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OPTIEMUS · price
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Optiemus Infracom reported Q4FY26 operating revenue of Rs 484.98 crore with 8% YoY growth, while full-year FY26 revenue declined 6.4% to Rs 1,768.62 crore due to deliberate exit from volatile brand partnerships. EBITDA improved 7% in FY26 to Rs 138.09 crore with margin expansion from 6.83% to 7.81%. PAT grew 4.2% to Rs 66.01 crore. The company secured multiple new EMS partnerships including IoT modules, AI smartphones, Realme power banks, PhonePe Soundbox, POS devices, and telecom equipment. The company is also foraying into cover glass through a JV with Corning (BIG Tech) and screen protectors in B2C. The chairman projects 40-45% revenue CAGR over the next three years driven by new partnership wins and new business verticals.
The Q4FY26 recovery and explicit 3-year CAGR guidance signals confidence in structural business improvement. Margin expansion despite revenue decline shows successful corrective actions. New EMS wins and B2C foray could drive re-rating if execution delivers, though full contribution expected only from Q2FY27 onward.