Optiemus Infracom Limited , a leading player in the telecommunications and electronics manufacturing sector, has reported robust financial results for the second quarter and announced strategic expansions in its business operations.

Q2 Financial Highlights

The company delivered impressive quarterly results with significant growth in key financial metrics:

On a standalone basis, Optiemus Infracom achieved a remarkable 148.00% year-on-year revenue growth, reaching ₹251.36 crore. This growth was primarily driven by higher production volumes and new customer acquisitions. The company's operational efficiencies and capacity ramp-up contributed to a 117.00% EBITDA growth and a substantial 230.00% increase in Profit After Tax (PAT).

While consolidated revenue saw a 12.00% decline due to shipment timing, profitability remained robust. Consolidated EBITDA improved by 6.00% year-on-year, with margin expansion to 8.01%. The consolidated PAT grew by 33.00%, reflecting the company's cost discipline and resilient business model.

Strategic Expansions and Partnerships

Optiemus Infracom has been actively expanding its partnerships and capabilities:

1. The company has expanded its partnership with Nothing for smartphone manufacturing, potentially increasing production volumes.

2. A new partnership has been formed with Ordinary Theory LLC for fintech solutions, diversifying the company's product offerings.

3. Optiemus Infracom is undertaking capacity expansion in its electronics manufacturing services, which may contribute to future growth.

Management Commentary

The company's management has not provided specific comments on these results. However, the strong performance and strategic expansions indicate a positive outlook for Optiemus Infracom's future growth and market position in the telecommunications and electronics manufacturing sectors.

Optiemus Infracom continues to focus on innovation, capacity expansion, and strategic partnerships to drive sustainable growth and create value for its stakeholders in the dynamic telecommunications and electronics manufacturing landscape.

Optiemus Infracom Limited , a prominent player in the telecommunications and consumer electronics sector, has announced a strategic move to expand its manufacturing capabilities. The company's Operations & Administration Committee has approved the incorporation of a new joint venture subsidiary named 'The Factory Private Limited' (TFPL), aimed at bolstering its presence in the electronics manufacturing industry.

Key Details of the Joint Venture

Scope of Operations

The newly formed entity, TFPL, is set to engage in the manufacturing of a wide range of electronic products. According to the company's disclosure, the scope of production will encompass:

• Consumer electronics
• Industrial electronics
• Communication devices
• Embedded systems
• Internet of Things (IoT) products
• Smart electronic solutions

This move aligns with Optiemus Infracom's strategy to strengthen its position in the electronics manufacturing sector, potentially capitalizing on the growing demand for electronic products in India and globally.

Strategic Implications

The formation of this joint venture follows a binding term sheet signed between Optiemus Infracom and Nothing, as previously disclosed by the company on September 25, 2025. This strategic partnership suggests that Optiemus is actively seeking to expand its manufacturing capabilities and potentially enter new segments within the electronics industry.

By holding a majority stake of 65% in TFPL, Optiemus Infracom maintains significant control over the new venture's operations and strategic direction. This structure allows the company to leverage its existing expertise while potentially benefiting from the capabilities and resources of its joint venture partner.

Regulatory Compliance

The company has stated that no specific governmental or regulatory approvals were required for the incorporation of TFPL. This information, along with other details of the joint venture, was disclosed in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, demonstrating Optiemus Infracom's commitment to transparency in its corporate actions.

As the electronics manufacturing sector continues to evolve, particularly with the increasing focus on IoT and smart devices, Optiemus Infracom's latest move positions the company to potentially capture new opportunities in this dynamic market landscape.