Optasia Lifts 2026 Outlook After 50% Revenue Surge in H1

Optasia raised its full-year 2026 guidance after reporting a first-half revenue increase of 50% to $185 million, driven by expanding mobile financial services and stronger profitability, according to an earnings call transcript on Investing.com.

"We are the leading platform enabling our partners to scale the financial inclusion," said Salvador Anglada, Chief Executive, Optasia, in a statement regarding the results.

Financial Performance and Guidance Adjustments

During the first half, adjusted EBITDA climbed 45% to $79.9 million, while normalized net income increased 40% to approximately $39 million, according to the same Investing.com transcript. Free cash flow jumped 150% to roughly $33 million, achieving a conversion rate of 42% against adjusted EBITDA.

Following these results, management lifted its full-year 2026 growth outlook for revenue, adjusted EBITDA, and normalized net income to a range of 30% to 40%. This marks an upward revision from the previous forecast range of 25% to 35%.

Growth in Mobile Financial Services

The company's mobile financial services segment expanded 84% during the first-half period. This division now represents 72% of total revenue, compared to 62% during the same period a year earlier.

"We are delivering growth, and we are delivering profit," said Mariusz Dabrowski, Chief Financial Officer, Optasia, during the call.

Role as an Intelligence Layer

Optasia operates as a technology and underwriting partner for mobile network operators and financial institutions in emerging markets. Executives emphasized that the firm functions as an intelligence layer that evaluates customer behavior to underwrite credit risk for underserved populations.

As demand for digital lending and mobile wallets accelerates across its operating regions, the higher revenue concentration in financial services highlights a strategic shift away from traditional value-added telecommunications services toward credit and payment facilitation.