Optiemus Infracom Limited , a leading player in the telecommunications and electronics manufacturing sector, has reported robust financial results for the second quarter of fiscal year 2026 and announced a strategic amendment to its Memorandum of Association (MOA) to expand its business scope.

Q2 FY26 Financial Highlights

The company's Board of Directors approved the unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025. Key highlights include:

On a standalone basis, Optiemus Infracom delivered an impressive performance with a 148% year-on-year revenue growth, driven by higher production volumes and new customer acquisitions. The company's operational efficiencies and capacity ramp-up supported a 117% EBITDA growth and a substantial 230% increase in Profit After Tax (PAT).

While consolidated revenue saw a 12% decline due to shipment timing and product-mix changes, profitability remained robust. Consolidated EBITDA improved by 6% year-on-year, with margin expansion to 8.01%. The consolidated PAT grew by 33%, reflecting the company's cost discipline and resilient business model.

Proposed MOA Amendment

In a strategic move to broaden its business horizons, Optiemus Infracom's Board has approved an amendment to the company's Memorandum of Association. The proposed amendment, subject to shareholder approval, aims to expand the company's capabilities in the electronics manufacturing sector. The new sub-clause to be inserted in Clause III(A) of the existing MOA states:

"To carry on the business of manufacturing, assembling, processing, designing, developing, trading, importing, exporting, buying, selling, marketing, distribution, and otherwise dealing in all kinds of electronic products, telecommunication products, appliances and their components and accessories including but not limited to tempered glass, covered glass, screen protector and related spare parts and materials; and to provide services including consultancy or otherwise in connection with the aforesaid products and activities."

This amendment signifies Optiemus Infracom's intent to strengthen its position in the electronics manufacturing ecosystem and capitalize on emerging opportunities in the sector.

Management Commentary

Ashok Gupta, Executive Chairman of Optiemus Infracom Limited, commented on the results and strategic initiatives, stating, "Our strong Q2 performance demonstrates the effectiveness of our growth strategy and operational excellence. The proposed MOA amendment aligns with our vision to expand our capabilities in the electronics manufacturing space, positioning us to capture new opportunities in this rapidly evolving sector."

The company will seek shareholder approval for the MOA amendment through a postal ballot. This move is expected to enhance Optiemus Infracom's competitive edge in the electronics manufacturing industry and contribute to its long-term growth prospects.

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.