Optiemus Infracom Limited — PPTs, 14-08-2025: Investor Presentation

Here is the summary based on your preferences:

**1. Financial Highlights:**

Optiemus Infracom reported strong Q1 results. Standalone PAT reached ₹2.81 Cr (up 73% YoY) on revenue of ₹124.27 Cr (up 8%). Consolidated PAT was ₹11.72 Cr (up 64% YoY) with revenue at ₹492.66 Cr. Consolidated EBITDA margin stood at 6.23%. Management targets four-digit EBITDA in 24-36 months.

**2. Strategic Initiatives & Growth Drivers:**

Scaling EMS for IoT/wearables is a key focus. The company's new screen protector segment targets a ₹20,000 Cr+ market, driven by local manufacturing and "world-first" features. Significant capex is underway for a leading Corning-partnered cover glass facility, planned for December 2025 launch. Drone capabilities for defense and agriculture are also developing.

**3. Business Developments:**

Recent EMS developments include new product launches for Realme and Redmi, plus OnePlus neckband production. The RhinoTech screen protector brand was launched. Drone payload delivery trials are progressing with the Indian Army.

**4. Market Position & Competitive Advantage:**

Optiemus is a trusted EMS partner for top Indian brands, supporting Make in India. Its screen protector segment aims to dominate with unique innovations and local manufacturing, setting new industry standards. The Corning partnership strengthens its leadership in cover glass finishing.

**5. Investor Implications:**

Strong PAT growth and strategic entries into high-potential, innovative sectors like screen protectors and advanced drones signal positive growth potential. Focus on local manufacturing and partnerships could drive future performance.