Optiemus Infracom Shares Surge 20% on ₹2,000 Cr Screen Protector Forecast

Optiemus Infracom’s stock vaulted 20% to ₹850.65, marking a fresh 52‑week high, as traders rallied on a fresh regulatory cue. The jump came after the company’s executive chairman, Ashok Kumar Gupta, revealed a ₹2,000 crore billing target for FY28 from screen protectors, a move that could lift EBITDA margins from the current 3% to 20‑25%.

The forecast hinges on the Bureau of Indian Standards’ new registration mandate for smartphone screen protectors, effective April 2027. Gupta estimates the domestic market at ₹18‑20 000 crore, with roughly 4.5 crore units sold monthly. If Optiemus captures a share of that pie, revenue billed to distributors could be four to five times the consumer price, creating a significant margin premium over its EMS contracts.

While the screen‑protector play is attractive, it still sits in its infancy. The company has just built a dedicated plant and is testing distribution channels. Gupta cautioned that the FY28 outlook will be finalized only after assessing customer traction and the strength of the supply network.

A separate catalyst was a binding term sheet with Nothing Electronics for a JV in the colour‑material‑finishing space. Optiemus would hold a 51.1% stake, subject to approvals. Both firms are awaiting clarity on the government’s manufacturing scheme before moving forward, so the revenue upside from this partnership remains speculative.

Block‑deal activity added momentum: 1.82% of shares, or 15.85 lakh, changed hands at an average of ₹845, generating ₹136 cr. Promoters still own 71.4% of the equity, with the public holding 28.6%.

Looking ahead, the company will keep its FY29 revenue guidance of ₹6,000 cr unchanged, focusing on the screen‑protector trajectory and the Nothing JV as catalysts for next‑year growth. Analysts note the stock’s YTD 64.9% gain and 38.8% monthly rise, positioning it as a high‑volatility play amid a sector poised for regulatory‑driven expansion.