ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Thursday, 12 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Optiemus Infracom Earnings Call: Key Takeaways

Optiemus reported Q4FY26 revenue growth of 8% YoY with EBITDA up 20.9%. Management is pivoting toward higher-margin B2C segments like screen protectors and B2B cover glass.

Highlights
Revenue growth8% YoY in Q4FY26; 40-45% CAGR guided for next 3 years.
MarginsEBITDA margin improved from 6.83% in FY25 to 7.81% in FY26.
Order bookNew wins: IoT modules, AI+ Smartphones, Realme Power Banks, POS devices.
Demand visibilityStrong pipeline of new partnership wins entering FY27.
Management confidenceHigh; 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.

Source

Earnings Call filed with NSE, NSE: OPTIEMUS. Summary written with AI assistance from the document.

Read the document ↗

Optiemus Infracom Ltd: key numbers

Share price
₹798.25
Market cap
₹7,198 Cr
Revenue (annual)
₹1,769 Cr
Net profit (annual)
₹66.01 Cr
P/E (TTM)
93.6×Sector 55.3×
Promoter holding
71.11%-1.06% QoQ
FII holding
3.43%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Optiemus Infracom Ltd

All →
17:30 IST NSE
Earnings Call

Optiemus Infracom Investor Presentation: Key Takeaways

Q2 FY27 record revenue ₹983 cr (+135% YoY), EBITDA ₹40 cr (4.08% margin), PAT ₹21 cr (+25% YoY). Strategy pivots to screen protectors, CMF JV, cover glass and FY29 ₹8,500 cr target.

Call
Guides 100% growth
17:05 IST NSE
Fund Raise

Optiemus Infracom Fund Raise

Optiemus Infracom's board approved a fund raise, with mode and amount yet undecided. Details will follow after finalisation.

12:45 IST BSE
Board Meeting Date

Optiemus Infracom Board Meeting Date

Optiemus Infracom notified a board meeting on 05 Nov 2026 to consider a fund raise and unaudited standalone and consolidated half-yearly results for September 2026. Trading window closes 01 Oct to 07 Nov 2026.