Optiemus Infracom Limited · NSE:OPTIEMUS
Optiemus Infracom — Q2 FY2027 Earnings Presentation
32 slides from Optiemus Infracom's earnings presentation, Nov 6, 2026
Slide 1: Regulation 30 disclosure letter to stock exchanges
Ref. No.: OIL/SE/2026-27/63 November 06, 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 Sub
Slide 2: Investor Presentation Q2FY27 Financial Results & Strategic Growth Blueprint
Investor Presentation Q2FY27 Financial Results & Strategic Growth Blueprint
Slide 3: Agenda
AGENDA 01 — Chairman's Message 06 — Wider B2C Footprint Vision and Near-term Guidance Second Category Launch in Q4 FY27 02 — Unlocking Our Growth Potential 07 — Cover Glass JV Six Building Blocks of Growth High-Entry-Barrier B2B Opportunity 03 — EMS Backbone 08 — Drones Diversified, De-Risked and Sc
Slide 4: Message from the Chairman
Message from the Chairman Anchored by our FY26 structural foundation and the strong momentum generated in Q1, our team has OUR VISION maintained disciplined execution to deliver another quarter of strong performance. This execution was “Leveraging our deep distribution largely driven by smartphone m
Slide 5: One Optiemus: Six Building Blocks of Growth
One Optiemus: Six Building Blocks of Growth EMS Scale-Up Optiemus – CMF JV • 401% YoY revenue growth in Q2 FY27 • ~51:49 JV with CMF • Mobile manufacturing generated ~₹500+ cr. revenue in • JV to undertake end-to-end R&D, design, sales and Q2 as well marketing – strategically building CMF as first I
Slide 6: EMS
EMS A Decade of Manufacturing Excellence Q2 FY 2026–27 · Financial Results
Slide 7: EMS: Diversified, De-Risked and Scalable
EMS: Diversified, De-Risked Recent Partnership and Scalable WINS/RAMP-UP Smartphones [AI+] Market leadership #1 in Hearables & Wearables in India - Trusted by premium global brands like Vivo, Oppo, Realme, One Plus, Xiaomi, Nothing IoT Modules [Quectel] Diversified platform Power Banks [Realfit] Sma
Slide 8: EMS: Categories & Leading customer brands
EMS: Categories & Leading customer brands Categories Customer Brands Wearables & Hearables Mobiles Telecom IoT Modules Automotive Fintech Camera
Slide 9: Screen Protectors
Screen Protectors Creating the Category Q2 FY 2026–27 · Financial Results
Slide 10: Screen Protector: Capitalizing on mandatory BIS implementation
Screen Protector: Capitalizing on mandatory BIS implementation effective Apr'27 ₹20K cr ₹40K cr Market - Imports only Potential by 2030 (at consumer price) BIS catalyst Engineered by Corning Brands & Plan B2C Mandatory certification effective In-house dual-stage chemical • SCREENlife Scalable, brand
Slide 11: Screen Protectors: Getting Manufacturing Ready by March 2027
Screen Protectors: Getting Manufacturing Ready by March 2027 Existing Plant – Brownfield Expansion Pre-Constructed New Greenfield plant • Facility inaugurated by Shri Ashwini Vaishnav in Noida last year • Greenfield plant (4,00,000 sq. mtr. area) with a capacity to manufacture 20mn pcs • Scaling up
Slide 12: Screen Protectors: Getting Product Ready
Screen Protectors: Getting Product Ready Three Brands. Three Segments. One Portfolio. Protection Protection Plus Protection Pro SCREENLIFE OPTIGUARD RHINOTECH
Slide 13: The Ultimate Display Protection Plan
I N T R O D U C I N G Ready to Break the Boundary FIRST TIME EVER IN THE WORLD The Ultimate Display Protection Plan 2 Screen 1 Display 365 Days Full Protectors Replacement Coverage With Built-in Screen Insurance. No hidden costs. Just one package — and total confidence.
Slide 14: Screen Protectors: Getting Market Ready
Screen Protectors: Getting Market Ready Online Channel Offline/Mainline Shops Organised Retail Q2 FY 2026–27 · Financial Results
Slide 15: JV with CMF
JV with CMF Moving up the Value Chain Q2 FY 2026–27 · Financial Results
Slide 16: JV with CMF: Capturing the Value Chain
JV with CMF: Capturing the Value Chain PLI 2.0 Catalyst Strategic Progression Maximized Synergies The ₹62,500 Cr. Scheme Following our AI+ Allows us to capture grants Indian brands a 5% (Indian brand) smartphone maximum PLI financial baseline incentive on manufacturing partnership, incentives while
Slide 17: From Contract Manufacturer to A Global CMF Brand Owner
From Contract Manufacturer to A Global CMF Brand Owner ~51:49 JV between Optiemus and Nothing Strategic JV & Controlling Interest Establishment of Independent brand entity This controlling interest marks a structural pivot for Optiemus, Transitions CMF into a standalone, independent and a homegrown
Slide 18: New B2C Category
New B2C Category COMING SOON Launch in Q4 FY27
Slide 19: Widening our B2C Footprint
Widening our B2C Footprint NEXT B2C LAUNCH High-growth category Ready-made scale New, rapidly expanding consumer category - in advanced Manufacturing capability in place + our distribution network = development immediate go-to-market Repeatable playbook Expands our B2C Footprint Manufacture in-house
Slide 20: Cover Glass
Cover Glass The B2B Gold Standard Q2 FY 2026–27 · Financial Results
Slide 21: Cover Glass: Upstream, High Entry-Barrier B2B
Cover Glass: Upstream, High Entry-Barrier B2B BIG Tech: 70:30 JV between Optiemus Infracom and Corning International Corp. Facility ready Deep-tech moat India's first finished cover-glass plant Advanced material science – (Tamil Nadu) capital-intensive, with high entry barriers OEM audits underway P
Slide 22: Drones
Drones R&D driven Sticky Business Q2 FY 2026–27 · Financial Results
Slide 23: Drones: Medium-Term Option Value
Drones: Medium-Term Option Value Optiemus Unmanned Systems — wholly-owned subsidiary Platforms Service contracts Optional value High-altitude defense systems and Pitching state governments & defense Asymmetric growth engine as India's precision-agriculture platforms - evolved bodies for long-term re
Slide 24: Guidance: Financial Outlook
Guidance Financial Outlook Q2 FY 2026–27 · Financial Results
Slide 25: Financial Outlook: Target ₹8,500 cr. revenue by FY29
Financial Outlook: Target ₹8,500 cr. revenue by FY29 (₹6,000 cr. earlier) FY27 REVENUE TARGET FY28 REVENUE TARGET FY29 REVENUE TARGET (MAINTAINED) (REVISED UPWARDS) (REVISED UPWARDS) ~₹3,600 cr. ~₹6,500 cr. ~₹8,500 cr. ~2x FY26 revenue - Anchored by strong H1 An Implied growth of 80% (30% guided ear
Slide 26: Quarterly Results
Quarterly Results Q2 FY 2026–27 · Financial Results
Slide 27: Consolidated Financial Results Summary
Consolidated Financial Results Summary Figures ₹ in Lakhs Particulars Q2 FY27 Q1 FY27 Q2 FY26 YoY % QoQ% H1 FY27 H1 FY26 Var % Operating Revenue 98,317 88,299 41,827 135% 11% 1,86,616 85,363 119% EBITDA 4,014 3,041 3,362 19% 32% 7,055 6,037 17% EBITDA % 4.08% 3.44% 8.04% -400 bps 64 bps 3.78% 7.07%
Slide 28: Q2FY27 Highlights (YoY)
Q2FY27 Highlights (YoY) Figures ₹ in Lakhs Operating Revenue EBITDA PBT PAT + ₹ 56,490 + ₹ 652 + ₹ 400 + ₹ 423 ▲ 135% ▲ 19% ▲ 16% ▲ 25% YoY growth YoY growth YoY growth YoY growth 1,20,000 4,200 3,000 2,500 4,014 2,890 98,317 2,900 2,101 1,00,000 4,000 2,000 2,800 1,678 80,000 3,800 2,700 1,500 60,0
Slide 29: Q2FY27 Highlights (QoQ)
Q2FY27 Highlights (QoQ) Figures ₹ in Lakhs Operating Revenue EBITDA PBT PAT + ₹ 10,018 + ₹ 972 + ₹ 66 - ₹ 17 ▲ 11% ▲ 32% ▲ 2% ▼ -1% QoQ growth QoQ growth QoQ growth QoQ growth 1,20,000 4,500 2,900 2,890 2,500 4,014 98,317 4,000 2,118 2,101 1,00,000 2,880 88,299 3,500 2,000 3,041 80,000 3,000 2,860 1
Slide 30: Q2FY27 Results: Key Takeaways
Q2FY27 Results: Key Takeaways • After a strong Q1, Q2FY27 too delivered a record performance, marked by our highest-ever quarterly Revenue and EBITDA. • Revenues for the quarter stood at ₹98,317 Lakhs, a YoY/QoQ growth of 135%/11%, respectively • EBITDA margins recovers 64 bps QoQ to 4.08% (3.44% in
Slide 31: Disclaimer
Disclaimer Information Purposes Only Forward Looking Statements This presentation has been prepared for This presentation contains forward-looking informational purposes only, does not constitute a statements based on the currently held beliefs or prospectus, offering circular or memorandum and expe
Slide 32: Thank You!
Thank You! 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.com For Further Information, Please Conta