Added to YB: 2026-05-11
Pitch date: 2026-05-08
OMSE [bullish]
OMS Energy Technologies Inc.
Author Info
Company Info
OMS Energy Technologies Inc., through its subsidiaries, manufactures and sells specialty connectors and pipes, surface wellhead and Christmas trees, premium threading services, and other ancillary services in Saudi Arabia, Singapore, Malaysia, Thailand, Indonesia and internationally.
Market Cap
$196.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.84
P/E
6.33
EV/Sales
0.53
Sector
Energy Equipment and Services
Category
value
Grew 4x in past 4ys - trading at ~2.5x EV/FCF - OMS Energy
OMSE: O&G equipment maker, $80M EV vs $200M mkt cap. 4x revenue growth past 4yrs to $200M run-rate. 67% rev from 10yr Saudi Aramco contract ($120-200M/yr potential). 21%+ op margins, $32M FCF avg. ~2.5x EV/FCF but real cash position suggests <2x. Strategic local mfg in Saudi/Indonesia. API 6A cert unlocks Aramco aftermarket. Risks: customer concentration, Aramco can terminate, call-off volatility. CEO owns 60%, IPO for brand/M&A not capital need.
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