Optiemus Infracom Surges Up after JV with Nothing Electronics, $100M Invest Planned

New Delhi, September 25, 2025: Optiemus Infracom Limited (NSE: OPTIEMUS, BSE: 530135) stock surged 4.64% to ₹701.05 before closing with a 2.76% gain on Thursday. The rally followed the announcement of a binding joint venture with Nothing Electronics Private Limited. Under this strategic collaboration, the two companies will manufacture electronic products under the Nothing and CMF brands, positioning India as a global hub for production and exports.

Optiemus Infracom Limited, founded in 1993 in New Delhi, is a well-known electronics manufacturer that provides manufacturing, supply chain management, and refurbishment services. Optiemus leads India’s electronics value chain with five cutting-edge production plants that service domestic and international customers.

Stock Performance

As of 12:27 pm IST, the stock was trading at ₹688.45, backed by volumes of over 4.44 lakh shares traded. The company’s market capitalization at the current price was ₹6,171.15 crore, while the free float was about ₹1,510.31 crore. Optiemus has fluctuated between a 52-week low of ₹378.45 on April 7, 2025, and a 52-week high of ₹873.80 on September 26, 2024. The stock currently has a price-to-earnings ratio of 95.25 and a volume-weighted average price (VWAP) of ₹689.53.

Details of the Joint Venture

Under the terms of its partnership with London-based Nothing Electronics, Optiemus Infracom will produce Nothing and CMF products in India. The project is expected to generate around 1,800 jobs and attract over USD 100 million in investment over the next three years. CMF will operate as a standalone subsidiary, with India serving as its global headquarters for research and development, operations, and manufacturing

Management Commentary

Nothing CEO Carl Pei called India the fulcrum of the future global smartphone industry and described the partnership with Optiemus as a milestone in that vision. Optiemus Infracom’s Executive Chairman Ashok Gupta noted that the tie-up would not only boost world-class production capabilities but also deliver export-ready, ‘Made in India’ solutions, underscoring the country’s innovation potential.

REF: https://nsearchives.nseindia.com/corporate/OPTIEMUS_25092025102906_OILSEIntimationBindingTermSheetNothing25092025.pdf

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