| Revenue guidance | 30.0% → 80.0% Raised by 50.0 percentage points |
|---|---|
| Management target | Revenue 100.0% FY27 |
| Revenue growth | 135% YoY, 11% QoQ |
|---|---|
| Margins | EBITDA 4.08%, down 400bps YoY, up 64bps QoQ |
| Demand visibility | Strong EMS visibility; BIS-driven screen protector demand |
| Management confidence | Maintained FY27 doubling; FY28/FY29 targets raised |
Growth
Revenue ₹983 cr, +135% YoY/+11% QoQ; H1 ₹1,866 cr (+119%). EBITDA ₹40 cr (+19% YoY); PAT ₹21 cr (+25% YoY, flat QoQ).
Outlook
FY27 ~₹3,600 cr maintained; FY28 ₹6,500 cr; FY29 ₹8,500 cr. Screen protector capacity 2.5 cr units/month, capex ₹2.5-3bn.
Risks
Drone/cover-glass losses (EBITDA ₹3.6 cr, PAT ₹4.1 cr); depreciation +44% YoY; BIS-linked ramp timing.
Investor Presentation filed with NSE, NSE: OPTIEMUS. Summary written with AI assistance from the document.
Optiemus Infracom Ltd: key numbers
- Share price
- ₹831.00
- Market cap
- ₹7,493 Cr
- Revenue (annual)
- ₹1,769 Cr
- Net profit (annual)
- ₹66.01 Cr
- P/E (TTM)
- 103.1×Sector 58.9×
- Promoter holding
- 71.11%-1.06% QoQ
- FII holding
- 3.43%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Optiemus Infracom Ltd
All →Optiemus Infracom Other Announcement
Optiemus Infracom filed the final ICRA monitoring report on its preferential issue, showing no material deviation. All issue proceeds were fully utilised by September 30, 2026.
Optiemus Infracom Fund Raise
Optiemus Infracom's board approved a fund raise, with mode and amount yet undecided. Details will follow after finalisation.
Optiemus Infracom Q2 FY27 Results: Net Profit ₹21 Cr, Up 25.0% YoY
Optiemus Infracom Ltd reported revenue from operations of ₹983.2 Cr (+135.0% YoY) and net profit of ₹21 Cr (+25.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹21 Cr · +25.0% YoY
Optiemus Infracom Board Meeting Date
Optiemus Infracom notified a board meeting on 05 Nov 2026 to consider a fund raise and unaudited standalone and consolidated half-yearly results for September 2026. Trading window closes 01 Oct to 07 Nov 2026.
Optiemus Infracom Debt & Borrowing: ₹50 Cr
Optiemus approved a Rs 50 Crore unsecured loan to subsidiary GDN Enterprises at 8.50% for three years. The agreement was executed 27 October 2026 for working capital.
- Value
- ₹50.00 Cr
- Execution
- 3 years
Optiemus Infracom Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026. The disclosure includes notes regarding the lapse of certain unexercised warrants.