Optiemus Infracom Limited — PPTs, 30-05-2026: Investor Presentation

Optiemus Infracom experienced a strategic transformation year in FY26, resulting in an overall revenue decline of 6.4% to ₹1,768.62 Cr. However, Q4 FY26 marked a strong turnaround with revenue growing 8.0% YoY to ₹484.98 Cr. For the full year, EBITDA rose 7.0% to ₹138.09 Cr and PAT increased 4.2% to ₹66.01 Cr, with Diluted EPS at ₹7.39.

The company's strategy involves shifting focus to high-potential niche categories, upgrading its customer base, and reducing reliance on volatile brand partnerships. Key growth drivers include diversifying into B2C screen protectors and a high entry-barrier B2B cover glass segment through a JV with Corning.

Recent developments include securing new EMS partnerships for IoT modules, AI+ smartphones, Realme power banks, PhonePe Soundbox, POS devices, and telecom products, with many expected to ramp up production from Q2FY27.

Management forecasts a robust 40-45% revenue CAGR over the next three years, fueled by existing customer growth, new EMS wins, and these new glass segment forays, stating that "The growth phase begins now."