Optiemus Infracom Ltd

The investor presentation for Optiemus Infracom Limited outlines Q2 FY27 financial results and strategic initiatives. Management reported record revenue and EBITDA for Q2 FY27, with operating revenue reaching ₹98,317 lakh (a 135% YoY increase) and EBITDA at ₹4,014 lakh (19% YoY growth). EBITDA margins improved 64 bps QoQ to 4.08%, driven by better product mix and operating leverage from Unit 3's ramp-up. PAT was ₹2,101 lakh, up 25% YoY but flat QoQ due to higher depreciation and other income fluctuations. Strategic highlights include expanding screen protector capacity to 2.5 crore units/month by FY27, a 70:30 JV with Corning for cover glass, and a 51:49 JV with CMF for a new consumer electronics brand. Management guided toward ₹3,600 crore revenue in FY27, ₹6,500 crore in FY28, and ₹8,500 crore in FY29, with growth driven by EMS scale-up and screen protector commercialization. The presentation also noted ongoing R&D in drones and cover glass, though these segments currently impact EBITDA/PAT. Forward-looking statements are included, with risks and uncertainties noted.

The document emphasizes strong revenue growth, margin improvement, and strategic expansion plans, reflecting a positive outlook.