Any update if they will receive any PLI subsidy as that can improve margins significantly. We shoudl ask questions on this if they hold investor conference. Stock has taken a hammering however quarter to quarte peformance is really good and deal pipeline very impressive too. HOLDING with patience
I had written mail to them to know about status of pli subsidy and suggest that they hold investor conference after quarterly results like reputed companies do , no response
3 Likes
Typically contract manufacturers globally don’t trade above 0.5 P/S . Wistron trades at 0.38.
Globally what happens has little to do with it.Dixon sales at 2.5x ,kayness at 10x . Oil is free in Venezuela or cheaper than water in middle east does not mean it would be free in India .Similarly wistron listed in Taipei and operating mostly in taipei cant get same multiples as dixon in India. Uniqueness and capital market strength has a lot of influence which can’t be ignored offhand .
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One more thing: It is all about increasing EPS.
Still assessing this company. At this valuation, it seems like Good buy for 4-5 yrs then 300B electronic export target can be met.
Contra views are welcomed.
Very average quarter , AGM was equally disappointing when management just planted a few yes men shareholders who asked questions. CEO was not even present in AGM shows the professionalism of promoters. Have been holding since 3 years and will be trimming stake.
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I had done initial due diligence on this company and checked their AR…since they have a holding company structure, very little worthwhile information is available in AR to evaluate the EMS side of business and make a view on the future of the company. Management keeps giving interviews and paints rosy future, thought nothing much has materalized as yet…latest deal on manufacturing mobile phone screens (in partnership with corning) also will take time to show impact.
Considering all these factors, i exited the company in a matter of weeks.
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This is summary of different headlines on this company over timeline. If they are doing everything, I doubt what they are really doing.
Jan 2018
Aug 2021
Jan 2022
Jan 2024
Jul 2024
I left out the xiomi, noise news as well…
3 Likes
147 cr , 2% of optiemus valuation shares allotted roughly to DII’s, also 287 cr warrants issued to promoters & non-promoters.
at 14% discount to current valuation
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Optiemus Infra – Key Update
- Board Approval: ₹447 Cr corporate guarantee for Bharat Innovative Glass Technologies (BIGTech).
- Purpose: SBI credit facility.
- Date of Approval: Feb 10, 2025.
Date: January 27, 2025
TP-Link partners Optiemus Electronics to Manufacture Network and
IoT Devices in India.
Under the partnership, OEL will be manufacturing a range of key telecom and IoT products like GPON (ONT), cameras (Security and Surveillance), Home Wi-Fi routers, Enterprise Routers, Modems/ Gateways, SOHO Switches, and other network expansion devices. These products will be manufactured in OEL’s state-of-the-art manufacturing facility having a capacity to produce up to 6 million devices per year.
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Does anyone have any update regarding the Corning-Optiemus JV. Has OI started producing the glasses? They didn’t give any update regarding it even in the lastest report.
They are setting up a plant in Tamilnadu. Production will start from Q4 FY 2026.
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Optiemus joins hands with OnePlus to manufacture IoT devices from India.
Tws and Neckbands fall under IoT devices.
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Optiemus Infracom to set up 3 new wholly owned subsidiaries
Optiemus Vision Technology – to manufacture & trade camera modules
Optiemus Display Technology – for display modules
Optiemus Micro Electronics – for mobile & IT hardware enclosures
All entities to be 100% held by the company; incorporated in India
2 Likes
Strengthening its partnership whith CMF and Nothing.
Optiemus infracom ( listed company) was doing JV with nothing and cmf brand. Optiemus+ Nothing+ CMF ( optiemus owns 65%) investment of $100 mil to produce 5 lk phones per month. Nothings accounts for 2% of revenues to india ( global brand).
4 Likes
The company has come into partnership with many renowned brands like Realme, TP-Link, OnePlus, and Corning. As per their timeline of production, many of the partnerships are already in progress and the recent inaugration in August of the RhinoTech facility also brings revenue in the business. The new JV with Corning (BIG Tech) will be a pivot point in the company’s journey.
My main concern is that since the company has already started production of many of this partnerships which are not small if we look into them, and from what I projected, the company should earn majority of their revenue from their Manufacturing business although based on the latest quarterly results, i.e., Q3 FY2026, the Revenue bifurcation shows that the company still earns 50% of its revenue from its Trading business.
My main point of concern is, if the company’s this many partnerships are already work-in-progress, why can’t we see it being reflected in the revenue of the business. My projections even on a conservative basis gives me the results that the company could’ve easily earned around ₹2,800-3,000 crores in revenue in FY2026. Although all 3 quarters combined together, states that the company only earned somewhere close to ₹1,300 crores as of now, and the revenue for FY25 was ₹1,890 crores.
I am confused if the company is actually doing the business it said it has got from this partnership or not. I was way bullish on the company before the last quarterly result, but now I have some doubts.
So if you guys have any source of new information or any management talk, that would be a great help to me.
PS: I am invested in the company.