Rs 2,361 crore order book: Vijay Kedia’s portfolio company bags Rs 1998.40 million orders from NHPC in Arunachal Pradesh
The stock is up by 45 per cent from its 52-week low of Rs 94 per share and has given multibagger returns of over 700 per cent in 5 years.
Om Infra Ltd., a prominent EPC infrastructure development company, has been awarded a significant turnkey contract from NHPC for the Hydro Mechanical works of India's largest power generation project, the 2880 MW Dibang Project in Arunachal Pradesh. This contract, valued at Rs 1998.4 million (Rs 199 Crore), highlights Om Infra's core expertise in this domain. The project is divided into two main contracts: the first, worth Rs 167.86 crore, covers the ex-works supply and CIF/CIP supply of all equipment and materials, including spares and tools, for the Lot-5B Package of Hydro-Mechanical works, specifically for the intake and draft tube gates and hoists.
The second contract, valued at Rs 31.98 crore, involves providing all necessary services. This includes inland transportation to the site, unloading, storage, site handling, installation, testing, and commissioning, including performance testing, for all equipment supplied under the first contract. The total project tenure is 46 months from the date of commencement of work, further solidifying Om Infra Ltd.'s role in major infrastructure development projects within the country.
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About OM INFRA LTD
Om Infra Ltd is an infrastructure development company with a core focus on Engineering, Procurement, and Construction (EPC) services across the water and energy sectors. With decades of experience and a strong execution track record in executing turnkey contracts for H M components, the company delivers complex projects involving hydroelectric and pumped storage power plants, dams, water supply and irrigation systems, and water treatment facilities. Om Infra is also actively engaged in integrated renewable energy solutions, reinforcing its commitment to sustainability and innovation in infrastructure development.
The company has a market cap of over Rs 1,200 crore with a 3-year stock price CAGR of 65 per cent. In its annual results, the net sales decreased by 36 per cent to Rs 713 crore and net profit decreased by 23 per cent to Rs 36 crore in FY25 compared to FY25. As of March 31, 2025, the company’s order book stands at Rs 2,361 crore.
An ace investor, Vijay Kedia through his self-owned company Kedia Securities Pvt Ltd, owns 24,00,000 shares or a 2.49 per cent stake in the company as of March 2025 (Bought at Rs 61.70 per share). The shares of the company have a PE of 48x whereas the industry PE is 34x with an ROE of 5 per cent and an ROCE of 6 per cent. The stock is up by 45 per cent from its 52-week low of Rs 94 per share and has given multibagger returns of over 700 per cent in 5 years.
Disclaimer: The article is for informational purposes only and not investment advice.