Optiemus Infracom Limited has informed the Exchange about Investor Presentation
OPTIEMUS · price
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Optiemus Infracom reported Q4FY26 operating revenue of ₹48,498 Lakhs, up 8% YoY, signaling a turnaround. For FY26, revenue declined 6.4% to ₹1,76,862 Lakhs as the company exited volatile brand partnerships and upgraded its customer mix. Despite lower revenues, EBITDA grew 7% to ₹13,809 Lakhs with margins improving from 6.83% to 7.81%. PAT rose 4.2% to ₹6,601 Lakhs. The company secured multiple new EMS partnerships including IoT modules, AI+ smartphones, Realme power banks, PhonePe Soundbox, POS devices, and telecom equipment. New verticals include B2C screen protectors (with government mandating BIS certification by Dec'26) and B2B cover glass through a 70:30 JV with Corning (BIG Tech).
The strategic shift away from low-margin brand partnerships toward diversified high-tech EMS and new B2C/B2B verticals is improving profitability, though near-term revenue pressure remains. Management's 40-45% revenue CAGR guidance over three years is ambitious and hinges on successful ramp-up of new partnerships and manufacturing units.