| Revenue growth | 8% YoY in Q4FY26; 40-45% CAGR guided for next 3 years. |
|---|---|
| Margins | EBITDA margin improved from 6.83% in FY25 to 7.81% in FY26. |
| Order book | New wins: IoT modules, AI+ Smartphones, Realme Power Banks, POS devices. |
| Demand visibility | Strong pipeline of new partnership wins entering FY27. |
| Management confidence | High; citing 'growth phase begins now' after deliberate structural transformation. |
Growth
FY26 revenue dropped 6.4% to ₹1,76,862 lakhs; however, PAT grew 4.2% to ₹6,601 lakhs.
Outlook
Management guides 40-45% revenue CAGR over the next 3 years, driven by new EMS partnerships and glass segments.
Risks
Production volatility from inconsistent forecasting in legacy brands; current memory-chip shortages affecting PhonePe Soundbox delivery.
Earnings Call filed with NSE, NSE: OPTIEMUS. Summary written with AI assistance from the document.
Optiemus Infracom Ltd: key numbers
- Share price
- ₹758.55
- Market cap
- ₹6,840 Cr
- Revenue (annual)
- ₹1,769 Cr
- Net profit (annual)
- ₹66.01 Cr
- P/E (TTM)
- 94.1×Sector 68.0×
- Promoter holding
- 71.40%-0.77% QoQ
- FII holding
- 3.31%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Optiemus Infracom Ltd
All →Optiemus Infracom Debt & Borrowing: ₹100 Cr
Optiemus Infracom enhanced its corporate guarantee to Indusind Bank from ₹50.07 Cr to ₹100 Cr. The guarantee secures credit facilities of wholly-owned subsidiary Optiemus Electronics Limited.
- Value
- ₹100.0 Cr
Optiemus Infracom Merger & Restructuring
Optiemus Infracom approved a binding term sheet with Nothing Electronics to form a CMF smartphone JV with 51.1% equity. No specific investment value was disclosed.
Optiemus Infracom Annual General Meeting
Optiemus Infracom Limited has issued a notice for its 33rd Annual General Meeting to be held on September 28, 2026, via video conferencing.
Optiemus Infracom Other Announcement
Optiemus Infracom Limited is sending letters to shareholders without registered email addresses, providing access to the Annual Report 2025-26 and the 33rd AGM notice.
Optiemus Infracom Annual Report
Optiemus Infracom has filed its FY 2025-26 Annual Report, including the notice for the 33rd Annual General Meeting scheduled for September 28, 2026.
Optiemus Infracom Investor Presentation: Key Takeaways
Optiemus Infracom achieved record Q1 revenue of ₹883 Cr, up 103% YoY, driven by a strategic ramp-up in smartphone EMS through its AI+ partnership.
- Call
- Guides 100% growth