Virtuoso Optoelectronics
H1 FY27 standalone revenue rose 78% and PAT 213%, but Q2 is seasonally lean and net margin is about 2%. Management deflected FY28 numbers and reverted to a 30%+ CAGR framing.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Virtuoso Optoelectronics earnings call we streamed: the live audio and our summary of what management said.
H1 FY27 standalone revenue rose 78% and PAT 213%, but Q2 is seasonally lean and net margin is about 2%. Management deflected FY28 numbers and reverted to a 30%+ CAGR framing.
H1 FY27 standalone revenue rose 78% and PAT 213%, but Q2 is seasonally lean and net margin is about 2%. Management deflected FY28 numbers and reverted to a 30%+ CAGR framing.
30%+ CAGR long-term, no FY28 figure given. Compressor capacity to 6 mn units by Q4, expected 40–60% utilisation in FY28. PLI ₹20 Cr expected Q4.
Virtuoso reported strong 85% YoY revenue growth driven by AC and compressor segments, but faced margin pressure from raw material fluctuations and rising interest costs due to debt-funded expansion.
Virtuoso Optoelectronics (VOEPL) reports FY26 revenue of ₹823cr (18% YoY growth) and EBITDA of ₹86cr. Strategic shift from OEM to ODM model is underway.
FY26 consolidated revenue grew 17.4% to ₹8,259.9 Mn with PAT up 22.4% to ₹150.3 Mn. Company is transitioning from AC-dominant OEM to a diversified ODM platform.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.