ALFA Finder| Management target | Revenue 40.0% FY25-FY27 |
|---|
| Revenue growth | 85.0% YoY growth driven by strong demand and scale-up. |
|---|---|
| Margins | EBITDA margin at 9.3%; structural margin capture via backward integration. |
| Order book | Strong for upcoming season in AC segment. |
| Demand visibility | Strong order book in AC segment; refrigeration demand doubling in 5-7 years. |
Growth
Revenue grew 85.0% YoY to ₹3,758.8 Mn; PAT increased 40.9% YoY to ₹90.5 Mn.
Outlook
Targeting sustained 35-40% Revenue CAGR; planned capacity expansion in EMS and compressor segments; targeting 75-80% in-house component mix.
Risks
Higher depreciation costs due to ongoing investment cycles; risk of high customer concentration during transition.
Last quarter's promises, checked
Delivered
- Guided 35-40% Revenue CAGR → delivered 85% YoY (= BEAT)
- Guided non-AC revenue mix 40% → delivered ~40% (= BEAT)
- Guided 9-10% EBITDA margin → delivered 9.3% (= BEAT)
Partly delivered
- Guided compressor capacity to 6Mn by FYE → ongoing expansion to 8Mn (= PARTIAL)
Investor Presentation filed with BSE, NSE: VOEPL. Summary written with AI assistance from the document.
Virtuoso Optoelectronics Ltd: key numbers
- Share price
- ₹479.10
- Market cap
- ₹1,722 Cr
- Revenue (annual)
- ₹823.6 Cr
- Net profit (annual)
- ₹15.03 Cr
- P/E (TTM)
- 71.3×Sector 44.3×
- Promoter holding
- 44.05%-5.69% QoQ
- FII holding
- 16.69%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Virtuoso Optoelectronics Ltd
All →Virtuoso Optoelectronics Employee Stock Options
Virtuoso Optoelectronics granted up to 4,40,000 options under ESOP 2023 at up to Rs 468.55 each. Nomination and Remuneration Committee approved the grant on 10 November 2026.
Virtuoso Optoelectronics Earnings Call Transcript: Key Takeaways
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.
- Call
- Guides 30% growth
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- Key figure
- Net profit ₹2.7 Cr
Virtuoso Optoelectronics Board Meeting Date
Virtuoso Optoelectronics scheduled its board meeting for November 6, 2026, to approve Q1 and H1 FY27 unaudited financial results. Trading window stays closed until 48 hours post-declaration.
Virtuoso Optoelectronics Other Announcement
Virtuoso Optoelectronics Ltd filed its quarterly shareholding pattern for the period ending October 2026. This periodic disclosure provides details on promoter and public equity holdings.
Virtuoso Optoelectronics Preferential Issue
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- Value
- ₹1.69 Cr