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Optiemus Infracom Ltd

OPTIEMUS
NSE
415.80
1.32%
Last Updated:
30 Apr '26, 4:00 PM
Company Overview
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Optiemus Infracom Ltd

OPTIEMUS
NSE
415.80
1.32%
30 Apr '26, 4:00 PM
Company Overview
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6M
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Quick Ratios

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Mkt Cap
Market Capitalization
3,688Cr
Close
Close Price
415.80
Industry
Industry
Telecom Services
PE
Price To Earnings
54.78
PS
Price To Sales
2.13
Revenue
Revenue
1,733Cr
Rev Gr TTM
Revenue Growth TTM
-10.25%
PAT Gr TTM
PAT Growth TTM
1.68%
Peer Comparison
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Quarterly Results

Consolidated
Standalone
Numbers
Percentage
QuarterMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Revenue
RevenueCr
341282274482490493477472449435418430
Growth YoY
Revenue Growth YoY%
75.136.8-8.847.543.975.073.7-2.1-8.3-11.6-12.2-8.8
Expenses
ExpensesCr
341268261459461470448438426409385400
Operating Profit
Operating ProfitCr
-11313232923293423273430
OPM
OPM%
-0.34.84.94.85.94.66.17.25.26.28.07.0
Other Income
Other IncomeCr
30422155519323
Interest Expense
Interest ExpenseCr
212237887556
Depreciation
DepreciationCr
444466764668
PBT
PBTCr
24129193615202121192519
Tax
TaxCr
634112366-1487
PAT
PATCr
1795182412141522151712
Growth YoY
PAT Growth YoY%
508.588.5-23.942.639.629.3154.3-16.3-6.619.722.2-18.5
NPM
NPM%
5.13.32.03.74.92.52.93.25.03.34.02.8
EPS
EPS
2.01.10.62.12.81.41.61.82.61.71.91.4

Profit & Loss

Consolidated
Standalone
Numbers
Percentage
Financial YearMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Revenue
RevenueCr
2,5701,9221,5387141,1733331824721,1741,5281,8901,733
Growth
Revenue Growth%
-37.4-25.2-20.0-53.664.3-71.6-45.5159.8148.930.123.7-8.3
Expenses
ExpensesCr
2,4611,8421,4926591,2154092804911,1491,4491,7821,619
Operating Profit
Operating ProfitCr
109804555-42-76-98-192579108114
OPM
OPM%
4.24.12.97.7-3.6-22.7-54.0-4.02.15.25.76.6
Other Income
Other IncomeCr
710291662-51103547232118
Interest Expense
Interest ExpenseCr
4043443342865683024
Depreciation
DepreciationCr
3323191617105613182224
PBT
PBTCr
43231122-39-981553767784
Tax
TaxCr
1610462-82611191318
PAT
PATCr
2713716-41-91-1-142576366
Growth
PAT Growth%
-43.6-52.9-47.9141.3-354.7-118.798.723.44,642.535.611.64.2
NPM
NPM%
1.10.70.42.3-3.5-27.2-0.7-0.23.63.73.43.8
EPS
EPS
3.21.50.91.6-7.2-9.811.0-0.14.96.67.47.6

Balance Sheet

Consolidated
Standalone
Numbers
Percentage
Financial YearMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Sep 2025
Equity Capital
Equity CapitalCr
868686868686868686868788
Reserves
ReservesCr
161162207225235150245244297341527627
Current Liabilities
Current LiabilitiesCr
485264539454328155159216465847720434
Non Current Liabilities
Non Current LiabilitiesCr
1891602202462051855206474138139
Total Liabilities
Total LiabilitiesCr
9216741,0551,0068555754935669111,3481,5511,336
Current Assets
Current AssetsCr
7004647946935713263643666251,0021,078796
Non Current Assets
Non Current AssetsCr
221210261313284249130200286345473540
Total Assets
Total AssetsCr
9216741,0551,0068555754935669111,3481,5511,336

Cash Flow

Consolidated
Standalone
Financial YearMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Operating Cash Flow
Operating Cash FlowCr
10712491-267344-5628140-13
Investing Cash Flow
Investing Cash FlowCr
-226-817757-722324-82-51-51
Financing Cash Flow
Financing Cash FlowCr
-105-120-8-102-177-47-136-647025178
Net Cash Flow
Net Cash FlowCr
-1302-52-47-1031-13-1115115
Free Cash Flow
Free Cash FlowCr
10312093-308142227-15-35-21-51
CFO To PAT
CFO To PAT%
388.1955.71,342.9-162.5-177.0-48.14,621.4-3,003.12.871.1-19.8
CFO To EBITDA
CFO To EBITDA%
98.2155.3200.2-47.8-175.5-57.756.8-146.24.751.3-11.6

Ratios

Consolidated
Standalone
Financial YearMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Valuation Ratios
Valuation Ratios
Market Cap
Market CapitalizationCr
2384155262,0838071451,0412,7371,7672,1643,753
Price To Earnings
Price To Earnings
8.732.077.6149.80.00.011.00.042.238.159.3
Price To Sales
Price To Sales
0.10.20.32.90.70.45.75.81.51.42.0
Price To Book
Price To Book
1.01.71.86.72.50.63.18.34.65.16.1
EV To EBITDA
EV To EBITDA
3.96.516.342.8-24.5-4.6-11.2-145.275.329.235.1
Profitability Ratios
Profitability Ratios
GPM
GPM%
9.18.38.324.79.25.67.95.011.215.412.4
OPM
OPM%
4.24.12.97.7-3.6-22.7-54.0-4.02.15.25.7
NPM
NPM%
1.10.70.42.3-3.5-27.2-0.7-0.23.63.73.4
ROCE
ROCE%
15.013.88.88.00.6-19.61.82.611.814.213.1
ROE
ROE%
11.15.22.35.2-12.9-38.4-0.4-0.310.913.310.3
ROA
ROA%
3.01.90.61.6-4.8-15.8-0.2-0.24.64.24.1
Operational Ratios
Operational Ratios
Solvency Ratios
Solvency Ratios
Liquidity Ratios
Liquidity Ratios
### **Company Overview** **Optiemus Infracom Limited (OIL)** is a publicly listed Indian telecommunications and high-performance electronics manufacturing company with over **25 years of experience** in technology innovation, distribution, and manufacturing across the Indian subcontinent. Founded by pioneers who introduced the first mobile phone to India in 1995, the company has evolved from a B2C-focused distributor into a vertically integrated **end-to-end Electronics Manufacturing Services (EMS)** player. Headquartered in Noida, Uttar Pradesh, Optiemus has strengthened its position as a key enabler of India’s **"Make in India"** and **"Atmanirbhar Bharat"** initiatives through strategic subsidiaries, joint ventures, and advanced manufacturing facilities. --- ### **Core Business Segments** 1. **Electronics Manufacturing Services (EMS)** - Full-stack manufacturing of **telecom, IT, IoT, wearables, hearables, smartphones, laptops, drones, and high-end PCBs**. - Services include prototyping, supply chain management, assembly, repair, and refurbishment. 2. **Trading & Distribution** - Wholesaler of telecommunications equipment and allied products across India. - Leverages strong domestic supplier and customer networks. 3. **Innovation & Strategic Manufacturing** - Focus on **drone technology**, **smart enterprise hardware**, **glass finishing**, and **AIoT solutions** via subsidiaries and joint ventures. --- ### **Subsidiaries & Key Entities** | Entity | Focus Area | Key Details | |-------|-----------|-----------| | **Optiemus Electronics Limited (OEL)** | Hearables, Wearables, AIoT, Telecom, IT, Defense | Wholly owned subsidiary; established in 2016; operates two major Noida facilities (Sectors 63 & 65). | | **GDN Enterprises Pvt. Ltd.** | EMS for Telecom & Devices | Acquired in 2022; beneficiary of PLI Scheme for Telecommunication Products. | | **Optiemus Telecommunication Pvt. Ltd. (OTPL)** | Telecom & IT Hardware Manufacturing | Newer subsidiary; selected under PLI Scheme for IT Hardware. | | **Optiemus Unmanned Systems Pvt. Ltd. (OUS)** | Defense, Agri-Tech, and AI-Powered Drones | Incorporated in June 2024; focuses on indigenous drone tech with >65% localization. | | **Bharat Innovative Glass Technologies Pvt. Ltd. (BIGTech)** | Cover Glass Manufacturing | 70:30 JV with Corning Inc.; India’s first domestic cover glass finishing plant. | --- ### **Recent Strategic Developments (2024–2025)** #### **1. Strategic Joint Ventures & Collaborations** | Partnership | Date | Objective | |-----------|-------|---------| | **Corning Inc. (USA)** | Sep 2024 | Formed **BIGTech**, a JV to manufacture high-quality cover glass for mobile phones and consumer electronics – ending 100% import reliance on China. Facility in SIPCOT, Tamil Nadu; INR 1,003 crore investment; Phase 1 capacity: **30 million units/year**. | | **Ordinary Theory LLC (USA)** | Sep/Nov 2025 | 51:49 majority-stake JV with Optiemus to co-develop **"Made in India" smart enterprise hardware** for global B2B markets. Targets fintech, retail, logistics, and AI sectors. Ordinary Theory brings 90–95% global share in handheld POS devices. | | **Nothing (Global Brand)** | Sep/Nov 2025 | JV to establish **world-class manufacturing hubs** for **premium smartphones, IoT, and AI-driven devices** under the **CMF** brand – India’s first global consumer tech brand. Investment: **>$100 million**, creating **1,800+ jobs** in 3 years. | | **TP-Link (Global Networking)** | Sep 2025 | Partnership for indigenous design & manufacturing of **telecom and networking equipment** in India, including GPON routers and ONTs. Also supports PLI component localization. | | **ASRock (Taiwan)** | Apr 2025 | Local production of **AI motherboards** and advanced desktop motherboards in India. Fully automated nitrogen reflow process ensures high-reliability PCB assembly. | | **Arcadyan (Taiwan)** | May 2025 | Manufacturing **Jio-branded networking gear**, including fiber modems and routers. | | **Wistron Corp (Taiwan)** | 2021–2022 | Former JV partner; helped establish capabilities in IT hardware, EVs, and mobile manufacturing under PLI. OEL now fully owned by Optiemus. | --- ### **Key Manufacturing Capabilities & Facilities** | Facility | Location | Focus | Capacity | |--------|--------|------|--------| | **OEL Unit 1 (Sector 63, Noida)** | Noida, UP | Hearables, Wearables, Smartphones | 1 million units/month (hearables/wearables) | | **OEL Unit 2 (Sector 65, Noida)** | Noida, UP | Smartphones, Laptops, Telecom Boards | Up to 8.5 million smartphones/month; 900,000 combined output | | **GDN Enterprises** | Noida, UP | Telecom Devices | State-of-the-art EMS facility; PLI beneficiary | | **Planned Unit 3 (Sector 85, Noida)** | Noida, UP | Wearables Expansion | 2.4 million units/month (by mid-2023) | | **BIGTech Facility** | SIPCOT, Tamil Nadu | Cover Glass Finishing | 30 million units/year (Phase 1); INR 1,003 cr investment | | **New State-of-the-Art Facility** | Noida, UP | Multi-product EMS | Launching Q1 2026; aims for improved efficiency, QA, and faster time-to-market | Total Manufacturing Footprint: **65,000 sq. meters** across 5 advanced units. --- ### **Innovation & Market Expansion Initiatives** #### **1. Drones & Defense Technology (via OUS)** - **Indigenous Drones Launched** (Apr–Aug 2025): - **Marak VT100**: VTOL ISR drone for surveillance. - **Vajra QC55**: AI-powered multirotor for defense & agriculture. - **CLAM**: Canister-launched loitering munition (30 min endurance, 30 km range). - **FPV OFC Drones**: Fiber-optic guided for GPS-denied environments. - **Partnerships**: - **Avix Technology (Taiwan)**: Co-developing AI-enabled cameras, gimbals, and drone subsystems in India. - **KunWay (Taiwan)**: Localizing AI drone manufacturing for defense and homeland security. - **LS Spectrum (Germany)**: Assembling and marketing **spectrum analyzer drones** in Noida for defense and telecom. - **R&D Focus**: - Drones operable in **GPS-denied, jammed environments**. - RF countermeasures (drone jamming/neutralization). - Conversion of conventional munitions into **AI-powered smart weapons**. #### **2. Agricultural Drones (Drone-as-a-Service – DaaS)** - **Agri Shakti 10L Drone** (Jul 2024): Priced at **₹2.25 lakh**, used for spraying, crop monitoring. - **Hub-and-Spoke Model** for efficient service delivery. - **Investment**: ₹140 crore for **5,000 drones** by end-2025. - **Goal**: Train **6,000 pilots**, generate **₹600–900 crore** in service revenue by 2025. #### **3. Glass & Component Manufacturing** - **RhinoTech Screen Protectors**: - Co-developed with **Corning USA**. - Produced in Noida; features **antimicrobial tempered glass (TUV validated)**. - **BIGTech Cover Glass Facility**: - Inaugurated in **Aug 2025** – **India’s first** dedicated tempered glass plant. - Full in-house capabilities: cutting, polishing, tempering, coating, printing. - Capacity: **1 million units/month** now, scalable to **4 million** post-BIS standards. --- ### **Strategic Growth Verticals & Markets** | Vertical | Key Activities | Partners/Customers | |--------|---------------|-------------------| | **Hearables & Wearables** | OEM for **boAt, Noise, Truke, Xiaomi, OnePlus, Realme, HARMAN** | Launched **OnePlus Bullets Wireless Z3**; new factory nearing 1.5 million units/month | | **Telecom & Networking** | GPON, routers, baseband units, 4G RRH | **Jio, TP-Link, Tejas Networks, Arcadyan** | | **AI & IoT Devices** | AI-powered hearables, trackers, dashcams | **OnePlus, Realme, global B2B brands** | | **Premium Smartphones** | Local manufacturing with **Nothing** | CMF brand production | | **Defense & Security** | ISR, loitering munitions, electronic warfare drones | **Indian Armed Forces, ISRO, DRDO, paramilitary** | | **Agriculture & Civil Aviation** | Crop monitoring, spraying, spectrum analysis | Fertilizer companies, govt. cooperatives, agricultural universities | --- ### **Government Schemes & Incentives** - **PLI Scheme Beneficiary** under multiple categories: - **Telecom & Networking Products** (GDN Enterprises) - **IT Hardware Products** (OTPL) - **Mobile Phones & Components** (OEL) - Actively pursuing **Electronics Component Manufacturing PLI Scheme** for: - Displays, camera modules, mechanical components - Supporting **Phased Manufacturing Program (PMP)** for wearables and hearables.