Optiemus Infracom shares surge nearly 45% in three sessions, hit fresh 52-week high; here is why

Shares Optiemus Infracom, the country's leading maker of tempered glass and smartphone screen protectors, surged for a third straight session on Wednesday, September 23. In three sessions, Optiemus Infracom shares have surged as much as 44% to hit a fresh 52-week high of ₹850.05 on the BSE. On the National Stock Exchange, the stock touched a fresh 52-week high of ₹850.65.

In intraday deals, the stock rose as much as 20%, data from stocks exchanges showed.

Optiemus Infracom shares came under buying interest after government on Tuesday mandated compulsory Bureau of Indian Standards (BIS) certification for smartphone screen protectors, requiring entities to secure regulatory approval before selling such products in India.

The move is expected to curb sales of low-quality smartphone screen protectors and help domestic manufacturers like Optiemus Infracom, analysts noted.

"The provisions of Electronics and Information Technology Goods (Requirement of Compulsory Registration) Order, 2021, shall apply to the goods or articles as specified in column 2 (Screen Protectors for smartphones), added to the schedule of the said order by virtue of this notification, for conforming to the corresponding Indian standard as specified in column 3 IS 19348:2025), with effect from 1st April, 2027," a government notification dated September 21 said.

Smartphone screen protectors are the 66th item to be notified under the rule. Other items in the list include smartphones, laptops, mobile and laptop chargers, LED televisions, microwave ovens, printers, and set-top boxes, among others.

"The introduction of mandatory BIS standards for screen protectors marks an important milestone for the category and a welcome step towards building a quality-led, Made-in-India ecosystem.

"At Optiemus Infracom, we are building on our existing screen-protector manufacturing capabilities, with a planned additional capacity of 2 crore units, to meet emerging demand and contribute to the growth of the domestic ecosystem," Optiemus Infracom executive chairman Ashok Gupta said.

Optiemus has set up a production unit in Noida to manufacture tempered glass screen protectors using technology from US material technology firm Corning and expects to start shipments from January 2027.

The company expects ₹1,800-2,000 crore revenue in the current financial year from its tempered glass screen protectors business.

The domestic market for tempered glass screen protectors is estimated at 400 million pieces with a retail value of ₹20,000 crore in 2025.

In a separate development, CMF, a global consumer technology brand, on Tuesday announced an expanded partnership with Optiemus Group, under which Optiemus will also join Nothing's upcoming Series A investment round for the CMF brand. Setting CMF on a path to become a majority Indian-owned, independent smartphone brand - built from India, for the world.

"The expanded partnership takes forward the strategic manufacturing joint venture that Nothing and Optiemus announced in September 2025, which established India as a production hub for Nothing and CMF products. That joint venture will now evolve into a deeper, more comprehensive partnership: manufacturing, ownership, and R&D are now united under a single Indian entity with CMF, the natural next step in Nothing and Optiemus's shared commitment to building India's technology capability from the ground up," the company said in a press release.

As of 9:58 am, Optiemus Infracom shares traded 12.7% higher at ₹798, outperforming the NIFTY Microcap 250 index which was up 0.8%.