Financial Data and Key Metrics Changes - OMS reported revenue of $82.8 million for the first half of fiscal year 2026, down from $129.2 million in the same period of fiscal 2025, but up from $74.4 million in the previous half-year period [8][26] - Free cash flow increased to $26.4 million, up from $23.4 million in the prior year period, demonstrating strong cash generation capabilities [5][24] - The company maintained a debt-free balance sheet with cash and restricted cash totaling $128.7 million as of September 30, 2025 [6][34] - Operating profit was $17.9 million with an operating margin of 21.6%, and net profit was $14.6 million [7][25] Business Line Data and Key Metrics Changes - Specialty connectors and pipes remain the largest revenue segment, while services and welding equipment provide diversification [4][22] - The company experienced strong order growth across various product and service segments in Singapore, Thailand, Egypt, Oman, Indonesia, and the U.A.E. [9][27] Market Data and Key Metrics Changes - The company’s long-term supply agreement with Saudi Aramco remains intact, with a sizable and active order backlog [8][26] - The fluctuation in revenue recognition timing is attributed to the timing of call-up orders from a major long-term contract in Saudi Arabia, not a change in underlying demand or market share [8][26] Company Strategy and Development Direction - OMS aims to pursue organic growth, global customer diversification, product portfolio expansion, and selective M&A and joint ventures [5][23] - The company is focused on geographic diversification across Africa, South Asia, and Asia Pacific, with successful expansions into Angola and Pakistan [10][29] - OMS is evaluating strategic opportunities to expand manufacturing capability and international footprint [11][30] Management's Comments on Operating Environment and Future Outlook - The management highlighted the importance of maintaining a resilient balance sheet and prudent debt management amid industry volatility [11][30] - The U.S. Energy Information Administration has increased its Brent price forecast for 2025 and 2026, but oil prices are projected to drop next year compared to 2025 [15][33] - OMS's strengths in cost discipline, low leverage, and efficient operations are expected to differentiate the company in a potentially lower demand environment [15][33] Other Important Information - OMS is investing in additive manufacturing and R&D to develop new high-performance components and improve supply chain efficiency [12][31] - The company is collaborating with Singapore's Agency for Science, Technology and Research on digital transformation initiatives [13][32] Q&A Session Summary - No specific questions or answers were documented in the provided content, indicating that the call may have concluded without a Q&A segment or that the details were not included in the transcripts.

Core Viewpoint - OMS Energy Technologies Inc. is set to report its unaudited financial results for the fiscal first half ended September 30, 2025, on November 21, 2025, before the U.S. market opens [1] Group 1: Earnings Call Details - The earnings conference call is scheduled for 7:00 A.M. U.S. Eastern Time on November 21, 2025, or 8:00 P.M. Singapore Time [2] - Participants can register online to join the conference call and will receive details including dial-in numbers, passcode, and a unique access PIN [2] - A live webcast of the conference call will be available on the Company's investor relations website, with a replay accessible after the session [3] Group 2: Company Overview - OMS Energy Technologies Inc. is a growth-oriented manufacturer of surface wellhead systems and oil country tubular goods for the oil and gas industry [4] - The Company serves both onshore and offshore exploration and production operators across six vital jurisdictions in the Asia Pacific, Middle Eastern, and North African regions [4] - OMS operates 11 strategically located manufacturing facilities to ensure rapid response times and customized technical solutions [4]

Core Insights - OMS Energy Technologies Inc. recently participated in a panel at a DFIN event focused on U.S. IPOs for Southeast Asian companies, highlighting its successful Nasdaq listing earlier this year [1][2] - The event featured discussions on IPO strategies, challenges, and best practices, with OMS's CEO sharing insights on public listing preparation and post-IPO growth strategies [2][3] - The CEO emphasized that going public was a significant milestone for OMS, presenting both challenges and opportunities for long-term shareholder value creation [3] Company Overview - OMS Energy Technologies Inc. is a growth-oriented manufacturer specializing in surface wellhead systems (SWS) and oil country tubular goods (OCTG) for the oil and gas industry [4] - The company serves both onshore and offshore operators across six key jurisdictions in the Asia Pacific, Middle Eastern, and North African regions [4] - OMS operates 11 strategically located manufacturing facilities, ensuring rapid response and customized solutions to meet evolving production and logistics needs [4]

Core Insights - OMS Energy Technologies Inc. reported strong financial results for fiscal year 2025, highlighting double-digit revenue growth, expanded gross margin, and increased operating profit, attributed to disciplined execution and new customer contracts since its IPO in May 2025 [3][4][5] Financial Performance - Total revenues for fiscal year 2025 reached $203.6 million, a significant increase from $18.2 million for the prior period and $163.3 million for the previous fiscal year [4][5] - Gross margin improved to 33.9% in 2025, up from 27.6% and 29.9% in the prior periods, reflecting higher sales volume and cost efficiencies [5][8] - Operating profit rose to $59.9 million, compared to $3.2 million and $40.2 million in the previous periods, indicating enhanced cost discipline and economies of scale [5][10] - Net profit for the year was $47.0 million, with basic and diluted earnings per share both at $1.18, compared to $2.19 in the previous fiscal year [12][20] Revenue Breakdown - Revenue from specialty connectors and pipes was $143.1 million, a substantial increase from $5.1 million and $113.5 million in prior periods, driven by higher demand from a major customer [6] - Revenue from surface wellhead and Christmas tree equipment was $8.7 million, up from $3.0 million but down from $6.8 million, affected by delayed demand from a key customer in Indonesia [6] - Premium threading services generated $36.8 million, compared to $7.6 million and $31.1 million in previous periods, with a slight decrease attributed to stable rig activities [6] - Other ancillary services saw revenues of $15.0 million, up from $2.4 million and $11.9 million, due to increased demand for engineering testing and maintenance services [6] Cost and Expenses - Cost of revenues for 2025 was $134.6 million, compared to $13.2 million and $114.5 million in prior periods, reflecting the increase in total revenues [7][20] - Selling, general, and administrative expenses were $9.1 million, a decrease from $1.8 million and $8.6 million in previous periods, primarily due to reduced legal and professional fees [9] Balance Sheet and Cash Flow - As of March 31, 2025, cash and cash equivalents totaled $75.8 million, up from $45.4 million a year earlier, indicating improved liquidity [13] - Net cash provided by operating activities was $40.5 million, compared to a net cash used of $2.9 million in the prior period [13][24]

Core Insights - OMS Energy Technologies Inc. CEO How Meng Hock will participate in a leadership panel at the Third Annual ORY APAC-US Conference on July 8-9, 2025, in Singapore [1][2] - The panel session is titled "The Long Game: Building Businesses with Staying Power," focusing on navigating economic cycles and delivering sustainable long-term value [2] Company Overview - OMS, founded in 1972, has established itself as a trusted partner in key energy markets across Asia Pacific, MENA, and West Africa [3] - The company has been led by CEO How Meng Hock since 2014 and successfully listed on Nasdaq in May 2025, continuing to accelerate growth through strong operational capabilities [3] - OMS is committed to deepening customer relationships and investing in advanced manufacturing and R&D to drive innovation and sustainable growth [3][5] Conference Details - The conference is co-hosted by Ortoli Rosenstadt LLP and the Nasdaq Stock Market, serving as a platform for global collaboration on innovation and capital market strategy [4] - It brings together financial professionals, investors, and corporate leaders for high-level discussions and strategic networking [4]

Core Insights - OMS Energy Technologies Inc. is a growth-oriented manufacturer specializing in surface wellhead systems and oil country tubular goods for the oil and gas industry [1][5] - The CEO, Mr. How Meng Hock, will participate in a leadership panel at the Third Annual ORY APAC-US Conference, focusing on sustainable business practices [2][4] - OMS has been operational since 1972 and has established itself as a trusted partner in key energy markets across Asia Pacific, MENA, and West Africa [3] Company Overview - OMS Energy Technologies Inc. was founded in 1972 and has grown to serve critical energy markets in Asia Pacific, MENA, and West Africa [3] - The company has 11 strategically located manufacturing facilities that ensure rapid response times and customized solutions [5] - OMS focuses on deepening customer relationships and investing in advanced manufacturing and R&D to drive innovation and sustainable growth [3][5] Recent Developments - Mr. How Meng Hock has been the CEO since 2014 and oversaw the company's successful Nasdaq listing in May 2025 [3] - Following the IPO, OMS continues to accelerate its growth, supported by strong operational capabilities and a commitment to engineering excellence [3] - The conference co-hosted by Ortoli Rosenstadt LLP and the Nasdaq Stock Market aims to foster global collaboration and dialogue on innovation and capital market strategy [4]

Company Overview - OMS Energy Technologies Inc. is a growth-oriented manufacturer specializing in surface wellhead systems and oil country tubular goods for the oil and gas industry [6] - The company serves both onshore and offshore exploration and production operators across six vital jurisdictions in the Asia Pacific, Middle Eastern, and North African regions [6] - OMS operates 11 strategically located manufacturing facilities to ensure rapid response times and customized technical solutions [6] Initial Public Offering (IPO) Details - OMS announced the pricing of its initial public offering of 3,703,704 ordinary shares at a public offering price of US$9.00 per share, totaling US$33.3 million [1] - The ordinary shares are expected to begin trading on the Nasdaq Capital Market under the ticker symbol "OMSE" on May 13, 2025, with the offering expected to close on May 14, 2025 [2] - The underwriter has a 45-day option to purchase up to 555,555 additional ordinary shares at the public offering price [2] Financial Advisory and Regulatory Information - Roth Capital Partners acted as the sole manager for the offering, while Joseph Gunnar & Co., LLC served as the financial advisor [3] - A registration statement related to the securities has been filed with the U.S. Securities and Exchange Commission and was declared effective on April 28, 2025 [3]