Optiemus FY26: Margin lift, EMS reset and two new glass bets

FY26 consolidated operating revenue was 1,76,862 lakhs, EBITDA 13,809 lakhs, PBT 9,067 lakhs and PAT 6,601 lakhs.

EBITDA margin improved to 7.81% in FY26 from 6.83% in FY25, and PBT margin improved to 5.13% from 4.06%.

Management stated confidence of delivering 40 to 45 percent overall revenue CAGR over the next three years.

The presentation cites IoT modules (off-take from June 2026; meaningful contribution from Q2 FY27), AI+ smartphones (ramp with Unit 3 from Q2 FY27), Realme power banks (billing from Q2 FY27), POS devices (start June 2026; ramp from Q2 FY27) and telecom ODM programs (trial runs; production likely from Q2 FY27).

The company states it has screen protector manufacturing capacity inaugurated on 30 Aug 2025 and expects mandatory certification under the CRO framework to support domestic manufacturing, with a deadline expected to be notified by Dec 2026.

BIG Tech is stated to be a 70:30 JV between Optiemus Infracom and Corning. Trial production is completed, and revenue visibility is indicated to be 12 to 15 months as customer agreements get concluded.