Optiemus Infracom OPTIEMUS
Semicon 2.0 + Mobile Phones (MPMS): Noida-based EMS company assembling smartphones (Ai+), wearables and IoT modules
Mapped in 2 themes: 5G/6G Telecom Buildout and Semicon 2.0 + Mobile Phones (MPMS).
Where Optiemus Infracom sits in the supply chain
Optiemus Infracom appears in 2 supply-chain layers across 2 themes: 5G/6G Telecom Buildout and Semicon 2.0 + Mobile Phones (MPMS).
5G/6G Telecom Buildout › Antennas, RF & Microwave Components
Indirect supplierElectronics contract manufacturer (smartphones for Ai+ from 2026, wearables, telecom gear) that also distributes handsets
Other companies in this layer
Semicon 2.0 + Mobile Phones (MPMS) › Phone assembly (EMS)
OperatorNoida-based EMS company assembling smartphones (Ai+), wearables and IoT modules
Other companies in this layer
Revenue and profit
| ₹ Cr | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | 1,528 | 1,890 | 1,769 |
| Net profit | 57 | 63 | 66 |
Latest-year revenue ₹1,769 Cr (FY26, company-wide). Wider screens show FY22 onwards.
Strengths · in Semicon 2.0 + Mobile Phones (MPMS)
- Q1 FY27 revenue roughly doubled to ~₹883 Cr on a ~3 million-phone Ai+ programme
- Added 6 million units of annual capacity (Noida Unit 3)
Risks · in Semicon 2.0 + Mobile Phones (MPMS)
- EBITDA margin fell to 4.7% in Q1 FY27 as it built volume
- Too small to enter MPMS Track 1 on its own - benefits through brand customers
Common questions
What does Optiemus Infracom do?
In Semicon 2.0 + Mobile Phones (MPMS): Noida-based EMS company assembling smartphones (Ai+), wearables and IoT modules. NextResearch maps it in 2 supply chains: Semicon 2.0 + Mobile Phones (MPMS) and 5G/6G Telecom Buildout.
Where does Optiemus Infracom sit in the supply chain?
Optiemus Infracom (NSE: OPTIEMUS) is mapped in 2 supply-chain layers: Antennas, RF & Microwave Components (5G/6G Telecom Buildout); and Phone assembly (EMS) (Semicon 2.0 + Mobile Phones (MPMS)).
Who are Optiemus Infracom's peers?
In the Phone assembly (EMS) layer of Semicon 2.0 + Mobile Phones (MPMS): Dixon Technologies, Foxconn India (incl. Bharat FIH) (not NSE-listed), Tata Electronics (not NSE-listed) and Amber Enterprises India.
What is Optiemus Infracom's market cap and valuation?
As of 30 Oct 2026: market cap ₹7,119 Cr, P/E 98.0x, ROCE 10.9%, ROE 9.2%, dividend yield 0%.