Please find attached Investor Presentation

Ref. No.: OIL/SE/2026-27/29 August 04, 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.: Investor Presentation –June, 2026 Dear Sir/Ma’am, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended June 30, 2026. The 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 Q1FY27 Financial Results & Strategic Growth Blueprint OPTIEMUS INFRACOM LIMITED CONTENTS AGENDA 01 Chairman's Message 06 Widening our B2C Footprint Vision and FY27 Guidance Second Category Launch in Q3 FY27 02 Unlocking Our Growth Potential 07 Cover Glass JV Six Growth Building Blocks High-Entry-Barrier B2B Opportunity 03 EMS Backbone 08 Drones Diversified, De-Risked and Scalable Medium-Term Option Value 04 MPMS / PLI 2.0 09 Financial Outlook Policy-Led Growth Opportunity Target ₹6,000 Cr revenue by FY29 05 Screen Protector 10 Q1 FY27 Results BIS-Led B2C Category Opportunity Financial Highlights and Takeaways Q1 FY 2026–27 · Financial Results S EC T ION 1: MES S AG E FROM T HE C HAIRMAN’S DES K Message from the Chairman Building on the structural foundation laid in FY26, disciplined execution in Q1 FY27 OUR VISION droveperformanceaheadofguidance.Ourturnaroundstrategyisdeliveringtangible “Leveraging our deep distribution expertise results, led by the AI+ EMS partnership, which contributed ~₹500+ cr. in Q1. The and world-class EMS capabilities, we aim to MPMS/PLI2.0frameworkisexpectedtostrengthenourpositionindomesticmobile build a proprietary B2C product portfolio. We manufacturingandsupportmarginexpansionthroughenhancedincentives. are identifying products where our in-house manufacturing and go-to-market strengths Beyond EMS, key catalysts are aligning rapidly. The announcement for BIS can be fully leveraged.” compliance for screen protectors is expected within the next 30 days, while our second B2C category launch is scheduled for Q3 FY27. Together, these initiatives should scale B2C revenue and improve overall margins. The high-barrier B2B cover OUR MISSION Mr. Ashok Gupta glass business is expected to begin onboarding customers over the next 3–4 ₹6,000 crore revenue target by FY29 quarters. Executive Chairman & Whole-time Director “Our baseline guidance anticipates a doubling of revenue in FY27, backed by With strong order visibility, we expect FY27 revenue to double. We then aim to annual growth of 30%+ in FY28 and FY29. This sustain annual revenue growth of over 30% in FY28 and FY29. These projections outlook does not include potential revenue exclude contributions from the screen protector, cover glass segment and the Q3 from the screen protector , cover glass FY27B2Claunch,providingupsidetotheoutlook. business & the upcoming Q3 FY27 B2C category launch.” Q1 FY 2026–27 · Financial Results S EC T ION 2: UNLOC KING OUR G ROW T H POT E NT IAL One Optiemus: Six Building Blocks of Growth B2C Pivot EMS Scale-Up • High-growth consumer category • 100%+ revenue growth in Q1 FY27 • Launch expected in Q3 FY27 • AI+ partnership generated • Aligned with our vision of building ~₹500+ cr in revenue a B2C product portfolio • Unit 3 came online in Q1 FY27 Cover Glass JV MPMS / PLI 2.0 Compounding • 70:30 JV with Corning • ₹62,500 crore approved scheme Strategic International • Up to 9.5% incentives for Indian Drivers • OEM audits underway brands • Customer onboarding likely in • First-mover advantage through Q4 FY27 / Q1 FY28 the AI+ partnership Drones Screen Protector • Defence and precision- • BIS is a key catalyst agriculture platforms • BIS compliance announcement • Service contracts likely within the next 30 days • Offers medium-term option value • Creating the category domestically Q1 FY 2026–27 · Financial Results S EC T ION 3: EMS BAC KBONE EMS: Diversified, De-Risked & Scalable RECENT PARTNERSHIP Market leadership WINS / RAMP-UP #1 in Hearables & Wearables in India -trusted by premium global brands Smartphones [AI+] IoT Modules [Quectel] Diversified platform Power Banks [Realfit] Smartphones · hearables & wearables · fintech hardware · Telecom · IoT modules IoT Products POS Devices De-risked model Exited volatile local-brand contracts · onboarded Telecom [Accton] premium customers · ensuring consistent volumes Soundbox- pipeline Q1 FY 2026–27 · Financial Results S EC T ION 3: DEMONS T R AT ING OUR EX E C UT ION C APABILIT IES Smartphone Program: From Win to Execution Billing live Began Mar/Apr 2026 —scaled through Q1 FY27 Record ramp-up Largest single-program ramp in OEL's history Deep partnership Strategic EMS partner to the brand ~₹500+ cr. Capacity Creation Unit 3 online Q1 FY27 → further volume step-up Revenue generated from Smartphone manufacturing MPMS-backed Policy incentives reinforce volume visibility & economics This has just started! Q1 FY 2026–27 · Financial Results S EC T ION 4 : POLIC Y T AIL W IND Mobile Phone Manufacturing Scheme (PLI 2.0): Right Time, Right Place Cabinet-approved ₹62,500 crore scheme · FY27-FY31 STRUCTURAL GAME CHANGER FOR US INDIAN-BRAND INCENTIVES DEMAND PULL Brand incentives make devices price-competitive -pulling volumes into our factories Up to 5.0% Base -domestic manufacturing BETTER ECONOMICS + 1.5% Localization of components Richer manufacturing contracts than foreign-OEM assembly -higher margins & ROCE + 3.0% Design & R&D -Indian brands only VALUE-CHAIN CLIMB Localization kicker deepens our sourcing -more value-add per device Up to 9.5% stackable for Indian brands FIRST-MOVER TEMPLATE Well positioned to onboard other Indian brands under the scheme Q1 FY 2026–27 · Financial Results S EC T ION 5 : B2C PIVOT Screen Protector: Capitalizing on mandatory BIS implementation 60 crore 2 pcs / year ~₹20,000 cr ₹40,000 cr Smartphone users In India Avg. usage Market -Imports only Potential by 2030 BIS catalyst Engineered by Corning Dual brands B2C Mandatory certification expected by In-house dual-stage chemical • Premium: RhinoTech Branded, high-margin category; Jan ‘27 -restricts grey-market imports tempering at Noida -Make in India • Economy: OptiGuard launch aligned to BIS notification (Announcement likely in next 30 days) beyond assembly Q1 FY 2026–27 · Financial Results S EC T ION 6 : B2C PIVOT Widening our B2C Footprint High-growth category New, rapidly expanding consumer category -in advanced development Ready-made scale NEXT B2C LAUNCH Manufacturing capability in place + our distribution network = immediate go-to-market Repeatable playbook Q3 FY27 Manufacture in-house → brand it → push through distribution second consumer category Expands our B2C Footprint In alignment with our long-term vision to build a proprietary B2C product portfolio. Q1 FY 2026–27 · Financial Results S EC T ION 7: DEEP-T EC H M OAT Cover Glass: Upstream, High Entry-Barrier B2B BIG Tech: 70:30 JV between Optiemus Infracom and CorningInternational Corp. Facility ready OEM audits underway Onboarding timeline India's first finished cover-glass plant (Tamil On-site visits completed by leading global Expect customer onboarding over the next 3-4 Nadu) brands -formal plant audits and technical trials quarters in progress Deep-tech moat Policy enabler Advanced material science -capital-intensive, PLI 2.0 to accelerate brand onboarding with high entry barriers Q1 FY 2026–27 · Financial Results S EC T ION 8 : OPT ION VALUE Drones: Medium-Te [Showing first 8,000 characters — download PDF for full document]