Optiemus Infracom Q1 FY27: Revenue Surges 103% to ₹883 Crore, Targets ₹6,000 Cr by FY29
Optiemus Infracom reported a 103% YoY revenue surge to ₹883 Cr in Q1 FY27, with EBITDA up 40%. The company targets ₹6,000 Cr revenue by FY29, expecting to double FY27 revenue. Key growth drivers include an AI+ EMS partnership and upcoming B2C launches.
The substantial increase in revenue, coupled with ambitious future targets and the announcement of new business ventures and strategic partnerships, indicates a significant positive impact on the company's prospects.
The company reported significant year-on-year growth in revenue and profits, along with an optimistic future outlook and strategic initiatives to drive further expansion.
Optiemus Infracom Limited has announced its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026 (Q1 FY27). The company reported a landmark performance with its highest-ever quarterly revenue and EBITDA.
Operating revenue for Q1 FY27 surged by 103% year-on-year to ₹88,299 Lakhs (₹883 Crore), compared to ₹43,535 Lakhs (₹435 Crore) in Q1 FY26. EBITDA also saw a significant increase of 40% to ₹4,132 Lakhs (₹41 Crore) from ₹2,958 Lakhs (₹30 Crore) in the prior year period. Profit Before Tax (PBT) grew by 50% to ₹2,824 Lakhs (₹28 Crore), and Profit After Tax (PAT) rose by 46% to ₹2,118 Lakhs (₹21 Crore).
The company's turnaround strategy is showing tangible results, driven by the AI+ EMS partnership which contributed approximately ₹500 Crore in Q1. The commissioning of Noida Unit 3 in Q1 FY27 has significantly boosted operational capacity, adding 6 million units of installed capacity per annum. This expansion is expected to lead to improved EBITDA margins in the coming quarters.
Optiemus Infracom has laid out an ambitious financial outlook, targeting ₹6,000 Crore in revenue by FY29, with a projected doubling of revenue in FY27 and sustained annual growth of over 30% in FY28 and FY29. These projections do not include potential revenue from the screen protector, cover glass business, and the upcoming Q3 FY27 B2C category launch.
Key strategic initiatives include the upcoming BIS compliance announcement for screen protectors within the next 30 days, a crucial catalyst for the B2C pivot. The company is also set to launch its second B2C category in Q3 FY27. Furthermore, the high-entry-barrier B2B cover glass business, a 70:30 JV with Corning International, is expected to begin onboarding customers over the next 3-4 quarters, with formal plant audits underway. The company also sees medium-term option value in its drone business.
Incubation expenses for the Drones and Cover Glass businesses impacted PAT by ₹245 Lakhs during the quarter. Adjusting for these, the core operating PAT stood at ₹2,363 Lakhs, indicating the underlying strength of the base business. Other Income was ₹1,091 Lakhs, primarily driven by recurring government policy incentives.
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