Optiemus Infracom Q2 FY27: Revenue Surges 135% YoY to ₹983 Crore, Targets ₹8,500 Crore by FY29
Optiemus Infracom reported record Q2 FY27 revenue of ₹983 crore, up 135% YoY. The company targets ₹8,500 crore revenue by FY29. A ₹2 billion fund raise is planned for screen protector business expansion, targeting 2.5 crore units/month capacity by March 2027. A new B2C category launch is set for Q4 FY27.
The substantial YoY revenue growth, revised ambitious financial targets, and significant capital expenditure for expansion in a new product category like screen protectors indicate a material impact on the company's future performance and market position.
The company reported record revenues and profits, significantly exceeding previous periods. Strategic expansions and revised upward financial targets indicate strong future prospects.
Optiemus Infracom Limited has announced its unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. The company reported a record-breaking Q2 FY27 with operating revenue reaching ₹98,317 Lakhs (₹983.17 crore), marking a significant year-on-year growth of 135% and a quarter-on-quarter growth of 11%. EBITDA also saw a substantial YoY increase of 19% to ₹4,014 Lakhs (₹40.14 crore) and a QoQ growth of 32%, with EBITDA margins recovering to 4.08%.
Despite a 44% YoY increase in depreciation, the company posted a Profit After Tax (PAT) of ₹2,101 Lakhs (₹21.01 crore) for the quarter, a 25% YoY growth. The company is strategically expanding its screen protector business, aiming for a total capacity of 2.5 crore units per month with capex between ₹2.5-3 billion. This expansion includes scaling brownfield production to 5 million units by January/February 2027 and a new greenfield plant in Noida with a 20 million unit capacity, expected to be operational by March 2027. To fund this, approximately ₹2 billion will be raised through a further issue of securities, with the balance from debt and internal accruals.
Optiemus is also progressing on its joint venture with CMF for the "CMF" mobile brand and is realigning its next major B2C category launch to Q4 FY27. The company has revised its revenue guidance upwards, targeting ₹6,500 crore in FY28 and ₹8,500 crore by FY29, primarily driven by the screen protector business and sustained growth in its EMS vertical. The Chairman, Mr. Ashok Gupta, highlighted the strong execution, disciplined performance, and the strategic ramp-up in non-mobile partnerships, maintaining the guidance of doubling overall revenue in FY27, primarily fueled by the core EMS vertical.
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