Optiemus Infracom Ltd Share Price Today

Mutual Fund Holder	Aug 26 Shares held	Sep 26 Shares held
Bank of India Small Cap Fund - Regular Plan - Growth	-	10.40 Lac (100%)
HSBC Flexi Cap Fund - Regular Plan - Growth	6.48 Lac	7.03 Lac (8.41%)
Bank of India Flexi Cap Fund - Regular Plan - Growth	-	6.30 Lac (100%)
Bank of India Aggressive Hybrid Fund - Regular Plan - Growth	-	5.60 Lac (100%)
HSBC Aggressive Hybrid Fund - Regular Plan - Growth	4.84 Lac	4.84 Lac no change

AASHISH RA

6 Oct • 3:20 PM · SEBI-Registered Analyst

Electronics Manufacturing / Telecom Products / Technology

OPTIEMUS

Strengths - Strong revenue growth: Q1 FY27 consolidated revenue from operations was about ₹883 Cr, up 102.36% YoY. ICICI Direct - Growing exposure to electronics and mobile-device manufacturing, supported by India's localisation/PLI ecosystem. - Diversified presence across telecom, mobility and technology-related businesses. - Established operating history and manufacturing/distribution capabilities. - Credit profile improved in 2026, with ICRA upgrading ratings to [ICRA] BBB (Stable) / A3+. ***** Weaknesses - Low operating margins relative to the large revenue base, making profitability sensitive to product mix and execution. - Manufacturing businesses can require substantial working capital and capex. - High revenue growth needs to translate into sustained cash generation and higher margins. - Dependence on large customer programmes and the competitive electronics-manufacturing environment. Opportunities - India's electronics manufacturing localisation and reduction in dependence on imports. - Expansion in smartphones, wearables, telecom equipment and other consumer electronics. - PLI and domestic manufacturing ecosystem can support capacity utilisation and scale. - Potential to move toward higher-value-added manufacturing and technology products. - Growth in India's telecom and digital-device ecosystem. Threats - Intense competition from established EMS/electronics manufacturers. - Low-margin manufacturing pressure and customer pricing negotiations. - Component shortages, raw-material costs and supply-chain disruptions. - Rapid technology changes can make manufacturing capacity/product lines obsolete. - Dependence on government policies, PLI incentives and global electronics demand.

AASHISH RA

2 Oct • 11:10 AM · SEBI-Registered Analyst

Sector: Telecom Products / Electronics Manufacturing

OPTIEMUS

Strengths Strong recent revenue growth, with Q1 FY27 consolidated revenue from operations of ₹882.99 Cr, up 102.36% YoY. Manufacturing revenue was a major growth driver, rising sharply year-on-year in Q1 FY27. Exposure to India's electronics-manufacturing and localisation theme. Telecom/mobile-device manufacturing provides access to a large domestic market. Increasing scale can potentially improve operating leverage if margins are sustained. Weaknesses Despite strong revenue growth, Q1 FY27 operating margin remained relatively low at around 2.7% on the reported operating-profit basis. Manufacturing is working-capital intensive and requires continued investment in capacity. Earnings can be sensitive to product mix, raw-material costs and customer programmes. Trading revenue has historically contributed to the business, making the transition toward manufacturing execution important. Rapid revenue growth has not translated proportionately into profit growth. Opportunities India's push toward domestic electronics manufacturing and import substitution. Growth in mobile phones, wearables, telecom equipment and other electronic products. Expansion of manufacturing capacity and addition of new customers/programmes. Potential benefits from India's electronics manufacturing incentive ecosystem. Higher manufacturing scale could provide operating leverage if capacity utilisation improves. Opportunities to move toward higher-value-added electronics manufacturing rather than lower-margin trading. Threats Intense competition from established EMS/electronics manufacturers. Low margins can make profitability vulnerable to raw-material and component-cost increases. Customer concentration/programme dependency. Technology changes can make manufacturing capacity obsolete or require additional capex. Supply-chain disruptions, currency movements and global electronics demand can affect performance. Execution risk during rapid capacity expansion.

Saksham Sharma

25 Sep • 9:23 AM · SEBI-Registered Analyst

Optiemus hits upper circuit on Nothing JV term sheet

OPTIEMUS

Optiemus Infracom Limited (NSE:OPTIEMUS) shares hit their 20% upper circuit limit on September 22, after the board approved a binding term sheet with Nothing Electronics for a smartphone joint venture. Optiemus will hold an initial 51.1% stake in the new entity. The joint venture will handle commercialisation and sale of CMF-branded products, starting with mobile phones and sub-assemblies, and is intended to build India's first full-stack smartphone R&D capability, spanning design, camera, software, and connectivity. Optiemus will acquire its 51.1% stake at face value, subject to conditions precedent and definitive agreements still to be signed. Each company will nominate one director to the JV board. The companies have confirmed this is not a related party transaction. Optiemus is also expected to join Nothing's upcoming Series A funding round for the CMF brand. This builds on an existing manufacturing partnership between the two companies, first disclosed in September 2025. A binding term sheet still requires conditions precedent and definitive agreements to close, and companies do occasionally see deals of this type fail to finalise on the originally announced terms. Optiemus moves from being a contract manufacturer for Nothing's products to a majority equity owner in a dedicated commercialisation and R&D entity. That is a genuinely different business model, ownership economics instead of manufacturing fees, and it changes how much of CMF's India revenue and margin Optiemus actually captures going forward, assuming the deal closes as structured. My stance: the strategic logic is sound, but I am treating this as pending until the definitive agreements are signed. Watching for that signing and the terms of Optiemus's participation in Nothing's Series A round. I do not hold Optiemus Infracom Limited at the time of writing.

Amit Malviya

22 Sep • 10:35 AM · SEBI-Registered Analyst

Optiemus Infracom has reported a consolidated FY26 profit

OPTIEMUS

Optiemus Infracom has given a consolidated FY26 profit of ₹66.01 crore, up slightly from last year, with credit ratings upgraded to CRISIL BBB/Stable. The company is expanding into manufacturing partnerships with Realme and OnePlus and progressing on its Corning cover glass joint venture, expected to launch in late FY27. 📊 Key Financial Highlights (FY26) Consolidated Profit: ₹66.01 crore (vs. ₹63.33 crore in FY25) Consolidated Revenue: ₹1,768.62 crore (down from ₹1,889.99 crore) Standalone Revenue: ₹724.09 crore, up 22.41% YoY EPS: ₹7.52 per share Credit Rating: Upgraded to CRISIL BBB/Stable 🔑 Strategic Developments Manufacturing Partnerships: New agreements with Realme and OnePlus for AIoT and IoT devices. Corning JV: Cover glass manufacturing facility to begin production in H2 FY27, targeting higher-margin components. New Brand Launch: "RhinoTech" screen protector introduced. Capital Base Strengthened: Warrants converted into equity shares. 📉 Q3 FY26 Performance (Quarter ended Dec 25, 2025) Operating Profit: ₹22.70 crore (-17.79% QoQ) PAT: ₹12.23 crore (-27.12% QoQ) Total Income: ₹430.01 crore (+2.81% QoQ) Operating Margin: 5.28% EPS: ₹1.36 (down from ₹1.60 in Sep 2025) 📅 Corporate Announcements Annual Report FY25-26: Released in early September 2026. 33rd AGM: Scheduled for 28 September 2026. Board Changes: Re-appointment of Independent Directors in August 2026. Equity Allotment: Conversion of warrants into shares completed in August 2026. ⚠️ Risks & Watchpoints Revenue Decline: Consolidated revenue fell YoY despite profit growth. Capital-Intensive Expansion: New Noida facility and Corning JV require significant investment. Global Supply Chain: Disruptions could impact manufacturing timelines. 📌 What to Track Next Commercialization of Corning JV facility in FY27. Impact of Realme & OnePlus partnerships on revenue growth. AGM outcomes on September 28, 2026.

StockYard ( SEBI RA )

10 Jul • 11:18 AM · SEBI-Registered Analyst

🔭 Optiemus Infracom Expands High-Tech Manufacturing Portfolio

Optiemus Infracom is gaining market attention as India strengthens its electronics manufacturing ecosystem and high-tech production capabilities. The company is benefiting from growing demand for smartphones, wearable devices, telecom equipment, and electronic manufacturing services (EMS). Government incentives under the PLI scheme and increasing localization are expected to drive long-term growth, while expansion into advanced electronics manufacturing supports future opportunities. Management remains optimistic, backed by India's Make in India initiative, rising electronics exports, and increasing demand for domestically manufactured devices. 📌 StockYard Insight: With India's electronics manufacturing sector expanding rapidly, Optiemus Infracom is well-positioned to benefit from the country's growing role in the global supply chain. #Optiemus #ElectronicsManufacturing #MakeInIndia #TechnologyStocks #StockYardResearch

Kumar Satyam

22 Jun • 9:20 AM · SEBI-Registered Analyst

Stocks & Sectors in Focus

• Epack Durable, AC Stocks – Voltas crosses 10 lakh AC unit sales in Q1 FY27; positive for AC and refrigerant gas players. • LG Electronics, Whirlpool of India – Xiaomi's entry may increase competition among appliance brands; potential manufacturing opportunity for Dixon Technologies and Optiemus Infracom. • CV, FMCG, Agri, 2-Wheelers – Monsoon spread across India supports rural demand outlook. • Kirloskar Group Stocks – Positive sentiment continues across group companies. • Garden Reach Shipbuilders and Engineers, Chennai Petroleum Corporation – Received Navratna status; positive for autonomy and growth. • Oil and Natural Gas Corporation, Oil India – Crude oil strength amid Strait of Hormuz uncertainty may support sentiment. • Divgi TorqTransfer Systems, Goodluck India, Rail Vikas Nigam Limited – In focus on recent order wins.

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