Shares of ₹6,000-crore electronics manufacturing firm Optiemus Infracom Limited witnessed an explosive surge on Dalal Street on Tuesday, September 22, 2026, getting locked into a 20% upper circuit after a landmark regulatory order from the central government. The Nifty Microcap 250 constituent, which opened on a flat note, experienced aggressive institutional and retail buying that pushed trading volumes to multi-week highs. Strong momentum propelled the stock straight to its daily upper price ceiling of ₹708.4, where it remained locked through the session as market participants digested the commercial windfall awaiting organized domestic manufacturers under the newly amended import guidelines.
MeitY Brings Screen Protectors Under Compulsory Registration Order From April 1, 2027
The buying frenzy followed a notification from the Ministry of Electronics and Information Technology (MeitY) amending the Electronics and Information Technology Goods Requirement of Compulsory Registration Order (CRO), 2021. Under the revised framework, smartphone screen protectors have officially been brought within the purview of the Compulsory Registration Order, taking full statutory effect from April 1, 2027. Once operational, no enterprise will be permitted to manufacture, import, warehouse, or distribute smartphone screen protectors across India unless the products strictly adhere to mandated Indian Standards (IS), originate from Bureau of Indian Standards (BIS) certified facilities, and carry the official standard mark. The sweeping reform is projected to dismantle the largely grey and unregulated retail market, where low-cost, substandard unbranded glass products from overseas suppliers have historically dominated counter sales.
Dual-Stage Tempering and Corning Tie-Up: Why Equirus Sees Optiemus as Prime Beneficiary
With India’s screen protector segment heavily dependent on imported unorganized shipments—primarily sourced from China—domestic capacity providers are positioned for massive market share expansion. Neil Mehta of Equirus Securities highlighted that Optiemus Infracom stands as the prime commercial beneficiary of this policy shift, having proactively set up domestic manufacturing infrastructure well ahead of regulatory enforcement. Optiemus operates a cutting-edge, in-house dual-stage chemical tempering facility in Noida, utilizing specialized ion-exchange processes to reinforce structural glass strength using engineered materials from global specialty glass pioneer Corning. Capitalizing on this infrastructure, Optiemus has strategically deployed a two-pronged consumer strategy, rolling out its “Rhinotech” brand for premium-grade device protection and “Optiguard” to capture high-volume economy demand, perfectly synchronizing its commercial scale-up with the government’s BIS import barriers.