• Event Type: Q4 and Full Year FY26 Earnings Conference Call hosted by Equirus Securities, subsequent to the declaration of Audited Financial Results.
  • Date and Time: Wednesday, May 27, 2026. Specific time not mentioned in the transcript.
  • Purpose: Discussion of financial performance for Q4 and FY ended March 31, 2026, along with business developments across key verticals, order book position, and operational growth initiatives.
  • Timing Relative to Earnings: The call was held after the results announcement.
  • Management Participants: Mr. Udaykumar Parekh (Chairman and Managing Director), Mr. Paras Parekh (Whole-Time Director & Chief Financial Officer), Mr. Bhavin Acharya (Chief Revenue Officer). Moderated by Mr. Vaibhav Shah from Equirus Securities.
  • Availability of Materials: The Investor Presentation was uploaded on stock exchanges and the company's website. The transcript of the call is available on the company's website at https://omnitecheng.com/notices-announcements-2025-26/.
  • UPSI Statement: The document does not contain any specific statement regarding unpublished price sensitive information (UPSI).

Financial Highlights Discussed (Consolidated Basis):

FY26 Year-on-Year Performance:

  • Revenue: INR 511.3 crores (up 49.1%)
  • EBITDA: INR 171.1 crores (up 45.4%)
  • Profit Before Tax (PBT): INR 107.8 crores (up 92%)
  • Profit After Tax (PAT): INR 79.3 crores (up 80.9%)
  • PAT Margin: 15.5% (vs. 12.8% last year)

Q4 FY26 Performance:

  • Revenue: INR 148.7 crores (up 38.5%)
  • EBITDA: INR 49.7 crores (up 15.9%)
  • PAT: INR 29.3 crores (up 43.4%)
  • PAT Margin: 19.7%

Balance Sheet & Ratios:

  • Net Debt-to-Equity: Improved to 0.34x in FY26 from 1.6x in FY25
  • Return on Capital Employed (ROCE): 13.7%
  • Return on Equity (ROE): 11.7% (reduced from 21.6% due to expanded equity base from IPO proceeds)
  • GST Credit: INR 24.3 crores as of April 26, expected to be realized in FY27

Working Capital:

  • Net working capital base: INR 294 crores (elevated)
  • Inventory days increase linked to initial ramp-up of new programs and MOQ commitments
  • Receivable days: 153 days (influenced by strong Q4 revenue concentration)
  • Payable days: Improved from 64 days to 80 days

Business Updates Discussed:

Revenue Mix (FY26):

  • By Vertical: Energy (53%), Motion control and automation (25%), Industrial equipment (16%), Others (6%)
  • By Geography: North America (53%), India (24%), Asia (19%), Europe and UK (4%)

Order Book & Pipeline:

  • Order book as of May 25, 2026: Over INR 3,000 crores
  • Includes multi-year Weatherford order of over INR 900 crores
  • Order book mix: Energy (74%), Motion and Automation (14%), Industrial Equipment (12%)
  • Order book geography: North America (64%), Asia (34%), India (1.5%), Europe and UK (0.5%)

Growth Initiatives & Certifications:

  • Commissioning a new manufacturing facility in Hyderabad
  • Expanding operations at proposed new facility at Chhapara
  • Implementing solar roofing at existing Chhapara plant
  • Metoda and Chhapara plants certified for Aerospace AS9100
  • NADCAP Certification process initiated for surface treatment, NDT, and welding
  • Four First Article (FA) development orders received for defense and aerospace segments

Company Overview:

  • 19 years operating history
  • 256 global customers
  • Sales in 24 countries
  • 75% of revenues from outside India
  • Annualized capacity: 26 lakhs hours
  • Precision capability: up to 5 microns

Growth Outlook:

  • Management indicated targeting historical growth rates of 30-35% for FY27
  • EBITDA margins expected to be in the range of 30-35%

Additional Notes Section

  • The document is a regulatory filing containing the transcript of the earnings conference call.
  • No new financial data was disclosed in this specific announcement beyond what was presented in the results and discussed in the call.
  • The transcript includes a full Q&A session with analysts covering topics such as: oil & gas market opportunity, execution of large orders, capacity expansion plans, margin trends, raw material cost pass-through, growth segments (aerospace/defense), and geographical revenue diversification.