Optiemus Infracom Limited has informed the Exchange about Investor Presentation
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Optiemus Infracom shared its Q1 FY26 investor presentation. On a consolidated basis, operating revenue declined 12% YoY to ₹43,535 lakhs, but profitability improved sharply — EBITDA rose 21% to ₹2,713 lakhs, PBT jumped 59% to ₹1,601 lakhs, and PAT grew 64% to ₹1,172 lakhs. Consolidated EBITDA margin expanded significantly from 4.58% to 6.23%. Standalone numbers were also strong: revenue up 8% to ₹14,474 lakhs, PAT up 73% to ₹281 lakhs. The company highlighted new business wins in EMS (OnePlus partnership, Realme earbuds, Redmi Watch), the launch of its RhinoTech screen protector brand targeting a ₹20,000 Cr market, its BIGTech cover glass venture with Corning USA (Dec 2025 launch), and progress in defence and agri drones with multiple Indian Army trials. Chairman stated the company aspires to deliver four-digit EBITDA (₹1,000+ crore) within 24-36 months.
Despite a consolidated revenue dip, strong margin expansion and 64% PAT growth signal improved business quality. The ambitious ₹1,000+ crore EBITDA target and diversification into screen protectors, cover glass, and drones suggest a potentially transformative growth runway for shareholders, though execution of new segments remains to be proven.