OI

Optiemus Infracom Ltd

Q4 FY26Telecom - Equipment & Accessories

Optiemus Infracom Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹759
Market cap₹5.3K Cr
P/E73.2
Updated25 Sept 2026
Read4 min read

Based on Optiemus Infracom Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Q4 FY26 Operating Revenue: ₹48,498 Lakhs vs. Q4 FY26 Financials (₹ in Lakhs): - EBITDA: 3,924 (up 20.9% YoY from 3,245) - EBITDA Margin: 8.09% (up from 7.22% in Q4 FY25) - PAT: 2,247 (flat YoY; 0.1% increase from 2,246) - PAT Margin: 4.63% (down from 5.00% in Q4 FY25) - Operating Revenue: 48,498 (up 8.0% YoY from 44,926) - Margin Outlook: - EBITDA margin improved to 8.09% in Q4 FY26 from 7.22% in prior year quarter.

From Optiemus Infracom Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

- Q4 FY26 Operating Revenue: ₹48,498 Lakhs vs. ₹44,926 Lakhs in Q4 FY25, an 8.0% YoY increase (+₹3,572 Lakhs) (Page 5) - Q4 FY26 EBITDA: ₹3,924 Lakhs vs. ₹3,245 Lakhs in Q4 FY25, a 20.9% YoY increase (+₹678 Lakhs) (Page 5) - Q4 FY26 PBT: ₹2,757 Lakhs vs. ₹2,103 Lakhs in Q4 FY25, a 31.1% YoY increase (+₹654 Lakhs) (Page 5) - FY26 Operating Revenue: ₹1,76,862 Lakhs vs. ₹1,89,000 Lakhs in FY25, a 6.4% decline (Page 6) - FY26 EBITDA: ₹13,809 Lakhs vs. ₹12,909 Lakhs in FY25, a 7.0% increase (Page 6) - FY26 PBT: ₹9,067 Lakhs vs. ₹7,668 Lakhs in FY25, an 18.2% increase (Page 6) **Outlook:** - Expect 40-45% revenue CAGR over the next 3 years driven by: - Stable growth from existing customer base

2 more points management made on revenue & sales performance

Profitability & Margins

See what Optiemus Infracom Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Cover Glass Segment (BIG Tech JV with Corning Incorporated):
  • 70:30 JV entered by Optiemus
  • Facility inaugurated on 5th December 2025 by Tamil Nadu CM
  • Sampling and trial production completed
  • Revenue visibility expected in 12–15 months post customer agreements
  • PLI 2.0 incentives expected to enable brand onboarding
  • Screen Protector Segment:
  • Manufacturing capacity already in place, inaugurated on 30th August 2025
  • B2C business vertical opening with strong revenue and profitability potential
  • Expected government notification by Dec 2026 mandating mandatory certification under CRO framework
  • EMS Operations:

2 more points management made on capital expenditure plans

Top-ranked in Telecom - Equipment & Accessories

Ranked on what management guided this quarter

5x potential
1Sterlite Tech.
Rev 1Mar 1
Rev 2Mar 3
3
Rev 3Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Optiemus Infracom Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation for Optiemus Infracom Limited FY 2025–26 reports the following regarding order book, order inflow, or pending orders: - New EMS partnership wins secured in H2FY26 are highlighted as significant growth drivers starting FY27. - Production and billing for AI+ Smartphones with a domestic mobile brand have started from March/April 2026. - IoT modules partnership: trial production complete, with off-take beginning June 2026 and meaningful contribution expected from Q2FY27. - Realme Power Banks manufacturing commenced; billing to start from Q2FY27. - POS device production for Mosambee/Pine Labs to begin June 2026, with ramp-up from Q2FY27. - Accton telecom ODM trial runs are ongoing; production likely from Q2FY27.

2 more points management made on order book & pipeline

Optiemus Infracom Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹430 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Optiemus Infracom Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Optiemus Infracom Ltd Q4 FY26 results?

Q4 FY26 Operating Revenue: ₹48,498 Lakhs vs. Q4 FY26 Financials (₹ in Lakhs): - EBITDA: 3,924 (up 20.9% YoY from 3,245) - EBITDA Margin: 8.09% (up from 7.22% in Q4 FY25) - PAT: 2,247 (flat YoY; 0.1% increase from 2,246) - PAT Margin: 4.63% (down from 5.00% in Q4 FY25) - Operating Revenue: 48,498 (up 8.0% YoY from 44,926) - Margin Outlook: - EBITDA margin improved to 8.09% in Q4 FY26 from 7.22% in prior year quarter.

What is Optiemus Infracom Ltd share price analysis?

Optiemus Infracom Ltd currently shows a neutral. The stock trades at a P/E of 73.2 with a market cap of ₹5,321 Cr. Investors should review the full earnings analysis for detailed insights.

Is Optiemus Infracom Ltd planning capital expenditure?

Cover Glass Segment (BIG Tech JV with Corning Incorporated): - 70:30 JV entered by Optiemus - Facility inaugurated on 5th December 2025 by Tamil Nadu CM - Sampling and trial production c

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.