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Earnings Call

Virtuoso Optoelectronics Earnings Call: Key Takeaways

Virtuoso Optoelectronics (VOEPL) reports FY26 revenue of ₹823cr (18% YoY growth) and EBITDA of ₹86cr. Strategic shift from OEM to ODM model is underway.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with historical trends; no 10% beat over specific prior guidance mentioned.
Highlights
Revenue growth18% YoY for FY26; 49% 6-year CAGR.
MarginsEBITDA margin improved from 8.6% to 10.4% in FY26.
Demand visibilityStrong across AC and EMS segments; small base provides long runway.
Management confidenceHigh; visibility on capacity utilization and order interest.

Growth

FY26 Revenue ₹823cr (+18%), EBITDA ₹86cr (+43%), PAT ₹15cr (+25%). 6-year revenue CAGR stands at 49%.

Outlook

Guidance of 35-40% revenue CAGR for next 3-5 years. Major capex planned for compressors (₹150cr) and EMS (₹25cr).

Risks

Commodity inflation, raw material price volatility, and dependence on government import restrictions for compressors.

Source

Earnings Call filed with BSE, BSE: 543597. Summary written with AI assistance from the document.

Read the document ↗

Virtuoso Optoelectronics Ltd: key numbers

Share price
₹512.40
Market cap
₹1,755 Cr
Revenue (annual)
₹823.6 Cr
Net profit (annual)
₹15.03 Cr
P/E (TTM)
116.8×Sector 45.9×
Promoter holding
46.22%-3.52% QoQ
FII holding
17.66%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Virtuoso Optoelectronics Q1 FY27 Results: Net Profit ₹9.1 Cr, Up 42.2% YoY

Virtuoso Optoelectronics Ltd reported revenue from operations of ₹375.9 Cr (+85.0% YoY) and net profit of ₹9.1 Cr (+42.2% YoY) for Q1 FY27.

Key figure
Net profit ₹9.1 Cr · +42.2% YoY