Optiemus Infracom has reported a consolidated FY26 profit

Optiemus Infracom has given a consolidated FY26 profit of ₹66.01 crore, up slightly from last year, with credit ratings upgraded to CRISIL BBB/Stable. The company is expanding into manufacturing partnerships with Realme and OnePlus and progressing on its Corning cover glass joint venture, expected to launch in late FY27. 📊 Key Financial Highlights (FY26) Consolidated Profit: ₹66.01 crore (vs. ₹63.33 crore in FY25) Consolidated Revenue: ₹1,768.62 crore (down from ₹1,889.99 crore) Standalone Revenue: ₹724.09 crore, up 22.41% YoY EPS: ₹7.52 per share Credit Rating: Upgraded to CRISIL BBB/Stable 🔑 Strategic Developments Manufacturing Partnerships: New agreements with Realme and OnePlus for AIoT and IoT devices. Corning JV: Cover glass manufacturing facility to begin production in H2 FY27, targeting higher-margin components. New Brand Launch: "RhinoTech" screen protector introduced. Capital Base Strengthened: Warrants converted into equity shares. 📉 Q3 FY26 Performance (Quarter ended Dec 25, 2025) Operating Profit: ₹22.70 crore (-17.79% QoQ) PAT: ₹12.23 crore (-27.12% QoQ) Total Income: ₹430.01 crore (+2.81% QoQ) Operating Margin: 5.28% EPS: ₹1.36 (down from ₹1.60 in Sep 2025) 📅 Corporate Announcements Annual Report FY25-26: Released in early September 2026. 33rd AGM: Scheduled for 28 September 2026. Board Changes: Re-appointment of Independent Directors in August 2026. Equity Allotment: Conversion of warrants into shares completed in August 2026. ⚠️ Risks & Watchpoints Revenue Decline: Consolidated revenue fell YoY despite profit growth. Capital-Intensive Expansion: New Noida facility and Corning JV require significant investment. Global Supply Chain: Disruptions could impact manufacturing timelines. 📌 What to Track Next Commercialization of Corning JV facility in FY27. Impact of Realme & OnePlus partnerships on revenue growth. AGM outcomes on September 28, 2026.