Precision Optics (POCI) Lytham Partners 2026 Consumer & Technology Investor Summit summary

Business overview and core capabilities

• Specializes in micro-optics, ultra-high precision systems, and digital imaging for medical, defense, and aerospace markets.

• Manufactures some of the smallest optics globally, enabling advanced endoscopy and satellite communications.

• Offers end-to-end solutions from design to mass manufacturing, leveraging proprietary technology.

• Application-agnostic technology serves both medical and aerospace sectors, with a history rooted in medical devices.

• Recent growth driven by two major programs in satellite communication and single-use endoscopy.

Satellite communications market

• Industry shift toward laser-based satellite communication for higher bandwidth and standardized protocols.

• Supplies precision components for Optical Communication Terminals, critical for satellite-to-satellite links.

• Achieves sub-5 micron alignment for space-ready optical assemblies, supporting durability and performance.

• Sole-source supplier for a major customer, with ongoing and future opportunities as satellite networks expand.

• Recurring revenue expected as satellites require replacement every 3–5 years due to orbital decay.

Defense sector opportunities

• Holds a major defense contract and sees potential in laser weapons and drone optics.

• Defense spending is rising, with a trend toward longer-term contracts that align with the business model.

• Proactive approach to expanding presence in defense, targeting additional programs.