Deep tech player Optimized Group, which builds indigenous technologies across space, defence and nuclear applications, expects defence to become its largest business over the next five years, accounting for around 50 per cent of its revenue, as products developed over the last few years move into production volumes.
Space is currently the group’s largest business, followed by nuclear, with defence the third-largest segment. However, Chairman & MD Sandeep Shah expects this mix to change significantly, with space contributing about 30 per cent and other critical technologies, including nuclear, accounting for the remaining 20 per cent over the longer term.
“Many of those products that we developed in the last few years are now getting into production volumes,” Shah said, adding that the group’s defence order book was already building in that direction.
The group is also looking to expand its international business. Exports currently account for less than 10 per cent of revenue, but Optimized expects this to rise to nearly 20 per cent within the next two years. Its defence products are currently being offered to customers in Africa and Southeast Asia.
The company is already supplying fully formed electro-optical systems for observation, rather than individual sensors, to overseas markets. A key part of its expansion plans is a more than 1-lakh sq ft electronics development facility
The facility will include a large clean room capable of building LEO satellites weighing up to 500 kg, as well as in-house radio-frequency infrastructure for radar and counter-unmanned-system applications.
The company plans to fund the facility through internal reserves and government project finance, while evaluating potential equity funding.
Shah said the group could consider a public listing in at least two years, once it reaches a stronger scale. The company currently remains dependent on specific components imported from France, Israel and the US, although it plans to localise some of these technologies over time.
Published on September 23, 2026
