appoints Khandelwal Badaya & Co as Statutory Auditor Following Resignation
Om Infra Limited has appointed M/s. Khandelwal Badaya & Co. as its new Statutory Auditor effective June 13, 2026. This appointment fills a casual vacancy created by the resignation of the previous auditor, M/s Ravi Sharma & Co. The new firm is a peer-reviewed entity with a valid certificate until April 30, 2027, and will hold office until the conclusion of the next Annual General Meeting.
Key Highlights
Appointment of M/s. Khandelwal Badaya & Co. (FRN: 016506C) as Statutory Auditors effective June 13, 2026.
The change fills a casual vacancy caused by the resignation of the previous firm, M/s Ravi Sharma & Co.
The new auditor's term is valid until the conclusion of the ensuing Annual General Meeting (AGM).
M/s. Khandelwal Badaya & Co. holds a valid Peer Review Certificate through April 30, 2027.
👀 What to Watch
Investors should monitor for the detailed resignation letter of the outgoing auditor to ensure there are no material concerns regarding financial reporting or governance.
Om Infra FY26 Revenue at ₹500 Cr; Robust Order Book of ₹2,107 Cr with 4.21x Book-to-Bill
Om Infra Limited reported consolidated revenue of ₹500 crore and PAT of ₹21 crore for FY26, maintaining a strong order book of ₹2,107 crore. The company faced temporary headwinds due to delayed payments in Jal Jeevan Mission (JJM) projects, but the situation is improving with a ₹27,000 crore revival plan in key states. With a low net debt-to-equity ratio of 0.03x and a target of ₹1,500 crore in new orders for FY27, the company is well-positioned for growth. Key project milestones include the commencement of water impounding at the ₹615 crore Isarda Dam.
Key Highlights
FY26 Consolidated Revenue reached ₹500 crore with an EBITDA of ₹28 crore and PAT of ₹21 crore.
Order book stands at ₹2,107 crore as of March 31, 2026, providing high revenue visibility with a 4.21x book-to-bill ratio.
Balance sheet remains highly under-leveraged with a Net Debt to Equity ratio of just 0.03x.
Secured a new order worth ₹129 crore from UP Jal Nigam and targets ₹1,500 crore order inflow for FY27.
JJM payment delays are resolving with funds expected to be released progressively in Q1FY27.
👀 What to Watch
The stock remains attractive due to its massive order book and minimal debt; however, investors should track the conversion of the bid pipeline into actual contracts. Focus on the recovery of working capital as JJM payments normalize in the coming quarters.
Om Infra Limited Statutory Auditor Ravi Sharma & Co. Resigns Post-FY26 Audit Completion
Om Infra Limited has announced the resignation of its statutory auditor, M/s. Ravi Sharma & Co., effective May 15, 2026. The resignation follows the successful completion and issuance of the statutory audit report for the financial year ended March 31, 2026, which was signed on May 13, 2026. The auditor cited 'pre-occupation with other assignments' as the primary reason for their departure and confirmed there are no material concerns regarding the company's management. The company will now proceed to fill the casual vacancy as per regulatory timelines.
Key Highlights
M/s. Ravi Sharma & Co. resigned as Statutory Auditor effective May 15, 2026.
The auditor completed the FY26 standalone and consolidated audit reports on May 13, 2026, prior to resigning.
Reason for resignation cited as 'pre-occupation with other assignments' and 'personal reasons'.
The outgoing auditor confirmed no material concerns or issues were identified during their tenure.
The firm was originally appointed for a 5-year term starting September 30, 2021.
👀 What to Watch
Investors should monitor the appointment of the successor auditor to ensure a smooth transition; however, the immediate risk is low as the FY26 financial results have already been audited and signed off.
Om Infra Recommends Final Dividend of Rs 0.50 Per Share for FY26
Om Infra Limited announced that its Board of Directors met on May 13, 2026, to transact key businesses. The Board approved the audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026. Crucially for shareholders, the Board recommended a final dividend of Rs. 0.50 per equity share for the financial year 2025-26. This dividend represents 50% of the face value of Rs. 1 per share and is subject to shareholder approval at the upcoming Annual General Meeting.
Key Highlights
Recommended a final dividend of Rs. 0.50 per equity share for FY 2025-26.
Dividend payout amounts to 50% of the face value of Rs. 1/- per share.
Approved the audited standalone and consolidated financial results for Q4 and FY26.
The dividend recommendation is subject to final approval by shareholders at the ensuing AGM.
👀 What to Watch
Investors should monitor the upcoming detailed financial performance reports and track the announcement of the record date to qualify for the Rs. 0.50 per share dividend.
Om Infra FY26 Standalone Net Profit Drops 39.6% to ₹21.8 Cr; ₹0.50 Dividend Declared
Om Infra Limited reported a weak set of standalone results for FY26, with revenue from operations declining 30% YoY to ₹466.42 crore. Net profit saw a sharp contraction of nearly 40%, falling to ₹21.80 crore from ₹36.10 crore in the previous fiscal. Despite the earnings decline, the board has recommended a final dividend of ₹0.50 per share. Management remains optimistic about future execution, citing massive fund allocations under the Jal Jeevan Mission in UP and Rajasthan as a key catalyst for project acceleration.
Key Highlights
Standalone Revenue for FY26 fell 30% YoY to ₹466.42 crore from ₹666.28 crore.
Net Profit for the full year declined by 39.6% to ₹21.80 crore compared to ₹36.10 crore in FY25.
Board recommended a final dividend of ₹0.50 per equity share (50% of face value ₹1).
Engineering segment revenue stood at ₹458.12 crore, while the Real Estate segment reported a loss of ₹1.85 crore.
Management highlighted ₹32,800 crore in total fund allocations for Jal Jeevan Mission in UP and Rajasthan to boost future execution.
👀 What to Watch
The significant drop in both revenue and profit is concerning; however, the dividend and positive outlook on Jal Jeevan Mission projects provide some support. Investors should monitor if the expected project acceleration translates into improved margins and cash flows in FY27.
CARE Downgrades Om Infra Limited to 'BB+' Citing Stretched Liquidity and Lower Income
CARE Ratings has downgraded Om Infra Limited's long-term bank facilities from CARE BBB- to CARE BB+ (Stable) and short-term facilities to CARE A4+. The downgrade follows a sharp decline in 9MFY26 total operating income to ₹311.19 crore from ₹483.49 crore in the previous year, primarily due to slow execution of Jal Jeevan Mission projects. The company is facing stretched liquidity, with gross cash accruals falling to ₹9.25 crore and high receivables of ₹277.92 crore. While the order book remains healthy at ₹2,500 crore, high exposure to group companies (58% of net worth) continues to constrain the rating.
Key Highlights
Long-term credit rating downgraded to CARE BB+ (Stable) from CARE BBB- (Stable).
9MFY26 Total Operating Income fell to ₹311.19 crore compared to ₹483.49 crore in 9MFY25.
Gross Cash Accruals (GCA) declined significantly to ₹9.25 crore from ₹32.73 crore YoY.
Receivables, including unbilled revenue and retention money, remain high at ₹277.92 crore.
Order book stands at a robust ₹2,500 crore, providing 3.8x revenue visibility relative to FY25.
👀 What to Watch
Investors should exercise caution as the downgrade to sub-investment grade reflects significant liquidity pressure and execution risks. Monitor the company's ability to accelerate project execution and reduce its high group company exposure.
OM Infra Q3 PAT Rises 74% to ₹8 Cr; Order Book Robust at ₹2,236 Cr Despite 9M Revenue Dip
OM Infra reported a mixed set of results for 9M FY26, with consolidated revenue declining 37% YoY to ₹340 crore, primarily due to delayed payments in Jal Jeevan Mission (JJM) projects. However, Q3 FY26 showed signs of recovery with PAT increasing 74% YoY to ₹8 crore and EBITDA margins improving. The company maintains a strong order book of ₹2,236 crore, representing a book-to-bill ratio of 3.31x. Management expects liquidity to improve as pending JJM dues are progressively released and is targeting ₹1,000 crore in new orders for the fiscal year.
Key Highlights
9M FY26 consolidated revenue stood at ₹340 crore, a 37% decline compared to ₹541 crore in 9M FY25.
Outstanding order book remains healthy at ₹2,236 crore, with ₹1,390 crore specifically from Jal Jeevan Mission projects.
Secured a new order worth ₹129 crore from Uttar Pradesh Jal Nigam (Urban) for water infrastructure development.
Successfully achieved a major milestone with water impounding at the ₹615.17 crore Isarda Dam project.
9M FY26 PAT of ₹14.1 crore exceeded PBT of ₹7.4 crore due to negative tax expenses from tax rebates.
👀 What to Watch
Investors should focus on the company's ability to resolve working capital cycles as JJM payments have been delayed for over nine months. While the order book provides strong visibility, the stock's performance will likely depend on the pace of execution and the normalization of cash flows from government contracts.
Om Infra Q3 FY26 Standalone Net Profit Rises 69% YoY to ₹6.07 Crore
Om Infra reported a steady performance for Q3 FY26 with standalone revenue growing slightly by 1.3% YoY to ₹100.18 crore. Net profit saw a significant jump of 68.8% YoY, reaching ₹6.07 crore, although it declined slightly by 5.5% on a sequential basis. The company highlighted execution challenges in Jal Jeevan Mission (JJM) projects due to slow government fund releases but expects acceleration following a ₹67,000 crore budget allocation. Engineering remains the core segment, contributing over 96% of total revenue.
Key Highlights
Standalone Net Profit surged 68.8% YoY to ₹6.07 crore from ₹3.60 crore in the previous year's quarter.
Revenue from operations remained relatively flat YoY at ₹100.18 crore compared to ₹98.92 crore.
The Engineering segment dominated performance with a revenue contribution of ₹96.46 crore.
Management noted a positive outlook for Jal Jeevan Mission projects following a ₹67,000 crore allocation in the Union Budget 2026.
Standalone EPS improved to ₹0.63 from ₹0.37 in the corresponding quarter of the previous year.
👀 What to Watch
Investors should monitor the pace of fund releases from the UP government and the execution of JJM projects, as these are critical for revenue acceleration. The stock remains a play on the government's water infrastructure and hydro-power push.
Om Infra's Rs 199.85 Cr NHPC Dibang Project Contracts Terminated
NHPC Limited has terminated two significant contracts awarded to Om Infra for the 2880 MW Dibang Multipurpose Project in Arunachal Pradesh. The contracts, valued at approximately Rs 167.87 crore and Rs 31.98 crore, were for hydro-mechanical works including intake and draft tube gates. The termination is cited as 'Employer's Convenience' due to prevailing site conditions that would have caused significant delays beyond NHPC's control. While the performance security will be returned, this represents a notable reduction in the company's active order book.
Key Highlights
Termination of two contracts for the 2880 MW Dibang Multipurpose Project by NHPC Limited.
Combined value of the terminated contracts totals approximately Rs 199.85 crore.
Reason for termination is 'Employer's Convenience' due to site-related delays, not company default.
NHPC confirmed that performance securities for these contracts will be duly discharged.
The work was originally scheduled to commence on January 27, 2026.
👀 What to Watch
Investors should account for the reduction in the order book and potential impact on future revenue projections. Monitor management commentary regarding the replacement of this order value with new project wins.
