Optiemus Infracom Q2FY27: Revenue ₹98,317 Lakhs, Targets ₹8,500 Cr by FY29
Optiemus Infracom reported record Q2 FY27 revenue of ₹98,317 Lakhs, up 135% YoY. EBITDA grew 19% YoY to ₹4,014 Lakhs. The company revised its FY28 revenue target to ₹6,500 crore and FY29 target to ₹8,500 crore. Significant capex of ₹2.5-3 billion is planned for screen protectors, funded partly by a ₹2 billion securities issue.
The substantial increase in revenue, upward revision of future financial targets, significant capex plans, and equity fundraising indicate a material positive impact on the company's growth trajectory and financial health.
The company reported record revenues and EBITDA, revised its financial outlook upwards with significant growth targets, and is undertaking strategic expansions and fundraising, all indicating positive momentum.
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 quarter with the highest-ever quarterly Revenue and EBITDA.
Consolidated operating revenue for Q2 FY27 stood at ₹98,317 Lakhs, marking a significant year-on-year (YoY) growth of 135% and a quarter-on-quarter (QoQ) growth of 11%. EBITDA also saw a substantial YoY increase of 19% to ₹4,014 Lakhs, with EBITDA margins recovering to 4.08% from 3.44% in Q1 FY27, driven by an improved product mix and operational leverage from the ramp-up of Unit 3 in Noida.
Despite higher depreciation, the reported Profit After Tax (PAT) for the quarter was ₹2,101 Lakhs, a YoY growth of 25%. Adjusting for incubation expenses in the Drones and Cover Glass businesses, the core operating EBITDA and PAT for Q2 FY27 were ₹4,371 Lakhs and ₹2,512 Lakhs, respectively, indicating strong underlying performance.
The company has revised its financial outlook upwards, targeting ₹6,500 crore in revenue by FY28 (previously ₹5,000 crore) and ₹8,500 crore by FY29 (previously ₹6,000 crore). This revised guidance is attributed to the anticipated commercial launch of its screen protector business and sustained growth in its EMS vertical.
Key strategic initiatives include accelerating capex for screen protectors to capture import substitution opportunities, targeting a capacity of 2.5 crore units/month with an investment of ₹2.5-3 billion. Approximately ₹2 billion will be raised through a further issue of securities. The company also plans a new B2C category launch in Q4 FY27 and is progressing with its JV with CMF for the "CMF" mobile brand and its cover glass JV with Corning International.
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Optiemus Infracom Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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