Optiemus Infracom multibagger next micromax

Investors are not yet aware of the developments in Optiemus, which is the fastest growing companies in this space.
1) June 2015: Electronics giant Apple’s India division has tied up with Delhi-based Optiemus Group as their India distributor to help boost it’s India story by doubling iPhone stores across the country.

2) August 2015: Ravinder Zutshi, who was the deputy managing director at Samsung India till last December, joined smartphone Optiemus Infracom as its new Managing director. This is a huge development as Optiemus has a been a distributor for Samsung for long and for a deputy MD of Samsung to come on board as MD of Optiemus speaks volumes about the potential of the business. Shares of Optiemus had rallied 80% earlier just on this news. His official statement was "We will make world-class handsets catering not just to India, but to the global markets, at affordable prices" - Ravinder Zutshi, Optiemus Infracom

3) Nov 2015: Optiemus Signs JV with Wistron For Make In India; Mobile Manufacturing To Start By March 2016. This is huge and will increase sales manifold. More importantly, this marks shift from low margin distribution business to EPC types business with margins more than 2 times.
As pointed out earlier, sales can increase 10 times in next 3 year,that will double the current margin.
4) Nov 2015: Optiemus Infracom acquires UniverCell, one of the largest retail format chain in South India. This is a brilliant strategy, given that Optiemus traditionally had presence only in North India, this move will help cross new phones from tie-up across the country.
“I would like to emphasize that with this acquisition, we have strengthened our retail footprint in the country. We already have a Mobiliti World as a retail store brand focused in North India." - Zutshi.

The best part is that the expansion is with minimal debt, and points towards the making of a huge Made in India brand. Catch this multibagger at the cusp of breakout.

Optiemus is going to be next micromax. Look at the valuation, micromax is enjoying. Same can be expected from Opti. The company available at 800 cr market cap and average annual turnover is 2500 crore

 

looks interesting

what happens to the Redington - Apple tie up? Ingram Micro is another big player in distribution
too many players in the mobile business, another player won't make a big dent in the market
comparing with Micromax - how much is it valued at?

 

Micromax valuations is close to 30,000 crore, but Optiemus is trading at just 800 crore market cap.
Recently WISTRON corp world no 2 mobile maker has invested 1200 crore.
re rating soon in Optiemus

 

well looks good for the Make in India play, another OEM catering to the brands

Wistron is just following Foxconn

to me it is like a trading/distribution company now looking to cater as OEM, thanks for sharing though

nothing to say about the Sales/MCap valuation, what's the Micromax valuation source?

 

Foxconn no 1, Wistron no 2...

Micromax's current valuation to be $5 billion, to sell 25% stake to Alipay
Source :https://www.in.techradar.com/news/M...l-25-stake-to-Alipay/articleshow/47068938.cms

 

Good analysis of stock will keep in watch list for further study of stock and analysis (No money to buy now as all stocks are in deep loss)

 

Wistron annual turnover $12billion (80,000 cr) looks like Optiemus Infracom found good partner.

 

74% Holding with promoters, 23% with top 10 shareholders..only 3% floating stock..
Soon DII and HNI's will grab this multibagger

 

March 2016 onwards, HTC's smartphones will be made by Optiemus Infracom, under a mobile manufacturing joint venture with Taiwan's Wistron, which makes HTC smartphones for other markets.

https://telecom.economictimes.india...-with-one-a9-and-desire-828-dual-sim/49924050

 

It seems Apple has made an application to start its own single brand retail store in India......what would be the fate of companies like Optiemus

 

Alert : Optiemus infracom will start exporting smartphones next month source: https://www.taipeitimes.com/News/biz/archives/2016/06/16/2003648693

 

Wistron’s manufacturing plant in India, which has formed a partnership with India’s Optiemus Infracom Ltd, will start to ship smartphones for Taiwanese, Indian and Chinese vendors ######## next month ####### with an initial annual production capacity of 4 million units, he said.

 

Congrats stock is up 13%. May hit UC today.

 

Optiemus Infracom (#BSE listed) intends to triple monthly capacity at its smartphone plant, company produces HTC, LG, OPPO, Oneplus mobiles : Managing Director Ravinder Zutshi

https://asia.nikkei.com/Politics-Economy/Economy/Make-in-India-propels-homegrown-smartphones?page=1

 

Apr 2016 : LG inked an agreement with GDN Enterprises, a part of New Delhi-based Optiemus Group, for manufacturing and has started trial production with two models. The lines have been imported from South Korea and will be expanded to include more models, three senior industry executives said.
Source : https://telecom.economictimes.india...-india-plans-country-specific-models/51722240

 

Optiemus-Wistron is largest contract phone maker in India
Produces phones for LG, HTC, Oppo, OnePlus

https://telecom.economictimes.india...argest-contract-phone-maker-in-india/52894692

 

I was looking at the screener data for analysis ( please refer https://www.screener.in/company/530135/ ). What I saw was a marked decrease in topline from 2015 to 2016 and OPM margins of around 1%, is that a fair picture? Did some demerger or some offloading of a business take place? Otherwise, if so many "good" things are happening for the co. then why is the topline decreasing while sales of smartphones keep on increasing in India?

 

Optiemus infra has changed business model... U will see huge jump in revenues in q1 quarter

 

Intex Tech mobile business head Sanjay Kalirona resigns, joins Zen mobile (optiemus-infracom)

 

Intex's S K Kalirona moves to Zen Mobile
https://www.afaqs.com/news/story/48400_Intexs-S-K-Kalirona-moves-to-Zen-Mobile