Optiemus Infracom Limited · NSE:OPTIEMUS
Optiemus Infracom — Q2 FY2025-26 Earnings Presentation
17 slides from Optiemus Infracom's earnings presentation, Nov 14, 2025
Slide 1: Regulation 30 Disclosure Cover Letter
Ref. No. - OIL/CO/SE/2025-26/59 November 14, 2025 Listing Department Listing Department BSE Limited, National Stock Exchange of India Ltd Floor 25, P J Towers, Exchange Plaza, C-1 Block G Dalal Street, Bandra Kurla Complex, Bandra (E) Mumbai- 400 001 Mumbai – 400 051 Scrip Code: 530135 Symbol: OPTIE
Slide 2: Company Update Q2-FY 2025-26
Company Update Q2-FY 2025-26 | 14 Nov 2025
Slide 3: Overview
Overview Business Performance Snapshot of standalone and consolidated results. Financial Summary Key financial indicators and stability. Key Segments & Partnerships Strategic alliances and market impact. Manufacturing Expansion Highlights of increased capacity and capability.
Slide 4: Q2 Performance – Standalone
Q2 Performance – Standalone Operating Revenue EBITDA PBT PAT ₹ 14,980+ ₹ 475+ ₹ 475+ ₹ 381+ ▲ 148% ▲ 117% ▲ 119% ▲ 230% YoY YoY YoY YoY Figures in INR lakhs, excluding other income • Optiemus delivered a strong standalone performance with 148% revenue growth, driven by higher production volumes and
Slide 5: Q2 Performance – Consolidated
Q2 Performance – Consolidated Operating Revenue EBITDA PBT PAT ₹ 5,830- ₹ 193+ ₹ 554+ ₹ 363+ ▼ 12% ▲ 6% ▲ 32% ▲ 33% YoY YoY YoY YoY Figures in INR lakhs, excluding other income • Despite a 12% dip in revenue due to shipment timing and product-mix changes, consolidated profitability remained robust.
Slide 6: Financial Results - Summary
Financial Results - Summary Standalone Consolidated Particulars Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Operating Revenue 25,136 10,155 41,827 47,658 EBITDA 882 407 3,350 3,157 EBITDA (%) 3.51 4.01 8.01 6.62 PBT 876 401 2,267 1,713 PBT Margin (%) 3.48 3.95 5.42 3.59 PAT 547 166 1,455 1,092 PAT Margin (%) 2.
Slide 7: Partnership with Nothing - a global smartphone brand
Partnership with Nothing - a global smartphone brand The joint venture with Nothing marks a significant step toward establishing world- class manufacturing capabilities in the Company. This partnership combines advanced technology, design excellence, and seamless production expertise to deliver prem
Slide 8: New Smartphone Manufacturing Facility
New Smartphone Manufacturing Facility The new state-of-the-art facility to commence the production during next quarter and set to transform our production capabilities by streamlining workflows, implementing robust quality assurance systems, and reducing lead times.
Slide 9: Joint Venture with Ordinary Theory LLC (USA)
Joint Venture with Ordinary Theory LLC (USA) Fintech | AI | Retail | Logistic Ordinary Theory is a global design house focused on revolutionizing enterprise productivity through innovative Edge IoT and Android-powered AI solutions. With in-house design, Current Market Size engineering, and manufactu
Slide 10: All fintech products will be AI-enabled
Going forward, all fintech products will be AI-enabled, unlocking significant efficiencies and enhanced user experiences. This shift opens a massive opportunity for innovation and growth across the entire ecosystem. India’s first AI Soundbox for Paytm, manufactured by Optiemus Electronics Ltd Paytm
Slide 11: Electronics Manufacturing Services (EMS)
Electronics Manufacturing Services (EMS) Partner of Choice for Global Brands Trusted manufacturing partner for leading global electronics brands, delivering precision, quality and scalability across multiple product categories. Capacity Expansion Expanded production capacity in exiting facilities to
Slide 12: Bigtech Cover Glass Facility
Bigtech Cover Glass Facility Strategic Investment Focused on precision technology and specialized glass finishing expertise. Ecosystem Growth Supporting the burgeoning smartphone and IoT device ecosystem in India. By Early December 2025 Planned inauguration of the state-of-the-art cover glass finish
Slide 13: Screen Protector: A New Benchmark in National Manufacturing
Screen Protector: A New Benchmark in National Manufacturing India’s electronics manufacturing 30th August 2025: The Hon’ble landscape is set for a historic Union Minister for Electronics & IT, transformation with the launch of I&B and Railways, Shri Ashwini its first chemically tempered glass Vaishn
Slide 14: Government Endorsement
Government Endorsement This facility is a testament to India’s growing capabilities in advanced manufacturing and innovation. We believe that Indian companies should manufacture durable and high-quality products that benefit both Indian and global customers. As we move forward to develop a USD 500 b
Slide 15: Electronic Component Manufacturing Scheme (ECMS): Backward Integration for Scale
Electronic Component Manufacturing Scheme (ECMS): Backward Integration for Scale The group companies have applied for production link incentives scheme under Electronic Component Manufacturing Scheme launched by MEITY, Govt. of India. Optiemus Display Technology Optiemus Micro Electronics Optiemus V
Slide 16: Important Disclaimer
Important Disclaimer Information Purposes Only This presentation, has been prepared for informational purposes only, does not constitute a prospectus, offering circular or memorandum and not an offer or initiation to buy or sell any securities, nor shall part or all of this presentation from the bas
Slide 17: Thank You!
> optiemus Thank You!
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