Investor Presentation

Ref. No.: OIL/SE/2026-27/63 November 06, 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: OPTIEMUS Subject: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Ref.: Revised Investor Presentation –September, 2026 Dear Sir/Ma’am, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the revised Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter and half year ended September 30, 2026. Same is also being made available on the website of the Company at www.optiemus.com. Kindly take the same information in your records. Thanking You, Yours truly, For Optiemus Infracom Limited Vikas Chandra Company Secretary & Compliance Officer Encl.: As Above Investor Presentation Q2FY27Financial Results & Strategic Growth Blueprint AGENDA 01 —Chairman's Message 06 —Wider B2C Footprint Vision and Near-term Guidance Second Category Launch in Q4 FY27 02 —Unlocking Our Growth Potential 07 —Cover Glass JV Six Building Blocks of Growth High-Entry-Barrier B2B Opportunity 03 —EMS Backbone 08 —Drones Diversified, De-Risked and Scalable Medium-Term Option Value 04 —Screen Protector 09 —Financial Outlook BIS-Led B2C Category Opportunity Aim to Cross ₹8,500 Crore in FY29 05 —JV with CMF (Nothing) 10 —Q2 FY27 Results From contract manufacturer to a brand owner Financial Highlights and Takeaways Q2 FY 2026–27· Financial Results Message from the Chairman OUR VISION AnchoredbyourFY26structuralfoundationandthestrongmomentumgeneratedinQ1,ourteamhas maintaineddisciplinedexecutiontodeliveranotherquarterofstrongperformance.Thisexecutionwas “Leveraging our deep distribution largely driven by smartphone manufacturing (which achieved successive quarters of ₹500+ crore expertise and world-class EMS execution) alongside a strategic ramp-up in non-mobile partnerships. These non-mobile segments capabilities, we aim to build a havenot onlyaccelerated our toplinegrowthbutalso facilitatedsequentialimprovementin EBITDA proprietary B2C product portfolio. margins.Consequently,weconfidentlymaintainourguidanceofdoublingoverallrevenueinFY27, We are identifying products where amilestonethatwillbeprimarilyfuelledbyourcoreEMSvertical. our in-house manufacturing and go- TriggeredbytherecentBIScompliancemandate,weareacceleratingourcapextocaptureamassive to-market strengths can be fully importsubstitutionopportunityinthescreenprotectorsegment.Wearetargetingatotalcapacityof leveraged.” 2.5 croreunits/month (capex in the rangeof ₹2.5-3bn.)through atwo-pronged strategy: scaling our brownfield production to 5Mn units by Jan/Feb! 2027, and deploying an asset-light, 20Mn-unit greenfield plant in Noida through a leased, pre-constructed facility. This aggressive, risk-mitigated timelineensureswearefullyoperationaltodominatethemarketaheadoftheApril1,2027deadline. Tofundthisstrategicexpansion,fundapproximately₹2billionwillberaisedthroughfurtherissue Mr. Ashok Gupta OUR MISSION of securities, while the balance would be funded through a prudent mix of debt and internal accruals.Significantly,thisfundinfusionunderscoresstrongleadershipconviction,increasingthe “Our baseline guidance anticipates a Executive Chairman & Whole-time Director promoter'soverallstakeinthecompany. doubling of revenue in FY27. We now expect our FY28/FY29 revenue to BeyondourcoreEMSandscreenprotectorbusinesses,ouradjacentverticalsareprogressingsteadily reach ₹6,500 cr./₹8,500 cr. and are expected to take a definitive shape towards the end of FY27. This includes our cover glass respectively largely driven by our operationsandourrecentlyincorporatedJVwithNothingforthe"CMF"mobilebrand.Tofurtherwiden commercial roll-out of our screen our direct-to-consumer footprint, we are also realigning ournext major B2C category launch to Q4 protector business from next fiscal FY27,ensuringoptimalGTMstrategyandexecution. and sustained growth in our EMS Our forward-looking visibility remains resilient. Strong visibility in our EMS vertical and the vertical“ upcomingcommerciallaunchofourscreenprotectors,whichalignsperfectlywiththerolloutof BIS regulations, isexpected to propel our FY28 revenue to the ₹6,500cr. mark. Looking further aheadtoFY29,weexpectrevenuegrowthof30-35%,reaching₹8,500cr. Q2 key takeaways Record revenue & ₹2bn fund infusionby Screen protector Div. to be FY28 & FY29 Guidance revised EBITDA in Q2 promoters execution-ready by FY27 upwards One Optiemus: Six Building Blocks of Growth EMS Scale-Up Optiemus –CMF JV • 401% YoY revenue growth in Q2 FY27 • ~51:49 JV with CMF • Mobile manufacturing generated ~₹500+ cr. revenue in • JV to undertake end-to-end R&D, design, sales and Q2 as well marketing –strategically building CMF as first Indian • Non-mobile partnerships gain traction Brand with complete R&D capabilities • Unit 3 production ramp-up • Definitive agreement in progress Cover Glass JV Screen Protector • 70:30 JV with Corning International • BIS and fog marking compliance effective from Compounding • OEM audits underway 01.04.2027 Strategic • Customer onboarding likely in Q1 FY28 • Creating the category domestically Drivers • MPMS scheme to fast-track customer acquisition and • Getting execution ready by March 2027 maximise PLI incentives B2C Pivot Drones • High-growth consumer category • Defence and precision-agriculture platforms • Launch expected in Q4 FY27 • Service driven business model • Aligned with our vision of building a B2C product • Offers medium-term option value portfolio Q2 FY 2026–27· Financial Results A Decade of Manufacturing Excellence Q2 FY 2026–27· Financial Results EMS: Diversified, De-Risked Recent Partnership and Scalable WINS/RAMP-UP Smartphones [AI+] Market leadership #1 in Hearables & Wearables in India -Trusted by premium global brands like Vivo, Oppo, Realme, One Plus, Xiaomi, Nothing IoT Modules [Quectel] Diversified platform Power Banks [Realfit] Smartphones · Hearables & Wearables · Fintech · Telecom · IoT modules · Automotive IoT Products[Vivo] De-risked model Exited volatile local-brand contracts · onboarded premium customers · POS Devices[Pinelabs] ensuring consistent volumes Q2 FY 2026–27· Financial Results EMS: Categories & Leading customer brands Categories Customer Brands Wearables & Hearables Mobiles Telecom IoT Modules Automotive Fintech Camera Screen Protectors Creating the Category Q2 FY 2026–27· Financial Results Screen Protector: Capitalizing on mandatory BIS implementation effective Apr'27 ₹20K cr ₹40K cr Market -Imports only Potential by 2030 (at consumer price) BIS catalyst Engineered by Corning Brands & Plan B2C Mandatory certification effective In-house dual-stage chemical • SCREENlife Scalable, branded and from 01.04.2027 –A large import tempering at Noida -Make in India • OPTIGUARD high-margin category substitution opportunity beyond assembly • RHINOTECH • KAVACH Q2 FY 2026–27· Financial Results Screen Protectors: Getting Manufacturing Ready by March 2027 Existing Plant –Brownfield Expansion Pre-Constructed New Greenfield plant • Facility inaugurated by Shri Ashwini Vaishnav in Noida last year • Greenfield plant (4,00,000 sq. mtr. area)with a capacity to manufacture 20mn pcs per month • Scaling up the capacity from 2mn pics to 5mn pcs per month • Fast-tracked Capex through ready infrastructure secured on a long-term lease • Expected to come on stream by January 2027 • Expected to be operational by March 2027 Q2 FY 2026–27· Financial Results Screen Protectors: Getting Product Ready Three Brands. Three Segments. One Portfolio. Protection Protection Plus Protection Pro SCREENLIFE OPTIGUARD RHINOTECH I N T R O D U C I N G Ready to Break the Boundary FIRST TIME EVER IN THE WORLD The Ultimate Display Protecti [Showing first 8,000 characters — download PDF for full document]