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 achieved a significant milestone in its strategic expansion plans. The Ministry of Corporate Affairs (MCA) has approved the incorporation of The Factory Private Limited (TFPL), the company's joint venture with Nothing, on December 19, 2025.

Joint Venture Receives Official Approval

The company informed stock exchanges that the MCA has officially approved the incorporation of TFPL, marking the completion of the regulatory process that began with the Operations & Administration Committee's initial approval. This development follows the binding term sheet signed between Optiemus Infracom and Nothing, as previously disclosed on October 29, 2025.

Key Details of the Joint Venture

Scope of Operations

The newly incorporated entity, TFPL, is set to engage in the manufacturing of a wide range of electronic products. According to the company's earlier 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 Partnership with Nothing

The formation of this joint venture represents a strategic alliance between Optiemus Infracom and Nothing, a technology company. By holding a majority stake of 65% in TFPL, Optiemus Infracom maintains significant control over the new venture's operations and strategic direction while leveraging the capabilities and resources of its joint venture partner.

Regulatory Compliance and Next Steps

The company has maintained full compliance with SEBI regulations throughout the incorporation process. The approval from MCA completes the regulatory requirements, and all necessary details have been submitted in accordance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

With the official incorporation now complete, TFPL can commence its operations in the electronics manufacturing sector, positioning Optiemus Infracom to capture new opportunities in the dynamic electronics market landscape.