Optiemus Infracom Limited · NSE:OPTIEMUS

Optiemus Infracom — Q4 FY26 and FY26 Earnings Presentation

15 slides from Optiemus Infracom's earnings presentation, May 30, 2026

  1. Slide 1: Regulation 30 disclosure cover letter

    Ref. No.: OIL/SE/2026-27/13 May 30, 2026 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: OPTIEMUS Subject:

  2. Slide 2: Annual Results Q4FY26 & FY26

    OPTIEMUS INFRACOM LIMITED Annual Results Q4FY26 & FY26 Consolidated Financial Results

  3. Slide 3: Message from the Chairman

    FROM THE CHAIRMAN'S DESK Message from the Chairman OUR VISION "FY 2025–26 was a year of deliberate transformation. We made conscious choices — exiting volatile brand partnerships, upgrading our customer mix, "Leveraging our deep distribution expertise and world-class EMS and sharpening our focus on

  4. Slide 4: Agenda

    CONTENTS Agenda 01 Q4FY26 & FY26 Highlights Operating performance 02 Consolidated Financial Results Results Summary 03 EMS Turnaround Corrective actions & take-off 04 New EMS Partnership Wins Growth engine for FY27 05 Foray into Glass Segments New manufacturing verticals Optiemus Infracom Limited FY

  5. Slide 5: Q4FY26 Highlights

    OPERATING HIGHLIGHTS · CONSOLIDATED Q4FY26 Highlights Operating Revenue EBITDA PBT PAT + ₹ 3,572 ₹ 678 ₹ 654 + ₹ 1.69 ▲ 8.0% 20.9% 31.1% 0.1% YoY growth YoY growth YoY growth YoY growth 60,000 4,500 3,000 2,757 2,500 2,246 2,247 3,924 48,498 4,000 50,000 44,926 3,245 2,500 3,500 2,103 2,000 40,000 3

  6. Slide 6: FY26 Highlights

    OPERATING HIGHLIGHTS · CONSOLIDATED FY26 Highlights Operating Revenue EBITDA PBT PAT - ₹ 12,138 ₹ 900 ₹ 1,399 + ₹ 268 -6.4% 7.0% 18.2% 4.2% ▲ YoY growth YoY growth YoY growth YoY growth 1,89,000 1,76,8 6,601 2,00,000 62 16,000 10,000 9,067 7,000 6,333 13,809 1,80,000 12,909 9,000 14,000 7,668 6,000

  7. Slide 7: Consolidated Financial Results Summary

    SECTION 02 · CONSOLIDATED RESULTS Consolidated Financial Results Summary Results Summary · ₹ in Lakhs Particulars Q4FY26 Q4FY25 FY26 FY25 Operating Revenue 48,498 44,926 1,76,862 1,89,000 EBITDA 3,924 3,245 13,809 12,909 EBITDA (%) 8.09 7.22 7.81 6.83 PBT 2,757 2,103 9,067 7,668 PBT Margin (%) 5.69

  8. Slide 8: Corrective Actions taken, Strong growth ahead

    Corrective Actions taken, Strong growth ahead Q4FY26 growth is testimony to the corrective actions taken through FY26 CORRECTIVE ACTIONS TAKEN • Reduced over-dependence on H&W (local brands); focusing on niche categories — H&W (premium brands), Routers, IoT, Cameras, Mobiles, Modules & POS / Soundbo

  9. Slide 9: New EMS Partnership Wins (1/3)

    GROWTH ENGINE · NEW EMS PARTNERSHIP WINS 1/ New EMS Partnership Wins 3 IoT Modules Partnership with a global leader in IoT modules • Products: modules for automobiles, smart meters and similar segments • Trial production complete; samples already approved • Off-take from June 2026; meaningful contri

  10. Slide 10: New EMS Partnership Wins (2/3)

    GROWTH ENGINE · NEW EMS PARTNERSHIP WINS 2/ New EMS Partnership Wins 3 Realme Power Banks Expanding presence in the mobile accessories • Strengthens engagement with one of the world's leading smartphone brands ecosystem • Recently commenced manufacturing of power banks • Billing to commence from Q2F

  11. Slide 11: New EMS Partnership Wins (3/3)

    GROWTH ENGINE · NEW EMS PARTNERSHIP WINS 3/ New EMS Partnership Wins 3 PhonePe Soundbox • Partnership with India's top digital-payments player (~48% market share) • Strong validation in the growing fintech-hardware ecosystem Order secured through competitive bidding • Production temporarily deferred

  12. Slide 12: Foray into the Screen Protector Segment

    DIVERSIFICATION · NEW VERTICAL Foray into the Screen Protector Segment OPENS UP A STRONG B2C BUSINESS SEGMENT FOR US  Stakeholder consultations held by Govt. on 11th May’26 on making quality certification mandatory for screen protectors under the CRO framework  Under the CRO framework, products co

  13. Slide 13: Foray into the Cover Glass Segment

    DIVERSIFICATION · NEW VERTICAL Foray into the Cover Glass Segment Marks our presence into a high entry barrier B2B segment  Bharat Innovative Glass Technologies (BIG Tech) - a 70:30 JV between Optiemus Infracom Limited and Corning Incorporated  Facility inaugurated by the Hon’ble Chief Minister of

  14. Slide 14: Disclaimer

    IMPORTANT INFORMATION 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

  15. Slide 15: Thank You

    Thank You For Further Information, Please Contact: Company Secretary & Compliance Officer Investor Relations Advisors: Mr. Vikas Chandra Mr. Nehal Shah Optiemus Infracom Limited Namahratna Services Private Limited Email: cs.vikas@optiemus.com Contact: +91-9820587854 Email: namahratnaservices@gmail.c

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