Optiemus Infracom Limited · NSE:OPTIEMUS
Optiemus Infracom — Q1 FY2025-26 Earnings Presentation
23 slides from Optiemus Infracom's earnings presentation, Aug 14, 2025
Slide 1: Regulation 30 disclosure cover letter
Ref. No. - OIL/CO/SE/2025-26/33 August 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: OPTIEMU
Slide 2: Technology for All
Technology for All Company Update Q1-FY 2025-26 | 14 Aug 2025
Slide 3: Operational & Financial Highlights
Operational & Financial Highlights COMPANY UPDATE | Q1 - FY 2025-26
Slide 4: Building Blocks for Growth
Building Blocks for Growth COMPANY UPDATE | Q1 - FY 2025-26
Slide 5: Performance at a glance - Standalone
Performance at a glance - Standalone Q1 FY 2025-26 OPERATING REVENUE EBITDA PBT PAT ₹ 1,047 + ₹ 57 + ₹ 60 + ₹ 119+ ▲ 8% ▲ 17% ▲ 19% ▲ 73% YoY growth YoY growth YoY growth YoY growth 383 281 376 163 12,42 326 7 315 Q1 FY25 Q1 FY25 Q1 FY25 Q1 FY25 Note - Excluding other income Figures in INR lakhs COM
Slide 6: Performance at a glance - Consolidated
Performance at a glance - Consolidated Q1 FY 2025-26 OPERATING REVENUE EBITDA PBT PAT - ₹ 5,731 + ₹ 455 + ₹ 595 ₹ 459 + - 12% ▲ 21% ▲ 59% ▲ 64% YoY growth YoY growth YoY growth YoY growth 49,26 6 2,713 1,601 1,172 2,259 1,006 713 Q1 FY25 Q1 FY25 Q1 FY25 Q1 FY25 Note - Excluding other income Figures
Slide 7: Summary of Financial Results
Summary of Financial Results Q1 FY 2025-26 Consolidated Standalone Particulars Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Operating Revenue 43,535 49,266 14,474 12,427 EBITDA 2,713 2,259 383 326 EBITDA (%) 6.23 4.58 2.84 2.63 PBT 1,601 1,006 376 315 PBT Margin (%) 3.68 2.04 2.79 2.54 PAT 1,172 713 281 163 PAT
Slide 8: EMS Segment
EMS Segment Scaling IoT & Wearables for Global Brands - Partner of Choice for Leading Consumer Electronics Brands COMPANY UPDATE | Q1 - FY 2025-26
Slide 9: EMS Segment
EMS Segment 1st shipment of Realme T200 Redmi Watch Move OnePlus Partnership Lite Earbuds – 28th July (AMOLED) – 23rd April Announced – 18th June AI ENC | Smart App Control | First First Xiaomi wearable Production started for Bullets Wireless TWS made at OEL "Made in India" at OEL | HyperOS & Mi Z3
Slide 10: The Untapped Giant: India's Hidden Billion-Dollar Market
The Untapped Giant India’s Hidden Billion- Dollar Market Sometimes, the biggest opportunities are hiding in plain sight. COMPANY UPDATE | Q1 - FY 2025-26
Slide 11: Screen Protector Segment
Screen Protector Segment Average Usage Mobile Users Smartphone Users 2 tempered 100 Crore 60 Crore glasses/year ₹20,000 Crore value opportunity, all unorganised Global market – $46.5B 2024 and is set grow to $67.6 B by 2030 - A huge potential for export. We will be the First India Company to manufac
Slide 12: Screen Protector Segment: The Big Picture
Screen Protector Segment THE BIG PICTURE Industry Market Size Tempered Glass ₹20,000 Cr 2024 –and will reach to ₹40000 Cr by 2030. Currently products are imported via grey market and are substandard. No Quality assurance AT ALL. Optiemus – Changing the Game We are NOT entering the market. We are CRE
Slide 13: Screen Protector Segment: Not Just New. NEVER BEFORE.
Screen Protector Segment Not Just New. NEVER BEFORE. Innovation that rewrites global standards: MANY FIRST IN INDIA & THE WORLD 1-Year Unlimited Fog Mark Replacement Anti-microbial Glass Authentication A world- First in India World’s first first confidence guarantee The KEY DRIVER For the first time
Slide 14: Screen Protector Segment: The Opportunity Is Massive
Screen Protector Segment The Opportunity Is Massive Execution National Value Vision Growth Built in India, Local jobs, tax Dominate a High-volume, revenue, ₹20,000 Cr+ for India & high-margin global category for the Globe leadership “We’re not just making screen protectors, We’re building a new indu
Slide 15: Screen Protector Launch Event
Screen Protector Launch Event RhinoTech Brand Launch Launch on 13 August 2025, aligning with Make in India and platform strategy The Event was majorly covered by National Media COMPANY UPDATE | Q1 - FY 2025-26
Slide 16: Cover Glass Finishing Segment
Cover Glass Finishing - Segment BIGTech- Venture between Corning USA and Optiemus COMPANY UPDATE | Q1 - FY 2025-26
Slide 17: Cover Glass Finishing Segment
Cover Glass Finishing Segment Main plant PEB and Capex in Motion foundation work Orders for key machinery placed with vendors; advance payments disbursed to secure delivery timelines Infra Progress Construction of PEB structure & shed nearly complete, aligning with pre-defined project schedule Inaug
Slide 18: Drone Segment
Drone Segment Building Strategic Drone Capabilities - Strategic Focus COMPANY UPDATE | Q1 - FY 2025-26
Slide 19: Drone Segment
Drone Segment Electronic Warfare (EW) RF Countermeasure GNSS-Denied Operations Capabilities Technology Developing next-gen drone Engineering drones capable of Creating detection and platforms optimized for electronic operating without GPS - mission countermeasure systems to warfare environments whil
Slide 20: Drone Segment
Drone Segment Trial Name Location Craft Used Capability Demonstrated EP (Infantry QC100, Directorate) MHOW HC500, FPV Ammunition Drop QC100, Tender EP (Infantry HC500, FPV, based trials Directorate) Auli OFC FPV General Parameters Tezpur, Eastern Command Assam FPV Evaluation for 700 FPV Drones South
Slide 21: Chairman's Statement
Chairman’s Statement Given the strong tailwinds in the sector and recent government initiatives, company aspires to deliver four digit EBIDTA in next 24 to 36 months – Comment from the promoter on the launch of unique product proposal and other business segments. COMPANY UPDATE | Q1 - FY 2025-26
Slide 22: Disclaimer
Disclaimer • 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 basis of, or to be relied on in conne
Slide 23: Thank You
Thank You COMPANY UPDATE | Q1 - FY 2025-26
Optiemus Infracom — Q1 FY2025-26 Earnings Presentation on 6ix