Omnitech Engineering earnings calls.

Omnitech Engineering delivered a landmark FY26 with 49.1% revenue growth to Rs 511.3 croreCurrent reported value: 49.1% revenue growth to Rs 511.3 crore. No comparable prior figure is available in the source record. and PAT surge of 80.9% to Rs 79.3 croreCurrent reported value: 80.9% to Rs 79.3 crore. No comparable prior figure is available in the source record., driven by strong execution in energy (53% of revenue) and expanding OEM relationships. The order book exploded to ~Rs 3,000 croreCurrent order book exploded to ~Rs 3,000 crore. Reported change: +960% vs FY25. (vs Rs 283 crore in FY25), anchored by a Rs 900 croreCurrent Rs 900 crore. Reported change: 5-year program. Weatherford MPA and ~Rs 1,000 crore multi-year OFS contract, both ramping from FY27. North America contributes 53% of revenue, highlighting export dependency. Q4 saw a 450bps gross margin compression due to pre-investments for new programs and capacity additions. Management targets 30-35% annual growthCurrent reported value: 30-35% annual growth. No comparable prior figure is available in the source record. going forward, with new facilities at Hyderabad and Chapra plus acquired land in Ahmedabad for FY28-29Current reported value: 29. No comparable prior figure is available in the source record. capacity. Aerospace/defense expansion (AS9100 certified, 4 FA orders) diversifies the revenue base. Key risks include customer concentration in oil & gas, execution risk on multi-year ramp-up timelines, and working capital days at elevated 294 levels.