🔍

OPTIEMUS - Optiemus Infra.

📊 NSE: OPTIEMUS 🏢 Trading 📅 Last Updated: 12/14/2025 10:43

📢 Recent Corporate Announcements

Optiemus to Manufacture 3M Ai+ Smartphones; INR 125 Cr Investment over 5 Years

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 12 Mar 2026, 10:09 AM

Optiemus Electronics Limited (OEL), a subsidiary of Optiemus Infracom, has signed a manufacturing agreement with Ai+ Smartphone to produce 3 million mobile devices. The partnership involves a planned investment of approximately INR 125 crore over five years, covering smartphones, tablets, and IoT devices. Production is set to take place at OEL's Noida facility, with a ramp-up scheduled to begin in April 2026. This collaboration aims to leverage India's sovereign operating system and is expected to create 1,200 jobs.

Manufacturing agreement for 3 million Ai+ Smartphone mobile devices at the Noida facility.
Planned investment of INR 125 crore over a 5-year period under the 'Make in India' vision.
Scope includes production of tablets, IoT products, and advanced wearable devices.
Expected creation of 1,200 direct and indirect jobs across manufacturing and operations.
Production ramp-up targeted to commence from April 2026.

💡 Investors should view this as a significant capacity utilization boost for Optiemus's EMS business. Monitor the successful commencement of production in April 2026 and the market reception of the Ai+ brand.

Optiemus Infracom Announces Change in Corporate Identification Number (CIN)

🟡 NEUTRAL ⭐ 3/10

REGULATORY 📅 11 Mar 2026, 11:04 AM

Optiemus Infracom Limited has updated its Corporate Identification Number (CIN) to L46524DL1993PLC054086, effective March 10, 2026. This administrative change follows the Ministry of Corporate Affairs' (MCA) update of the National Industrial Classification (NIC) Code. The modification is a result of the alteration in the object clause of the Memorandum of Association, which was previously approved by shareholders on December 18, 2025. The company's authorized capital remains at ₹128.98 crore with a paid-up capital of ₹88.69 crore.

New CIN L46524DL1993PLC054086 replaces the old CIN L64200DL1993PLC054086 effective March 10, 2026.
The change is due to the updation of the National Industrial Classification (NIC) Code by the MCA.
Follows a shareholder-approved alteration of the company's object clause via postal ballot on December 18, 2025.
Company maintains an authorized capital of ₹128.98 crore and a paid-up capital of ₹88.69 crore.

💡 This is a routine administrative and regulatory update with no impact on the company's business operations or financial health. No action is required from investors.

Optiemus Infracom to Invest Rs 196 Crore in Subsidiaries OEL and GDN via Rights Issue

🟢 POSITIVE ⭐ 8/10

M&A 📅 09 Mar 2026, 03:55 PM

Optiemus Infracom is investing a total of Rs 196 crore into its wholly-owned subsidiaries, Optiemus Electronics Limited (OEL) and GDN Enterprises Private Limited. The company will acquire 50 lakh shares of OEL for Rs 156 crore and approximately 10.26 lakh shares of GDN for Rs 40 crore. These investments are aimed at meeting working capital requirements and strengthening the financial position of the manufacturing units. GDN is notably a beneficiary of the government's PLI scheme for telecom products, while OEL focuses on mobile and IT hardware manufacturing.

Total investment of Rs 196 crore in two wholly-owned subsidiaries via rights issues
Rs 156 crore allocated to Optiemus Electronics Limited (OEL) for 50 lakh shares at Rs 312 each
Rs 40 crore allocated to GDN Enterprises for 10.26 lakh shares at Rs 390 each
GDN Enterprises reported a significant turnover of Rs 1,109.93 crore as of March 31, 2025
Funds will be used for working capital and to support manufacturing under the PLI scheme

💡 Investors should view this as a positive move to capitalize the company's high-growth manufacturing arms, particularly the PLI-linked GDN. Monitor how this capital infusion improves the operational efficiency and margins of the subsidiaries in upcoming quarters.

Optiemus Infracom Approves Transfer of 3,100 Physical Equity Shares

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 28 Feb 2026, 06:13 PM

Optiemus Infracom has processed the transfer of 3,100 equity shares held in physical mode to a new folio under the name Anil Rasiklal Shah. This procedure follows specific SEBI circulars designed to standardize the transfer of physical securities and handle historical document deficiencies. The transferred shares are subject to a mandatory six-month lock-in period from the date of registration. This is a routine administrative update and does not affect the company's financial performance or operations.

Approval of transfer for 3,100 equity shares previously held in physical mode
Transfers involve six different transferors including entities like Infotech Portfolio (P) Ltd
Mandatory lock-in period of 6 months imposed on the transferred securities
Compliance with SEBI circulars dated November 06, 2018, and July 02, 2025
Confirmation letter dispatched to the transferee on February 27, 2026

💡 No action is required from investors as this is a routine regulatory compliance matter involving a negligible volume of shares.

Optiemus Q3 FY26: Standalone Revenue Up 40%, Consolidated PAT Falls 27% Amid New Partnerships

🔵 WATCH ⭐ 7/10

EARNINGS 📅 13 Feb 2026, 04:49 PM

Optiemus Infracom reported a mixed Q3 FY26, with standalone revenue growing 39.72% YoY to ₹20,295 lakhs, while consolidated revenue declined 8.8% to ₹43,001 lakhs. Profitability at the consolidated level was under pressure as PAT dropped 27% YoY to ₹1,223 lakhs, down from ₹1,678 lakhs. Despite the earnings dip, the company secured major strategic wins including Soundbox orders from PhonePe and POS device contracts from Mosambee (Pine Labs). The inauguration of India's first cover-glass finishing facility in Tamil Nadu marks a significant move into high-value component manufacturing, with trial production starting in April 2026.

Standalone revenue grew 39.72% YoY to ₹20,295 lakhs, while standalone PAT remained nearly flat at ₹507 lakhs.
Consolidated PAT declined 27% YoY to ₹1,223 lakhs, although consolidated EBITDA margins improved slightly to 7.71% from 7.35%.
Secured major fintech hardware orders from PhonePe (Soundbox) and Mosambee/Pine Labs for POS devices across major banks like SBI.
Inaugurated India's first cover-glass finishing facility in partnership with Corning; trial production scheduled for April 2026.
Expanded into telecom networking and IoT modules with new partnerships including Accton and a global IoT leader.

💡 Investors should monitor the operationalization of the new glass facility and the execution of the PhonePe/Mosambee orders in FY27 to see if they offset the current consolidated revenue decline. The stock remains a watch as the company transitions from low-margin assembly to higher-value fintech and telecom hardware manufacturing.

Optiemus Infracom Q3 Net Profit Jumps 37% YoY to ₹20.53 Cr; Positive Legal Turn in BlackBerry Case

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 13 Feb 2026, 04:01 PM

Optiemus Infracom reported a strong consolidated net profit of ₹20.53 crore for Q3 FY26, up from ₹15.00 crore in the same period last year, despite a year-on-year dip in revenue to ₹430.01 crore. The company's manufacturing segment contributed significantly with ₹265.20 crore in revenue, showing its growing importance in the business mix. A major positive development is the UK High Court's ruling against BlackBerry's $22.52 million claim, labeling it an 'abuse of process,' which has led to a 70% settlement offer from BlackBerry. Optiemus is currently pursuing counterclaims exceeding $20 million, further strengthening its financial position.

Consolidated Net Profit increased 36.8% YoY to ₹2,052.89 Lakhs for the quarter ended December 31, 2025.
Consolidated Revenue from operations stood at ₹43,001.25 Lakhs, reflecting a slight sequential increase from Q2 FY26.
Manufacturing segment revenue reached ₹26,520.24 Lakhs, while Trading & Distribution contributed ₹21,614.24 Lakhs.
Favorable legal update: UK High Court ruled in favor of Optiemus against BlackBerry; BlackBerry offered to reduce its claim by 70%.
Basic Earnings Per Share (EPS) improved to ₹2.38 from ₹1.75 in the year-ago quarter.

💡 Investors should take note of the significant improvement in bottom-line margins and the favorable legal development which removes a major contingent liability. The stock remains a watch for growth in the manufacturing segment and the final resolution of the BlackBerry counterclaim.

Optiemus Infracom Reports Status of Physical Share Transfer Requests Under SEBI Special Window

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 11 Feb 2026, 03:17 PM

Optiemus Infracom has submitted a report regarding physical share transfer requests re-lodged under a special SEBI window. For the period between January 1, 2026, and January 6, 2026, the company's Registrar and Transfer Agent received only one request. This single request was processed and ultimately rejected. The average processing time for this administrative action was 20 days, as per the filing.

Report covers the special window period from January 1, 2026, to January 6, 2026
Total of 1 transfer request was received and processed by the RTA
The single request received was rejected, resulting in 0 approvals
Average time taken to process the request was 20 days

💡 No action is required from investors as this is a routine administrative filing regarding physical share dematerialization. Focus remains on the company's core business performance.

Optiemus Infracom Reports 6 Physical Share Transfer Requests Under SEBI Special Window

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 30 Jan 2026, 04:10 PM

Optiemus Infracom has filed a report regarding physical share transfer requests received during December 2025 under the SEBI special window. A total of 6 requests were received and are currently in the process of verification due to signature mismatches or missing documentation. A public notice was issued on January 1, 2026, with a 30-day objection period ending January 31, 2026. This is a procedural regulatory filing and does not impact the company's business operations or financial health.

6 requests received for transfer of shares in physical mode during December 2025
Public notice issued on January 1, 2026, for a 30-day objection period
Objection period for the transfer requests concludes on January 31, 2026
Average processing time for these requests is reported at 15 days by the RTA

💡 No action is required for general investors as this is a routine administrative update regarding physical share certificates. It only affects the specific shareholders who lodged the transfer requests.

Optiemus Infracom Allots 3.04 Lakh Shares via Warrant Conversion Worth Rs 20.46 Cr

🟢 POSITIVE ⭐ 6/10

FUNDRAISE 📅 16 Jan 2026, 04:30 PM

Optiemus Infracom has approved the allotment of 3,04,291 equity shares following the conversion of warrants originally issued in February 2025. The shares were issued at a price of Rs. 672.25 each, resulting in a total capital infusion of approximately Rs. 20.46 crore. This allotment was made to eight non-promoter entities, including Nexta Enterprises LLP and Shri Bajrang Power and Ispat Limited. Consequently, the company's total paid-up equity share capital has increased to Rs. 88.69 crore.

Allotment of 3,04,291 equity shares at an issue price of Rs. 672.25 per share.
Total aggregate value of the warrant conversion amounts to Rs. 20.46 crore.
Major allottees include Nexta Enterprises LLP (1,66,666 shares) and Broklynx LLP (50,000 shares).
Post-allotment paid-up equity capital stands at 8,86,88,783 shares of face value Rs. 10 each.
The conversion pertains to warrants originally allotted on February 08, 2025.

💡 Investors should view this as a positive sign of non-promoter confidence, with capital being infused at Rs. 672.25 per share. Monitor how the company utilizes these funds for its electronics manufacturing business expansion.

Optiemus Infracom Submits SEBI Reg 74(5) Compliance Certificate for Q3 FY26

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 12 Jan 2026, 01:29 PM

Optiemus Infracom Limited has filed its quarterly compliance report regarding the dematerialization of shares for the quarter ended December 31, 2025. The company's Registrar, Beetal Financial & Computer Services, confirmed that all share certificates received were processed and listed on the exchanges. The filing confirms that physical certificates were cancelled and the depositories were updated as registered owners within the required 15-day period. This is a standard regulatory requirement to ensure the integrity of the shareholding records.

Quarterly compliance certificate submitted for the period ending December 31, 2025
Dematerialization requests were confirmed and processed within the 15-day regulatory limit
Physical share certificates were mutilated and cancelled after due verification
The Registrar, Beetal Financial & Computer Services, handled the verification and listing updates

💡 This is a routine administrative update with no impact on company fundamentals; shareholders do not need to take any action.

Optiemus Infracom Allots 7,866 Equity Shares via Warrant Conversion at Rs 672.25

🟡 NEUTRAL ⭐ 3/10

FUNDRAISE 📅 02 Jan 2026, 05:06 PM

Optiemus Infracom has approved the allotment of 7,866 equity shares following the conversion of warrants originally issued in February 2025. These shares were issued to four non-promoter individuals at a fixed price of Rs 672.25 per share. The total capital infusion from this specific conversion amounts to approximately Rs 52.88 lakhs. As a result, the company's total paid-up equity capital has increased to Rs 88.38 crore, comprising over 8.83 crore shares.

Allotment of 7,866 equity shares of face value Rs 10 each upon warrant conversion
Issue price fixed at Rs 672.25 per share, aggregating to Rs 52.88 lakhs
Shares allotted to four non-promoter individuals: Kunal Agrawal, Parimal Rai, Prateek Dabas, and Renu Agarwal
Post-allotment paid-up capital stands at Rs 88,38,44,920 divided into 8,83,84,492 shares

💡 This is a routine conversion of previously issued warrants and involves a negligible amount of equity dilution. Investors should continue to monitor the company's core business developments rather than this minor capital adjustment.

Optiemus Infracom Announces Retirement of AVP Sanjay Mirakhur

🟡 NEUTRAL ⭐ 3/10

MANAGEMENT 📅 31 Dec 2025, 02:58 PM

Optiemus Infracom Limited has officially announced the retirement of Mr. Sanjay Mirakhur, who served as the Associate Vice President. The retirement is effective from the close of business hours on December 31, 2025. Consequently, Mr. Mirakhur will cease to be part of the Senior Management Personnel of the company. This transition is a routine administrative change and is not expected to disrupt the company's core operations.

Mr. Sanjay Mirakhur retires from his role as Associate Vice President on December 31, 2025.
The change is classified as a retirement rather than a resignation or removal.
The company complied with Regulation 30 of SEBI (LODR) Regulations for this disclosure.
Mr. Mirakhur will no longer be categorized as Senior Management Personnel following his retirement.

💡 Investors should treat this as a routine management update with no immediate impact on the company's financial health or strategic direction. No specific action is required.

Optiemus Infracom Processes 3 Physical Share Transfer Requests in Nov 2025

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 27 Dec 2025, 05:29 PM

Optiemus Infracom Limited has disclosed the status of physical share transfer requests for November 2025. Under a special SEBI window, the company received and successfully processed 3 requests for transfer-cum-dematerialization. All 3 requests were approved with zero rejections during the period. The average time taken to process these requests was 18 days, demonstrating adherence to regulatory timelines.

Received and processed 3 requests for physical share transfers in November 2025
Achieved a 100% approval rate for all re-lodged transfer requests
Average processing time for these requests was recorded at 18 days
Compliance report submitted as per SEBI Circular SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2025/97

💡 This is a routine administrative update with no impact on stock valuation. No action is required for existing shareholders holding shares in demat form.

Optiemus Infracom Processes 3 Physical Share Transfer Requests in November 2025

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 27 Dec 2025, 05:13 PM

Optiemus Infracom Limited has submitted a report regarding physical share transfer requests re-lodged under a special SEBI window for November 2025. The company's registrar, Beetal Financial, received and processed a total of 3 requests during this period. All 3 requests were approved with zero rejections, maintaining a 100% success rate for the month. The average processing time for these requests was 18 days, in compliance with the SEBI circular dated July 2, 2025.

Processed 3 requests for physical share transfers under the special SEBI window in November 2025
Achieved a 100% approval rate with 3 requests approved and 0 rejected
Average time taken for processing transfer requests was 18 days
Compliance filing as per SEBI Circular No. SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2025/97

💡 This is a routine administrative update regarding share transfer processing and has no impact on company fundamentals. No action is required from investors.

Optiemus Infracom Approves Rs 30 Crore Corporate Guarantee for Subsidiary Optiemus Electronics

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 27 Dec 2025, 05:07 PM

Optiemus Infracom's Board has approved a corporate guarantee of Rs 30 Crores in favor of Axis Bank to secure credit facilities for its wholly owned subsidiary, Optiemus Electronics Limited (OEL). The transaction is conducted on an arm's length basis, and the promoter group holds no direct interest in the arrangement. While this creates a contingent liability for the parent company, it provides necessary financial support for the subsidiary's operations. Investors should note that this is a standard practice for parent companies supporting their manufacturing arms.

Approved a corporate guarantee of Rs 30 Crores for subsidiary Optiemus Electronics Limited.
The guarantee is issued to Axis Bank Limited to secure existing or future credit facilities.
The transaction is confirmed to be at arm's length with no promoter group interest.
The guarantee will be classified as a contingent liability for Optiemus Infracom Limited.

💡 Monitor the operational performance and debt-servicing capability of Optiemus Electronics, as any default would impact the parent company's balance sheet. No immediate action is required as this is a routine financial support measure.

View All OPTIEMUS Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Standalone revenue grew 148% YoY in Q2 FY26 to INR 251.36 Cr, driven by higher production volumes. Consolidated revenue for Q2 FY26 was INR 418.27 Cr, a 12% decline YoY due to shipment timing and product-mix changes. Standalone revenue for FY25 was INR 591.53 Cr.

Geographic Revenue Split

Not disclosed in available documents, though the company operates 27 regional branches and has a pan-India distribution network with over 10,000 retail partners.

Profitability Margins

Standalone Net Profit Margin was 5.53% in FY25, down from 6.62% in FY24. Consolidated PAT for Q2 FY26 grew 33% YoY to INR 3.63 Cr, reflecting improved cost discipline despite lower revenue.

EBITDA Margin

Consolidated EBITDA margin expanded to 8.01% in Q2 FY26. Standalone EBITDA for Q2 FY26 grew 117% YoY to INR 8.82 Cr (3.51% margin). FY25 standalone operating profit margin was 4.58%, a 46.95% decrease from 8.64% in FY24 due to revenue shifts.

Capital Expenditure

The company is raising ~INR 434 Cr through preferential equity and warrants to fund equity investment in BIGTECH, partial debt repayment, and working capital for FY26-FY27. INR 145 Cr was already raised as of March 2025.

Credit Rating & Borrowing

Ratings reaffirmed at [ICRA]BBB- (Stable) / [ICRA]A3 in March 2025. The company previously withdrew CARE ratings in 2022 after repaying bank facilities. A corporate guarantee of INR 45 Cr was issued for subsidiary OEL to secure import credit.

⚙️ Operational Drivers

Raw Materials

Electronic components for assembly, mobile handset parts, and raw materials for cover glass manufacturing (70% of total cost estimated for EMS operations).

Import Sources

China (primary source), with active strategic efforts to identify alternate sourcing markets to reduce dependency.

Key Suppliers

Lianzhou Technologies Co., Ltd (for raw material imports under a USD 45 Cr credit arrangement), Nokia, and Samsung (historical distribution partners).

Capacity Expansion

Setting up a new cover glass manufacturing facility in Tamil Nadu via Bharat Innovative Glass Technologies (BIGTECH). Standalone growth of 148% in Q2 FY26 was driven by recent capacity ramp-ups and new customer wins.

Raw Material Costs

Raw material costs are a significant portion of the INR 571.99 Cr total standalone expenditure in FY25. Procurement strategies include monthly physical stock checks and establishing alternate supplier relationships.

Manufacturing Efficiency

Inventory turnover ratio improved 84.47% to 1151.78 times in FY25 due to a substantial decrease in average inventories, indicating high throughput efficiency.

Logistics & Distribution

Distribution network includes 650+ micro/macro distributors and 10,000+ retail partners. Logistics costs are managed through a pan-India network to support the EMS and distribution segments.

📈 Strategic Growth

Expected Growth Rate

148%

Growth Strategy

Growth is targeted through the expansion of the Electronics Manufacturing Services (EMS) segment, the launch of the BIGTECH cover glass facility in Tamil Nadu, and scaling the Unmanned Systems (drones) division incorporated in June 2024.

Products & Services

Mobile handsets, hearables, wearables, IoT technologies, drones (unmanned systems), and cover glass for electronic devices.

Brand Portfolio

Blackberry (brand rights for 4 countries), Optiemus, and distribution partnerships with Nokia and Samsung.

New Products/Services

Entry into the Unmanned Systems (drones) market via Optiemus Unmanned Systems Private Limited and cover glass manufacturing via BIGTECH JV with Corning.

Market Expansion

Expanding manufacturing footprint in Tamil Nadu and targeting emerging markets where smartphone and 5G adoption remains strong.

Market Share & Ranking

Established position as a leading contract manufacturer in India for electronics, though specific market share percentage is not disclosed.

Strategic Alliances

Joint Venture with Corning International Corporation (30% stake in BIGTECH) for cover glass manufacturing. Partnership with Lianzhou Technologies for raw material sourcing.

🌍 External Factors

Industry Trends

The EMS industry is growing due to the 'Make in India' initiative and 5G rollout, but remains characterized by low margins and high competition. The shift toward 'job-work' models is helping improve margins slightly.

Competitive Landscape

Intense competition from other EMS players and OEMs who may shift business; margins are constrained by the presence of numerous players with similar capabilities.

Competitive Moat

Moat is built on a 25-year distribution history, a pan-India service network of 700+ centers, and a strategic JV with Corning for specialized cover glass, which is a higher value-add than simple assembly.

Macro Economic Sensitivity

Highly sensitive to 5G network expansion and consumer demand for high-speed data, which fueled growth in the mobile services segment in FY25.

Consumer Behavior

Increased consumer demand for hearables, wearables, and high-speed 5G-enabled devices is driving the shift in product mix toward IoT technologies.

Geopolitical Risks

Significant risk from dependency on Chinese suppliers; the company is actively developing alternate sourcing markets to mitigate potential trade barriers.

⚖️ Regulatory & Governance

Industry Regulations

Operations are subject to government regulations on import duties, PLI scheme compliance, and EHS rules. Failure to meet these can lead to operational restrictions.

Environmental Compliance

Strictly follows EHS (Environment, Health, and Safety) benchmarks across all processes; initiatives extend to communities around facility locations.

Taxation Policy Impact

The company adheres to local statutory requirements and evolving regulations related to import duties and taxation, which significantly impact the cost of imported components.

Legal Contingencies

The company maintains a centralized compliance calendar to track regulatory obligations. Specific values for pending court cases are not disclosed in the provided documents.

⚠️ Risk Analysis

Key Uncertainties

Potential time or cost overruns in the BIGTECH project could weaken the liquidity profile. Revenue concentration in a few OEMs poses a risk of significant revenue volatility.

Geographic Concentration Risk

Heavy reliance on the Indian market for sales and China for procurement; 100% of manufacturing capacity is currently concentrated in India (Noida and Tamil Nadu).