Optiemus Infracom Limited · NSE:OPTIEMUS
Optiemus Infracom — Q3 FY2025-26 Earnings Presentation
20 slides from Optiemus Infracom's earnings presentation, Feb 13, 2026
Slide 1: Regulation 30 disclosure cover letter to exchanges
Ref. No. - OIL/CO/SE/2025-26/85 February 13, 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: OPTIE
Slide 2: Company Update Q3-FY 2025-26
Company Update Q3-FY 2025-26 | 13 February 2026
Slide 3: Q3 Highlights
Q3 Highlights 7 Major Partnership Wins PhonePe, Mosambee, Accton, IoT modules, AI+ EMS, Realme PowerBanks, and leading mobility brand Market Diversification Glass Facility Inauguration Expanded into fintech hardware, India's first cover-glass finishing facility telecom networking, and IoT devices in
Slide 4: Business Performance
Business Performance Snapshot of standalone, consolidated results & Financial Summary. 3
Slide 5: Q3 Performance – Standalone
Q3 Performance – Standalone Operating Revenue EBITDA PBT PAT + ₹ 5,770 - ₹ 210 - ₹ 189 + ₹ 12 + ▲ 39.72% 1.44% 1.30% ▲ 0.08% ▲ ▲ YoY growth YoY growth YoY growth YoY growth 25,000 20,29 900 900 510 799 772 507 5 800 800 20,000 700 700 505 14,52 598 583 5 600 600 15,000 500 500 500 400 400 10,000 495
Slide 6: Q3 Performance – Consolidated
Q3 Performance – Consolidated Operating Revenue EBITDA PBT PAT - ₹ 4,149 - ₹ 148 - ₹ 126 - ₹ 455 8.80% 0.31% 0.27% 0.97% ▲ ▲ ▲ ▲ YoY growth YoY growth YoY growth YoY growth 47,15 48,000 0 3,500 2,080 2,062 1,800 1,678 3,464 2,060 1,600 47,000 3,450 2,040 46,000 1,400 1,223 2,020 3,400 1,200 45,000 2
Slide 7: Financial Results - Summary
Financial Results - Summary Standalone Consolidated Particulars Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Operating Revenue 20,295 14,525 43,001 47,150 EBITDA 589 799 3,317 3,464 EBITDA (%) 2.90 5.50 7.71 7.35 PBT 583 772 1,936 2,062 PBT Margin (%) 2.87 5.32 4.5 4.37 PAT 507 495 1,223 1,678 PAT Margin (%) 2.5
Slide 8: EMS Segments & Partnerships
EMS Segments & Partnerships Strategic alliances and market impact. 7
Slide 9: IoT Module Manufacturing
IoT Module Manufacturing Pioneering High-Growth Cellular IoT Partnership: Global leader in IoT modules Go-Live Date: April 2026 (following successful trial production) Impact: Strengthens OEL's leadership in telecom and IoT Unlocks high-growth opportunities in cellular connectivity solutions for inn
Slide 10: Secures New EMS Partnership
Secures New EMS Partnership Long-Term Manufacturing for India's Fast-Growing Mobile Leader Customer Profile: Rapidly expanding Indian mobile brand with diverse portfolio spanning smartphones, tablets, IoT, and wearables Program Scope: Large-scale, recurring manufacturing program Strategic Value: Mul
Slide 11: Realme PowerBanks Program
Realme PowerBanks Program Strategic entry into power category Category Expansion: Secured PowerBank manufacturing program, expanding presence in mobile accessories ecosystem Customer Relationship: Strengthens engagement with one of the world's leading smartphone brands Growth Opportunity: Fuels grow
Slide 12: IoT Products for leading Mobility Brand
IoT Products for leading Mobility Brand Customer: Leading mobility brand in India Launch Timeline: IoT device manufacturing starting April 2026 Strategic Impact: Diversifies beyond handsets and enhances technology integration in connected devices
Slide 13: PhonePe Soundbox Order via Competitive Bid
PhonePe Soundbox Order via Competitive Bid Major Win: Secured Soundbox order through competitive bidding. Market Leader: Partnering with India's top digital payments player with ~48% market share. Fintech Milestone: Strong validation in the growing fintech hardware ecosystem.
Slide 14: Mosambee (Pine Labs) Selects OEL for POS Devices Across Major Banks
Mosambee (Pine Labs) Selects OEL for POS Devices Across Major Banks Expanding Footprint in Banking and Payment Infrastructure Partnership: Mosambee (Pine Labs) Deployment: POS devices across major banks, including State Bank of India (SBI) Strategic Value: Deepens OEL's presence in banking and payme
Slide 15: Entry into high-value telecom networking
Entry into high-value telecom networking Key Partnership: With Accton, premier telecom ODM Major Order: Access Points secured Infrastructure Growth: Positions OEL in advanced electronics.
Slide 16: Glass Segment
Glass Segment Factory Inauguration & Exhibition 15
Slide 17: Bigtech Cover Glass Facility
Bigtech Cover Glass Facility Corning and Optiemus Infracom inaugurated India’s First Cover- Glass Finishing Facility-5th Dec 2025 by Shri M. K. Stalin–Chief Minister of Tamil Nadu. The factory is ready, and trial production will start from April onwards Key Milestone: Establishing world first cover-
Slide 18: Rhinotech Tempered Glass Stall at CES 2026
Rhinotech Tempered Glass Stall at CES 2026 Event: CES 2026, Las Vegas - The world's biggest technology exhibition Product: RhinoTech screen protectors Engineered by Corning™ Make in India Impact: Embodies the Hon'ble Prime Minister's visionary push for a self- reliant Bharat, proudly flying the Make
Slide 19: 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 20: Thank You!
optiemus Thank You!
Optiemus Infracom — Q3 FY2025-26 Earnings Presentation on 6ix